Cloudinary - OpenText Core Capture Services Integration and Automation

Common Integration Use Cases Between Cloudinary and OpenText Core Capture Services

1. Digital mailroom document intake with embedded media handling

Data flow: OpenText Core Capture Services ? Cloudinary

Incoming correspondence, claims packets, and customer-submitted forms are captured and classified in OpenText Core Capture Services, while any embedded images, scans, or supporting photos are routed to Cloudinary for optimization, format normalization, and secure delivery to internal review portals. This reduces manual handling of large image files and ensures reviewers can access fast-loading, device-optimized visuals alongside extracted document data.

Business value: Faster triage of inbound mail, improved reviewer productivity, and better user experience for operations teams handling high volumes of scanned content.

2. Accounts payable invoice processing with supporting image evidence

Data flow: OpenText Core Capture Services ? Cloudinary

Invoices and attached receipts are captured in OpenText Core Capture Services, where key fields such as vendor name, invoice number, totals, and tax amounts are extracted. Supporting images, signatures, or receipt photos are stored and transformed in Cloudinary for easy viewing in AP approval workflows. Finance teams can quickly compare extracted data with visual evidence without downloading large files.

Business value: Shorter invoice approval cycles, fewer data entry errors, and better audit readiness through accessible supporting documentation.

3. Customer onboarding document package management

Data flow: OpenText Core Capture Services ? Cloudinary

During customer onboarding, OpenText Core Capture Services extracts data from identity documents, application forms, and proof-of-address files. Cloudinary manages the associated images and scans, generating optimized renditions for onboarding portals used by compliance, operations, and customer service teams. This enables secure, responsive access to onboarding artifacts across desktop and mobile devices.

Business value: Faster onboarding decisions, improved compliance review efficiency, and a smoother experience for both internal teams and customers.

4. Claims intake and evidence repository for insurance workflows

Data flow: OpenText Core Capture Services ? Cloudinary

Claim submissions often include structured forms plus unstructured evidence such as accident photos, repair estimates, and handwritten statements. OpenText Core Capture Services classifies the claim documents and extracts policy and claimant data, while Cloudinary stores and optimizes the visual evidence for adjusters and claims handlers. Adjusters can review high-quality, device-appropriate images without waiting for large files to load.

Business value: Faster claims assessment, better collaboration between claims and fraud teams, and reduced processing delays caused by large media files.

5. Supplier onboarding and compliance document portal

Data flow: OpenText Core Capture Services ? Cloudinary

Supplier registration packets, tax forms, certificates, and insurance documents are ingested by OpenText Core Capture Services for classification and data extraction. Cloudinary delivers optimized previews of uploaded documents and supporting images in a supplier portal used by procurement, legal, and compliance teams. This makes it easier to validate submissions and track missing documentation.

Business value: More efficient supplier setup, fewer back-and-forth requests, and improved visibility into compliance status.

6. Bi-directional case file enrichment for operational review

Data flow: OpenText Core Capture Services ? Cloudinary

OpenText Core Capture Services extracts metadata from incoming documents and sends the structured data to downstream case management systems. Cloudinary stores the associated media assets and can return optimized URLs or transformed renditions back to the workflow application for display in review screens. This bi-directional pattern supports a unified case file where extracted data and visual evidence stay synchronized.

Business value: Better case worker efficiency, consistent access to both data and imagery, and reduced duplication across systems.

7. Marketing and customer service document asset publishing

Data flow: OpenText Core Capture Services ? Cloudinary

When teams receive signed agreements, release forms, or customer-submitted content, OpenText Core Capture Services captures and classifies the documents, then passes approved visual assets to Cloudinary for secure publishing across web portals, knowledge bases, or customer-facing self-service pages. Cloudinary ensures the assets are delivered in the right format and size for each channel.

Business value: Faster content publication, reduced manual resizing or reformatting, and more consistent customer-facing experiences.

8. Archival and audit support for document-intensive processes

Data flow: OpenText Core Capture Services ? Cloudinary

After documents are captured and indexed in OpenText Core Capture Services, selected images and scans can be pushed to Cloudinary as optimized, access-controlled assets for long-term retrieval in audit, legal, or operational review portals. This is especially useful for organizations that need quick access to visual records without exposing raw files or overloading storage systems.

Business value: Lower retrieval friction, improved audit support, and more efficient storage and delivery of document images.