OpenText Core Capture Services - Loci Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and Loci

OpenText Core Capture Services and Loci can work together to connect document intake and content intelligence with personalized content delivery. OpenText Core Capture Services captures, classifies, and extracts data from incoming documents, while Loci uses behavior and content analysis to recommend relevant content. Together, they can improve operational efficiency, content discoverability, and customer or employee engagement across document-heavy workflows.

1. Personalized onboarding content based on captured customer documents

Data flow: OpenText Core Capture Services to Loci

When OpenText Core Capture Services processes onboarding documents such as applications, identity forms, or signed agreements, extracted metadata can be sent to Loci to recommend the next best content for the customer or internal onboarding team. For example, if a customer submits a mortgage application, Loci can surface relevant FAQs, product guides, or follow-up checklists in the portal or CMS.

• Improves onboarding completion rates
• Reduces support calls by delivering relevant guidance
• Helps teams tailor content by document type or customer segment

2. Intelligent content recommendations for digital mailroom workflows

Data flow: OpenText Core Capture Services to Loci

In a digital mailroom, OpenText Core Capture Services classifies incoming correspondence such as claims letters, service requests, or complaints. That classification can be passed to Loci so the system recommends related knowledge articles, response templates, or policy documents to the handling team. This helps agents resolve cases faster and with more consistency.

• Speeds up case handling and response preparation
• Improves accuracy of agent responses
• Supports cross-functional teams handling high document volumes

3. Contextual content suggestions for accounts payable teams

Data flow: OpenText Core Capture Services to Loci

OpenText Core Capture Services extracts invoice details, vendor names, and exception indicators from incoming invoices. Loci can use this context to recommend relevant approval policies, vendor-specific procedures, or exception handling guidance to AP staff and approvers. This is especially useful when invoices require manual review or escalation.

• Reduces time spent searching for policy references
• Supports faster exception resolution
• Improves consistency in approval decisions

4. Personalized self-service portals for customers and employees

Data flow: Bi-directional

Captured document data from OpenText Core Capture Services can inform Loci recommendations in self-service portals, while user behavior in the portal can be fed back to refine future content recommendations. For example, if a user repeatedly views content related to claims submission after uploading a form, Loci can prioritize related instructions, status updates, or next-step content.

• Creates more relevant self-service experiences
• Reduces dependency on support teams
• Improves content performance through feedback loops

5. Knowledge article recommendations for document processing teams

Data flow: OpenText Core Capture Services to Loci

When OpenText Core Capture Services identifies document categories such as contracts, HR forms, or compliance documents, Loci can recommend internal knowledge articles, processing instructions, or training materials to the operations team. This is valuable for new staff, seasonal teams, or shared service centers that handle varied document types.

• Shortens training time for new employees
• Improves processing quality across teams
• Supports standard operating procedures with contextual guidance

6. Content personalization based on document-driven customer journeys

Data flow: OpenText Core Capture Services to Loci

Captured document events such as a submitted claim, signed contract, or completed registration form can trigger Loci to recommend the most relevant content in downstream CMS or analytics platforms. Marketing, service, and customer experience teams can use this to tailor content by lifecycle stage and document activity.

• Aligns content delivery with customer journey stage
• Improves engagement with timely, relevant information
• Helps marketing and service teams coordinate messaging

7. Exception management support with recommended remediation content

Data flow: OpenText Core Capture Services to Loci

When OpenText Core Capture Services flags a document as incomplete, unreadable, or requiring manual validation, Loci can recommend remediation content such as missing-field checklists, customer communication templates, or internal escalation guides. This helps operations teams resolve exceptions faster and with fewer handoffs.

• Reduces processing delays caused by exceptions
• Improves first-time-right document handling
• Supports more efficient collaboration between operations and support teams

Overall, integrating OpenText Core Capture Services with Loci creates a strong link between document capture and intelligent content delivery. OpenText Core Capture Services provides the structured context from incoming documents, and Loci uses that context to recommend the right content to the right user at the right time.