OpenText Core Capture Services - Glean Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and Glean

OpenText Core Capture Services is designed to ingest, classify, and extract data from high-volume documents, while Glean helps employees find and use knowledge across enterprise systems. Together, they can connect document capture with enterprise search, making captured content easier to discover, reuse, and act on across teams.

1. Searchable access to captured invoices, forms, and correspondence

Data flow: OpenText Core Capture Services to Glean

After OpenText captures and classifies incoming documents, the extracted metadata and approved document text can be indexed in Glean. Finance, operations, and support teams can then search by vendor name, invoice number, customer ID, or case reference without opening the source capture system.

• Reduces time spent locating documents across shared drives and capture repositories
• Improves visibility for AP, procurement, and customer service teams
• Supports faster response to audit, payment, and customer inquiries

2. Knowledge retrieval for exception handling in accounts payable

Data flow: Bi-directional

When OpenText flags an invoice exception such as a missing purchase order, duplicate invoice, or mismatched amount, Glean can surface related policies, prior resolutions, supplier communications, and approval guidance from across the enterprise. Users can also search from Glean and jump back to the relevant invoice record in OpenText.

• Speeds up exception resolution for AP analysts
• Reduces dependency on tribal knowledge and email chains
• Improves consistency in invoice handling and approvals

3. Faster customer onboarding document review

Data flow: OpenText Core Capture Services to Glean

For onboarding processes, OpenText extracts data from submitted forms, identity documents, tax forms, and supporting correspondence. Glean can index the captured content and related onboarding instructions so relationship managers, compliance teams, and operations staff can quickly find the latest customer records and required next steps.

• Shortens onboarding cycle times
• Helps teams verify whether required documents have been received
• Improves coordination between sales, compliance, and operations

4. Digital mailroom content discovery across departments

Data flow: OpenText Core Capture Services to Glean

In a digital mailroom scenario, OpenText classifies incoming mail, extracts sender details, and routes documents to the right business process. Glean can make the captured mail content searchable across legal, HR, finance, and customer service teams, allowing staff to find correspondence by topic, sender, or case context.

• Eliminates manual searching through mail queues and shared inboxes
• Improves handoffs between departments that rely on incoming correspondence
• Supports traceability for time-sensitive requests and notices

5. Policy and procedure lookup during document processing

Data flow: Glean to OpenText Core Capture Services

When capture operators or business users are reviewing documents in OpenText, Glean can provide quick access to internal policies, SOPs, and process guides relevant to the document type. For example, an operator processing a claims form or vendor packet can search Glean for the current checklist, escalation rules, or exception criteria before completing the workflow.

• Reduces processing errors caused by outdated instructions
• Improves compliance with internal controls and regulatory requirements
• Supports faster onboarding of new operations staff

6. Audit and compliance evidence retrieval

Data flow: Bi-directional

OpenText stores the captured source documents and extracted fields, while Glean indexes supporting evidence such as policies, approval guidelines, and related communications. Audit teams can use Glean to locate the policy that governed a transaction and then trace back to the original captured document in OpenText.

• Speeds up audit response and evidence collection
• Creates a clearer link between policy, process, and source document
• Improves defensibility during internal and external reviews

7. Cross-team case resolution for document-driven requests

Data flow: Bi-directional

For service requests that begin as documents, such as disputes, claims, or vendor inquiries, OpenText captures and classifies the incoming materials, while Glean helps agents find related cases, prior resolutions, templates, and internal expertise. Agents can move from the document record in OpenText to knowledge in Glean and back again as they resolve the case.

• Improves first-contact resolution rates
• Reduces repeated research across multiple systems
• Helps teams reuse proven responses and workflows

8. Enterprise knowledge layer for captured content analytics

Data flow: OpenText Core Capture Services to Glean

Captured documents and metadata from OpenText can be indexed in Glean to create a broader knowledge layer around document-heavy processes. Leaders and process owners can search for trends such as recurring invoice issues, common onboarding omissions, or frequent customer correspondence topics to identify bottlenecks and improve process design.

• Provides visibility into recurring operational issues
• Supports continuous improvement initiatives
• Helps teams identify where automation or training is needed