OpenText Core Capture Services - OpenText Extended ECM - Records Management Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and OpenText Extended ECM - Records Management

• Invoice and AP document declaration for compliance retention

  OpenText Core Capture Services captures invoices, purchase orders, and supporting documents from email, scan, or supplier portals, then extracts key fields such as vendor, amount, and invoice date. Approved invoice packages are sent to OpenText Extended ECM - Records Management for formal record declaration, retention assignment, and disposition control. This reduces manual filing, supports audit readiness, and ensures finance records are retained according to policy.

  Data flow: OpenText Core Capture Services to OpenText Extended ECM - Records Management

• Customer onboarding file creation and records control

  During customer onboarding, OpenText Core Capture Services ingests identity documents, signed agreements, tax forms, and supporting correspondence. The captured content is classified and routed to onboarding teams, then the complete customer file is declared as a managed record in OpenText Extended ECM - Records Management. This creates a defensible customer record set with consistent retention rules, helping banking, insurance, and healthcare organizations meet regulatory obligations.

  Data flow: OpenText Core Capture Services to OpenText Extended ECM - Records Management

• Digital mailroom to official correspondence record management

  Incoming mail, faxes, and scanned correspondence are processed in OpenText Core Capture Services, where documents are classified by subject, department, or case type. After routing to the correct business owner, the final correspondence is transferred to OpenText Extended ECM - Records Management as an official record. This improves mailroom throughput, eliminates paper handling, and ensures important communications are preserved with the correct retention schedule.

  Data flow: OpenText Core Capture Services to OpenText Extended ECM - Records Management

• Claims intake and claim file retention

  For insurance or healthcare claims, OpenText Core Capture Services captures claim forms, medical reports, receipts, and supporting evidence from multiple channels. Once the claim is validated and processed, the complete claim package is declared in OpenText Extended ECM - Records Management as the authoritative record. This supports claims traceability, legal defensibility, and consistent retention of sensitive case documentation.

  Data flow: OpenText Core Capture Services to OpenText Extended ECM - Records Management

• Contract and agreement archiving after intake and approval

  OpenText Core Capture Services extracts metadata from incoming contracts, amendments, and signed agreements, then routes them for review and approval. After execution, the final contract set is transferred to OpenText Extended ECM - Records Management for retention, legal hold support, and controlled disposition. Legal, procurement, and business teams benefit from a single governed repository for executed agreements.

  Data flow: OpenText Core Capture Services to OpenText Extended ECM - Records Management

• Regulated form processing with record declaration

  Organizations that process permits, enrollment forms, consent forms, or compliance submissions can use OpenText Core Capture Services to capture structured form data and supporting attachments. Once the form is accepted, the submission package is declared in OpenText Extended ECM - Records Management to preserve the official version and associated evidence. This is especially valuable in government and financial services where proof of submission and retention compliance are critical.

  Data flow: OpenText Core Capture Services to OpenText Extended ECM - Records Management

• Exception and audit evidence packaging for investigations

  When OpenText Core Capture Services identifies exceptions such as missing fields, duplicate submissions, or suspicious documents, the exception case and related evidence can be transferred to OpenText Extended ECM - Records Management. Compliance, audit, or legal teams can then manage the evidence as a formal record with retention and legal hold controls. This creates a clear chain of custody for investigations and reduces the risk of evidence loss.

  Data flow: OpenText Core Capture Services to OpenText Extended ECM - Records Management