OpenText Active Community - Trading Grid - OpenText Lens - Data Visibility Integration and Automation

Common Integration Use Cases Between OpenText Active Community - Trading Grid and OpenText Lens - Data Visibility

• Partner document risk review before sharing in Trading Grid
  Use OpenText Lens - Data Visibility to scan unstructured content in internal repositories for sensitive, obsolete, or duplicate documents before they are published to OpenText Active Community - Trading Grid. This helps trading teams avoid sharing outdated contracts, pricing files, or compliance-sensitive attachments with partners, reducing exposure and improving document quality.
• Partner onboarding content cleanup and readiness
  When onboarding new trading partners into OpenText Active Community - Trading Grid, use OpenText Lens - Data Visibility to identify and classify the supporting documents, templates, and process artifacts that will be shared. Business teams can remove redundant files, confirm the latest approved versions, and ensure only relevant onboarding materials are distributed to the partner community.
• Issue resolution with governed evidence packages
  Trading Grid communities often exchange documents to resolve disputes, shipment exceptions, or invoice discrepancies. OpenText Lens - Data Visibility can analyze the source repositories for related emails, attachments, and supporting records, flagging sensitive or outdated content before it is attached to a case or shared in the community. This improves the accuracy and defensibility of issue resolution workflows.
• Pre migration assessment for partner collaboration content
  Before migrating legacy collaboration folders or partner communication archives into OpenText Active Community - Trading Grid, use OpenText Lens - Data Visibility to inventory the content, identify obsolete files, and classify regulated information. This supports a cleaner migration scope, lowers storage costs, and ensures only business relevant content is moved into the trading partner environment.
• Compliance driven retention and cleanup of shared partner materials
  OpenText Lens - Data Visibility can continuously identify unstructured content that should no longer be retained, such as expired agreements, superseded product specifications, or duplicate shipping documents. The results can be used by governance teams to remove or archive content from repositories that feed OpenText Active Community - Trading Grid, reducing risk and improving audit readiness.
• Controlled publication of product and process updates to partners
  Business teams can use OpenText Lens - Data Visibility to validate source documents for product changes, policy updates, or operational instructions before they are posted to OpenText Active Community - Trading Grid. This ensures that only approved and current content is distributed to suppliers, distributors, or logistics partners, minimizing confusion and rework.
• Partner communication archive analysis for operational insights
  OpenText Lens - Data Visibility can analyze archived documents and attachments associated with OpenText Active Community - Trading Grid interactions to identify recurring topics, sensitive data patterns, or content sprawl. Operations and compliance teams can use these insights to improve collaboration standards, tighten information governance, and reduce unnecessary document duplication across the partner ecosystem.