OpenText Active Documents Trading Grid - OpenText Lens - Data Visibility Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and OpenText Lens - Data Visibility

1. Identify and retire obsolete trading partner documents

Data flow: OpenText Active Documents Trading Grid to OpenText Lens - Data Visibility

Use OpenText Lens to scan archived invoices, purchase orders, shipping notices, and other B2B documents stored in or associated with Trading Grid. This helps records, compliance, and operations teams identify outdated or duplicate partner documents that no longer need to be retained in active systems.

• Reduces storage and archive costs
• Improves retention policy enforcement
• Supports defensible deletion and cleanup programs

2. Detect sensitive data in exchanged business documents

Data flow: OpenText Active Documents Trading Grid to OpenText Lens - Data Visibility

Trading Grid can route document copies to Lens for analysis so organizations can detect sensitive content such as bank details, tax identifiers, pricing terms, or customer data embedded in partner documents. This is especially useful when documents are exchanged across multiple suppliers, distributors, and logistics providers.

• Improves privacy and security oversight
• Helps classify regulated content
• Supports compliance with internal data handling policies

3. Support migration planning for trading partner archives

Data flow: OpenText Active Documents Trading Grid to OpenText Lens - Data Visibility

Before migrating document archives from Trading Grid to a new repository or cloud platform, Lens can analyze the content to identify volume, document types, sensitive information, and redundant files. This gives IT and business teams a clearer view of what should be migrated, retained, or excluded.

• Reduces migration scope and cost
• Improves data quality before cutover
• Helps prioritize high-value business records

4. Improve governance of partner document repositories

Data flow: OpenText Active Documents Trading Grid to OpenText Lens - Data Visibility

Organizations can use Lens to inventory unstructured documents exchanged through Trading Grid and determine where critical business records reside. Governance teams can then apply retention, legal hold, or disposal rules more accurately across partner-facing document repositories.

• Creates a clearer content inventory
• Strengthens records management
• Reduces governance gaps across distributed teams

5. Flag redundant copies of transactional documents

Data flow: OpenText Active Documents Trading Grid to OpenText Lens - Data Visibility

Trading Grid often stores multiple versions or copies of the same transactional document across workflows and partner exchanges. Lens can identify duplicate or near-duplicate content, helping operations and IT teams reduce clutter and improve document lifecycle management.

• Minimizes unnecessary document duplication
• Improves search and retrieval performance
• Supports archive rationalization initiatives

6. Validate document retention against business and regulatory requirements

Data flow: Bi-directional, with OpenText Lens - Data Visibility informing OpenText Active Documents Trading Grid governance actions

Lens can analyze document repositories connected to Trading Grid and highlight content that may be subject to specific retention or regulatory requirements. Those insights can then be used to adjust retention settings, archive rules, or exception handling in Trading Grid workflows.

• Aligns retention with document content
• Reduces compliance risk
• Helps standardize policy enforcement across business units

7. Accelerate audit preparation for B2B document exchanges

Data flow: OpenText Active Documents Trading Grid to OpenText Lens - Data Visibility

During audits, Lens can help teams quickly locate and classify supporting documents exchanged through Trading Grid, such as proof of delivery, invoices, and order acknowledgments. Audit and finance teams gain faster access to relevant records and can verify whether sensitive or obsolete content is present in the archive.

• Shortens audit response time
• Improves evidence collection
• Supports consistent audit trails for partner transactions

8. Prioritize cleanup of low-value partner content after process changes

Data flow: OpenText Active Documents Trading Grid to OpenText Lens - Data Visibility

When supply chain processes change, such as supplier consolidation or EDI format standardization, Trading Grid may contain legacy document sets that are no longer operationally useful. Lens can identify these low-value repositories and help business owners decide what to archive, retain, or delete.

• Supports post-transformation cleanup
• Reduces operational overhead
• Helps business teams focus on current partner workflows