OpenText Core Capture Services - OpenText Cloud Fax Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and OpenText Cloud Fax

OpenText Core Capture Services and OpenText Cloud Fax complement each other well in document-heavy, compliance-sensitive workflows. Core Capture Services excels at ingesting, classifying, and extracting data from incoming documents, while Cloud Fax provides a secure, managed channel for sending and receiving fax communications that remain essential in regulated industries. Together, they can automate intake, reduce manual handling, and improve turnaround times across business processes.

1. Automated Fax-to-Workflow Intake for Accounts Payable

Data flow: OpenText Cloud Fax to OpenText Core Capture Services

Incoming supplier invoices received by fax are routed from OpenText Cloud Fax into OpenText Core Capture Services, where invoice data is classified and extracted automatically. The captured information is then passed to ERP or AP approval workflows for validation, coding, and payment processing.

• Reduces manual invoice entry from faxed documents
• Improves invoice processing speed and accuracy
• Supports AP teams handling suppliers that still rely on fax

2. Fax-Based Customer Onboarding Document Capture

Data flow: OpenText Cloud Fax to OpenText Core Capture Services

Customer onboarding teams often receive signed forms, identity documents, and supporting paperwork by fax, especially in healthcare, insurance, and financial services. Cloud Fax delivers these documents into Core Capture Services for classification and extraction, then forwards the data to CRM, case management, or onboarding systems.

• Speeds up onboarding for fax-dependent customers
• Creates a consistent intake process across channels
• Reduces delays caused by manual sorting and rekeying

3. Secure Outbound Faxing of Processed Documents

Data flow: OpenText Core Capture Services to OpenText Cloud Fax

After documents are captured and approved in Core Capture Services, they can be sent through OpenText Cloud Fax to external parties that require fax delivery. This is useful for claims letters, medical referrals, legal notices, or government correspondence where fax remains an accepted or required channel.

• Enables direct fax transmission from digital workflows
• Eliminates printing, scanning, and manual faxing steps
• Maintains a secure and auditable outbound communication process

4. Digital Mailroom with Fax as an Intake Channel

Data flow: OpenText Cloud Fax to OpenText Core Capture Services

Organizations can treat inbound fax as part of a broader digital mailroom strategy. Cloud Fax receives documents from external senders and forwards them into Core Capture Services, which classifies them by document type and routes them to the correct department, such as HR, legal, claims, or procurement.

• Centralizes intake across fax and other document channels
• Improves routing accuracy and reduces internal handoffs
• Supports shared service centers and centralized operations teams

5. Claims Processing for Healthcare and Insurance

Data flow: OpenText Cloud Fax to OpenText Core Capture Services, with optional outbound flow back to OpenText Cloud Fax

Claims departments often receive supporting documentation, referrals, and authorizations by fax. Cloud Fax delivers these documents into Core Capture Services for extraction of policy numbers, patient details, claim IDs, and dates. Processed outputs can then be used to trigger claim review workflows, and outbound fax can be used to request missing information from providers or claimants.

• Accelerates claims intake and triage
• Improves data quality for downstream adjudication systems
• Supports two-way communication with external providers and partners

6. Legal Correspondence and Case File Management

Data flow: Bi-directional

Legal teams frequently exchange notices, filings, and evidence via fax. Inbound faxes can be captured and indexed in Core Capture Services for case file creation and metadata extraction, while outbound documents generated from legal workflows can be sent securely through Cloud Fax to courts, clients, or opposing counsel.

• Creates a controlled record of legal communications
• Improves case file completeness and searchability
• Supports compliance and retention requirements

7. Government Forms Processing and Citizen Services

Data flow: OpenText Cloud Fax to OpenText Core Capture Services

Public sector agencies often receive applications, permits, and supporting documents by fax from citizens, businesses, or field offices. Cloud Fax can deliver these submissions into Core Capture Services, where forms are classified, key fields are extracted, and records are routed to the appropriate agency system or case queue.

• Reduces backlog in high-volume public service operations
• Improves consistency in form handling and indexing
• Supports legacy communication preferences without manual processing

8. Exception Handling for Missing or Corrected Documents

Data flow: Bi-directional

When Core Capture Services identifies missing fields, unreadable pages, or incomplete submissions, the workflow can trigger an outbound fax request through Cloud Fax to ask the sender for corrected or additional documents. Once the revised fax is received, it is captured again and reprocessed automatically.

• Closes gaps in document-driven processes faster
• Reduces email dependency for regulated communications
• Improves first-pass completion rates for forms and applications

Together, OpenText Core Capture Services and OpenText Cloud Fax provide a practical bridge between legacy fax communication and modern automated document processing, helping organizations improve compliance, reduce manual effort, and accelerate end-to-end workflows.