Amazon S3 - OpenText Active Documents Trading Grid Integration and Automation

Common Integration Use Cases Between Amazon S3 and OpenText Active Documents Trading Grid

1. Centralized storage for inbound trading partner documents

Direction: OpenText Active Documents Trading Grid ? Amazon S3

Use OpenText Active Documents Trading Grid to receive purchase orders, invoices, shipping notices, and other B2B documents from suppliers, customers, and logistics partners, then archive the original files in Amazon S3 for scalable long-term storage. This gives business teams a durable repository for audit, retention, analytics, and downstream processing without overloading the trading platform.

• Supports high-volume document retention at lower storage cost
• Improves retrieval for finance, procurement, and compliance teams
• Creates a centralized archive for historical partner transactions

2. Secure distribution of outbound documents to trading partners

Direction: Amazon S3 ? OpenText Active Documents Trading Grid

Store outbound business documents in Amazon S3, such as invoices generated by ERP, shipping labels, or order acknowledgments, then route them through OpenText Active Documents Trading Grid for secure delivery to trading partners. This pattern is useful when documents are created in cloud applications or data pipelines and must be transmitted with B2B controls, acknowledgments, and audit trails.

• Enables controlled partner delivery from cloud-based document repositories
• Reduces manual file handling by operations teams
• Ensures delivery tracking and compliance for external exchanges

3. Exception handling and reprocessing of failed document exchanges

Direction: Bi-directional

When a document exchange fails in OpenText Active Documents Trading Grid due to partner connectivity, validation, or routing issues, the failed payload can be stored in Amazon S3 for review and reprocessing. Conversely, corrected files can be pulled from S3 and resent through the trading grid. This creates a practical recovery workflow for supply chain and finance operations.

• Improves resilience for mission-critical B2B transactions
• Supports operational teams in resolving exceptions faster
• Provides a clear audit trail of failed and retried exchanges

4. Document archive for compliance and audit readiness

Direction: OpenText Active Documents Trading Grid ? Amazon S3

Use OpenText Active Documents Trading Grid to manage the active exchange lifecycle, then copy completed transaction documents into Amazon S3 as a compliance archive. This is especially valuable for industries with strict retention requirements, where teams need easy access to historical invoices, purchase orders, and shipping confirmations for audits, disputes, and regulatory reviews.

• Supports retention policies and legal hold processes
• Provides low-cost, scalable storage for long-term records
• Helps audit, legal, and finance teams access transaction history quickly

5. Partner document staging and validation before transmission

Direction: Amazon S3 ? OpenText Active Documents Trading Grid

Business teams can stage documents in Amazon S3 from ERP, procurement, or warehouse systems, then validate and transmit them through OpenText Active Documents Trading Grid only after business rules are met. For example, an invoice file can be checked for required fields, approved by finance, and then sent to the correct trading partner.

• Reduces transmission errors caused by incomplete documents
• Creates a controlled approval workflow before external sharing
• Improves coordination between finance, operations, and IT

6. Shared repository for partner collaboration documents

Direction: Bi-directional

Use OpenText Active Documents Trading Grid for secure exchange of formal B2B documents while storing supporting files in Amazon S3, such as product specifications, packing images, certificates of origin, or compliance attachments. Trading partners can exchange the official transaction document through the grid and reference or retrieve related files from S3 as part of the broader collaboration process.

• Separates transactional documents from large supporting files
• Improves performance by keeping bulky attachments in object storage
• Helps supply chain and quality teams manage complete document sets

7. Analytics and reporting on document exchange activity

Direction: OpenText Active Documents Trading Grid ? Amazon S3

Export transaction logs, document metadata, and exchange records from OpenText Active Documents Trading Grid into Amazon S3 for reporting and analytics. Business intelligence teams can then analyze partner response times, document volumes, exception rates, and shipment or invoice cycle performance across regions or business units.

• Enables operational dashboards and KPI reporting
• Supports trend analysis across trading partners and document types
• Improves visibility for supply chain, finance, and customer operations

8. Disaster recovery and business continuity for critical documents

Direction: Bi-directional

Maintain a synchronized copy of critical inbound and outbound trading documents in Amazon S3 so they can be restored or resent if the trading platform experiences an outage. OpenText Active Documents Trading Grid remains the system of record for exchange and delivery, while S3 provides a resilient backup repository for continuity planning and recovery operations.

• Protects essential business documents from service disruption
• Supports rapid restoration and resend of partner transactions
• Strengthens continuity for manufacturing, logistics, and retail operations