Agility - OpenText Exstream Integration and Automation

Common Integration Use Cases Between Agility and OpenText Exstream

1. Personalized customer statement and bill delivery

Data flow: OpenText Exstream ? Agility

OpenText Exstream generates regulated statements, invoices, bills, or policy documents with customer-specific data, then publishes the content or document summary into Agility for web and mobile delivery. Agility can present a secure customer portal experience with the latest documents, payment prompts, FAQs, and contextual help content.

• Improves self-service access to statements and bills
• Reduces call center volume for document retrieval
• Allows marketing and service teams to manage supporting content without developer involvement

2. Consistent omnichannel customer communications

Data flow: Bi-directional

Agility manages approved messaging content such as service announcements, product updates, and campaign landing page copy, while OpenText Exstream uses that approved content in outbound communications across print, email, web, and mobile. This ensures customers receive consistent messaging regardless of channel.

• Aligns brand and compliance messaging across channels
• Reduces duplication of content creation across teams
• Supports faster rollout of coordinated customer communications

3. Dynamic policy and account document portals

Data flow: OpenText Exstream ? Agility

OpenText Exstream produces policy documents, account letters, and notices, then Agility powers a secure portal where customers can browse current and historical documents, view related educational content, and access next-step actions such as renewals or claims submission.

• Creates a single digital destination for customer documents
• Improves document discoverability and customer experience
• Supports cross-sell and retention content alongside transactional documents

4. Content-driven notification and correspondence templates

Data flow: Agility ? OpenText Exstream

Marketing and communications teams maintain reusable content blocks in Agility for headers, disclaimers, promotional inserts, service messaging, and localized copy. OpenText Exstream pulls these approved assets into correspondence templates to generate compliant, personalized communications at scale.

• Centralizes approved content management
• Speeds template updates across multiple communication types
• Reduces compliance risk from inconsistent wording

5. Customer onboarding and welcome journeys

Data flow: OpenText Exstream ? Agility

After a new policy, account, or service enrollment is created in the core system, OpenText Exstream sends a welcome letter or email with personalized details. Agility hosts the onboarding landing page with next steps, educational content, product usage guides, and support resources tailored to the customer segment.

• Improves first-touch customer experience
• Reduces confusion during onboarding
• Supports better adoption and lower early churn

6. Regulatory notice publishing and archive access

Data flow: OpenText Exstream ? Agility

OpenText Exstream generates regulated notices such as rate changes, policy amendments, or service alerts. Agility publishes a customer-facing archive or notice center where users can review current notices, related policy explanations, and supporting content in a searchable format.

• Improves transparency and customer trust
• Provides a controlled web experience for regulated communications
• Helps customer service teams direct users to authoritative content

7. Campaign-triggered personalized offers tied to billing or policy events

Data flow: OpenText Exstream ? Agility

When OpenText Exstream sends a bill, renewal notice, or policy communication, Agility can display a personalized landing page with relevant offers, add-on products, payment options, or educational content based on the same customer event and segment data.

• Connects transactional communications with conversion opportunities
• Improves relevance of digital follow-up content
• Enables coordinated work between communications, marketing, and operations teams

8. Communication content governance and approval workflow

Data flow: Bi-directional

Agility serves as the controlled repository for approved content components, while OpenText Exstream consumes those components for customer communications. Status updates from Exstream production runs, such as template version usage or publication confirmation, can be fed back to Agility for governance and audit visibility.

• Strengthens content governance and traceability
• Supports audit and compliance requirements
• Helps teams manage version control across digital and print communications