Box - OpenText Product Traceability Integration and Automation

Common Integration Use Cases Between Box and OpenText Product Traceability

1. Controlled release of product traceability records for audits and compliance

Direction: OpenText Product Traceability - Box

OpenText Product Traceability can generate batch genealogy, lot history, and traceability reports that are automatically stored in Box as controlled compliance documents. Quality, regulatory, and audit teams can access the latest approved records in Box with version control, retention policies, and secure external sharing for auditors or regulators. This reduces manual report handling and ensures a single governed repository for evidence packages.

2. Supplier and partner document exchange tied to traceability events

Direction: Bi-directional

When OpenText Product Traceability identifies a supplier lot, material certificate, or deviation record, Box can be used to collect and store supporting documents such as certificates of analysis, shipping records, and corrective action files. Procurement and supplier quality teams can upload documents into Box, while traceability users can reference them from OpenText records. This creates a tighter link between product genealogy and supplier documentation.

3. Nonconformance and recall case file management

Direction: OpenText Product Traceability - Box

If a traceability event triggers a quality investigation, OpenText Product Traceability can send the associated batch, lot, and affected product details to Box to create a structured case folder. Box can then hold investigation notes, photos, lab results, customer communications, and recall notices in one secure workspace. This improves cross-functional coordination between quality, legal, operations, and customer service teams during time-sensitive incidents.

4. Approved manufacturing and packaging specifications distribution

Direction: Box - OpenText Product Traceability

Box can serve as the controlled source for approved specifications, packaging artwork, labels, and work instructions. Once documents are finalized in Box, key metadata or document references can be pushed into OpenText Product Traceability so production teams can link the correct version to a product, lot, or manufacturing run. This helps prevent use of outdated instructions and supports traceability of what was used in production.

5. Change control documentation linked to impacted product lots

Direction: Bi-directional

Engineering or quality teams can manage change requests, approvals, and supporting documents in Box, while OpenText Product Traceability identifies which products, batches, or customers are impacted by the change. The integration allows change control files in Box to be associated with specific traceability records, giving stakeholders a complete view of what changed, when it changed, and which inventory or shipments were affected.

6. Customer and regulator evidence package assembly

Direction: OpenText Product Traceability - Box

For customer complaints, regulatory inquiries, or certification reviews, OpenText Product Traceability can export the relevant product history, manufacturing lineage, and shipment details into Box. Box then becomes the secure collaboration space where legal, compliance, and account teams assemble supporting evidence, redact sensitive content if needed, and share the final package externally with access controls and expiration settings.

7. Retention and governance for traceability records

Direction: OpenText Product Traceability - Box

Traceability records that must be retained for long periods can be archived from OpenText Product Traceability into Box Governance with retention schedules aligned to regulatory and internal policy requirements. This supports defensible record retention for industries such as food, life sciences, and manufacturing, while reducing the operational burden on the traceability system and improving long-term document governance.

8. Cross-functional review of production exceptions and disposition decisions

Direction: Bi-directional

When OpenText Product Traceability flags exceptions such as missing material genealogy, out-of-spec lots, or shipment holds, Box can host the supporting review materials needed for disposition decisions. Teams can collaborate in Box on lab reports, deviation forms, and approval documents, then feed the final disposition status back into OpenText Product Traceability to close the loop on the affected lot or batch. This shortens decision cycles and improves accountability across quality, operations, and supply chain teams.