OneDrive - OpenText Core Case Integration and Automation

Common Integration Use Cases Between OneDrive and OpenText Core Case

OneDrive and OpenText Core Case complement each other well in organizations that need both secure document collaboration and structured case management. OneDrive is strong for employee file storage, co-authoring, and controlled sharing, while OpenText Core Case is designed to organize content, data, and tasks around a specific case or investigation. Integrating the two helps teams keep working documents in OneDrive while ensuring the authoritative case record, approvals, and workflow status remain in OpenText Core Case.

1. Case file attachment and document capture from OneDrive into OpenText Core Case

Knowledge workers often draft supporting documents in OneDrive before they are ready to be formally associated with a case. With integration, users can select a file from OneDrive and attach it directly to a case in OpenText Core Case, where it becomes part of the official case record.

• Direction: OneDrive to OpenText Core Case
• Business value: Reduces manual upload steps and ensures case teams work from the correct version of documents.
• Example: A claims adjuster stores a signed repair estimate in OneDrive, then links it to the claim case in OpenText Core Case for review and approval.

2. Draft and collaborate in OneDrive, then promote approved content to the case record

Teams can use OneDrive for collaborative drafting of letters, summaries, investigation notes, or response documents. Once the content is finalized, the approved version is copied or moved into OpenText Core Case as the controlled case artifact.

• Direction: OneDrive to OpenText Core Case
• Business value: Supports flexible co-authoring without compromising case governance or auditability.
• Example: A customer support team drafts a complaint response in OneDrive, then stores the approved response in the case file for traceability.

3. Case-related document requests sent from OpenText Core Case to OneDrive for user completion

When a case requires supporting evidence, OpenText Core Case can trigger a request for a user to upload documents into a designated OneDrive folder. This is useful for internal staff or external parties who need a simple, familiar upload location before the documents are reviewed and linked back to the case.

• Direction: OpenText Core Case to OneDrive
• Business value: Simplifies document collection and reduces back-and-forth email attachments.
• Example: A compliance investigator requests supporting invoices from a business unit, which are uploaded to a shared OneDrive folder and then ingested into the investigation case.

4. Automated case evidence archiving from OneDrive to OpenText Core Case for retention and audit

Organizations can use OneDrive as the working location for evidence, correspondence, and working papers, then automatically archive final or approved files into OpenText Core Case for retention, audit, and regulatory review. This creates a clear separation between working content and governed case content.

• Direction: Bi-directional, with OneDrive as working storage and OpenText Core Case as system of record
• Business value: Improves compliance by preserving the final evidence set in a controlled case repository.
• Example: In a legal hold scenario, relevant documents are collected in OneDrive during preparation and then archived into the case once the review is complete.

5. Case status updates and task-driven document collaboration

OpenText Core Case can manage tasks and case milestones, while OneDrive supports the document work needed to complete those tasks. When a case task is assigned, a corresponding OneDrive folder or document workspace can be created for the assigned team, and updates in the case can prompt document review or revision.

• Direction: OpenText Core Case to OneDrive, with status feedback back to OpenText Core Case
• Business value: Aligns document work with case milestones and improves accountability across teams.
• Example: A fraud review case assigns an analyst to prepare a summary memo in OneDrive, then the completed memo is attached back to the case for decisioning.

6. External collaboration on case documents through OneDrive with controlled case ingestion

Some cases require input from external partners, vendors, or customers who may not have access to the case management system. OneDrive can serve as the secure collaboration layer for sharing and collecting documents, while OpenText Core Case stores the final approved materials and tracks the case outcome.

• Direction: Bi-directional
• Business value: Enables secure external collaboration without exposing the full case environment.
• Example: An insurance provider shares a repair report with a third-party assessor through OneDrive, then imports the finalized report into the claim case.

7. Case evidence review with version control and final disposition in OpenText Core Case

OneDrive version history can support iterative review of documents during an active case. Once the review is complete, the final version and disposition notes are transferred into OpenText Core Case, where the organization maintains the authoritative record of what was reviewed and approved.

• Direction: OneDrive to OpenText Core Case
• Business value: Preserves review history while ensuring the case system contains the final governed record.
• Example: A compliance team reviews policy exceptions in OneDrive, then stores the approved exception memo and decision rationale in OpenText Core Case.

Overall, integrating OneDrive with OpenText Core Case helps organizations balance day-to-day document productivity with structured case governance. OneDrive supports fast collaboration and easy file access, while OpenText Core Case provides the controlled workflow, accountability, and case-centric record needed for operational and regulatory processes.