OpenText Core Capture Services - Microsoft Planner Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and Microsoft Planner

OpenText Core Capture Services is well suited for capturing, classifying, and extracting data from high-volume documents, while Microsoft Planner is effective for organizing team tasks, assigning ownership, and tracking work through simple visual boards. Together, they can connect document intake and processing with actionable team execution.

1. Invoice Exception Handling and Resolution

Data flow: OpenText Core Capture Services to Microsoft Planner

When invoices are captured and extracted, any exceptions such as missing purchase order numbers, duplicate invoices, or mismatched totals can automatically create Planner tasks for the accounts payable team. The task can include the invoice image, extracted fields, exception reason, and due date so the assigned analyst can resolve the issue quickly.

Business value: Reduces invoice processing delays, improves exception visibility, and ensures accountability for follow-up actions.

2. Customer Onboarding Document Follow-Up

Data flow: OpenText Core Capture Services to Microsoft Planner

During customer onboarding, Core Capture Services can extract data from application forms, identity documents, tax forms, and supporting paperwork. If required documents are missing or incomplete, Planner tasks can be created for sales operations, compliance, or onboarding specialists to request the missing items and track completion.

Business value: Shortens onboarding cycle times and prevents delays caused by incomplete documentation.

3. Digital Mailroom Triage and Assignment

Data flow: OpenText Core Capture Services to Microsoft Planner

Incoming mail, scanned correspondence, and forms can be classified by Core Capture Services and routed into Planner tasks based on document type, department, or urgency. For example, legal notices, HR forms, or customer complaints can each generate a task for the appropriate team with the document attached and a priority level assigned.

Business value: Improves routing accuracy, reduces manual sorting, and speeds up response times across departments.

4. Contract Review and Approval Coordination

Data flow: OpenText Core Capture Services to Microsoft Planner

When contracts are ingested and key terms are extracted, Planner can be used to assign review tasks to legal, procurement, finance, and business owners. If the capture process identifies missing signatures, expired terms, or nonstandard clauses, a task can be created for the responsible reviewer to take action before approval continues.

Business value: Creates a clear review workflow, reduces missed approvals, and supports faster contract turnaround.

5. Compliance Document Remediation

Data flow: OpenText Core Capture Services to Microsoft Planner

For regulated processes such as KYC, vendor onboarding, or audit preparation, Core Capture Services can extract required compliance data and detect missing or invalid documents. Planner tasks can then be generated for compliance teams to remediate gaps, request updated records, or escalate overdue items.

Business value: Strengthens compliance control, improves audit readiness, and reduces manual tracking effort.

6. Claims Intake and Investigation Work Assignment

Data flow: OpenText Core Capture Services to Microsoft Planner

In insurance or service claims operations, Core Capture Services can capture claim forms, supporting evidence, and correspondence, then extract claim identifiers and key details. If a claim requires manual review due to missing data, conflicting information, or special handling, Planner can create a task for the claims investigator or adjuster.

Business value: Accelerates claim triage and ensures complex cases are assigned without delay.

7. Two-Way Task Status Updates for Document Processing

Data flow: Bi-directional

Planner can be used as the operational task board for document processing teams, while Core Capture Services provides the document and extracted data that initiates the work. As tasks progress in Planner, status updates can be sent back to the capture workflow to mark documents as in review, completed, or escalated. This creates a more connected process between document intake and team execution.

Business value: Improves end-to-end visibility, reduces duplicate tracking, and helps managers monitor workload and bottlenecks.