OpenText Core Case - Frame.io Integration and Automation

Common Integration Use Cases Between OpenText Core Case and Frame.io

1. Creative Review Case Management for Marketing and Brand Approvals

Direction: Frame.io to OpenText Core Case

When marketing teams submit video assets for legal, brand, or executive approval in Frame.io, the integration can automatically create a case in OpenText Core Case for each campaign or asset review. The case can store the review request, approver assignments, deadlines, and final disposition, while Frame.io holds the video versions and comments.

• Automatically open a case when a video reaches the approval stage
• Route the case to legal, compliance, and brand stakeholders
• Track approval status, exceptions, and escalation history in one place
• Maintain an auditable record of who approved which version and when

Business value: Faster approvals, stronger governance, and a complete audit trail for regulated or high-visibility content.

2. Customer Complaint or Incident Investigation with Video Evidence

Direction: Bi-directional

Organizations handling customer complaints, product incidents, or field service disputes can use OpenText Core Case to manage the investigation while linking relevant video evidence stored in Frame.io. Videos from customers, field teams, or internal investigators can be attached to the case, and case updates can be reflected back to Frame.io for reviewers.

• Store video evidence and review comments in Frame.io
• Link the video directly to the investigation case in OpenText Core Case
• Capture investigator notes, findings, and resolution steps in the case
• Share updated versions or annotated clips with stakeholders for review

Business value: Better evidence handling, improved investigation quality, and faster resolution of disputes.

3. Compliance Review of External or Internal Video Content

Direction: Frame.io to OpenText Core Case

For industries that must review training videos, public-facing media, or internal communications for compliance, Frame.io can serve as the collaboration layer while OpenText Core Case manages the compliance case. Each review can be tracked as a formal case with required checkpoints, reviewer assignments, and approval evidence.

• Create a compliance case when a video is submitted for review
• Assign reviewers from legal, risk, privacy, or regulatory teams
• Capture review outcomes and remediation actions in the case
• Preserve the approved version and supporting evidence for audit purposes

Business value: Consistent compliance controls, reduced review risk, and easier audit readiness.

4. Escalation Workflow for Missed Review Deadlines

Direction: Frame.io to OpenText Core Case

When a video review in Frame.io is delayed or blocked, the integration can create or update a case in OpenText Core Case to manage escalation. This is useful for time-sensitive launches, broadcast deadlines, or executive communications where delays have direct business impact.

• Trigger a case when review deadlines are missed
• Notify managers or alternate approvers through the case workflow
• Track root cause for delays such as missing feedback or unavailable reviewers
• Document resolution and final approval in the case record

Business value: Reduced production delays, clearer accountability, and better deadline management.

5. Case-Driven Video Production Requests

Direction: OpenText Core Case to Frame.io

Business teams often submit requests for video creation, edits, or localized versions through a case management process. OpenText Core Case can initiate the request and send the required brief, priority, due date, and stakeholder list to Frame.io, where creative teams manage production and review.

• Create a video production request case from a business intake form
• Send the approved brief and requirements to Frame.io
• Track production milestones and version reviews against the case
• Return final delivery status and approved assets to the case

Business value: Better intake control, fewer missed requirements, and improved coordination between business and creative teams.

6. Training Content Review and Release Management

Direction: Bi-directional

For organizations producing training or enablement videos, Frame.io can support collaborative editing and review, while OpenText Core Case manages the release approval process. This is especially useful when content must be validated by subject matter experts, HR, legal, or operations before publication.

• Use Frame.io for version review and stakeholder comments
• Open a release case for final approval and sign-off
• Track required reviewers and completion status in the case
• Publish the approved version only after the case is closed

Business value: More controlled content release, fewer outdated materials, and stronger governance over training assets.

7. Post-Production Exception Handling and Rework Tracking

Direction: Frame.io to OpenText Core Case

When reviewers identify issues in a video such as missing disclosures, incorrect branding, or factual errors, the integration can create a rework case in OpenText Core Case. The case can assign corrective actions to the production team and track completion before the next Frame.io review cycle.

• Convert review comments into actionable case tasks
• Assign rework items to editors, compliance reviewers, or content owners
• Track remediation status and due dates centrally
• Close the case once the corrected version is approved in Frame.io

Business value: Faster issue resolution, less manual follow-up, and better visibility into production quality issues.

8. Executive or Stakeholder Approval Pack for High-Visibility Content

Direction: OpenText Core Case to Frame.io

For high-visibility videos such as investor relations messages, product launch content, or executive announcements, OpenText Core Case can manage the approval pack while Frame.io provides the review workspace. The case can collect all required approvals, supporting documents, and final decision records, while Frame.io manages the actual video review and version comparison.

• Assemble approval materials in the case, including scripts, disclosures, and final cut links
• Send the review asset to Frame.io for stakeholder feedback
• Capture final approval and sign-off in OpenText Core Case
• Retain the approved asset and approval history for future reference

Business value: Stronger executive governance, fewer approval gaps, and a reliable record of final decisions.