OpenText Core Capture Services - Adobe Experience Manager Sites Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and Adobe Experience Manager Sites

1. Automated document intake for customer self-service portals

Data flow: Adobe Experience Manager Sites ? OpenText Core Capture Services

When customers upload forms, claims, applications, or supporting documents through an AEM Sites portal, the files can be routed to OpenText Core Capture Services for classification and data extraction. Captured data is then passed to downstream case, CRM, or workflow systems for processing.

• Reduces manual review of submitted documents
• Speeds up onboarding, claims, and service request handling
• Improves portal-based customer experience with faster turnaround

2. Digital mailroom to content publishing workflow

Data flow: OpenText Core Capture Services ? Adobe Experience Manager Sites

Incoming correspondence, scanned letters, and operational documents can be captured and classified in OpenText, then routed to AEM Sites for publishing approved notices, FAQs, or customer-facing updates. This is useful when document intake triggers content changes on public or internal websites.

• Supports rapid publication of policy updates and service notices
• Ensures content is based on validated source documents
• Improves governance between operations and web teams

3. Invoice and vendor document status visibility in supplier portals

Data flow: OpenText Core Capture Services ? Adobe Experience Manager Sites

Invoices and vendor forms captured by OpenText can be used to update status information displayed in an AEM Sites supplier portal. For example, vendors can view whether an invoice was received, indexed, approved, or sent to ERP for payment.

• Reduces inbound calls and email inquiries from suppliers
• Improves transparency in accounts payable processes
• Creates a self-service experience for external business partners

4. Customer onboarding document collection and guided web experience

Data flow: Adobe Experience Manager Sites ? OpenText Core Capture Services

AEM Sites can host onboarding journeys for new customers, members, or policyholders where users submit identity documents, signed forms, and supporting evidence. OpenText Core Capture Services extracts key fields such as name, account number, tax ID, or policy details and sends them to onboarding systems for validation.

• Shortens onboarding cycle times
• Reduces errors from manual data entry
• Supports compliant intake of regulated documents

5. Content approval and compliance evidence management

Data flow: Bi-directional

OpenText can capture signed approvals, legal notices, or compliance evidence, while AEM Sites manages the related web content that must be published only after approval. The integration can ensure that content updates are released only when supporting documents have been reviewed and indexed.

• Helps enforce publishing controls for regulated content
• Creates an auditable link between approval documents and live web content
• Reduces risk of publishing unapproved information

6. Case-driven content personalization based on captured document data

Data flow: OpenText Core Capture Services ? Adobe Experience Manager Sites

Extracted data from submitted documents can be used to personalize the AEM Sites experience. For example, if a customer submits a claim form or service request, AEM can display relevant next steps, required documents, or status-specific guidance based on the captured information.

• Improves relevance of digital interactions
• Reduces friction in complex service journeys
• Supports dynamic content delivery based on document-derived attributes

7. Internal knowledge publishing from operational documents

Data flow: OpenText Core Capture Services ? Adobe Experience Manager Sites

Operational documents such as policy memos, procedure updates, or field reports can be captured and classified in OpenText, then approved content can be published to internal AEM Sites knowledge portals. This helps keep employees and partners aligned with the latest procedures.

• Accelerates distribution of operational updates
• Improves consistency of internal communications
• Supports centralized governance for enterprise knowledge content

8. Exception handling for incomplete submissions

Data flow: OpenText Core Capture Services ? Adobe Experience Manager Sites

If OpenText identifies missing fields, unreadable scans, or unsupported document types, the exception can trigger a targeted message or task in AEM Sites. Users can be directed back to the portal to upload missing documents or correct submission errors.

• Reduces manual follow-up by service teams
• Improves first-pass submission quality
• Creates a smoother digital remediation process for users