Agility - OpenText Core Capture Services Integration and Automation

Common Integration Use Cases Between Agility and OpenText Core Capture Services

1. Digital Mailroom to Content Hub Publishing

Flow: OpenText Core Capture Services ? Agility

Incoming customer letters, scanned forms, and correspondence are captured and classified in OpenText Core Capture Services, then key metadata and approved content are pushed into Agility as structured content items. This allows teams to publish customer notices, service updates, or case-related web content quickly without manual rekeying. It reduces processing time for high-volume mail intake and ensures consistent content delivery across web and mobile channels.

2. Invoice or Document Status Pages for Customer Self-Service

Flow: OpenText Core Capture Services ? Agility

For organizations that want to expose document processing status to customers or suppliers, OpenText Core Capture Services can extract invoice or form details and send status data to Agility-powered self-service pages. Agility then displays real-time or near-real-time status such as received, under review, approved, or completed. This improves transparency, reduces inbound support calls, and gives finance or operations teams a controlled way to publish process updates.

3. Customer Onboarding Content and Document Intake Orchestration

Flow: Agility ? OpenText Core Capture Services

Agility can host onboarding landing pages, instructions, and document upload experiences, while OpenText Core Capture Services captures and extracts data from submitted forms, IDs, proof of address documents, or signed agreements. Extracted data can be routed to CRM, case management, or approval workflows, and Agility can be updated with onboarding progress content or next-step instructions. This creates a smoother onboarding journey for customers and a more efficient intake process for operations teams.

4. Content-Driven Claims or Service Request Intake

Flow: Agility ? OpenText Core Capture Services

Agility can power a claims or service request portal where users submit supporting documents such as receipts, photos, forms, or correspondence. OpenText Core Capture Services classifies the documents, extracts relevant fields, and sends the data to downstream systems for validation and processing. This reduces manual review effort and helps claims, support, or operations teams handle submissions faster and more consistently.

5. Automated Publishing of Approved Document Templates and Forms

Flow: OpenText Core Capture Services ? Agility

When document intake processes produce approved templates, standardized forms, or policy documents, OpenText Core Capture Services can pass the finalized content and metadata to Agility for publishing. Marketing, HR, legal, or compliance teams can then manage the web presentation of these documents centrally in Agility. This is useful for organizations that need to keep public-facing forms and document libraries current without developer involvement.

6. Correspondence Classification Feeding Personalized Web Experiences

Flow: OpenText Core Capture Services ? Agility

OpenText Core Capture Services can classify inbound correspondence by topic, customer type, or request category and extract key attributes such as account number, product line, or issue type. Agility can use that data to personalize the next web experience, such as showing relevant FAQs, support articles, or targeted landing pages. This helps reduce friction for customers and improves self-service resolution rates.

7. Compliance and Policy Acknowledgement Workflows

Flow: Agility ? OpenText Core Capture Services

Agility can publish policy pages, compliance notices, and acknowledgement forms, while OpenText Core Capture Services captures signed acknowledgements or uploaded supporting documents. Extracted confirmation data can be sent to compliance systems or employee records, and Agility can update the user journey with completion status or next actions. This is valuable for regulated industries that need auditable document handling and controlled content publishing.

8. Content Operations for Document-Heavy Campaigns and Service Programs

Flow: Bi-directional

Agility can manage campaign landing pages, service program content, and document submission instructions, while OpenText Core Capture Services processes the resulting inbound documents and forms. As documents are classified and extracted, status or exception data can be sent back to Agility to drive user-facing messaging, such as missing information alerts or completion confirmations. This supports cross-functional workflows between marketing, operations, and customer service teams, improving both conversion and processing efficiency.