OpenText Active Documents Trading Grid - OpenText Information Archive Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and OpenText Information Archive

• 1. Archive outbound trading documents after successful partner delivery

  Data flow: OpenText Active Documents Trading Grid ? OpenText Information Archive

  When purchase orders, invoices, advance ship notices, or order acknowledgements are exchanged with trading partners, the Trading Grid can automatically pass a copy of the final document set to Information Archive for compliant retention. This gives supply chain, finance, and audit teams a single long-term repository for proof of what was sent, when it was delivered, and which version was accepted. It reduces reliance on operational systems for historical retrieval and supports retention policies by document type and partner.

• 2. Preserve inbound partner documents for audit and dispute resolution

  Data flow: OpenText Active Documents Trading Grid ? OpenText Information Archive

  Inbound documents such as supplier invoices, shipping notices, and compliance certificates can be archived immediately after validation and routing. Information Archive stores the original payload, metadata, timestamps, and partner identifiers so accounts payable, procurement, and legal teams can quickly retrieve evidence during disputes, chargebacks, or regulatory reviews. This improves traceability across the full document lifecycle and reduces the risk of losing critical transaction history in the operational integration layer.

• 3. Retain trading partner communication history for contract and compliance reviews

  Data flow: OpenText Active Documents Trading Grid ? OpenText Information Archive

  Trading Grid often contains message exchanges, acknowledgements, retries, and exception handling records that are valuable for compliance and operational audits. Archiving these records in Information Archive creates a defensible history of partner interactions, including failed transmissions, resubmissions, and resolution notes. This is especially useful for manufacturing, logistics, and retail organizations that must demonstrate control over document-based transactions and prove adherence to service-level commitments.

• 4. Decommission legacy B2B document repositories while preserving access

  Data flow: OpenText Active Documents Trading Grid and legacy document stores ? OpenText Information Archive

  During modernization initiatives, historical B2B documents from older EDI or document exchange platforms can be migrated into Information Archive while Trading Grid becomes the active exchange layer. Business users retain access to historical purchase orders, invoices, and shipping records without keeping the legacy system online. This lowers infrastructure and support costs, simplifies application retirement, and reduces operational risk associated with maintaining outdated platforms.

• 5. Support legal hold and retention management for partner transactions

  Data flow: OpenText Information Archive ? OpenText Active Documents Trading Grid, and OpenText Active Documents Trading Grid ? OpenText Information Archive

  When a legal hold or regulatory investigation affects specific suppliers, customers, or transaction types, Information Archive can enforce retention rules on archived trading documents and prevent premature disposition. Trading Grid continues to capture new exchanges, which are then archived under the same policy framework. This creates a controlled workflow for legal, compliance, and IT teams to preserve relevant documents across both active and historical records without interrupting business operations.

• 6. Enable fast retrieval of archived partner documents from operational workflows

  Data flow: OpenText Information Archive ? OpenText Active Documents Trading Grid

  Customer service, procurement, and logistics teams often need to reference prior transactions while resolving current issues. By linking Trading Grid transaction records to archived copies in Information Archive, users can access historical invoices, shipment confirmations, and acknowledgements directly from the operational context. This reduces time spent searching across systems, improves first-contact resolution, and helps teams answer partner inquiries with accurate supporting documentation.

• 7. Centralize retention for multi-channel document exchange programs

  Data flow: OpenText Active Documents Trading Grid ? OpenText Information Archive

  Organizations that exchange documents with many suppliers, distributors, and logistics providers often need consistent retention across all partner channels. Trading Grid can feed standardized document metadata into Information Archive so retention schedules, disposition rules, and audit reporting are applied uniformly regardless of document source or format. This helps compliance teams enforce policy at scale and gives business owners a consistent view of document history across the supply chain.