OpenText Core Capture Services - OpenText Webroot Unity Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and OpenText Webroot Unity

1. Secure Digital Mailroom Processing

Data flow: OpenText Core Capture Services to OpenText Webroot Unity

Incoming mail, scanned letters, and emailed attachments are captured and classified in OpenText Core Capture Services, then routed to OpenText Webroot Unity for malware and phishing inspection before being released to business users or downstream workflows. This reduces the risk of malicious files entering the enterprise through document intake channels.

Business value: Faster mailroom processing, lower security exposure, and fewer manual security checks by operations teams.

2. Invoice and Supplier Document Security Screening

Data flow: OpenText Core Capture Services to OpenText Webroot Unity

Invoices, purchase orders, and supplier correspondence captured for accounts payable automation are scanned for suspicious attachments, embedded links, or known threat indicators before being posted to ERP or AP approval queues. If a document is flagged, it can be quarantined for security review while the finance team continues processing safe documents.

Business value: Protects finance operations from invoice fraud, malicious payloads, and compromised supplier communications.

3. Customer Onboarding Document Validation and Threat Detection

Data flow: OpenText Core Capture Services to OpenText Webroot Unity

Identity documents, application forms, and supporting files submitted during customer onboarding are captured and extracted in OpenText Core Capture Services, then checked by OpenText Webroot Unity for malware or suspicious content before being stored in CRM or onboarding repositories. This is especially useful for regulated industries handling sensitive personal data.

Business value: Improves onboarding security, reduces exposure to infected files, and supports compliance requirements.

4. Quarantine and Exception Workflow for Suspicious Documents

Data flow: Bi-directional

When OpenText Webroot Unity detects a risky file, it can send a status update back to OpenText Core Capture Services so the document is held in quarantine, tagged with a security exception, and routed to a review queue. Capture operators or security analysts can then decide whether to release, reject, or escalate the item.

Business value: Creates a controlled exception process that aligns document operations with cybersecurity governance.

5. Secure Claims and Case Intake Processing

Data flow: OpenText Core Capture Services to OpenText Webroot Unity

Insurance claims, legal case files, and service requests often arrive with multiple attachments from external parties. OpenText Core Capture Services extracts metadata and classifies the submission, then OpenText Webroot Unity scans the files before they are attached to case management systems. This helps protect claims handlers and legal teams from malicious content hidden in document packages.

Business value: Speeds case intake while reducing the risk of endpoint compromise from external submissions.

6. Threat-Aware Document Routing for High-Risk Sources

Data flow: Bi-directional

OpenText Core Capture Services can identify the source, document type, or sender domain of incoming content and pass that context to OpenText Webroot Unity for risk-based inspection. For example, documents from unknown senders, new vendors, or high-risk geographies can be assigned stricter scanning policies or additional review steps.

Business value: Enables smarter security controls without slowing down trusted business processes.

7. Audit and Compliance Reporting for Document Security Events

Data flow: OpenText Webroot Unity to OpenText Core Capture Services

Security events such as blocked files, quarantined attachments, and malware detections can be sent back into OpenText Core Capture Services as indexed metadata or audit records. These records can be linked to the original document and workflow case, giving compliance teams a complete view of what was received, what was extracted, and what was blocked.

Business value: Strengthens auditability, supports regulatory reporting, and improves incident traceability across document workflows.

8. Secure Employee Correspondence and HR Intake

Data flow: OpenText Core Capture Services to OpenText Webroot Unity

HR documents such as resumes, medical forms, benefits requests, and employee correspondence are captured and classified in OpenText Core Capture Services, then scanned by OpenText Webroot Unity before being stored or forwarded to HR systems. This is particularly valuable for protecting HR teams from malicious attachments received through recruitment and employee service channels.

Business value: Protects sensitive employee data, reduces endpoint risk, and supports secure HR service delivery.