OpenText Core Capture Services - CELUM Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and CELUM

1. Invoice and Supporting Document Archiving for Finance Teams

Data flow: OpenText Core Capture Services ? CELUM

OpenText Core Capture Services captures invoices, receipts, and related correspondence, extracts key metadata such as vendor, invoice number, amount, and date, and then sends the finalized documents to CELUM for controlled storage and retrieval. Finance teams can use CELUM as a central repository for approved invoice images and supporting files, making audits, dispute resolution, and historical lookup faster and more reliable.

Business value: Reduces manual filing, improves audit readiness, and creates a governed archive of financial documents tied to business context.

2. Customer Onboarding Document Package Management

Data flow: OpenText Core Capture Services ? CELUM

During customer onboarding, OpenText Core Capture Services ingests application forms, identity documents, contracts, and compliance paperwork, classifies them, and extracts relevant data. The approved onboarding package is then stored in CELUM with structured metadata for customer, region, product line, and retention rules. Sales, operations, and compliance teams can access the same onboarding asset set without duplicating files across systems.

Business value: Speeds onboarding, improves document governance, and ensures a complete customer record is available for downstream teams.

3. Digital Mailroom to Brand and Communications Repository

Data flow: OpenText Core Capture Services ? CELUM

Incoming mail, scanned correspondence, and external forms are captured by OpenText Core Capture Services, which classifies the content by department, topic, or urgency. Communications such as customer letters, complaint responses, or regulatory notices can then be routed into CELUM for controlled collaboration, versioning, and approved reuse. This is especially useful when corporate communications teams need to maintain a record of externally issued content alongside related source documents.

Business value: Centralizes inbound correspondence, improves traceability, and supports consistent handling of customer and regulatory communications.

4. Marketing Asset Intake with Rights and Compliance Documentation

Data flow: OpenText Core Capture Services ? CELUM

Marketing organizations often receive signed releases, usage rights forms, talent agreements, and campaign approvals as scanned or emailed documents. OpenText Core Capture Services extracts key terms such as expiration dates, territory, and usage restrictions, then stores the documents in CELUM alongside the related creative assets. CELUM can use this information to help teams avoid publishing assets with expired rights or missing approvals.

Business value: Lowers legal and brand risk, improves rights visibility, and prevents costly campaign rework.

5. Product Documentation and Technical Content Governance

Data flow: Bi-directional

OpenText Core Capture Services captures supplier specifications, compliance certificates, and technical forms, while CELUM manages approved product images, datasheets, and marketing collateral. Metadata from captured documents can be pushed into CELUM to enrich asset records, and CELUM asset references can be linked back to source documents in OpenText Core Capture Services for traceability. This creates a governed content chain for product launches and updates.

Business value: Improves accuracy of product content, supports faster launches, and provides a clear audit trail from source documents to published assets.

6. Contract and Approval Evidence Management

Data flow: OpenText Core Capture Services ? CELUM

Signed contracts, approval forms, and supporting evidence captured in OpenText Core Capture Services can be transferred to CELUM for long-term retention and collaboration across legal, procurement, and marketing teams. CELUM then becomes the controlled workspace for related campaign approvals, partner agreements, and brand usage evidence, allowing teams to quickly assemble complete approval packages when needed.

Business value: Simplifies evidence retrieval, supports governance, and reduces time spent searching across disconnected repositories.

7. Campaign Asset Request Fulfillment from Captured Business Inputs

Data flow: OpenText Core Capture Services ? CELUM

Field teams, distributors, or franchise partners often submit requests, forms, and local compliance documents that define what campaign assets are needed. OpenText Core Capture Services extracts the request details and routes them into CELUM, where marketing teams can match the request to approved templates, localized assets, and brand-compliant content. This is useful for high-volume, multi-region campaign execution.

Business value: Accelerates request handling, improves localization accuracy, and reduces back-and-forth between business teams and marketing operations.

8. Compliance-Driven Content Archive for Regulated Industries

Data flow: OpenText Core Capture Services ? CELUM

In regulated industries such as healthcare, financial services, and insurance, OpenText Core Capture Services captures consent forms, disclosures, and regulatory correspondence. These documents can be stored in CELUM alongside approved customer-facing content, enabling compliance teams to review the full content package used in a campaign or customer interaction. Metadata can be used to enforce retention, region-specific access, and approval status.

Business value: Strengthens compliance oversight, supports regulatory audits, and ensures only approved content is distributed.