OpenText Core Case - Canto Integration and Automation

Common Integration Use Cases Between OpenText Core Case and Canto

• Case file enrichment with approved marketing and brand assets
  OpenText Core Case can pull approved images, brochures, product sheets, and campaign materials from Canto into customer service, claims, or compliance cases. This gives case workers immediate access to the right supporting content without searching across shared drives or email. Data flow: Canto to OpenText Core Case.
• Centralized evidence and reference asset storage for investigations
  When a case requires visual evidence, policy documents, or reference files, OpenText Core Case can send those assets to Canto for controlled storage, tagging, and reuse. This is useful for regulated processes where supporting material must be retained, organized, and made searchable for future cases. Data flow: OpenText Core Case to Canto.
• Marketing review and approval of case-related content
  Teams can route case-generated content such as customer-facing explanations, remediation letters, or compliance communications from OpenText Core Case into Canto for review and approval by marketing or brand teams. This helps ensure that externally visible materials remain consistent with brand standards before they are released. Data flow: OpenText Core Case to Canto, with approval status returned to OpenText Core Case.
• Shared asset access for customer support and claims teams
  Support agents and claims handlers working in OpenText Core Case can access product visuals, how-to guides, warranty documents, and service diagrams stored in Canto. This improves first-contact resolution by giving staff the right content to answer questions accurately and consistently. Data flow: Canto to OpenText Core Case.
• Case-driven creation of reusable content assets
  When OpenText Core Case identifies recurring issues, it can trigger the creation of new knowledge assets such as FAQ graphics, troubleshooting one-pagers, or customer education materials in Canto. This helps marketing and enablement teams turn operational insights into reusable content faster. Data flow: OpenText Core Case to Canto.
• Controlled distribution of sensitive case-related media
  For cases involving legal, HR, compliance, or incident response, OpenText Core Case can store links or references to restricted assets in Canto rather than duplicating files across systems. Canto can manage permissions and version control, while OpenText Core Case maintains the case context and audit trail. Data flow: Bi-directional, with Canto managing asset access and OpenText Core Case managing case context.
• Cross-team collaboration on customer-facing resolutions
  OpenText Core Case can share case status, required deliverables, and deadlines with Canto-based content teams so they can prepare supporting assets such as apology letters, service updates, or campaign adjustments. This reduces delays between operational resolution and customer communication. Data flow: OpenText Core Case to Canto, with asset completion updates returned to OpenText Core Case.