OpenText Core Capture Services - OpenText Magellan BI & Reporting Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and OpenText Magellan BI & Reporting

1. Accounts Payable Exception and Throughput Reporting

Data flow: OpenText Core Capture Services → OpenText Magellan BI & Reporting

Invoice data captured from email, scans, and supplier portals is extracted and sent to Magellan BI & Reporting for operational dashboards. Finance teams can track invoice volumes, straight-through processing rates, exception reasons, average approval times, and aging by business unit or supplier.

• Identifies bottlenecks in invoice coding and approval
• Supports month-end close planning with real-time AP visibility
• Helps procurement and finance reduce late-payment penalties

2. Digital Mailroom Intake Analytics

Data flow: OpenText Core Capture Services → OpenText Magellan BI & Reporting

Incoming correspondence, claims, service requests, and forms captured in the digital mailroom are classified and routed, while metadata is published to Magellan for intake analytics. Operations leaders can monitor document types, source channels, peak arrival times, and routing accuracy across departments.

• Improves staffing and workload planning
• Highlights misrouted or misclassified documents
• Supports service-level tracking for shared service centers

3. Customer Onboarding Funnel Visibility

Data flow: OpenText Core Capture Services → OpenText Magellan BI & Reporting

Application forms, identity documents, and supporting records captured during customer onboarding are extracted and analyzed in Magellan. Business teams can view onboarding cycle time, document completeness rates, rejection causes, and drop-off points by product, region, or channel.

• Reduces onboarding delays caused by missing documentation
• Enables compliance teams to monitor KYC and verification performance
• Helps sales and operations improve conversion rates

4. Document Quality and Extraction Accuracy Monitoring

Data flow: OpenText Core Capture Services → OpenText Magellan BI & Reporting

Capture results, confidence scores, field-level extraction accuracy, and manual correction activity are sent to Magellan for quality reporting. This gives process owners visibility into which document types, suppliers, or templates generate the most exceptions and rework.

• Supports continuous improvement of capture rules and classification models
• Reduces manual validation effort
• Helps IT and business teams prioritize template tuning

5. Compliance and Audit Readiness Reporting

Data flow: OpenText Core Capture Services → OpenText Magellan BI & Reporting

Captured documents and associated metadata, such as timestamps, approvers, and retention tags, are analyzed in Magellan to produce audit-ready reports. Compliance teams can verify whether required documents were received, processed, and routed within policy timelines.

• Improves traceability for regulated processes
• Supports internal and external audit requests
• Provides evidence of control execution across departments

6. Operational Workload and SLA Dashboards for Shared Services

Data flow: OpenText Core Capture Services → OpenText Magellan BI & Reporting

Capture volumes and processing outcomes are fed into Magellan to create dashboards for shared service teams handling AP, HR, claims, or customer service intake. Managers can compare workload by team, location, document type, and SLA status.

• Improves resource allocation and shift planning
• Highlights SLA breaches before they affect customers or suppliers
• Enables performance benchmarking across teams

7. Closed-Loop Process Improvement and Exception Analysis

Data flow: Bi-directional

Magellan BI & Reporting analyzes capture and workflow data to identify recurring exceptions, then the insights are used to refine capture rules, classification logic, and intake templates in OpenText Core Capture Services. This creates a feedback loop that improves automation over time.

• Reduces repeat errors in high-volume document processes
• Improves automation rates through data-driven tuning
• Aligns process owners, operations, and IT on measurable improvements