OpenText Active Community - Trading Grid - OpenText Legal Hold Integration and Automation

Common Integration Use Cases Between OpenText Active Community - Trading Grid and OpenText Legal Hold

OpenText Active Community - Trading Grid supports collaboration across trading partners, while OpenText Legal Hold preserves relevant information for litigation and compliance. Together, they can help organizations manage partner communications, protect evidence, and reduce legal risk without disrupting business operations.

1. Preserve Trading Partner Communications Under Legal Hold

Data flow: OpenText Legal Hold to OpenText Active Community - Trading Grid

When a litigation matter or regulatory investigation is opened, legal teams can trigger a hold on specific Trading Grid community content, including messages, shared documents, issue threads, and attachments tied to named custodians or partner groups. This ensures that collaboration records used in B2B dispute resolution are retained and not deleted.

• Automatically identify relevant community content by custodian, partner, or topic
• Prevent deletion or alteration of held records
• Support defensible preservation for eDiscovery

2. Sync Custodian Lists with Partner Collaboration Records

Data flow: Bi-directional

Legal Hold can receive updated custodian information from Trading Grid community membership, while Trading Grid can be informed when a user is placed on hold. This is useful when legal matters involve employees who actively manage partner communications, such as procurement, logistics, or customer operations teams.

• Keep custodian assignments current as community membership changes
• Reduce manual effort for legal teams to identify impacted users
• Ensure collaboration activity is preserved for the correct individuals

3. Freeze Issue Resolution Threads Related to Disputes

Data flow: OpenText Active Community - Trading Grid to OpenText Legal Hold

When a trading dispute escalates, issue resolution threads, comments, and supporting documents in Trading Grid can be flagged for legal hold. This is especially valuable for disputes involving shipment delays, invoice mismatches, quality claims, or contract interpretation, where the collaboration history may become evidence.

• Capture the full context of dispute-related conversations
• Preserve attachments and decision history
• Support faster legal review with complete records

4. Hold Partner Shared Documents Used in Compliance Investigations

Data flow: OpenText Legal Hold to OpenText Active Community - Trading Grid

If a compliance investigation involves shared documents in a Trading Grid community, Legal Hold can place those files under retention control. This prevents accidental deletion of specifications, certificates, shipping documents, or corrective action records that may be needed for audit or investigation purposes.

• Protect shared files from deletion across partner workflows
• Maintain evidence for audits, recalls, or regulatory reviews
• Reduce risk of noncompliance due to document loss

5. Notify Trading Grid Community Owners of Legal Hold Actions

Data flow: OpenText Legal Hold to OpenText Active Community - Trading Grid

When a legal hold is issued, Trading Grid community owners or moderators can be notified so they understand which collaboration spaces, users, or documents are restricted. This helps operational teams avoid actions that could interfere with preservation requirements and improves coordination between legal and business users.

• Inform community administrators of hold scope and restrictions
• Reduce accidental deletion or editing of held content
• Improve compliance awareness across partner-facing teams

6. Retain Evidence from Partner Escalations and Service Failures

Data flow: OpenText Active Community - Trading Grid to OpenText Legal Hold

For escalations involving service failures, missed deliveries, or product quality issues, Trading Grid often contains the working record of how the issue was investigated and resolved. Integration can automatically preserve these records when a case is marked as potentially litigious or when a threshold event is detected.

• Trigger preservation based on escalation status or case type
• Retain the operational record of partner communications
• Support root-cause analysis and legal defensibility

7. Release Holds After Matter Closure and Restore Normal Collaboration

Data flow: OpenText Legal Hold to OpenText Active Community - Trading Grid

Once a matter is closed, Legal Hold can notify Trading Grid that preservation restrictions have been lifted. This allows normal retention and deletion policies to resume for community content, reducing storage overhead and administrative burden while keeping the organization compliant.

• Automate hold release notifications
• Restore standard lifecycle management for community content
• Reduce manual follow-up between legal and operations teams

These integrations help organizations preserve critical B2B collaboration records, improve legal defensibility, and maintain efficient partner operations without creating unnecessary manual work.