OpenText Active Documents Trading Grid - OpenText Content Storage Service Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and OpenText Content Storage Service

1. Archive inbound and outbound trading documents for long-term retention

Data flow: OpenText Active Documents Trading Grid ? OpenText Content Storage Service

Trading Grid handles the secure exchange of purchase orders, invoices, advance ship notices, and other B2B documents. After delivery and acknowledgment, copies of these documents can be automatically stored in Content Storage Service as the system of record for retention, audit, and legal hold requirements.

• Supports compliance with retention policies and industry regulations
• Reduces dependency on local file shares or legacy archive systems
• Provides a centralized repository for audit teams and business users

2. Preserve transaction evidence and delivery audit trails

Data flow: OpenText Active Documents Trading Grid ? OpenText Content Storage Service

Trading Grid generates delivery confirmations, non-repudiation evidence, error logs, and partner communication history. These artifacts can be stored in Content Storage Service to create a durable audit trail for disputes, chargebacks, and partner performance reviews.

• Improves traceability for failed or delayed transactions
• Helps customer service and compliance teams resolve disputes faster
• Creates a searchable history of document exchange events

3. Centralize partner document repositories for shared access across teams

Data flow: OpenText Active Documents Trading Grid ? OpenText Content Storage Service

Business teams often need access to copies of trading documents beyond the integration layer. By storing standardized document copies in Content Storage Service, procurement, logistics, finance, and operations teams can access the same approved version without requesting retransmission from trading partners.

• Eliminates duplicate document requests and manual forwarding
• Supports cross-functional review of supplier and customer transactions
• Improves consistency of document versions used in downstream processes

4. Support cloud migration from legacy document archives

Data flow: OpenText Content Storage Service ? OpenText Active Documents Trading Grid

Organizations modernizing B2B document exchange often need to migrate historical trading documents from legacy storage into a cloud-based archive. Content Storage Service can serve as the target repository for migrated files, while Trading Grid continues to manage active partner exchanges.

• Reduces reliance on on-premises storage infrastructure
• Supports phased migration without disrupting live partner transactions
• Creates a unified cloud foundation for both active and historical content

5. Enable exception handling with stored document packages

Data flow: Bi-directional

When a trading document fails validation or requires manual review, Trading Grid can send the original document and related attachments to Content Storage Service for exception processing. After correction or approval, the updated document package can be returned to Trading Grid for retransmission to the partner.

• Speeds resolution of EDI or document format issues
• Provides a controlled workspace for business users to review exceptions
• Reduces transaction delays caused by manual rework

6. Retain supporting documents for invoice and order reconciliation

Data flow: OpenText Active Documents Trading Grid ? OpenText Content Storage Service

For invoice matching and order reconciliation, Trading Grid can route invoices, purchase orders, packing slips, and related attachments into Content Storage Service. Finance and accounts payable teams can then retrieve the full document set when investigating mismatches or approving payments.

• Improves three-way match support across procurement and finance
• Shortens cycle time for invoice dispute resolution
• Creates a complete record for payment approval and audit review

7. Store compliance copies of partner agreements and onboarding documents

Data flow: OpenText Active Documents Trading Grid ? OpenText Content Storage Service

During partner onboarding, Trading Grid may exchange certificates, trading agreements, routing instructions, and compliance acknowledgments. These documents can be archived in Content Storage Service to maintain a complete onboarding record and support periodic partner audits.

• Helps procurement and compliance teams verify partner readiness
• Maintains historical onboarding evidence for audits and renewals
• Supports standardized governance across trading partner relationships

8. Provide scalable storage for high-volume document exchange programs

Data flow: OpenText Active Documents Trading Grid ? OpenText Content Storage Service

In high-volume environments such as retail supply chains or manufacturing networks, Trading Grid can generate large volumes of transactional documents and attachments. Content Storage Service provides scalable object storage for these files, preventing performance issues in the exchange platform while keeping content durable and accessible.

• Supports growth without expanding local storage infrastructure
• Improves operational resilience during peak transaction periods
• Allows IT teams to separate transaction processing from content retention