OpenText Core Capture Services - Braze Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and Braze

1. Invoice Exception Resolution and Supplier Communication

Data flow: OpenText Core Capture Services ? Braze

When OpenText Core Capture Services extracts invoice data and detects missing fields, duplicate invoices, or approval exceptions, it can send supplier contact and exception details to Braze. Braze can then trigger personalized email or SMS notifications to vendors requesting corrected invoices, missing backup documentation, or status updates.

Business value: Reduces AP cycle delays, lowers manual follow-up effort, and improves supplier experience through timely, automated communication.

2. Customer Onboarding Document Completion Nudges

Data flow: OpenText Core Capture Services ? Braze

During customer onboarding, OpenText Core Capture Services can classify and extract submitted forms, IDs, and agreements. If required documents are incomplete or unreadable, the captured status can be passed to Braze to send targeted reminders to the customer with a list of missing items and secure upload links.

Business value: Speeds onboarding completion, reduces abandonment, and helps operations teams avoid manual outreach.

3. Digital Mailroom Intake to Customer Engagement Routing

Data flow: OpenText Core Capture Services ? Braze

Incoming correspondence captured through a digital mailroom can be classified by OpenText Core Capture Services into categories such as complaints, service requests, renewals, or cancellations. Relevant customer attributes and case context can be sent to Braze to trigger the right engagement journey, such as a retention offer, service recovery message, or renewal reminder.

Business value: Improves response speed, supports consistent customer communications, and helps reduce churn through timely intervention.

4. Consent and Preference Update Processing

Data flow: OpenText Core Capture Services ? Braze

Organizations often receive paper or scanned forms for marketing consent, communication preferences, or opt-out requests. OpenText Core Capture Services can extract and validate these updates, then pass them to Braze to immediately update customer profiles and suppress or enable campaigns accordingly.

Business value: Reduces compliance risk, ensures accurate audience targeting, and prevents sending messages to customers with outdated preferences.

5. Claims or Service Case Document Triggered Follow-Up Campaigns

Data flow: OpenText Core Capture Services ? Braze

For industries such as insurance, healthcare, or utilities, OpenText Core Capture Services can capture claim forms, supporting documents, or service requests and identify the case type and status. Braze can then send proactive updates, next-step instructions, or satisfaction surveys based on the document-driven workflow stage.

Business value: Reduces inbound call volume, increases transparency, and improves customer satisfaction with proactive communication.

6. Renewal and Expiration Document Monitoring

Data flow: OpenText Core Capture Services ? Braze

OpenText Core Capture Services can extract expiration dates from contracts, licenses, memberships, or policy documents. That data can be sent to Braze to launch renewal reminder campaigns at defined intervals, with personalized messaging based on customer segment, product type, or renewal risk.

Business value: Increases renewal rates, supports revenue retention, and reduces missed deadlines caused by manual tracking.

7. Cross-Functional Customer Case Escalation and Retention Workflow

Data flow: Bi-directional

OpenText Core Capture Services can ingest and classify complaint letters, dispute forms, or escalation documents, while Braze can send retention or service recovery messages. In return, Braze engagement outcomes such as message delivered, opened, or responded to can be fed back into the case workflow to help operations teams prioritize follow-up actions.

Business value: Aligns customer service and marketing teams, improves escalation handling, and enables more informed retention decisions.

8. Document-Driven Segmentation for Personalized Campaigns

Data flow: OpenText Core Capture Services ? Braze

Captured document data such as product applications, account forms, or service requests can be used to enrich customer profiles in Braze. This enables more precise segmentation, such as sending product education content to new account holders, onboarding tips to new policyholders, or upsell offers to customers who submitted specific service forms.

Business value: Improves campaign relevance, increases conversion rates, and gives marketing teams access to operational data that is otherwise trapped in documents.