Adobe Commerce (Magento) - OpenText Core Capture Services Integration and Automation

Common Integration Use Cases Between Adobe Commerce and OpenText Core Capture Services

1. Invoice and Vendor Document Processing for Marketplace or B2B Orders

Data flow: Adobe Commerce to OpenText Core Capture Services, then to ERP or AP workflow systems

When Adobe Commerce generates order-related documents such as vendor invoices, purchase orders, credit notes, or remittance correspondence, OpenText Core Capture Services can ingest and classify them for extraction and routing. This is especially useful for B2B merchants managing supplier-backed fulfillment, drop-ship models, or marketplace operations where document volumes are high and formats vary.

• Capture invoice data from scanned or emailed documents tied to commerce orders
• Extract supplier name, invoice number, line items, tax, and totals
• Route exceptions such as mismatched pricing or missing PO references for review
• Reduce manual AP entry and speed up reconciliation

2. Customer Onboarding for B2B Account Creation and Credit Approval

Data flow: Adobe Commerce to OpenText Core Capture Services, then to CRM, ERP, or approval workflows

Adobe Commerce B2B portals often collect registration forms, trade references, tax certificates, resale permits, and credit applications. OpenText Core Capture Services can classify and extract this onboarding content so finance, compliance, and sales teams can review it without manually rekeying data from PDFs or scanned forms.

• Capture business registration documents submitted through the commerce portal
• Extract legal entity details, tax IDs, and contact information
• Support credit review and account approval workflows
• Accelerate activation of new customer accounts and reduce onboarding delays

3. Digital Mailroom for Order Exceptions and Customer Correspondence

Data flow: Adobe Commerce to OpenText Core Capture Services, then to customer service, order management, or case systems

Customer emails, signed order forms, return authorizations, and dispute letters often arrive outside the storefront but still affect commerce operations. OpenText Core Capture Services can act as a digital mailroom, capturing these documents, classifying them by intent, and extracting key details so they can be linked to the correct Adobe Commerce order or customer record.

• Classify incoming correspondence as returns, cancellations, disputes, or order changes
• Extract order numbers, customer identifiers, and requested actions
• Route documents to the right service queue or workflow
• Improve response times for high-value or time-sensitive cases

4. Returns and Claims Documentation Processing

Data flow: Adobe Commerce to OpenText Core Capture Services, then to returns management or ERP systems

For merchants handling returns, warranties, or damage claims, customers often submit receipts, photos, packing slips, and claim forms. OpenText Core Capture Services can capture and extract the supporting documentation needed to validate the request and initiate the next step in the returns process.

• Ingest return forms and proof-of-purchase documents from Adobe Commerce workflows
• Extract SKU, order number, reason codes, and claim details
• Support automated validation against order history and return policy rules
• Reduce fraud risk and manual review effort

5. Supplier and Product Compliance Document Intake

Data flow: OpenText Core Capture Services to Adobe Commerce, with downstream validation in PIM or ERP

Before products can be published in Adobe Commerce, merchants often need supplier certificates, safety data sheets, country-of-origin declarations, or regulatory forms. OpenText Core Capture Services can capture and extract these documents, then pass structured data to Adobe Commerce or connected master data systems to support product readiness and compliance checks.

• Capture compliance documents submitted by suppliers or internal teams
• Extract expiration dates, certification numbers, and product references
• Trigger review before products are activated in the storefront
• Help prevent non-compliant items from being sold online

6. Contract and Quote Document Processing for B2B Sales

Data flow: Adobe Commerce to OpenText Core Capture Services, then to CRM, ERP, or contract management systems

Adobe Commerce B2B quote workflows often involve uploaded signed quotes, negotiated pricing agreements, and customer-specific terms. OpenText Core Capture Services can extract data from these documents and make it available to sales operations or order management teams for faster processing and auditability.

• Capture signed quotes, purchase commitments, and pricing agreements
• Extract customer name, deal terms, effective dates, and approval signatures
• Support conversion of approved quotes into orders
• Improve traceability for negotiated B2B transactions

7. Warranty Registration and Service Request Intake

Data flow: Adobe Commerce to OpenText Core Capture Services, then to customer service or warranty systems

Merchants selling durable goods often need warranty registrations, proof-of-purchase documents, and service request forms. Adobe Commerce can collect the initial request, while OpenText Core Capture Services extracts the supporting data from uploaded documents to automate case creation and eligibility checks.

• Capture receipts, serial number forms, and service claims
• Extract product identifiers, purchase dates, and customer details
• Validate warranty eligibility against order records
• Speed up service case creation and reduce manual verification

8. Order Dispute and Chargeback Evidence Collection

Data flow: Adobe Commerce to OpenText Core Capture Services, then to finance, risk, or payment dispute systems

When a chargeback or payment dispute occurs, teams need to assemble evidence such as order confirmations, shipping documents, customer communications, and signed receipts. OpenText Core Capture Services can classify and extract these documents from multiple sources and organize them for dispute response workflows tied to Adobe Commerce orders.

• Collect and index evidence related to disputed orders
• Extract timestamps, shipping confirmations, and customer authorization details
• Package documents for finance or risk team review
• Improve dispute resolution speed and recovery rates