Cloudinary - OpenText Core Case Integration and Automation

Common Integration Use Cases Between Cloudinary and OpenText Core Case

Cloudinary and OpenText Core Case complement each other well in workflows where rich media must be managed as part of structured case handling. Cloudinary provides optimized storage, transformation, and delivery of images and videos, while OpenText Core Case manages the case record, tasks, approvals, and supporting documentation. Together, they help teams handle media-heavy cases with better visibility, faster resolution, and stronger governance.

1. Claims case evidence management

Data flow: Cloudinary to OpenText Core Case

When customers or field agents submit photos and videos for insurance claims, Cloudinary can store the media, generate optimized renditions, and provide secure delivery links. OpenText Core Case stores the case record, claim details, and associated media references. Adjusters can review evidence directly from the case without manually handling large files.

• Speeds up claim intake and review
• Reduces storage and attachment overhead in the case system
• Improves consistency in evidence review across adjusters

2. Customer support cases with visual troubleshooting

Data flow: Bi directional

Support teams often need screenshots, photos, or short videos to diagnose product issues. Cloudinary can receive uploaded media from customers, optimize it for fast viewing, and create thumbnails or previews. OpenText Core Case links the media to the support case, while agents can add notes, escalate, or request additional visuals. If needed, agents can send annotated media requests back to the customer through the case workflow.

• Improves first contact resolution for visual issues
• Helps agents review media quickly without downloading files
• Creates a complete audit trail of customer submissions and agent actions

3. Compliance and investigation case evidence repository

Data flow: Cloudinary to OpenText Core Case

For compliance reviews, internal investigations, or audit cases, Cloudinary can manage large volumes of image and video evidence with controlled access and transformation for review. OpenText Core Case organizes the investigation, assigns tasks, and tracks findings. Investigators can access media assets from the case record while maintaining a structured chain of custody.

• Supports secure handling of sensitive media evidence
• Improves traceability and accountability in investigations
• Enables faster review of large media sets

4. Product defect and quality assurance cases

Data flow: Cloudinary to OpenText Core Case

Manufacturing, retail, and consumer goods teams can capture defect photos and videos from customers, stores, or field inspectors. Cloudinary optimizes the media for consistent viewing and stores multiple versions such as full resolution and thumbnail previews. OpenText Core Case links the media to defect cases, routes them to quality teams, and tracks remediation actions.

• Improves defect triage and root cause analysis
• Helps quality teams compare cases using standardized media views
• Reduces manual handling of large image files

5. Field service case documentation

Data flow: Bi directional

Technicians in the field can upload before and after photos or short repair videos through mobile workflows. Cloudinary handles upload optimization, resizing, and delivery for mobile and desktop users. OpenText Core Case stores the service case, work order status, and media references. Supervisors can request additional images or approve completed work based on the visual evidence.

• Improves service verification and quality control
• Supports mobile friendly media capture and review
• Creates a reliable record of completed work

6. Product return and warranty claim processing

Data flow: Cloudinary to OpenText Core Case

For returns and warranty claims, customers can submit photos or videos showing damage, serial numbers, or installation issues. Cloudinary stores and optimizes the media, while OpenText Core Case manages the claim workflow, approvals, and resolution steps. This helps claims teams validate requests faster and reduce unnecessary back and forth with customers.

• Shortens claim validation time
• Reduces fraud risk through visual evidence review
• Improves customer experience during returns processing

7. Marketing and brand compliance review cases

Data flow: OpenText Core Case to Cloudinary

Marketing teams often need case-based review of campaign assets, such as images and videos awaiting legal, brand, or regional approval. OpenText Core Case manages the review workflow, comments, and approvals. Approved assets can then be published or delivered through Cloudinary, which ensures optimized formats and responsive delivery across channels.

• Connects approval workflows to final asset delivery
• Reduces delays between review and publication
• Ensures only approved media is distributed

8. Escalation cases involving user generated media

Data flow: Cloudinary to OpenText Core Case

Organizations that collect user generated content, such as marketplaces or community platforms, can route flagged images or videos into OpenText Core Case for moderation, legal review, or customer follow up. Cloudinary manages the media assets and can provide transformed versions for faster inspection. Case teams then decide whether to approve, remove, or escalate the content.

• Supports moderation and escalation workflows
• Improves review speed for large volumes of media
• Provides a structured process for policy enforcement

Overall, integrating Cloudinary with OpenText Core Case helps organizations combine rich media management with disciplined case handling. The result is faster resolution, better collaboration across teams, and a more complete record of each case from intake to closure.