OpenText Core Capture Services - Optimizely Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and Optimizely

OpenText Core Capture Services and Optimizely solve different but complementary business problems. OpenText Core Capture Services automates the intake, classification, and extraction of information from documents and forms, while Optimizely improves digital experiences through experimentation, personalization, and conversion optimization. Together, they can connect offline or document-based business events with digital customer journeys, enabling faster processing, better targeting, and more relevant user experiences.

1. Personalized onboarding based on captured application documents

Data flow: OpenText Core Capture Services to Optimizely

When customer onboarding documents such as applications, identity forms, or supporting paperwork are captured and classified in OpenText Core Capture Services, extracted attributes can be sent to Optimizely to tailor the next digital steps. For example, a bank or insurer can personalize the onboarding portal based on document type, customer segment, or application status.

• Shows relevant next-step content after a form is submitted
• Adjusts messaging for retail, SME, or enterprise applicants
• Reduces drop-off by presenting only required actions and documents

Business value: Faster onboarding, fewer manual follow-ups, and a more relevant customer experience.

2. Dynamic content personalization using document-derived customer attributes

Data flow: OpenText Core Capture Services to Optimizely

Captured documents often contain useful customer or account attributes such as industry, location, contract type, or product interest. These extracted data points can feed Optimizely audience segments to personalize website content, offers, and calls to action. This is especially useful for B2B portals, member sites, and service portals.

• Personalizes landing pages based on customer profile data
• Serves industry-specific offers or support content
• Improves conversion by matching content to user context

Business value: Higher engagement and conversion through more accurate targeting.

3. Triggering digital journey experiments after document submission

Data flow: OpenText Core Capture Services to Optimizely

After a document is submitted and processed, OpenText Core Capture Services can pass event data to Optimizely to trigger A/B tests or alternate journey paths. For example, once a claim form or service request is received, Optimizely can test different confirmation pages, upsell messages, or self-service recommendations.

• Tests confirmation page layouts and messaging
• Routes users to different post-submission journeys
• Measures which follow-up content reduces support calls or increases completion rates

Business value: Better post-submission engagement and continuous optimization of customer journeys.

4. Document-driven segmentation for campaign personalization

Data flow: OpenText Core Capture Services to Optimizely

Marketing teams can use extracted information from inbound forms, correspondence, or registration documents to refine audience segments in Optimizely. For example, a university, healthcare provider, or financial services firm can segment users based on captured document type, service request, or eligibility status and then personalize campaign content accordingly.

• Builds segments from verified document data
• Targets users with relevant campaigns and offers
• Improves campaign accuracy compared with self-reported data alone

Business value: More precise segmentation and better campaign performance.

5. Streamlined digital mailroom to self-service experience

Data flow: OpenText Core Capture Services to Optimizely

In a digital mailroom scenario, incoming correspondence is captured and classified in OpenText Core Capture Services. The extracted metadata can then be used by Optimizely to direct users to the most relevant self-service content or portal experience. For example, a utility or government agency can route users to the correct service page based on the type of letter or request received.

• Identifies the reason for contact from inbound mail
• Directs users to relevant self-service content
• Reduces call center volume and manual triage

Business value: Lower operational cost and faster resolution for customers.

6. Experimentation on document submission and completion flows

Data flow: Bi-directional

Optimizely can test different web form designs, instructions, and upload flows, while OpenText Core Capture Services validates how well those changes affect document quality and extraction success. For example, a lender or insurer can compare form variants to see which version produces cleaner, more complete submissions that are easier to capture and process.

• Tests form labels, field order, and upload instructions
• Measures downstream capture accuracy and processing time
• Identifies which UX changes reduce rework and exceptions

Business value: Better form completion rates and improved document processing efficiency.

7. Closed-loop optimization for service requests and claims

Data flow: Bi-directional

OpenText Core Capture Services can send processing outcomes such as accepted, rejected, incomplete, or exception status to Optimizely. Optimizely can then personalize the user experience based on those outcomes, such as showing corrective guidance, alternative submission paths, or targeted help content. This is valuable in claims, complaints, and regulated service workflows.

• Displays contextual help when documents are incomplete
• Adapts the journey based on processing status
• Improves first-time-right submission rates

Business value: Fewer exceptions, faster resolution, and improved customer satisfaction.

In summary, integrating OpenText Core Capture Services with Optimizely connects document intelligence with digital experience optimization. OpenText Core Capture Services provides trusted data from captured documents, while Optimizely uses that data to personalize journeys, test experiences, and improve conversion across customer-facing and operational workflows.