OpenText Core Capture Services - OpenText Information Archive Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and OpenText Information Archive

1. Invoice capture to compliant financial record retention

Data flow: OpenText Core Capture Services to OpenText Information Archive

Invoices, credit notes, and supporting documents are captured and classified in OpenText Core Capture Services, then the extracted metadata and original documents are archived in OpenText Information Archive after validation and posting in the ERP or accounts payable workflow. This gives finance teams a complete audit trail for each transaction while reducing manual filing and storage costs.

Business value: Faster invoice processing, stronger audit readiness, and long-term retention of financial records for tax and regulatory requirements.

2. Digital mailroom intake with permanent correspondence retention

Data flow: OpenText Core Capture Services to OpenText Information Archive

Incoming mail, scanned letters, claims, and customer correspondence are ingested through a digital mailroom process in OpenText Core Capture Services. After classification and routing to the correct business unit, the captured content is archived in OpenText Information Archive with retention rules based on document type and business policy. This ensures every inbound document is preserved and searchable after operational handling is complete.

Business value: Centralized intake, reduced paper handling, and consistent retention of customer and operational correspondence.

3. Customer onboarding document capture with regulated recordkeeping

Data flow: OpenText Core Capture Services to OpenText Information Archive

During customer onboarding, identity documents, signed agreements, proof of address, and application forms are captured and indexed in OpenText Core Capture Services. Once onboarding is approved, the complete case file is archived in OpenText Information Archive to support compliance, dispute resolution, and future customer service inquiries. This is especially useful in banking, insurance, and telecom environments.

Business value: Shorter onboarding cycles, improved compliance, and a complete historical record for each customer relationship.

4. Claims or case file preservation after operational processing

Data flow: OpenText Core Capture Services to OpenText Information Archive

For insurance claims, legal cases, or service requests, OpenText Core Capture Services captures the initial submission and related evidence such as forms, photos, and supporting documents. After the case is closed in the operational system, the full document package is transferred to OpenText Information Archive for long-term retention and controlled access. This supports future audits, appeals, and legal discovery.

Business value: Better case traceability, lower risk in disputes, and secure retention of closed case files.

5. Legacy system decommissioning with document capture continuity

Data flow: OpenText Core Capture Services and OpenText Information Archive, bi-directional during transition

When an organization retires a legacy document-intensive application, OpenText Core Capture Services can continue capturing new inbound documents while historical records from the legacy system are migrated into OpenText Information Archive. Users retain access to archived records without keeping the old application running. This approach is common in finance, HR, and shared services modernization programs.

Business value: Lower infrastructure and support costs, reduced technical debt, and uninterrupted access to historical records.

6. Retention-based archiving of approved forms and transactions

Data flow: OpenText Core Capture Services to OpenText Information Archive

Structured forms such as HR requests, procurement approvals, or service applications are captured, validated, and routed through business workflows in OpenText Core Capture Services. After approval or completion, the final version, extracted data, and related attachments are archived in OpenText Information Archive according to retention schedules. This creates a controlled record of what was submitted, approved, and processed.

Business value: Stronger governance, reduced storage in transactional systems, and easier retrieval of finalized records.

7. Exception handling and audit evidence preservation

Data flow: OpenText Core Capture Services to OpenText Information Archive

Documents that fail classification, require manual review, or trigger exceptions in OpenText Core Capture Services can be retained with their exception notes, correction history, and final disposition in OpenText Information Archive. This is valuable for quality control teams, compliance officers, and internal audit groups that need to review how exceptions were resolved.

Business value: Better process transparency, improved audit evidence, and reduced risk from incomplete document handling.

8. Controlled retrieval of archived documents for reprocessing or investigation

Data flow: OpenText Information Archive to OpenText Core Capture Services

When archived documents need to be reprocessed, corrected, or reclassified, OpenText Information Archive can provide the original document package back to OpenText Core Capture Services for renewed capture and extraction. This supports scenarios such as reopened claims, amended invoices, or regulatory investigations where the original content must be re-evaluated.

Business value: Reuse of archived content, faster investigation workflows, and consistent handling of reopened business cases.