OpenText Active Documents Trading Grid - OpenText Decision Service Integration and Automation

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

1. Automated Purchase Order Validation Before Partner Delivery

Data flow: OpenText Active Documents Trading Grid ? OpenText Decision Service

Purchase orders received through Trading Grid can be routed to Decision Service to validate pricing, contract terms, credit limits, required fields, and supplier eligibility before the document is released to downstream systems or acknowledged to the trading partner. This reduces manual review, prevents invalid orders from entering operations, and improves order accuracy across procurement and sales teams.

2. Invoice Acceptance and Exception Routing

Data flow: OpenText Active Documents Trading Grid ? OpenText Decision Service

Supplier invoices exchanged through Trading Grid can be evaluated by Decision Service to determine whether they should be auto-approved, held for exception handling, or sent for finance review. Rules can check invoice tolerance thresholds, duplicate invoice indicators, tax validation, and three-way match status. This shortens invoice cycle times and helps accounts payable focus only on exceptions.

3. Shipping Notice Compliance and Release Decisions

Data flow: OpenText Active Documents Trading Grid ? OpenText Decision Service

Advance ship notices and shipping documents can be assessed by Decision Service to confirm whether shipment details meet customer, warehouse, and regulatory requirements. For example, rules can verify packaging standards, delivery windows, hazardous material conditions, or required certifications. Approved notices continue automatically, while noncompliant documents are flagged for correction before fulfillment proceeds.

4. Dynamic Trading Partner Onboarding and Document Routing

Data flow: OpenText Decision Service ? OpenText Active Documents Trading Grid

Decision Service can determine how new or existing trading partners should be onboarded in Trading Grid based on partner type, geography, transaction volume, compliance status, or business unit. The decision engine can assign document routing rules, approval paths, and communication requirements. This helps EDI and B2B operations teams standardize onboarding while still supporting partner-specific requirements.

5. Compliance-Based Hold and Release for Regulated Documents

Data flow: OpenText Active Documents Trading Grid ? OpenText Decision Service

Documents such as invoices, customs paperwork, or shipping records can be sent from Trading Grid to Decision Service to determine whether they meet internal policy and external regulatory criteria. If a document fails a rule, it can be placed on hold and routed to compliance or legal teams for review. This is especially valuable in manufacturing, logistics, and retail environments where document compliance directly affects shipment and payment processing.

6. Automated Dispute Detection and Case Escalation

Data flow: OpenText Active Documents Trading Grid ? OpenText Decision Service

When a trading document contains mismatched quantities, pricing discrepancies, missing references, or late delivery indicators, Trading Grid can pass the document to Decision Service to determine whether it should trigger a dispute case. The decision logic can classify the issue by severity, assign ownership to procurement, finance, or customer service, and define escalation timelines. This improves response consistency and reduces revenue leakage.

7. Partner-Specific Document Processing Rules

Data flow: Bi-directional

Trading Grid can send partner document data to Decision Service, while Decision Service can return the applicable processing rules based on partner profile, contract terms, or transaction history. This supports scenarios where large retailers, distributors, or manufacturers require different validation and approval logic for the same document type. The result is more flexible partner collaboration without hardcoding rules into integration flows.

8. Priority-Based Transaction Handling for High-Value Orders

Data flow: OpenText Active Documents Trading Grid ? OpenText Decision Service

High-value purchase orders, urgent replenishment requests, or time-sensitive shipping documents can be evaluated by Decision Service to determine processing priority, approval requirements, and escalation paths. For example, orders above a threshold may require finance approval, while critical stock replenishment documents may bypass standard queues. This helps operations teams align document handling with business risk and service commitments.