OpenText Active Documents Trading Grid - Glean Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and Glean

OpenText Active Documents Trading Grid is designed for secure, compliant B2B document exchange with trading partners, while Glean helps employees find, understand, and act on information across enterprise systems. Together, they can connect external document workflows with internal knowledge discovery, improving speed, visibility, and operational control.

1. Search and retrieve trading partner documents from enterprise knowledge search

Data flow: OpenText Active Documents Trading Grid to Glean

Index invoices, purchase orders, advanced shipping notices, and compliance documents from Trading Grid into Glean so procurement, finance, logistics, and customer service teams can quickly find the latest partner documents without logging into multiple systems.

• Reduces time spent searching across email, shared drives, and B2B portals
• Improves visibility into document status, version, and partner history
• Helps teams answer customer and supplier inquiries faster

2. Surface exception handling guidance for failed or delayed B2B transactions

Data flow: OpenText Active Documents Trading Grid to Glean

When a purchase order, invoice, or shipping notice fails validation or is delayed, Trading Grid can feed exception details into Glean. Users can then search for related SOPs, prior resolutions, partner-specific instructions, and escalation contacts in one place.

• Speeds resolution of document processing issues
• Reduces dependency on tribal knowledge held by a few specialists
• Improves consistency in exception handling across teams and regions

3. Provide partner-specific collaboration context for account and operations teams

Data flow: Bi-directional

Trading Grid can provide partner document activity and transaction history to Glean, while Glean can surface internal notes, playbooks, and account guidance related to that partner. This gives account managers, supply chain coordinators, and operations teams a unified view of partner interactions.

• Supports faster onboarding of new team members
• Improves continuity when ownership changes across teams
• Helps teams prepare for partner reviews, audits, and issue escalations

4. Make compliance and audit evidence easier to locate

Data flow: OpenText Active Documents Trading Grid to Glean

Index audit trails, delivery confirmations, acknowledgments, and compliance-related documents from Trading Grid into Glean so legal, compliance, and internal audit teams can quickly retrieve evidence for investigations, certifications, and regulatory reviews.

• Shortens audit preparation time
• Improves traceability of document exchange events
• Supports faster response to customer or regulator requests

5. Connect internal process knowledge with external document workflows

Data flow: Glean to OpenText Active Documents Trading Grid

Use Glean to surface internal process documentation, templates, and policy guidance directly to teams managing Trading Grid transactions. For example, when a user is handling invoice disputes or shipment discrepancies, Glean can provide the relevant workflow instructions and escalation paths.

• Reduces processing errors caused by outdated or hard-to-find procedures
• Improves adherence to standard operating procedures
• Helps business users work more independently

6. Accelerate supplier onboarding and EDI document readiness

Data flow: Bi-directional

Trading Grid can track onboarding milestones, document exchange readiness, and partner setup status, while Glean can provide onboarding checklists, training materials, and internal support contacts. This helps procurement and partner operations teams manage supplier enablement more efficiently.

• Improves onboarding coordination across IT, procurement, and operations
• Reduces delays in activating new trading partners
• Creates a single place to find both status and supporting guidance

7. Improve customer service responses with document and knowledge context

Data flow: OpenText Active Documents Trading Grid to Glean

Customer service teams can use Glean to search Trading Grid transaction records alongside internal knowledge articles when responding to order status, shipment confirmation, or invoice questions. This gives agents immediate access to the latest external document activity and the internal guidance needed to respond accurately.

• Reduces call handling time
• Improves first-contact resolution
• Minimizes manual handoffs between service, finance, and logistics teams

8. Create a unified operational view for supply chain issue resolution

Data flow: Bi-directional

Trading Grid provides the transaction record for orders, invoices, and shipping notices, while Glean brings together related internal communications, project notes, and resolution steps. This is especially useful when resolving disputes involving missing documents, shipment mismatches, or invoice discrepancies.

• Gives cross-functional teams a shared context for decision-making
• Speeds root-cause analysis and corrective action
• Improves collaboration between supply chain, finance, and IT support