OpenText Core Capture Services - OpenText Exstream Integration and Automation

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

• 1. Invoice intake to customer/vendor communication workflow

  Data flow: OpenText Core Capture Services ? OpenText Exstream

  Core Capture Services can ingest supplier invoices from email, scan, or portal uploads, classify them, and extract key fields such as vendor name, invoice number, amount, and due date. Once validated, the data can be passed to Exstream to generate automated payment status notices, remittance advice, dispute letters, or invoice acknowledgment communications. This reduces manual follow-up, shortens invoice cycle times, and improves supplier experience.

• 2. Customer onboarding document capture and welcome communication generation

  Data flow: OpenText Core Capture Services ? OpenText Exstream

  During customer onboarding, Core Capture Services can capture application forms, identity documents, and supporting paperwork, then extract and validate the required data. Exstream can use the approved onboarding data to produce personalized welcome packs, policy documents, account opening confirmations, or next-step instructions across print, email, or mobile channels. This creates a faster and more consistent onboarding process while reducing errors and rework.

• 3. Claims or case intake to status correspondence

  Data flow: OpenText Core Capture Services ? OpenText Exstream

  For insurance or service case management, Core Capture Services can capture claim forms, supporting evidence, and correspondence from multiple channels. After classification and extraction, Exstream can generate acknowledgment letters, missing-information requests, claim status updates, and resolution notices. This improves customer communication timeliness and helps service teams maintain consistent messaging throughout the case lifecycle.

• 4. Digital mailroom to outbound response automation

  Data flow: OpenText Core Capture Services ? OpenText Exstream

  Core Capture Services can act as the front end of a digital mailroom by capturing incoming letters, forms, and notices, then routing them based on document type and extracted content. Exstream can then produce standardized outbound responses such as confirmation letters, rejection notices, appointment letters, or request-for-information messages. This supports centralized mail handling, reduces manual sorting, and speeds up response times across departments.

• 5. Regulatory correspondence generation from captured compliance documents

  Data flow: OpenText Core Capture Services ? OpenText Exstream

  Organizations can use Core Capture Services to capture compliance-related documents such as signed forms, declarations, or supporting evidence submitted by customers or partners. Exstream can then generate regulated communications based on the captured data, including compliance confirmations, policy updates, disclosure notices, or exception letters. This helps ensure communications are accurate, traceable, and aligned with regulatory requirements.

• 6. Billing exception handling and customer notification

  Data flow: OpenText Core Capture Services ? OpenText Exstream

  When billing teams receive dispute forms, adjustment requests, or supporting documents, Core Capture Services can extract the relevant details and classify the exception type. Exstream can use that information to create customer-facing notices such as corrected bills, billing dispute acknowledgments, payment plan letters, or resolution updates. This reduces manual handling of exceptions and improves transparency for customers.

• 7. Bi-directional document and communication loop for case management

  Data flow: Bi-directional

  Core Capture Services can capture inbound customer correspondence, while Exstream generates outbound communications that may trigger additional responses from the customer. For example, a customer receives a request for missing information from Exstream, submits the requested documents, and Core Capture Services captures and routes the response back into the workflow. This closed-loop integration supports end-to-end case management, improves traceability, and keeps customer interactions synchronized across teams.