OpenText Core Capture Services - OpenText Active Community - Trading Grid Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and OpenText Active Community - Trading Grid

OpenText Core Capture Services and OpenText Active Community - Trading Grid complement each other well in partner-facing document workflows. Core Capture Services digitizes and extracts data from incoming documents, while Trading Grid provides a collaborative environment for communicating with trading partners, resolving exceptions, and coordinating B2B transactions. Together, they can reduce manual handling, improve exception resolution, and accelerate partner operations.

1. Invoice exception resolution with trading partner collaboration

Data flow: OpenText Core Capture Services → OpenText Active Community - Trading Grid

Invoices captured from email, scan, or portal are classified and extracted by Core Capture Services. If validation fails, such as missing purchase order numbers, mismatched totals, or duplicate invoice indicators, the exception details are sent to Trading Grid. Accounts payable teams can then collaborate with suppliers in the shared community to request corrected invoices, supporting documents, or clarifications.

• Reduces invoice cycle time by routing exceptions directly to the supplier
• Improves visibility into invoice status for both AP and vendors
• Minimizes back-and-forth email traffic and manual follow-up

2. Purchase order acknowledgment processing and discrepancy handling

Data flow: OpenText Active Community - Trading Grid → OpenText Core Capture Services, and OpenText Core Capture Services → OpenText Active Community - Trading Grid

Purchase order acknowledgments received through Trading Grid can be captured and extracted by Core Capture Services to identify changes in quantity, delivery date, or pricing. If discrepancies are detected, the issue is posted back to Trading Grid for buyer and supplier review. This creates a controlled workflow for confirming order changes before fulfillment begins.

• Supports faster resolution of order mismatches
• Helps prevent downstream shipment and billing errors
• Creates a documented audit trail of partner communications

3. Digital mailroom intake for partner correspondence and case creation

Data flow: OpenText Core Capture Services → OpenText Active Community - Trading Grid

Partner correspondence such as claims, shipment disputes, compliance notices, and contract-related documents can be ingested through Core Capture Services, classified, and routed to the appropriate business team. When the issue involves a trading partner, a case or discussion thread can be opened in Trading Grid with the extracted document and key metadata attached.

• Speeds triage of partner-submitted documents
• Ensures the right internal team and external partner are engaged quickly
• Improves consistency in handling inbound partner communications

4. Supplier onboarding document collection and validation

Data flow: OpenText Active Community - Trading Grid → OpenText Core Capture Services

During supplier onboarding, Trading Grid can be used as the collaboration channel for collecting tax forms, banking details, insurance certificates, and compliance documents from suppliers. Core Capture Services extracts the required fields, validates completeness, and flags missing or inconsistent information for follow-up. This helps procurement and supplier management teams onboard partners faster and with fewer errors.

• Standardizes supplier document intake
• Reduces manual review of onboarding packets
• Improves compliance with onboarding requirements

5. Claims and returns documentation exchange

Data flow: OpenText Core Capture Services → OpenText Active Community - Trading Grid

For returns, chargebacks, or claims, supporting documents such as proof of delivery, photos, packing slips, and signed forms can be captured and indexed by Core Capture Services. The extracted claim details are then shared in Trading Grid so the trading partner can review evidence, respond, and resolve the case within the same community environment.

• Accelerates claims investigation and settlement
• Provides a single place for evidence and partner responses
• Reduces disputes caused by incomplete documentation

6. Compliance document review and partner acknowledgment

Data flow: OpenText Core Capture Services → OpenText Active Community - Trading Grid

Regulatory or contractual documents, such as policy updates, quality certifications, or code of conduct acknowledgments, can be captured and extracted by Core Capture Services. The relevant document and metadata are then posted to Trading Grid for partner review and acknowledgment. This supports controlled distribution and confirmation of receipt across the partner network.

• Improves tracking of partner acknowledgments
• Supports compliance and audit requirements
• Reduces risk of missed or outdated document versions

7. Shipment document exception management

Data flow: OpenText Core Capture Services → OpenText Active Community - Trading Grid

Shipping documents such as bills of lading, packing lists, and customs forms can be captured and extracted by Core Capture Services. If required data is missing or inconsistent, the exception is sent to Trading Grid so logistics teams and carriers can resolve the issue before shipment release or customs processing.

• Prevents delays at shipping and customs checkpoints
• Improves coordination between logistics stakeholders
• Reduces manual rework on transport documentation

These integrations create a practical bridge between document intake and partner collaboration, helping organizations manage exceptions faster, improve data quality, and strengthen trading partner relationships.