OpenText Active Documents Trading Grid - OpenText Identity and Access Management Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and OpenText Identity and Access Management

• Partner onboarding with controlled document access: When a new supplier, carrier, or distributor is added to OpenText Active Documents Trading Grid, OpenText Identity and Access Management can provision the correct user accounts, roles, and access policies. This ensures trading partners only see the document types and workflows assigned to them, such as purchase orders, invoices, or shipment notices. Data flow: OpenText Active Documents Trading Grid to OpenText Identity and Access Management.
• Single sign-on for external trading partners: Trading partners accessing the document exchange portal can authenticate through OpenText Identity and Access Management using single sign-on and federated identity. This reduces password fatigue, simplifies access across multiple OpenText services, and improves adoption for supplier and logistics communities. Data flow: OpenText Identity and Access Management to OpenText Active Documents Trading Grid.
• Role based segregation of document workflows: OpenText Identity and Access Management can enforce role based access for finance, procurement, warehouse, and compliance users working in OpenText Active Documents Trading Grid. For example, AP staff can approve invoices, logistics teams can view shipping notices, and compliance teams can audit transaction history without exposing unrelated partner data. Data flow: Bi directional.
• Automated deprovisioning for terminated users and expired partner access: When an employee leaves or a partner contract ends, OpenText Identity and Access Management can immediately revoke access to OpenText Active Documents Trading Grid. This reduces the risk of unauthorized document retrieval, protects sensitive commercial data, and supports audit and compliance requirements. Data flow: OpenText Identity and Access Management to OpenText Active Documents Trading Grid.
• Secure audit trail for regulated document exchange: Access events from OpenText Active Documents Trading Grid can be correlated with identity records in OpenText Identity and Access Management to show who accessed, approved, or transmitted each business document. This is valuable for industries that need evidence of controlled access to invoices, customs documents, and shipping records. Data flow: Bi directional.
• Partner self service account management: External trading partners can use OpenText Identity and Access Management to manage profile updates, password resets, and MFA enrollment while maintaining access to OpenText Active Documents Trading Grid. This reduces help desk volume and speeds up issue resolution for high volume B2B document exchange networks. Data flow: OpenText Identity and Access Management to OpenText Active Documents Trading Grid.
• Policy driven access for sensitive document categories: OpenText Identity and Access Management can apply stronger authentication and conditional access for high risk transactions in OpenText Active Documents Trading Grid, such as credit notes, export documents, or high value purchase orders. This helps organizations protect sensitive exchanges without slowing down routine document traffic. Data flow: OpenText Identity and Access Management to OpenText Active Documents Trading Grid.