OpenText Core Case - OpenText Magellan Risk Guard Integration and Automation

Common Integration Use Cases Between OpenText Core Case and OpenText Magellan Risk Guard

OpenText Core Case and OpenText Magellan Risk Guard complement each other well in organizations that manage high-volume, high-risk casework. Core Case provides the structured case workspace for investigation, review, and resolution, while Magellan Risk Guard scans unstructured content to detect sensitive, non-compliant, or otherwise risky information. Together, they enable faster triage, stronger controls, and more consistent remediation across legal, compliance, risk, and operations teams.

1. Automated risk screening for new case content

Data flow: OpenText Core Case ? OpenText Magellan Risk Guard

When a new case is created in Core Case, attached documents, emails, notes, and uploaded files are automatically sent to Magellan Risk Guard for analysis. The platform flags content containing personally identifiable information, confidential terms, regulated data, or policy violations. Risk findings are written back to the case so reviewers can prioritize high-risk cases first.

• Reduces manual review of every attachment
• Improves early detection of compliance issues
• Helps teams focus on cases that require immediate attention

2. Risk-based case routing and escalation

Data flow: OpenText Magellan Risk Guard ? OpenText Core Case

Magellan Risk Guard can classify content by severity and send risk indicators to Core Case to drive workflow routing. For example, a customer complaint containing sensitive personal data or a legal matter with restricted language can be automatically assigned to compliance, legal, or senior review queues. This ensures the right team handles the case from the start.

• Speeds up triage and assignment
• Supports policy-based escalation rules
• Improves accountability for high-risk matters

3. Compliance remediation workflow for flagged documents

Data flow: Bi-directional

When Magellan Risk Guard identifies risky content in a case document, Core Case can create a remediation task for the case owner or compliance analyst. Once the issue is corrected, redacted, or approved, the updated document or resolution status can be sent back to Magellan Risk Guard for revalidation. This creates a closed-loop remediation process with clear ownership and auditability.

• Tracks remediation from detection to closure
• Supports audit-ready evidence of corrective action
• Reduces the chance of unresolved risk remaining in the case file

4. Sensitive content review in legal and regulatory investigations

Data flow: OpenText Core Case ? OpenText Magellan Risk Guard ? OpenText Core Case

In legal hold, internal investigation, or regulatory response cases, Core Case stores the matter file and related evidence. Magellan Risk Guard scans the evidence set to identify privileged, confidential, or regulated content that may require special handling. Findings are returned to Core Case so investigators can separate sensitive materials, apply restrictions, and document review decisions.

• Supports defensible review processes
• Helps prevent accidental disclosure of sensitive information
• Improves consistency in legal and regulatory case handling

5. Customer complaint and claims case prioritization

Data flow: OpenText Core Case ? OpenText Magellan Risk Guard

For customer complaints, insurance claims, or service disputes, Core Case can send case narratives and supporting documents to Magellan Risk Guard to detect content that indicates fraud risk, privacy exposure, or regulatory sensitivity. Cases with elevated risk can be prioritized for specialist review, while lower-risk cases continue through standard workflows.

• Improves prioritization of complex cases
• Helps identify fraud, privacy, and compliance signals earlier
• Reduces delays in high-impact customer matters

6. Ongoing monitoring of case repositories for emerging risk

Data flow: OpenText Core Case ? OpenText Magellan Risk Guard

Organizations can periodically scan active or archived case files in Core Case using Magellan Risk Guard to detect newly introduced risk content, such as unredacted personal data, confidential attachments, or policy-violating language. This is especially useful when case files evolve over time or when regulations change and older cases need to be rechecked.

• Provides continuous compliance oversight
• Identifies risk introduced after initial case intake
• Supports periodic audit and review programs

7. Audit and reporting support for compliance operations

Data flow: Bi-directional

Magellan Risk Guard can generate risk findings and classification results that Core Case stores as part of the case record. Core Case then provides the workflow history, approvals, and resolution evidence needed for audit reporting. Together, they create a complete record of what was found, who reviewed it, what action was taken, and when the case was closed.

• Strengthens audit readiness
• Improves traceability across compliance workflows
• Creates a single operational record for investigations and reviews

In summary, integrating OpenText Core Case with OpenText Magellan Risk Guard helps organizations move from reactive case handling to risk-aware case management. The result is faster triage, better compliance control, and more efficient collaboration between operations, legal, and risk teams.