OpenText Core Capture Services - OpenText Decision Service Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and OpenText Decision Service

1. Invoice intake with automated approval routing

Flow: OpenText Core Capture Services ? OpenText Decision Service

Invoices are captured from email, scan, or supplier portals, then classified and extracted for key fields such as vendor, amount, PO number, and tax details. OpenText Decision Service evaluates business rules such as approval thresholds, duplicate invoice checks, cost center validation, and exception handling. Approved invoices move directly to workflow, while exceptions are routed to AP specialists for review.

Business value: Reduces manual invoice review, speeds up approvals, and improves compliance with purchasing policies.

2. Customer onboarding document validation and eligibility decisions

Flow: OpenText Core Capture Services ? OpenText Decision Service

During customer onboarding, identity documents, application forms, and supporting records are captured and extracted. OpenText Decision Service applies rules to determine whether the submission is complete, whether additional verification is required, and whether the applicant meets onboarding criteria. Cases that fail rules are routed to compliance or operations teams for follow-up.

Business value: Shortens onboarding cycle times, improves consistency in eligibility decisions, and reduces compliance risk.

3. Digital mailroom triage with policy-based routing

Flow: OpenText Core Capture Services ? OpenText Decision Service

Incoming correspondence is digitized and classified by document type, sender, and topic. OpenText Decision Service then determines the correct destination based on business rules such as department ownership, priority level, customer tier, or regulatory sensitivity. Urgent items can be escalated automatically, while routine items are routed to standard queues.

Business value: Improves mail handling speed, reduces misrouting, and ensures time-sensitive documents reach the right team quickly.

4. Claims intake with automated straight-through processing decisions

Flow: OpenText Core Capture Services ? OpenText Decision Service

Claims forms, supporting receipts, and incident documents are captured and extracted into structured data. OpenText Decision Service evaluates claim amount, policy coverage, claim history, and required documentation to decide whether the claim can be processed automatically or requires adjuster review. Low-risk claims can be fast-tracked, while exceptions are sent to a case queue.

Business value: Reduces claims handling costs, accelerates settlement for simple cases, and improves consistency in claims decisions.

5. Supplier onboarding and compliance screening

Flow: OpenText Core Capture Services ? OpenText Decision Service

Supplier registration forms, tax documents, banking details, and certifications are captured and extracted. OpenText Decision Service checks completeness, validates required certifications, and applies rules for sanctions screening, risk scoring, and approval authority. Suppliers that meet criteria are onboarded automatically, while high-risk or incomplete submissions are escalated.

Business value: Speeds supplier setup, strengthens compliance controls, and reduces procurement bottlenecks.

6. Exception-based document processing for accounts payable

Flow: OpenText Core Capture Services ? OpenText Decision Service ? workflow or case management

Captured invoices and supporting documents are analyzed for exceptions such as missing purchase orders, price mismatches, duplicate submissions, or invalid tax data. OpenText Decision Service determines the exception category and the required next action, such as auto-approval, rejection, or escalation to procurement, finance, or the business requester.

Business value: Focuses staff on exceptions instead of routine transactions and improves invoice accuracy and control.

7. Policy-driven document retention and handling decisions

Flow: OpenText Core Capture Services ? OpenText Decision Service

Captured documents are classified by type and sensitivity, then OpenText Decision Service applies rules to determine retention period, access restrictions, and handling requirements. For example, HR records, legal correspondence, and regulated customer documents can be assigned different retention and escalation rules based on policy and jurisdiction.

Business value: Supports governance, reduces manual policy enforcement, and helps organizations meet regulatory obligations.

8. Bi-directional exception feedback for rule refinement

Flow: OpenText Core Capture Services ? OpenText Decision Service

When documents are captured and routed, downstream teams may correct classifications or override decisions. Those outcomes can be fed back to refine decision rules in OpenText Decision Service and improve capture templates or classification logic in OpenText Core Capture Services. This creates a continuous improvement loop for document handling and decision accuracy.

Business value: Improves automation quality over time, reduces recurring exceptions, and aligns rules with real operational outcomes.