OpenText Core Case - Nuxeo Integration and Automation

Common Integration Use Cases Between OpenText Core Case and Nuxeo

1. Case File Assembly with Controlled Content Ingestion

Direction: Nuxeo to OpenText Core Case

When a new claim, investigation, or service case is opened in OpenText Core Case, supporting documents such as contracts, images, correspondence, and evidence files can be pulled from Nuxeo into the case record. This gives case workers a complete view of all relevant content without searching across multiple repositories.

• Reduces time spent locating supporting documents
• Improves case completeness and auditability
• Ensures case teams work from approved, current content

2. Case Driven Document Review and Approval

Direction: Bi directional

OpenText Core Case can trigger review tasks for documents stored in Nuxeo, such as policy updates, legal agreements, or regulated communications. Review outcomes, approval status, and comments can then be written back to Nuxeo to maintain a governed content lifecycle.

• Supports structured review and sign off workflows
• Keeps content status aligned with case progress
• Improves compliance for regulated document handling

3. Evidence and Supporting Asset Management for Investigations

Direction: OpenText Core Case to Nuxeo

During fraud, compliance, or internal audit investigations, OpenText Core Case can send evidence requests and case metadata to Nuxeo for storage of large files, scanned records, photos, and digital assets. Nuxeo acts as the scalable content repository while OpenText Core Case manages the investigation workflow and decision trail.

• Separates workflow management from content storage
• Handles high volume and large file evidence efficiently
• Preserves chain of custody and case context

4. Customer Support Case Attachment Synchronization

Direction: Bi directional

Customer support teams using OpenText Core Case can automatically access product manuals, troubleshooting guides, and customer correspondence stored in Nuxeo. If agents create new knowledge articles, annotated screenshots, or resolution documents during case handling, those assets can be published back to Nuxeo for reuse across the organization.

• Speeds up issue resolution with relevant content access
• Turns resolved cases into reusable knowledge assets
• Improves consistency across support teams

5. Compliance Case Documentation and Retention Control

Direction: OpenText Core Case to Nuxeo

For compliance cases, OpenText Core Case can manage the investigation steps, while Nuxeo stores the associated policy documents, audit evidence, and final reports under defined retention and access rules. Once a case is closed, the final case package can be archived in Nuxeo for long term content governance.

• Supports defensible compliance recordkeeping
• Improves retention and archival control
• Provides a complete audit trail for regulators

6. Contract Exception Handling and Remediation

Direction: Nuxeo to OpenText Core Case

When Nuxeo identifies a contract, amendment, or digital asset that requires exception handling, it can create a case in OpenText Core Case for legal, procurement, or finance review. The case tracks approvals, remediation steps, and final disposition while the original content remains managed in Nuxeo.

• Creates a structured process for exceptions and escalations
• Connects content issues to accountable business owners
• Reduces manual follow up across departments

7. Cross Team Content and Case Status Visibility

Direction: Bi directional

OpenText Core Case can publish case status, milestones, and ownership details to Nuxeo so content users understand where a document stands in the business process. In return, Nuxeo can provide document metadata, version history, and access status to case workers, improving coordination between operations, legal, compliance, and content teams.

• Improves transparency across teams
• Reduces duplicate work and status chasing
• Aligns content lifecycle with business process milestones