Box - OpenText Core Case Integration and Automation

Common Integration Use Cases Between Box and OpenText Core Case

Box and OpenText Core Case complement each other well in organizations that manage sensitive documents within structured case workflows. Box provides secure content storage, collaboration, and external sharing, while OpenText Core Case organizes content, data, and tasks into a unified case record for investigation, review, and resolution. Together, they support controlled document intake, case execution, and compliant information handling across teams.

1. Claims Intake and Supporting Document Management

Insurance teams can use Box as the secure intake and repository for claim forms, photos, medical records, and correspondence, then automatically create or update a case in OpenText Core Case for adjudication and review.

• Data flow: Box to OpenText Core Case
• Business value: Faster claim setup, fewer manual uploads, and a complete case file for adjusters
• Example: When a claimant uploads documents to a Box folder, the integration creates a new claims case in OpenText Core Case and attaches the files to the correct case record

2. Customer Support Escalation Case Files

Support organizations can store customer-submitted evidence, screenshots, contracts, and email attachments in Box, then link them to a service or escalation case in OpenText Core Case for coordinated resolution.

• Data flow: Box to OpenText Core Case
• Business value: Better visibility for support agents, supervisors, and specialists handling complex issues
• Example: A premium customer uploads product logs to Box, and the integration attaches them to the escalation case so engineering and support can work from the same evidence set

3. Compliance Investigation Document Control

Compliance teams can use OpenText Core Case to manage investigations, while Box serves as the secure document workspace for policies, audit evidence, interview notes, and regulator correspondence.

• Data flow: Bi-directional
• Business value: Stronger auditability, controlled access, and a single source of truth for investigation materials
• Example: Investigators upload evidence to Box, and the integration synchronizes approved files and metadata into the compliance case in OpenText Core Case

4. Legal Matter and Dispute Resolution Support

Legal and risk teams can manage matter files in Box for secure collaboration with internal counsel and outside firms, while OpenText Core Case tracks the matter lifecycle, tasks, deadlines, and decision history.

• Data flow: Box to OpenText Core Case, with status updates back to Box
• Business value: Improved matter tracking, reduced email-based file exchange, and better accountability across legal workflows
• Example: A litigation folder in Box contains pleadings and evidence, and the integration links those documents to the corresponding legal case in OpenText Core Case

5. HR Employee Relations and Sensitive Case Handling

HR teams can store sensitive employee documents in Box, such as complaints, performance records, and investigation notes, while OpenText Core Case manages the employee relations case, tasks, approvals, and resolution steps.

• Data flow: Box to OpenText Core Case
• Business value: Better confidentiality, consistent handling of sensitive matters, and reduced risk of misplaced records
• Example: When an HR investigator uploads interview notes to Box, the integration attaches them to the employee relations case and updates the case timeline in OpenText Core Case

6. Vendor and Third-Party Risk Review

Procurement and risk teams can collect vendor questionnaires, SOC reports, contracts, and remediation evidence in Box, then use OpenText Core Case to manage the review, approvals, and follow-up actions.

• Data flow: Box to OpenText Core Case
• Business value: Faster vendor onboarding and more consistent risk assessment workflows
• Example: A supplier uploads compliance documents to a Box folder, and the integration creates a third-party risk case in OpenText Core Case for security and legal review

7. Regulated Document Review and Approval Workflow

Organizations in healthcare, financial services, or government can use Box for secure document collaboration and OpenText Core Case for formal review, approval, and exception handling when documents require case-based governance.

• Data flow: Bi-directional
• Business value: Clear approval chains, better compliance control, and reduced cycle time for regulated content
• Example: A policy document is drafted in Box, routed through an approval case in OpenText Core Case, and once approved, the final version is returned to Box with the case outcome recorded

These integrations are most effective when Box is used as the secure content collaboration layer and OpenText Core Case is used as the operational case management layer. Together, they help organizations keep documents, tasks, and decisions aligned throughout the full lifecycle of a case.