OpenText Core Capture Services - OpenText Documentum Integration and Automation

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

1. Invoice Capture to Controlled AP Document Repository

Data flow: OpenText Core Capture Services ? OpenText Documentum

Incoming supplier invoices are captured, classified, and indexed in OpenText Core Capture Services, then routed into OpenText Documentum as controlled records with metadata such as vendor, invoice number, amount, cost center, and approval status. This supports accounts payable teams that need a compliant archive of invoice images, supporting documents, and approval evidence.

Business value: Reduces manual data entry, improves invoice traceability, and ensures AP documents are retained under formal records management policies.

2. Customer or Supplier Onboarding Document Intake

Data flow: OpenText Core Capture Services ? OpenText Documentum

Onboarding packets containing forms, tax documents, certificates, and correspondence are ingested through Core Capture Services, which extracts key data and separates documents by type. Documentum then stores the complete onboarding file in a governed case folder with retention rules and access controls. This is useful for regulated onboarding processes in banking, insurance, utilities, and life sciences.

Business value: Speeds onboarding, improves completeness checks, and creates a defensible audit trail for every submitted document.

3. Digital Mailroom to Enterprise Records Management

Data flow: OpenText Core Capture Services ? OpenText Documentum

Physical mail, scanned correspondence, and inbound forms are captured centrally in Core Capture Services, classified by department or subject, and then delivered to Documentum for long-term storage, routing, and records classification. For example, legal notices can be automatically sent to legal, HR documents to human resources, and regulatory correspondence to compliance teams.

Business value: Eliminates paper bottlenecks, improves routing accuracy, and ensures important correspondence is managed under enterprise retention and compliance policies.

4. Regulated Document Submission and Archival Workflow

Data flow: OpenText Core Capture Services ? OpenText Documentum

In life sciences or government environments, external submissions such as signed forms, permits, study documents, or inspection records are captured and validated in Core Capture Services before being stored in Documentum as official controlled content. Documentum can then manage versioning, approvals, and retention for the final approved record.

Business value: Supports compliance-heavy workflows by separating intake and validation from controlled document management and archival.

5. Exception Handling for Incomplete or Low-Confidence Captures

Data flow: OpenText Documentum ? OpenText Core Capture Services, then OpenText Core Capture Services ? OpenText Documentum

When Documentum users identify a document that is missing metadata, has poor image quality, or requires reclassification, the item can be sent back to Core Capture Services for reprocessing or manual verification. Once corrected, the document and metadata are returned to Documentum for final filing. This is useful for quality control teams managing high-volume regulated content.

Business value: Improves data quality, reduces downstream rework, and creates a controlled remediation loop for problematic documents.

6. Case File Assembly for Compliance and Audit Reviews

Data flow: OpenText Core Capture Services ? OpenText Documentum

Supporting documents for audits, investigations, claims, or regulatory reviews are captured from multiple sources in Core Capture Services and assembled into a structured case file in Documentum. The case file can include indexed evidence, correspondence, signed forms, and extracted metadata for fast retrieval during audits or inspections.

Business value: Shortens audit preparation time, improves evidence organization, and strengthens compliance readiness.

7. Controlled Retention of Source Documents After Extraction

Data flow: OpenText Core Capture Services ? OpenText Documentum

Core Capture Services extracts business data from incoming documents, while Documentum retains the original source files as authoritative records with retention schedules, legal holds, and access restrictions. This pattern is common when organizations need both operational data extraction and long-term preservation of the original document.

Business value: Balances automation with governance, ensuring extracted data can drive workflows while original documents remain securely managed.

8. Bi-Directional Workflow for Document Review and Reclassification

Data flow: Bi-directional

Documentum users can send documents back to Core Capture Services when reclassification, rescanning, or metadata correction is needed, and Core Capture Services can return updated document packages to Documentum after validation. This is especially valuable in shared service environments where operations, compliance, and records teams collaborate on document quality and final disposition.

Business value: Enables collaborative document governance, reduces manual handling, and supports continuous improvement in capture accuracy and records quality.