Azure Computer Vision - OpenText Extended ECM - Records Management Integration and Automation

Common Integration Use Cases Between Azure Computer Vision and OpenText Extended ECM - Records Management

1. Automatic records classification from scanned documents

Data flow: Azure Computer Vision ? OpenText Extended ECM - Records Management

When paper records are scanned into ECM, Azure Computer Vision can extract text from forms, letters, invoices, permits, or case files and identify document type indicators. OpenText Extended ECM - Records Management can then use that extracted content to declare the item as a formal record, apply the correct retention schedule, and route it to the appropriate records category.

Business value: Reduces manual indexing effort, improves classification consistency, and speeds up records declaration for high-volume document intake teams.

2. Evidence capture for regulated case files

Data flow: Azure Computer Vision ? OpenText Extended ECM - Records Management

In healthcare, government, or financial services, staff often upload photos or scanned evidence such as incident images, inspection photos, signed forms, or identity documents. Azure Computer Vision can extract text and identify visual content, while OpenText Extended ECM - Records Management stores the asset as a controlled record with retention, legal hold, and audit trail support.

Business value: Creates a defensible record of evidence with better metadata, faster retrieval, and stronger compliance for audits or investigations.

3. Automated metadata enrichment for records search and discovery

Data flow: Azure Computer Vision ? OpenText Extended ECM - Records Management

Azure Computer Vision can generate tags such as detected objects, text snippets, document orientation, or image categories for visual content stored in ECM. Those metadata values can be written into OpenText Extended ECM - Records Management to improve search, filtering, and records classification across departments.

Business value: Improves findability of records without relying on manual metadata entry, especially for large archives of images, forms, and mixed media files.

4. Compliance review of customer-submitted images before records declaration

Data flow: Azure Computer Vision ? OpenText Extended ECM - Records Management

Organizations that receive customer-submitted photos, claims images, or application attachments can use Azure Computer Vision to detect text, objects, logos, or inappropriate content before the content is declared as a record in OpenText Extended ECM - Records Management. Items that meet policy requirements are archived automatically, while exceptions are routed for review.

Business value: Reduces compliance risk, supports content quality control, and prevents incomplete or noncompliant submissions from entering the official record repository.

5. Records support for image-based correspondence and signed approvals

Data flow: Azure Computer Vision ? OpenText Extended ECM - Records Management

Business units often receive signed approvals, handwritten notes, or image-based correspondence through email or mobile capture. Azure Computer Vision can perform OCR to extract the text, and OpenText Extended ECM - Records Management can store both the original image and the extracted text as part of the official record package.

Business value: Preserves evidentiary integrity while making handwritten or image-based approvals searchable and easier to audit.

6. Automated retention assignment based on content type and context

Data flow: Azure Computer Vision ? OpenText Extended ECM - Records Management

Azure Computer Vision can identify whether an uploaded image is a contract scan, ID document, inspection photo, or marketing asset. OpenText Extended ECM - Records Management can then assign the appropriate retention rule based on the detected content type and business process, such as HR, legal, procurement, or claims.

Business value: Helps ensure records are retained and disposed of according to policy, reducing the risk of over-retention or premature deletion.

7. Audit-ready archive of visual evidence from operational workflows

Data flow: Bi-directional

Operational systems can send images or documents to Azure Computer Vision for analysis, then pass the results into OpenText Extended ECM - Records Management for formal archiving. Later, records managers or auditors can retrieve the record from OpenText and use the stored metadata to understand what was captured, when it was captured, and how it was classified.

Business value: Supports end-to-end traceability for inspections, claims, incident management, and regulated business processes.

8. Controlled disposition of visual content tied to business records

Data flow: OpenText Extended ECM - Records Management ? Azure Computer Vision

When records are nearing disposition, OpenText Extended ECM - Records Management can trigger a final content review workflow. Azure Computer Vision can be used to re-check the content for sensitive text, embedded identifiers, or image-based information before destruction or transfer, helping records teams validate that the correct items are being disposed of.

Business value: Adds an extra layer of control to disposition workflows and reduces the chance of deleting records that require extended retention or legal review.