Azure Blob Storage - OpenText Core Case Integration and Automation

Common Integration Use Cases Between Azure Blob Storage and OpenText Core Case

1. Case File Repository for Large Supporting Documents

Data flow: Azure Blob Storage ? OpenText Core Case

Store large evidence files, scans, videos, and technical attachments in Azure Blob Storage, then link them to the relevant case in OpenText Core Case. This keeps case records lightweight while giving investigators and agents direct access to supporting content from the case view.

• Reduces case system storage overhead
• Improves access to large files without duplicating content
• Supports claims, legal, audit, and compliance cases with heavy documentation

2. Automated Ingestion of Case Evidence from External Channels

Data flow: Azure Blob Storage ? OpenText Core Case

Capture incoming files from portals, email attachments, mobile apps, or partner uploads into Azure Blob Storage, then automatically create or update a case in OpenText Core Case with the relevant documents. This is useful when evidence arrives before a case is formally triaged.

• Speeds up intake and case creation
• Ensures documents are preserved in a scalable repository
• Improves consistency in evidence handling across teams

3. Case-Driven Document Archiving After Resolution

Data flow: OpenText Core Case ? Azure Blob Storage

When a case is closed, export final case documents, correspondence, and attachments from OpenText Core Case to Azure Blob Storage for long-term retention and cost-effective archiving. This supports records management and reduces the operational footprint of active case systems.

• Supports retention and legal hold strategies
• Low-cost storage for closed cases and historical records
• Helps maintain a clean active case workspace

4. Shared Evidence Access Across Departments

Data flow: Bi-directional

Use Azure Blob Storage as the central file store for documents that need to be reviewed by multiple teams, while OpenText Core Case manages the workflow, tasks, and approvals. For example, customer support, legal, and compliance teams can all access the same evidence set without creating separate copies.

• Eliminates duplicate file versions
• Improves collaboration across departments
• Maintains a single source of truth for case-related content

5. High-Volume Media and Evidence Handling for Investigations

Data flow: Azure Blob Storage ? OpenText Core Case

For investigations involving photos, audio, video, or large forensic exports, store the media in Azure Blob Storage and surface metadata and links in OpenText Core Case. Case workers can review the content in context while the platform handles the workflow and accountability.

• Supports large and unstructured evidence sets
• Improves performance of the case management application
• Useful for fraud, incident response, and field investigations

6. Audit and Compliance Evidence Packaging

Data flow: OpenText Core Case ? Azure Blob Storage

At key milestones, package case notes, approvals, attachments, and decision records from OpenText Core Case into Azure Blob Storage as a complete audit bundle. This creates a durable archive for regulators, auditors, or internal review teams.

• Provides a traceable record of case decisions
• Simplifies audit preparation and evidence retrieval
• Supports regulated workflows such as finance, healthcare, and public sector cases

7. Exception Handling for Missing or Oversized Case Attachments

Data flow: Azure Blob Storage ? OpenText Core Case

When documents exceed case system upload limits or fail validation, store them in Azure Blob Storage and attach the storage reference to the case for later review. This ensures the case can continue moving while preserving the full document set for follow-up.

• Prevents workflow delays caused by file size constraints
• Improves resilience in high-volume intake scenarios
• Helps operations teams manage exceptions without losing content

8. Case Status Triggered File Lifecycle Management

Data flow: OpenText Core Case ? Azure Blob Storage

Use case status changes in OpenText Core Case to trigger file lifecycle actions in Azure Blob Storage, such as moving files to archive tiers, applying retention policies, or deleting expired content. This aligns storage management with business process milestones.

• Automates content lifecycle based on case outcomes
• Reduces manual storage administration
• Supports governance, retention, and cost optimization