OpenText Active Documents Trading Grid - Azure Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and Azure AI Document Intelligence

OpenText Active Documents Trading Grid and Azure AI Document Intelligence complement each other well in document-centric B2B operations. OpenText Active Documents Trading Grid provides secure partner document exchange, compliance, and auditability, while Azure AI Document Intelligence extracts structured data from incoming documents to reduce manual handling and accelerate downstream processing. Together, they support faster, more accurate, and more automated supply chain and commercial workflows.

1. Automated Invoice Intake and Validation

Data flow: OpenText Active Documents Trading Grid to Azure AI Document Intelligence, then back to OpenText Active Documents Trading Grid or ERP/AP systems

Trading partners send invoices through OpenText Active Documents Trading Grid. Azure AI Document Intelligence extracts invoice number, vendor details, line items, tax, totals, and payment terms. The extracted data is then validated against purchase orders and receipt records before being routed to accounts payable for approval or exception handling.

• Reduces manual invoice entry and coding
• Speeds up invoice matching and approval cycles
• Improves accuracy and audit readiness for finance teams

2. Purchase Order Capture and Order Acknowledgment Processing

Data flow: OpenText Active Documents Trading Grid to Azure AI Document Intelligence, then to ERP and back to OpenText Active Documents Trading Grid

Incoming purchase orders from customers or distributors are delivered through OpenText Active Documents Trading Grid. Azure AI Document Intelligence extracts order header data, item details, quantities, requested dates, and ship-to information. The data is used to create or update sales orders in ERP, and acknowledgments or order confirmations are sent back through OpenText Active Documents Trading Grid.

• Accelerates order entry for customer service teams
• Reduces order processing errors from manual rekeying
• Improves response times to trading partners

3. Shipping Notice and Proof of Delivery Reconciliation

Data flow: OpenText Active Documents Trading Grid to Azure AI Document Intelligence, then to logistics or warehouse systems

Advance ship notices, packing slips, and proof of delivery documents are exchanged through OpenText Active Documents Trading Grid. Azure AI Document Intelligence extracts shipment identifiers, carton counts, carrier references, delivery dates, and exceptions such as shortages or damages. The data is then matched against warehouse and transportation records to confirm fulfillment and resolve disputes faster.

• Improves shipment visibility across logistics and customer service
• Speeds up dispute resolution with accurate document evidence
• Supports better on-time delivery and fulfillment reporting

4. Supplier Onboarding and Compliance Document Processing

Data flow: OpenText Active Documents Trading Grid to Azure AI Document Intelligence, then to supplier master data or compliance workflows

Suppliers submit tax forms, insurance certificates, banking details, and compliance documents through OpenText Active Documents Trading Grid. Azure AI Document Intelligence extracts key fields and checks them against onboarding requirements. The results are routed to procurement or compliance teams for review, approval, or follow-up.

• Shortens supplier onboarding cycles
• Reduces compliance risk from missing or outdated documents
• Creates a more controlled and auditable onboarding process

5. Claims and Dispute Resolution for Trade Documents

Data flow: OpenText Active Documents Trading Grid to Azure AI Document Intelligence, then to case management or ERP systems

When a trading partner disputes an invoice, shipment, or delivery, supporting documents are exchanged through OpenText Active Documents Trading Grid. Azure AI Document Intelligence extracts relevant evidence such as dates, quantities, signatures, and exception notes from invoices, delivery receipts, and correspondence. This information is then attached to a claims or dispute case for faster investigation and resolution.

• Reduces time spent gathering supporting documentation
• Improves consistency in dispute handling
• Helps finance, logistics, and customer service teams work from the same evidence set

6. Contract and Document Metadata Extraction for Partner Governance

Data flow: OpenText Active Documents Trading Grid to Azure AI Document Intelligence, then to contract repository or governance systems

Partner agreements, amendments, certificates, and related business documents exchanged through OpenText Active Documents Trading Grid are processed by Azure AI Document Intelligence to extract metadata such as effective dates, renewal terms, partner names, and obligations. The extracted metadata can be used to classify documents, trigger renewal alerts, and support governance reporting.

• Improves visibility into partner obligations and deadlines
• Supports proactive renewal and compliance management
• Reduces manual indexing and filing effort

7. Exception-Based Processing for Nonstandard Partner Documents

Data flow: OpenText Active Documents Trading Grid to Azure AI Document Intelligence, then to workflow or case management systems

Not all partner documents arrive in standard EDI or structured formats. When OpenText Active Documents Trading Grid receives scanned forms, PDFs, or semi-structured documents, Azure AI Document Intelligence extracts the needed data and flags missing or inconsistent fields. Documents that fail validation are routed to operations teams for exception handling while clean records continue automatically.

• Extends automation to nonstandard document formats
• Reduces bottlenecks caused by manual exception review
• Improves straight-through processing rates across partner networks

In summary, integrating OpenText Active Documents Trading Grid with Azure AI Document Intelligence helps organizations combine secure B2B document exchange with intelligent data extraction. This creates a stronger end-to-end process for finance, procurement, logistics, and compliance teams, with better speed, accuracy, and traceability across partner-driven workflows.