OpenText Core Capture Services - Air Inc. Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and Air Inc.

OpenText Core Capture Services is designed to capture, classify, and extract data from high-volume documents such as invoices, forms, and correspondence. Air Inc. can complement this by serving as a downstream or adjacent business platform for workflow execution, collaboration, approvals, or operational processing. Together, they can reduce manual handling, improve data accuracy, and accelerate document-driven business processes.

1. Invoice Capture to AP Processing Workflow

Data flow: OpenText Core Capture Services to Air Inc.

Invoices received by email, scan, or portal are captured in OpenText Core Capture Services, where supplier details, invoice numbers, line items, tax amounts, and due dates are extracted. The validated invoice data is then sent to Air Inc. to trigger accounts payable review, coding, approval routing, and payment scheduling. This reduces manual invoice entry, shortens approval cycles, and improves visibility into outstanding liabilities.

2. Customer Onboarding Document Intake

Data flow: OpenText Core Capture Services to Air Inc.

When customers submit onboarding packets such as application forms, identity documents, tax forms, and supporting correspondence, OpenText Core Capture Services classifies the documents and extracts key fields. Air Inc. receives the structured output to create onboarding cases, assign tasks to compliance or operations teams, and track completion status. This helps standardize onboarding, reduce missing information, and speed up account activation.

3. Digital Mailroom to Case Creation

Data flow: OpenText Core Capture Services to Air Inc.

Incoming physical mail and shared inbox attachments are captured in OpenText Core Capture Services, which identifies document type and extracts sender, subject, reference numbers, and key content. Air Inc. then creates or updates cases for legal, HR, finance, or customer service teams based on the document category. This enables faster routing of correspondence, better accountability, and fewer missed requests.

4. Claims or Service Request Intake and Triage

Data flow: OpenText Core Capture Services to Air Inc.

For organizations handling claims, service requests, or dispute submissions, OpenText Core Capture Services can extract policy numbers, customer identifiers, incident dates, and supporting evidence from submitted documents. Air Inc. can use this data to open a case, prioritize it based on business rules, and route it to the correct team. This improves first-touch handling and reduces the time spent sorting incomplete or misdirected submissions.

5. Compliance Document Review and Approval

Data flow: Bi-directional

OpenText Core Capture Services captures compliance-related documents such as signed agreements, certifications, audit evidence, or regulatory forms and sends extracted metadata to Air Inc. for review workflows. Air Inc. can return approval decisions, exception notes, or missing-document requests back to OpenText Core Capture Services for record updates and reprocessing. This supports controlled review cycles and creates a clear audit trail across teams.

6. Vendor Master Data Validation and Exception Handling

Data flow: OpenText Core Capture Services to Air Inc., with updates back to OpenText Core Capture Services

Vendor onboarding forms, W-9s, banking letters, and supporting documents are captured and indexed in OpenText Core Capture Services. Extracted vendor data is passed to Air Inc. to initiate validation, approval, and exception handling workflows. If information is incomplete or inconsistent, Air Inc. can send correction requests back for re-capture or resubmission. This reduces supplier setup errors and improves procurement controls.

7. Correspondence-Driven Task Automation

Data flow: OpenText Core Capture Services to Air Inc.

Customer letters, complaints, and internal memos are ingested by OpenText Core Capture Services and classified by topic, urgency, and business unit. Air Inc. receives the extracted content and creates tasks for the appropriate department, such as legal, operations, or customer support. This ensures time-sensitive correspondence is acted on quickly and consistently.

In summary, integrating OpenText Core Capture Services with Air Inc. is most valuable when document intake must feed structured business workflows. OpenText Core Capture Services handles capture and extraction, while Air Inc. can operationalize the information through case management, approvals, routing, and exception handling.