OpenText Core Case - OpenText Lens - Data Visibility Integration and Automation

Common Integration Use Cases Between OpenText Core Case and OpenText Lens - Data Visibility

1. Case-Driven Sensitive Data Discovery and Remediation

Data flow: OpenText Lens - Data Visibility to OpenText Core Case

Use OpenText Lens to scan repositories and identify sensitive, redundant, or obsolete content that creates compliance or privacy risk. When high-risk findings are detected, OpenText Core Case can automatically open a remediation case with the relevant evidence, assigned owner, due date, and required actions.

• Security, privacy, and records teams receive a structured remediation workflow
• Findings are tracked from discovery through closure with full accountability
• Reduces manual follow-up across email and spreadsheets

2. Compliance Investigation Case Creation from Data Visibility Findings

Data flow: OpenText Lens - Data Visibility to OpenText Core Case

When Lens identifies unstructured content that may violate retention, privacy, or regulatory policies, it can trigger a compliance case in Core Case. The case contains the repository location, content classification, risk level, and supporting metadata so compliance teams can investigate and document decisions.

• Speeds up regulatory review and audit response
• Creates a consistent process for policy exceptions and escalations
• Improves evidence collection for internal and external audits

3. Case Context Enrichment with Repository Intelligence

Data flow: OpenText Lens - Data Visibility to OpenText Core Case

Core Case users handling claims, disputes, customer issues, or investigations can be enriched with Lens insights about related documents stored across repositories. This helps case workers quickly understand whether relevant unstructured content exists, where it is stored, and whether it contains sensitive information that requires special handling.

• Improves case resolution speed by reducing time spent searching for content
• Supports better decision making with broader information visibility
• Helps teams avoid using outdated or duplicate documents in case work

4. Data Cleanup Workflows for Migration or Repository Rationalization

Data flow: OpenText Lens - Data Visibility to OpenText Core Case

Before a content migration, archive, or repository consolidation, Lens can identify obsolete, duplicate, or high-risk content. Core Case can then manage the cleanup process as a formal workstream, assigning actions to business owners for review, disposition, legal hold validation, or retention approval.

• Reduces migration volume and cost
• Prevents unnecessary movement of risky or irrelevant content
• Provides governance and sign-off for content disposition decisions

5. Exception Management for Sensitive Content Discovered During Case Processing

Data flow: Bi-directional

As Core Case processes a business case, users may identify documents that need classification review or policy exceptions. Those items can be sent to Lens for deeper visibility analysis, and Lens findings can be returned to the case to support exception approval, redaction, or escalation decisions.

• Creates a controlled loop between operational case handling and data governance
• Supports legal, privacy, and records review for exception requests
• Keeps all decisions and evidence in one auditable case record

6. Risk-Based Prioritization of Governance Cases

Data flow: OpenText Lens - Data Visibility to OpenText Core Case

Lens can score repositories or content sets based on sensitivity, duplication, or obsolescence. Core Case can use those scores to prioritize governance cases, ensuring the highest-risk content is addressed first by the appropriate team.

• Focuses resources on the most critical issues
• Improves throughput for large-scale governance programs
• Helps managers track remediation progress by risk category

7. Audit Evidence Collection for Data Governance Programs

Data flow: Bi-directional

Lens provides discovery results and classification evidence, while Core Case manages the audit workflow, approvals, and final disposition records. Together, they create a defensible audit trail showing what was found, who reviewed it, what action was taken, and when it was completed.

• Supports internal audit, regulatory exams, and policy compliance reviews
• Reduces the effort required to assemble evidence packages
• Improves traceability across discovery, review, and resolution steps

8. Customer or Claims Case Escalation Based on Hidden Content Risk

Data flow: OpenText Lens - Data Visibility to OpenText Core Case

In customer support, claims, or dispute resolution scenarios, Lens can uncover hidden documents that contain sensitive, conflicting, or obsolete information related to a case. Core Case can then escalate the matter to legal, compliance, or supervisory review before a final decision is made.

• Reduces the risk of decisions based on incomplete information
• Improves consistency in regulated business processes
• Helps prevent compliance breaches and customer disputes