OpenText Core Capture Services - OpenText Core Case Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and OpenText Core Case

• Invoice exception handling and approval cases
  OpenText Core Capture Services extracts invoice header and line-item data from incoming invoices and routes validated records to OpenText Core Case when exceptions occur, such as missing purchase orders, duplicate invoices, or price mismatches. Finance teams use the case workspace to review supporting documents, assign tasks to procurement or AP, and resolve issues before payment is released. This reduces manual follow-up and shortens invoice cycle times.
• Customer onboarding document review cases
  Core Capture Services ingests onboarding packets such as application forms, tax documents, IDs, and proof of address, then classifies and extracts key data for downstream processing. When documents are incomplete, inconsistent, or require compliance review, the case is created in OpenText Core Case for operations, compliance, and customer service teams to collaborate. This improves onboarding consistency and provides a clear audit trail for every decision.
• Claims intake and investigation workflow
  For insurance or warranty claims, Core Capture Services captures claim forms, photos, receipts, and correspondence from multiple channels and extracts claim identifiers and claimant details. OpenText Core Case receives the structured and unstructured content to manage investigation tasks, evidence review, fraud checks, and settlement approvals. The integration helps claims teams centralize all case materials and reduce delays caused by scattered documents.
• Digital mailroom to case triage
  Incoming mail, emails, and scanned correspondence are captured and classified by OpenText Core Capture Services, which identifies document type, sender, and urgency. Items requiring human review, such as complaints, legal notices, or escalations, are automatically opened as cases in OpenText Core Case with the relevant documents attached. This enables shared service teams to prioritize work faster and route issues to the right department without manual sorting.
• Compliance exception management
  Core Capture Services extracts data from regulatory forms, attestations, audit evidence, and policy acknowledgements. If missing signatures, expired documents, or conflicting information are detected, the information is passed to OpenText Core Case to manage remediation, approvals, and escalation steps. Compliance teams gain better visibility into open issues and can document corrective actions in one controlled workspace.
• Customer complaint resolution
  Customer letters, emails, and submitted forms are captured and classified by OpenText Core Capture Services, with key details such as account number, complaint category, and dates extracted automatically. OpenText Core Case then manages the complaint lifecycle, including assignment, investigation, response drafting, and closure. This creates a consistent process for service teams and improves response times and customer satisfaction.
• Contract or document review cases
  Core Capture Services ingests signed agreements, amendments, supporting exhibits, and related correspondence, extracting metadata such as parties, dates, and document type. OpenText Core Case is used when legal, procurement, or business stakeholders need to review exceptions, missing clauses, or approval requirements before final acceptance. The integration supports controlled review cycles and reduces the risk of overlooking critical document issues.