OpenText Core Case - OpenText File 360 Integration and Automation

Common Integration Use Cases Between OpenText Core Case and OpenText File 360

1. Secure case file exchange for external parties

Data flow: OpenText Core Case ? OpenText File 360

Case workers can share supporting documents with customers, partners, auditors, or legal counsel through File 360 while keeping the case record in Core Case as the system of record. External users upload evidence, signed forms, or clarifications into a controlled File 360 workspace, and those files are then linked back to the relevant case.

Business value: Reduces email-based file exchange, improves security for sensitive information, and gives case teams a complete view of all externally contributed documents.

2. Claims or investigations evidence collection

Data flow: OpenText File 360 ? OpenText Core Case

In claims, fraud, or compliance investigations, File 360 can be used to collect large or sensitive evidence packages from internal teams and third parties. Once uploaded, the documents are automatically associated with the correct case in Core Case, where adjusters or investigators can review them alongside tasks, notes, and decisions.

Business value: Speeds up evidence intake, improves chain of custody, and ensures investigators work from a single case view.

3. Controlled document review and approval cycles

Data flow: OpenText Core Case ? OpenText File 360

When a case requires review of contracts, policy exceptions, settlement letters, or compliance artifacts, Core Case can route the relevant files to File 360 for secure review by approvers. Version-controlled documents are shared with the right stakeholders, and approved files are returned to the case record with audit history preserved.

Business value: Supports governed approvals, reduces version confusion, and helps teams meet audit and compliance requirements.

4. Customer support case collaboration with internal subject matter experts

Data flow: OpenText Core Case ? OpenText File 360

Support agents can attach logs, screenshots, and diagnostic files from a case into File 360 for secure collaboration with engineering, product, or vendor teams. Subject matter experts can add analysis, patches, or response documents in File 360, and the final resolution materials are linked back to the support case in Core Case.

Business value: Improves cross-team collaboration, shortens resolution time, and keeps sensitive technical files out of email and consumer file-sharing tools.

5. Compliance case evidence retention and audit support

Data flow: OpenText Core Case ? OpenText File 360

For compliance reviews, policy exceptions, or regulatory inquiries, Core Case manages the workflow while File 360 stores the supporting evidence package with access controls and audit trails. Final submissions, correspondence, and supporting records can be preserved in File 360 as the controlled file repository tied to the case outcome.

Business value: Strengthens defensibility during audits, simplifies evidence retention, and improves governance over regulated content.

6. Secure collaboration on case-related working documents

Data flow: OpenText Core Case ? OpenText File 360

Teams often need to co-author working documents such as investigation summaries, remediation plans, or customer response drafts. File 360 provides secure synchronization and controlled sharing for these working files, while Core Case tracks the related tasks, milestones, and approvals. Once finalized, the approved version is attached to the case record.

Business value: Enables collaborative document creation without losing case context or governance over working files.

7. Exception handling for high-risk or sensitive cases

Data flow: OpenText Core Case ? OpenText File 360

High-risk cases involving legal, HR, finance, or privacy-sensitive content can be routed to File 360 for restricted access and secure distribution to a limited audience. Core Case manages the exception workflow, while File 360 ensures only authorized users can access the associated files, with full auditing of downloads and edits.

Business value: Reduces exposure of sensitive information, enforces least-privilege access, and supports stronger internal controls.

8. Case closure package assembly and archival

Data flow: OpenText Core Case ? OpenText File 360

At case closure, Core Case can package the final set of documents, decisions, and correspondence and transfer them to File 360 for secure long-term storage and controlled retrieval. This is useful for legal matters, claims, and regulated operational cases where closed files must remain accessible but protected.

Business value: Simplifies closure processes, improves records governance, and makes post-case retrieval easier for authorized teams.