OpenText Core Case - PhotoShelter Integration and Automation

Common Integration Use Cases Between OpenText Core Case and PhotoShelter

OpenText Core Case is well suited for managing structured, case-based work such as investigations, approvals, complaints, and compliance reviews. PhotoShelter is a digital asset management platform used to store, organize, share, and distribute images and visual media. Together, they can support workflows where visual content must be reviewed, approved, tracked, and linked to a formal business case.

1. Evidence and media intake for investigations

When a case requires visual evidence, PhotoShelter can store and organize uploaded photos, while OpenText Core Case manages the investigation workflow, tasks, and decision history. Case workers can access approved images directly from the case record, reducing manual file handling and improving chain of custody.

• Direction: PhotoShelter to OpenText Core Case
• Business value: Faster evidence review, better auditability, and fewer lost or duplicated files

2. Customer complaint resolution with supporting imagery

For complaints involving damaged products, service issues, or field incidents, customer service teams can attach relevant photos from PhotoShelter to the case in OpenText Core Case. This gives agents, supervisors, and quality teams a shared view of the issue and helps speed up resolution decisions.

• Direction: Bi-directional
• Business value: Improved first-contact resolution and more consistent case handling

3. Compliance review and approval of visual assets

Organizations that need legal, brand, or regulatory review of images can use OpenText Core Case to route approval tasks and capture sign-off. PhotoShelter provides the controlled repository for the approved asset versions, ensuring only compliant media is published or reused.

• Direction: OpenText Core Case to PhotoShelter
• Business value: Stronger governance, reduced compliance risk, and clearer approval records

4. Claims processing with photo documentation

In insurance or warranty claims, claim handlers often need photos of damage, receipts, or site conditions. PhotoShelter can serve as the image repository, while OpenText Core Case manages claim intake, assessment, assignment, and settlement steps. Linking the two systems ensures adjusters can review all supporting media without leaving the case.

• Direction: PhotoShelter to OpenText Core Case
• Business value: Shorter claim cycle times and better documentation quality

5. Field operations and incident reporting

Field teams can upload incident photos, site conditions, or before-and-after images into PhotoShelter from mobile devices. OpenText Core Case can automatically create or update a case for operations, safety, or maintenance teams to investigate and resolve the issue. This creates a structured workflow from field capture to back-office action.

• Direction: PhotoShelter to OpenText Core Case
• Business value: Faster escalation, improved operational visibility, and better accountability

6. Marketing and brand request management

Marketing teams often need a controlled process for requesting, reviewing, and approving visual content. OpenText Core Case can manage the request, review, and approval workflow, while PhotoShelter stores the final approved assets and makes them available to internal teams or agencies.

• Direction: OpenText Core Case to PhotoShelter
• Business value: Reduced approval bottlenecks and better control over approved media usage

7. Cross-functional case collaboration with linked media libraries

In complex cases involving legal, operations, communications, and customer support, teams may need access to the same visual materials. PhotoShelter can provide a centralized media library, while OpenText Core Case maintains the case narrative, tasks, and decisions. This allows each team to work from the same source of truth without duplicating files across departments.

• Direction: Bi-directional
• Business value: Better collaboration, fewer version conflicts, and improved case consistency

These integrations are most valuable when organizations need to combine visual content management with structured case workflows, especially in environments where review, approval, compliance, and evidence tracking are critical.