OpenText Content Storage Service - OpenText Core Case Integration and Automation

Common Integration Use Cases Between OpenText Content Storage Service and OpenText Core Case

1. Centralized case evidence storage and retrieval

Data flow: OpenText Core Case ? OpenText Content Storage Service

When a case is created in OpenText Core Case, supporting documents such as emails, scanned forms, contracts, photos, and recordings can be automatically stored in OpenText Content Storage Service as the system of record for large unstructured content. Core Case retains the case context, while the storage service provides scalable, durable, and compliant retention for all case artifacts.

Business value: Reduces case system storage load, improves performance, and ensures evidence is retained securely for audits, disputes, and regulatory reviews.

2. Long-term retention for regulated case files

Data flow: OpenText Core Case ? OpenText Content Storage Service

For cases that must be retained for years, such as compliance investigations, insurance claims, or legal reviews, closed case documents can be archived to OpenText Content Storage Service with lifecycle policies applied by record type, case type, or retention schedule. Core Case keeps the case metadata and status, while the content service manages durable long-term storage.

Business value: Supports retention policies, lowers storage costs, and simplifies compliance with legal hold and audit requirements.

3. Unified case view with external content access

Data flow: OpenText Content Storage Service ? OpenText Core Case

Documents already stored in OpenText Content Storage Service can be linked into OpenText Core Case when a new investigation or service request is opened. This allows case workers to access prior correspondence, historical files, or related evidence without duplicating content across systems.

Business value: Improves investigator productivity, avoids content duplication, and gives teams a complete view of relevant information at case start.

4. Automated evidence capture from intake channels

Data flow: OpenText Core Case ? OpenText Content Storage Service

Incoming case attachments from customer portals, email intake, or internal submission forms can be automatically routed to OpenText Content Storage Service, then referenced in Core Case. This is especially useful for high-volume processes such as claims intake, HR complaints, or supplier disputes where many files are attached to each case.

Business value: Standardizes intake, reduces manual filing effort, and ensures all submitted evidence is preserved in a controlled repository.

5. Case collaboration with secure document sharing

Data flow: Bi-directional

Case teams working in OpenText Core Case can access documents stored in OpenText Content Storage Service, while updates such as new versions, annotations, or supporting files can be written back to the storage layer. This supports collaboration across claims handlers, compliance officers, legal teams, and external reviewers without losing control of the source content.

Business value: Enables coordinated work across departments while maintaining a single governed content repository.

6. Audit-ready case documentation and chain of custody

Data flow: OpenText Core Case ? OpenText Content Storage Service

For sensitive cases, such as fraud investigations or policy exceptions, all supporting documents can be stored in OpenText Content Storage Service with immutable retention and access controls. Core Case can reference the stored content and maintain the workflow history, decision trail, and task assignments tied to each item.

Business value: Strengthens auditability, supports chain of custody, and reduces risk in high-scrutiny business processes.

7. Migration of legacy case attachments to cloud storage

Data flow: Legacy systems ? OpenText Content Storage Service ? OpenText Core Case

Organizations modernizing older case management platforms can migrate historical attachments and supporting files into OpenText Content Storage Service, then connect them to active or newly created cases in OpenText Core Case. This allows teams to preserve historical records while moving operational case handling to a modern cloud-based process.

Business value: Simplifies cloud migration, preserves historical case evidence, and reduces dependence on legacy storage infrastructure.

8. Exception handling for large or high-volume case content

Data flow: OpenText Core Case ? OpenText Content Storage Service

Cases involving large files such as medical images, engineering drawings, video evidence, or bulk correspondence can quickly exceed the practical limits of a transactional case system. OpenText Core Case can manage the workflow and decisioning, while OpenText Content Storage Service stores the heavy content payloads efficiently and securely.

Business value: Improves scalability, keeps case processing responsive, and supports content-intensive workflows without degrading user experience.