OpenText Core Case - Papirfly Integration and Automation

Common Integration Use Cases Between OpenText Core Case and Papirfly

OpenText Core Case is designed to manage complex, case-centric work involving content, tasks, and approvals, while Papirfly supports brand asset creation, template-driven content production, and controlled distribution of marketing materials. Together, they can streamline workflows where branded content, approvals, and case records need to stay aligned.

1. Branded customer response packs for service and claims cases

When a customer support, insurance, or claims case requires a formal response package, OpenText Core Case can trigger a request to Papirfly to generate branded letters, PDFs, or customer-facing documents using approved templates. Once created, the final asset is returned to the case record for review and dispatch.

• Direction: OpenText Core Case to Papirfly, then Papirfly back to OpenText Core Case
• Business value: Faster turnaround, consistent branding, and reduced manual document creation
• Typical users: Claims handlers, customer service teams, case managers

2. Approval workflow for regulated communications

For regulated industries, communications such as complaint responses, policy notices, or legal correspondence often require both case approval and brand compliance review. OpenText Core Case can route the communication for operational approval, then send the draft to Papirfly for template validation and brand-controlled formatting before final release.

• Direction: Bi-directional
• Business value: Better governance, fewer compliance errors, and a clear audit trail
• Typical users: Compliance teams, legal reviewers, operations managers

3. Case-driven generation of localized marketing or service materials

When a case identifies a need for localized or segment-specific materials, OpenText Core Case can pass case attributes such as region, language, product line, or customer segment to Papirfly. Papirfly can then generate the correct localized asset set from approved templates and return the files for use in the case or downstream distribution.

• Direction: OpenText Core Case to Papirfly
• Business value: Faster production of localized content and reduced risk of using outdated or noncompliant materials
• Typical users: Regional operations, customer experience teams, marketing operations

4. Centralized storage of approved brand assets within case records

OpenText Core Case can act as the system of record for investigations, requests, or service cases, while Papirfly serves as the source of approved brand assets. Integrating the two allows case workers to search and attach the latest approved logos, brochures, presentation slides, or email templates directly from Papirfly into the case workspace.

• Direction: Papirfly to OpenText Core Case
• Business value: Improved consistency, less duplicate file storage, and easier access to approved content
• Typical users: Case handlers, sales support, internal communications teams

5. Automated creation of case-specific presentation packs for internal review

In investigations, audits, or executive escalations, teams often need a polished summary pack. OpenText Core Case can collect the relevant case data and trigger Papirfly to assemble a branded presentation or summary document using predefined layouts. The completed pack is then attached to the case for review and presentation.

• Direction: OpenText Core Case to Papirfly
• Business value: Less manual formatting, faster executive reporting, and more professional outputs
• Typical users: Audit teams, senior management, case analysts

6. Version-controlled template updates for case communications

When Papirfly templates are updated, such as a new corporate identity, disclaimer, or legal footer, the integration can notify OpenText Core Case so active and future cases use the latest approved version. This helps ensure that case-generated communications remain current without manual intervention.

• Direction: Papirfly to OpenText Core Case
• Business value: Stronger version control, reduced rework, and lower compliance risk
• Typical users: Brand teams, compliance officers, case operations

7. Audit-ready record of content approvals and asset usage

OpenText Core Case can store the full approval history for a case, while Papirfly can provide metadata on which approved asset or template version was used. Together, they create a complete audit trail showing who approved the content, which version was used, and when it was distributed.

• Direction: Bi-directional
• Business value: Better auditability, easier regulatory reporting, and stronger accountability
• Typical users: Risk teams, compliance auditors, quality assurance teams

8. Triggered creation of campaign or service collateral from escalated cases

When OpenText Core Case identifies a recurring issue, such as a product defect, service outage, or complaint trend, it can trigger Papirfly to generate approved internal or external collateral for communication teams. This may include customer notices, FAQ sheets, or internal briefing documents based on the case context.

• Direction: OpenText Core Case to Papirfly
• Business value: Faster response to emerging issues and more consistent communication across teams
• Typical users: Customer communications, product teams, crisis management teams