OpenText Core Capture Services - Ampliance Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and Ampliance

OpenText Core Capture Services is well suited for capturing, classifying, and extracting data from inbound documents, while Ampliance can be used to operationalize that information within business workflows, content processes, or customer-facing operations. Together, they can reduce manual handling, improve turnaround times, and create a more controlled document-to-process flow.

1. Automated invoice intake and approval routing

Data flow: OpenText Core Capture Services to Ampliance

Invoices received by email, scan, or upload are captured and classified in OpenText Core Capture Services, which extracts supplier name, invoice number, PO reference, line items, and totals. The validated data is then sent to Ampliance to trigger approval workflows, match against purchase orders, and route exceptions to finance teams.

• Reduces manual invoice entry and coding
• Speeds up approval cycles and payment processing
• Improves auditability for finance operations

2. Customer onboarding document collection and validation

Data flow: OpenText Core Capture Services to Ampliance

During customer onboarding, identity documents, application forms, tax forms, and supporting paperwork are ingested by OpenText Core Capture Services. Extracted data is passed to Ampliance to populate onboarding records, initiate compliance checks, and assign tasks to sales, operations, or legal teams.

• Shortens onboarding turnaround time
• Reduces rekeying errors across departments
• Supports consistent compliance review steps

3. Digital mailroom to case creation

Data flow: OpenText Core Capture Services to Ampliance

Incoming correspondence such as claims, complaints, service requests, and notices is captured and classified in OpenText Core Capture Services. The system extracts key metadata and sends it to Ampliance to create a case, assign ownership, and route the item to the correct team based on document type or subject matter.

• Eliminates manual sorting of inbound mail
• Improves response times for customer and internal requests
• Ensures consistent handling of high-volume correspondence

4. Contract and supporting document intake for workflow initiation

Data flow: OpenText Core Capture Services to Ampliance

Signed contracts, amendments, and supporting attachments are captured in OpenText Core Capture Services, where key fields such as party names, effective dates, renewal dates, and contract values are extracted. Ampliance then uses this data to launch review, approval, renewal, or obligation-tracking workflows.

• Improves visibility into contract milestones
• Reduces missed renewals and manual tracking effort
• Supports legal and procurement process control

5. Claims or service request processing from submitted forms

Data flow: OpenText Core Capture Services to Ampliance

Paper or digital claim forms, service requests, and supporting evidence are captured by OpenText Core Capture Services and converted into structured data. Ampliance receives the extracted information to create a claim or request record, assign it to the appropriate queue, and manage follow-up tasks such as evidence review or customer contact.

• Accelerates intake for claims and service operations
• Improves data consistency across front office and back office teams
• Supports SLA-based routing and escalation

6. Supplier onboarding and compliance document processing

Data flow: OpenText Core Capture Services to Ampliance

Supplier applications, tax certificates, banking details, insurance documents, and compliance forms are captured and classified in OpenText Core Capture Services. The extracted data is transferred to Ampliance to drive supplier onboarding workflows, validation tasks, and approval checkpoints across procurement, finance, and compliance teams.

• Reduces supplier setup delays
• Improves control over compliance documentation
• Creates a repeatable onboarding process for procurement teams

7. Exception handling and document correction loop

Data flow: Bi-directional

When OpenText Core Capture Services cannot confidently extract or classify a document, it sends the exception to Ampliance for manual review and correction. Once users validate the data in Ampliance, the corrected values can be sent back to OpenText Core Capture Services to improve future capture accuracy and maintain a clean processing record.

• Reduces processing failures on low-quality or unusual documents
• Creates a controlled human-in-the-loop review process
• Improves capture quality over time

8. Document-driven task orchestration across departments

Data flow: OpenText Core Capture Services to Ampliance

For document-heavy processes such as audits, regulatory submissions, or employee file management, OpenText Core Capture Services extracts the relevant document metadata and sends it to Ampliance to create tasks, assign responsibilities, and track completion across HR, compliance, finance, or operations teams.

• Improves cross-functional coordination
• Provides a clear chain of ownership for document-related work
• Helps teams meet deadlines and compliance requirements