OpenText Cloud Fax - OpenText Magellan Risk Guard Integration and Automation

Common Integration Use Cases Between OpenText Cloud Fax and OpenText Magellan Risk Guard

1. Automated risk screening of inbound faxed documents

Data flow: OpenText Cloud Fax to OpenText Magellan Risk Guard

Inbound faxes such as referrals, claims, contracts, legal notices, or government forms are automatically routed from Cloud Fax into Magellan Risk Guard for content analysis. The system detects sensitive data, prohibited language, missing disclosures, or other compliance issues before the document is distributed to downstream teams.

Business value: Reduces the chance that risky or noncompliant content reaches operations, legal, or customer service teams. Improves control over fax-based intake channels that still carry regulated business documents.

• Flag patient data sent to the wrong department
• Detect confidential clauses in legal correspondence
• Identify documents requiring escalation or redaction

2. Compliance review of outbound fax communications before transmission

Data flow: OpenText Magellan Risk Guard to OpenText Cloud Fax

Outbound documents prepared for fax transmission are first scanned by Magellan Risk Guard to identify sensitive content, policy violations, or incomplete approvals. Only approved documents are released to Cloud Fax for delivery.

Business value: Prevents accidental disclosure of regulated or restricted information and supports pre-send compliance controls for high-risk communications.

• Block outbound faxes containing unapproved personal data
• Detect missing legal disclaimers or required attachments
• Route questionable documents to compliance for review before sending

3. Risk-based routing of faxed documents into case management workflows

Data flow: OpenText Cloud Fax to OpenText Magellan Risk Guard to downstream business systems

Faxed documents are analyzed by Magellan Risk Guard and assigned a risk score or classification. Based on the result, documents are routed to the appropriate workflow such as claims processing, legal review, HR case handling, or compliance investigation.

Business value: Speeds up document triage and reduces manual sorting. High-risk items receive immediate attention while routine documents move through standard processing.

• Prioritize faxes containing sensitive customer complaints
• Send suspicious legal notices to counsel
• Route low-risk operational forms directly to processing teams

4. Detection and remediation of sensitive information in fax archives

Data flow: OpenText Cloud Fax to OpenText Magellan Risk Guard

Archived fax repositories are periodically scanned by Magellan Risk Guard to identify documents containing sensitive, regulated, or outdated information. Findings can trigger remediation actions such as redaction, retention review, access restriction, or legal hold escalation.

Business value: Helps organizations reduce exposure in legacy fax archives and improve records governance across long-retained communications.

• Find faxed documents with personal health information
• Identify archived faxes that violate retention policies
• Support audit preparation and records cleanup initiatives

5. Monitoring fax-based intake for regulatory and reputational risk

Data flow: OpenText Cloud Fax to OpenText Magellan Risk Guard

Organizations can monitor incoming fax traffic for patterns that indicate compliance or reputational risk, such as repeated submission of sensitive data to the wrong queue, inappropriate content, or documents from high-risk senders. Magellan Risk Guard can surface trends and exceptions for compliance teams.

Business value: Provides visibility into fax as a business channel and helps compliance teams identify recurring process failures before they become audit findings or customer incidents.

• Track repeated misdirected faxes from external partners
• Identify departments receiving restricted content
• Support risk reporting and control testing

6. Legal and regulatory hold screening for faxed correspondence

Data flow: OpenText Cloud Fax to OpenText Magellan Risk Guard to legal or records systems

Faxed communications related to litigation, investigations, or regulatory matters are analyzed to detect relevant terms, privileged content, or sensitive disclosures. Magellan Risk Guard helps classify and route these documents into legal hold or investigation workflows.

Business value: Improves defensibility of legal and regulatory processes by ensuring faxed evidence and correspondence are identified and handled consistently.

• Capture litigation-related faxed notices
• Identify privileged or confidential content
• Route relevant documents to legal hold repositories

7. Exception handling for faxed documents requiring human review

Data flow: Bi-directional between OpenText Cloud Fax and OpenText Magellan Risk Guard

When Magellan Risk Guard detects ambiguous or high-risk content in a fax, the document is sent to a review queue. After a compliance analyst resolves the issue, the document can be released back to Cloud Fax for delivery, archived with annotations, or rejected with an audit trail.

Business value: Creates a controlled exception process that balances automation with human oversight for sensitive communications.

• Review borderline content before sending
• Annotate and approve redacted fax versions
• Maintain audit evidence for compliance decisions

8. Cross-functional reporting on fax-related compliance exposure

Data flow: OpenText Cloud Fax and OpenText Magellan Risk Guard to reporting and governance tools

Fax transmission logs and risk findings are combined to produce dashboards for compliance, legal, operations, and audit teams. Reports can show high-risk senders, recurring content issues, remediation status, and turnaround times for review.

Business value: Gives leadership a clear view of fax-related risk and operational performance, supporting governance, training, and control improvement initiatives.

• Measure volume of flagged inbound and outbound faxes
• Track remediation completion rates
• Identify departments needing policy or training updates