OpenText Core Case - Azure AI Document Intelligence Integration and Automation

Common Integration Use Cases Between OpenText Core Case and Azure AI Document Intelligence

OpenText Core Case and Azure AI Document Intelligence complement each other well in document-heavy, case-driven operations. Azure AI Document Intelligence can extract structured data from incoming documents, while OpenText Core Case can organize that data into a governed case workflow for review, decisioning, and resolution.

1. Claims Intake and First Notice of Loss Processing

Azure AI Document Intelligence extracts key fields from claim forms, police reports, repair estimates, and supporting documents, then sends the data into OpenText Core Case to create and populate a new claims case.

• Data flow: Azure AI Document Intelligence to OpenText Core Case
• Business value: Faster claim setup, reduced manual data entry, and more consistent intake quality
• Operational impact: Claims adjusters receive a complete case file with extracted details, supporting documents, and tasks for validation and follow-up

2. Customer Support Case Enrichment from Submitted Documents

When customers submit emails, PDFs, screenshots, or forms, Azure AI Document Intelligence extracts relevant information such as account numbers, product details, issue type, and dates. OpenText Core Case then uses that data to route and manage the support case.

• Data flow: Azure AI Document Intelligence to OpenText Core Case
• Business value: Faster triage and better case categorization
• Operational impact: Support teams can prioritize cases based on issue severity, customer segment, or SLA requirements without manual review of every attachment

3. Compliance Investigation Case Assembly

Compliance teams often receive policy documents, audit evidence, attestations, and correspondence in mixed formats. Azure AI Document Intelligence extracts dates, parties, reference numbers, and key clauses, while OpenText Core Case assembles the evidence into a structured investigation case.

• Data flow: Azure AI Document Intelligence to OpenText Core Case
• Business value: Improved audit readiness and faster investigation turnaround
• Operational impact: Investigators can track evidence collection, review extracted facts, and maintain a complete case history for regulatory reporting

4. Invoice Exception Handling and Dispute Resolution

Azure AI Document Intelligence extracts invoice line items, totals, vendor details, and payment terms from invoices and related documents. OpenText Core Case creates an exception case when mismatches, missing approvals, or duplicate invoices are detected.

• Data flow: Azure AI Document Intelligence to OpenText Core Case
• Business value: Lower processing cost and faster resolution of invoice exceptions
• Operational impact: Accounts payable, procurement, and business approvers can collaborate in one case to resolve disputes and release payments

5. Contract Review and Obligation Tracking

Legal and procurement teams can use Azure AI Document Intelligence to extract contract metadata such as parties, renewal dates, termination clauses, and service levels. OpenText Core Case then manages the review workflow and tracks obligations that require action.

• Data flow: Azure AI Document Intelligence to OpenText Core Case
• Business value: Better contract visibility and reduced risk of missed deadlines
• Operational impact: Reviewers can route contracts for approval, flag exceptions, and create follow-up tasks tied to the case record

6. HR Employee Case Management for Onboarding and Exceptions

HR teams can process onboarding forms, identity documents, tax forms, and benefit enrollment documents through Azure AI Document Intelligence. Extracted data is then used in OpenText Core Case to manage employee onboarding or resolve missing-document exceptions.

• Data flow: Azure AI Document Intelligence to OpenText Core Case
• Business value: Faster onboarding and fewer delays caused by incomplete paperwork
• Operational impact: HR, payroll, and compliance teams can track outstanding items, approvals, and case status in a single workflow

7. Bi-Directional Case Document Review and Correction Loop

OpenText Core Case can send documents requiring deeper review to Azure AI Document Intelligence for reprocessing or extraction of additional fields. If extracted data is corrected by a case worker, the updated values can be sent back to improve the case record and downstream workflow.

• Data flow: Bi-directional
• Business value: Better data quality and fewer downstream errors
• Operational impact: Teams can handle exceptions where initial extraction confidence is low, then update the case with validated information before closure

Together, OpenText Core Case and Azure AI Document Intelligence support a practical end-to-end model: documents are captured and interpreted automatically, then managed through a controlled case workflow for review, action, and resolution.