Box - OpenText Core Capture Services Integration and Automation

Common Integration Use Cases Between Box and OpenText Core Capture Services

1. Digital mailroom intake and automated document routing

Incoming mail, scanned correspondence, and PDFs are captured in OpenText Core Capture Services, where documents are classified and key metadata is extracted. The processed files and index data are then sent to Box for secure storage, team collaboration, and downstream routing through Box Relay or connected business systems. This reduces manual sorting, speeds up response times, and gives distributed teams a single governed repository for inbound business documents.

2. Accounts payable invoice processing

Invoices received by email, scan, or supplier portal are ingested into OpenText Core Capture Services for OCR, line-item extraction, and validation. Approved invoice images and structured data are transferred to Box, where finance teams can review exceptions, collaborate on approvals, and retain a compliant audit trail. This integration supports faster invoice turnaround, fewer data entry errors, and better visibility across AP, procurement, and shared services teams.

3. Customer onboarding document collection and verification

New customer packets, identity documents, tax forms, and signed agreements are captured and classified in OpenText Core Capture Services. Extracted data is then stored in Box alongside the original documents for secure sharing with onboarding, compliance, and operations teams. This creates a controlled workflow for reviewing incomplete submissions, tracking required documents, and accelerating account activation while maintaining governance over sensitive customer records.

4. Claims intake and case file assembly

For insurance or healthcare claims, supporting documents such as forms, medical records, receipts, and correspondence are captured in OpenText Core Capture Services and indexed by claim number, claimant, or policy. Box serves as the secure case file repository where adjusters, reviewers, and external partners can access the full claim package. The integration improves claim cycle times, reduces lost documents, and supports compliance with retention and access control requirements.

5. Contract and legal correspondence processing

Signed contracts, amendments, notices, and legal correspondence are captured in OpenText Core Capture Services, where document type and critical fields such as parties, dates, and reference numbers are extracted. The documents and metadata are then stored in Box for legal, procurement, and business stakeholders to review, collaborate, and retain according to policy. This helps teams quickly locate executed agreements, manage obligations, and maintain a defensible record of contract-related communications.

6. HR employee file digitization and onboarding records

Employee forms, identity verification documents, policy acknowledgements, and benefit enrollment materials are captured through OpenText Core Capture Services and classified by document type. Box becomes the secure employee file system for HR, payroll, and compliance teams, with controlled access and retention policies. The integration reduces onboarding delays, eliminates paper handling, and creates a consistent digital employee record across the employee lifecycle.

7. Supplier and compliance document management

Vendor certificates, insurance documents, W-9s, diversity attestations, and regulatory forms are captured and extracted in OpenText Core Capture Services. The resulting documents and metadata are stored in Box for procurement, legal, and compliance teams to review and track expiration dates or missing requirements. This improves supplier onboarding, supports audit readiness, and helps organizations enforce document completeness before vendor activation.

8. Exception handling and review workflow for unstructured documents

When OpenText Core Capture Services cannot confidently classify or extract data from a document, the file and partial metadata can be routed to Box for human review and collaboration. Subject matter experts can annotate, request missing information, and resolve exceptions before the document is sent back into the capture process or downstream system. This bi-directional workflow improves capture accuracy, reduces processing bottlenecks, and ensures complex documents are handled with appropriate oversight.