OpenText Core Case - OpenText Magellan Text Mining Engine Integration and Automation

Common Integration Use Cases Between OpenText Core Case and OpenText Magellan Text Mining Engine

1. Automated case enrichment from unstructured documents

Data flow: OpenText Magellan Text Mining Engine ? OpenText Core Case

Magellan Text Mining Engine can analyze incoming emails, PDFs, scanned forms, complaint letters, and investigation notes to extract entities such as names, policy numbers, account IDs, locations, dates, and key topics. That extracted data can then be pushed into OpenText Core Case to automatically populate case fields, classify the case, and attach relevant document metadata.

Business value: Reduces manual indexing and intake effort, improves case accuracy, and speeds up triage for high-volume operations such as claims, customer service, and compliance review.

2. Intelligent case routing based on text analysis

Data flow: OpenText Magellan Text Mining Engine ? OpenText Core Case

When a new case is created, Magellan can analyze the supporting text to determine the subject matter, urgency, sentiment, risk indicators, or regulatory relevance. OpenText Core Case can then route the case to the correct team, queue, or specialist based on those insights. For example, complaints mentioning fraud, legal exposure, or safety issues can be escalated automatically.

Business value: Improves first-time assignment, shortens resolution times, and ensures sensitive cases reach the right experts faster.

3. Compliance and risk flagging within active cases

Data flow: OpenText Core Case ? OpenText Magellan Text Mining Engine ? OpenText Core Case

Case content and attached documents from OpenText Core Case can be sent to Magellan for analysis to detect compliance terms, policy violations, suspicious patterns, or references to regulated entities. The findings can be returned to the case record as alerts, tags, or recommended actions. This is especially useful in investigations, audit follow-up, and legal review workflows.

Business value: Helps teams identify risk earlier, standardize review criteria, and maintain stronger governance across case handling.

4. Cross-case trend analysis for operational improvement

Data flow: OpenText Core Case ? OpenText Magellan Text Mining Engine

Closed and open cases from OpenText Core Case can be exported to Magellan for large-scale text mining across case notes, attachments, and resolution summaries. Magellan can identify recurring topics, root causes, common complaint themes, and emerging issues across thousands of cases. These insights can be shared with operations, quality, and leadership teams to improve processes and policies.

Business value: Supports continuous improvement by turning case history into actionable intelligence for service, compliance, and product teams.

5. Investigation support with entity and relationship extraction

Data flow: OpenText Core Case ? OpenText Magellan Text Mining Engine ? OpenText Core Case

For fraud, legal, or internal investigation cases, OpenText Core Case can send evidence documents, correspondence, and notes to Magellan to extract people, organizations, locations, dates, and relationships between them. The extracted network of entities can be returned to the case as investigative leads or linked references, helping analysts connect related events and subjects.

Business value: Improves investigator productivity, reduces missed connections, and strengthens evidence review in complex cases.

6. Automated summarization and case briefing

Data flow: OpenText Magellan Text Mining Engine ? OpenText Core Case

Magellan can analyze the full text of a case file and generate concise summaries of key themes, repeated issues, and notable entities. These summaries can be stored in OpenText Core Case as a case briefing for supervisors, auditors, or handoffs between teams. This is useful when cases move across shifts, departments, or escalation levels.

Business value: Reduces time spent reading long case histories and improves continuity when multiple teams work on the same matter.

7. Knowledge feedback loop for better case handling

Data flow: Bi-directional

OpenText Core Case can provide labeled case outcomes, resolution categories, and disposition data to Magellan to improve text classification models. In return, Magellan can continuously analyze new case content and suggest updated categories, emerging topics, or new risk patterns back into Core Case. This creates a feedback loop that improves both case management consistency and text mining relevance over time.

Business value: Enhances classification quality, supports model refinement, and helps organizations adapt to changing business and regulatory conditions.

8. Regulatory response and audit case preparation

Data flow: OpenText Core Case ? OpenText Magellan Text Mining Engine ? OpenText Core Case

When preparing for audits, regulatory inquiries, or legal discovery, OpenText Core Case can send case files and correspondence to Magellan to identify relevant references, obligations, deadlines, and policy language. The results can be used to assemble a structured response package inside Core Case, with supporting evidence and extracted highlights.

Business value: Speeds up response preparation, improves completeness of submissions, and reduces the risk of overlooking critical information.