Global Relay Communications Archiving REST API
Global Relay communications archiving and compliance REST API for financial services firms to automate electronic communications capture, archive search, supervision workflow, and e-discovery export — enabling AI agents to search archived communications, manage supervision review workflows, retrieve compliance audit trails, and integrate with regulatory reporting platforms through Global Relay's SEC/FINRA-compliant communications archive. Enables AI agents to manage archive search for email, chat, social media, and trading communication full-text and metadata search automation, handle supervision management for supervisory review workflow assignment, completion, and escalation automation, access export management for regulatory e-discovery export and litigation hold data production automation, retrieve capture management for communication channel connection status and capture health monitoring automation, manage user management for employee communication profile and archive access management automation, handle policy management for supervision policy and lexicon configuration automation, access audit management for compliance audit trail and supervision activity log retrieval automation, retrieve report management for regulatory compliance coverage and supervision activity reporting automation, manage integration management for Microsoft 365, Slack, Bloomberg, and enterprise communication platform capture automation, and integrate Global Relay with SEC, FINRA, FCA, and regulatory reporting workflows for financial services compliance archiving automation.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
Communications archiving. SOC2, GDPR, SEC/FINRA. API key/OAuth2. US/EU/CA/UK. Archived employee communications (highly sensitive, regulated).
⚡ Reliability
Best When
A financial services compliance team wanting AI agents to automate electronic communication search, supervisory review workflow, e-discovery export, and regulatory compliance reporting through Global Relay's SEC/FINRA-compliant archiving platform.
Avoid When
FINANCIAL SERVICES COMPLIANCE CONTEXT REQUIRED: Global Relay serves regulated financial services firms; automated general-purpose assumption creates compliance_context_missing for deployments without understanding of SEC Rule 17a-4, FINRA 4511, or equivalent regulatory requirements; automated must understand applicable compliance regulations. ENTERPRISE LICENSE IS REQUIRED: Global Relay serves enterprises; automated open-developer assumption creates account_required for organizations without Global Relay enterprise agreement; automated must have Global Relay subscription with appropriate compliance features. CHANNEL CONNECTORS REQUIRE SETUP: Communications capture requires channel-specific connector configuration (email, Bloomberg, Slack, WhatsApp); automated capture-ready assumption creates missing_communications for channels not yet configured with Global Relay capture connectors; automated must ensure all required communication channels have connectors configured. SEARCH RESULTS CONTAIN SENSITIVE DATA: Archived communications contain highly sensitive employee and client communications; automated unrestricted-search assumption creates data_exposure_risk for search access without need-to-know access controls; automated must implement strict search access controls aligned with compliance and legal requirements.
Use Cases
- • Searching archived employee communications for regulatory examination requests for compliance operations agents
- • Managing supervisory review queues and tracking completion for broker-dealer compliance automation agents
- • Exporting communications data for e-discovery and litigation hold production for legal operations agents
- • Monitoring capture channel health to ensure complete communication archiving for compliance assurance agents
Not For
- • General enterprise email management and collaboration (Global Relay is compliance archiving; Microsoft 365 and Google Workspace serve enterprise communication)
- • CRM and customer communication management (Global Relay is regulatory compliance archive; Salesforce and HubSpot serve customer CRM)
- • Real-time communication monitoring (Global Relay archives for compliance review; threat detection platforms serve real-time monitoring)
Interface
Authentication
Global Relay uses API key and OAuth2 for Communications Archiving REST API. REST API with JSON. Vancouver, BC HQ. Founded 2000 by Warren Roy. Bootstrap/private (no disclosed VC). Products: Global Relay Archive (communications compliance), Global Relay Supervision (review workflow), Global Relay e-Discovery. 23,000+ customers globally. 99.9% uptime SLA. SEC Rule 17a-4, FINRA Rule 4511, FCA, MiFID II compliant. Industries: broker-dealers, investment advisers, banks, hedge funds. Competes with Smarsh, Proofpoint Archive, and Veritas for financial communications compliance.
Pricing
Vancouver BC. Bootstrap. 23,000+ customers. Per-user annual subscription. SEC/FINRA/FCA compliant.
Agent Metadata
Known Gotchas
- ⚠ SEARCH REQUIRES DATE RANGE SCOPING: Global Relay archive search requires date range parameters; automated unbounded-search assumption creates timeout or excessive_results for searches without date constraints on large archives; automated must specify date range for all archive search queries
- ⚠ EXPORT IS ASYNCHRONOUS AND LARGE: E-discovery exports initiate asynchronous jobs that can take hours for large date ranges; automated inline-export assumption creates timeout for export result queries before job completion; automated must implement async job polling for export operations
- ⚠ CHANNEL AVAILABILITY VARIES: Not all communication channels are available in every account; automated universal-channel assumption creates channel_not_found for capture queries referencing channels not licensed or configured; automated must query available channels before assuming capture coverage
- ⚠ SUPERVISION WORKFLOWS ARE FIRM-CONFIGURED: Supervision review workflows are configured per compliance policy; automated standard-workflow assumption creates workflow_not_found for supervision operations referencing unconfigured policy workflows; automated must query available workflows before submitting supervision operations
- ⚠ ARCHIVED DATA IS IMMUTABLE: Global Relay archives are WORM (write-once, read-many) for regulatory compliance; automated modify-archive assumption creates write_rejected for any operation attempting to modify archived communications; automated must treat archived data as read-only
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Scores are editorial opinions as of 2026-03-07.