Amazon S3 - OpenText Core Case Integration and Automation

Common Integration Use Cases Between Amazon S3 and OpenText Core Case

1. Case File Repository for Large Evidence and Supporting Documents

Data flow: Amazon S3 ? OpenText Core Case

Store large case-related files in Amazon S3, such as scanned documents, photos, videos, audio recordings, and bulk evidence packages, then link them into OpenText Core Case as part of the case record. This keeps the case workspace lightweight while still giving investigators and reviewers controlled access to all supporting materials.

Business value: Reduces case system storage load, improves performance, and gives teams a single case view with access to all relevant evidence.

2. Automated Ingestion of Customer or Claim Submissions

Data flow: Amazon S3 ? OpenText Core Case

Use S3 as the landing zone for inbound files submitted through portals, email attachments, or batch uploads. When a new file arrives, OpenText Core Case can create or update a case, classify the submission, and route it to the appropriate team for review.

Business value: Speeds up intake, reduces manual sorting, and ensures every submission is tracked consistently from the moment it is received.

3. Archiving Closed Case Artifacts to Low-Cost Object Storage

Data flow: OpenText Core Case ? Amazon S3

After a case is resolved, export final documents, correspondence, and attachments from OpenText Core Case to Amazon S3 for long-term retention. This supports retention policies, audit readiness, and cost-effective storage of inactive case content.

Business value: Lowers storage costs in the case platform while preserving a complete historical record for audits, legal review, or future reference.

4. Shared Evidence Access Across Departments

Data flow: Bi-directional

Operational teams can upload supporting files to Amazon S3, while case workers in OpenText Core Case can retrieve, review, and annotate those files as part of the case process. This is useful when multiple departments contribute evidence, such as fraud, compliance, legal, and customer service teams.

Business value: Improves collaboration across teams, reduces duplicate file handling, and ensures everyone works from the same source materials.

5. Media and Document Processing for Investigation Workflows

Data flow: Amazon S3 ? OpenText Core Case

Use Amazon S3 to store large media files or document batches that need to be analyzed outside the case system. OpenText Core Case can reference the files, trigger review tasks, and capture findings, decisions, and approvals in the case record.

Business value: Supports complex investigations that rely on large or high-volume content without overwhelming the case management application.

6. Secure External File Exchange with Partners or Customers

Data flow: Bi-directional

External parties can upload documents to Amazon S3 through controlled access mechanisms, and OpenText Core Case can ingest those files into active cases. Case teams can also publish approved documents back to S3 for external retrieval, such as settlement letters, compliance responses, or requested records.

Business value: Simplifies secure file exchange, reduces email-based document handling, and creates a traceable handoff between internal and external stakeholders.

7. Retention and Compliance Evidence Management

Data flow: OpenText Core Case ? Amazon S3

When cases involve regulatory review, complaints, or legal holds, OpenText Core Case can package final evidence sets and export them to Amazon S3 for immutable or policy-controlled retention. This supports downstream compliance reporting and audit requests.

Business value: Strengthens governance, supports retention requirements, and makes it easier to retrieve complete case evidence during audits or investigations.