OpenText Core Experience Insights - OpenText Legal Hold Integration and Automation

Common Integration Use Cases Between OpenText Core Experience Insights and OpenText Legal Hold

1. Usage-Based Legal Hold Triggering for High-Risk Content

Data flow: OpenText Core Experience Insights ? OpenText Legal Hold

When Core Experience Insights detects unusual spikes in access, sharing, or editing activity on sensitive content, it can flag those items or related repositories for legal review. Legal teams can use this signal to quickly place a hold on potentially relevant records before they are altered or deleted.

• Reduces time between risk detection and preservation action
• Helps legal teams prioritize content with active business or litigation relevance
• Supports defensible preservation decisions based on actual usage patterns

2. Custodian Engagement Monitoring During Legal Hold Notifications

Data flow: OpenText Legal Hold ? OpenText Core Experience Insights

Legal Hold can send hold notices to custodians, while Core Experience Insights tracks whether users open, acknowledge, or interact with related guidance content or portals. Legal and compliance teams can monitor notification effectiveness and identify custodians who have not engaged with required instructions.

• Improves compliance with hold acknowledgment requirements
• Highlights custodians needing follow-up or escalation
• Provides measurable evidence of notification reach and engagement

3. Legal Hold Process Adoption and Workflow Optimization

Data flow: OpenText Legal Hold ? OpenText Core Experience Insights

Activity data from Legal Hold, such as notice issuance, acknowledgment completion, reminder response rates, and custodian participation, can be analyzed in Core Experience Insights to identify bottlenecks in the hold process. Legal operations teams can then refine templates, timing, and escalation paths.

• Improves legal hold cycle times
• Identifies process steps with low completion rates
• Supports continuous improvement of legal operations

4. Preservation Impact Analysis for Content and Application Usage

Data flow: OpenText Legal Hold ? OpenText Core Experience Insights

When content is placed on hold, Core Experience Insights can measure how preservation controls affect user behavior, such as reduced access, workflow delays, or changes in collaboration patterns. This helps organizations understand whether legal restrictions are creating operational friction.

• Quantifies business impact of legal preservation actions
• Helps balance compliance requirements with user productivity
• Supports informed decisions on hold scope and duration

5. Exception Detection for Potentially Non-Compliant Content Activity

Data flow: OpenText Core Experience Insights ? OpenText Legal Hold

If Core Experience Insights identifies continued activity on content that should be preserved, such as deletion attempts, unusual downloads, or access from unauthorized groups, it can alert Legal Hold administrators. This enables rapid investigation and corrective action to ensure preservation obligations are met.

• Helps detect policy violations early
• Strengthens defensibility of the legal hold process
• Supports audit readiness and compliance monitoring

6. Prioritizing Custodians and Matter Scope Based on Real Usage

Data flow: OpenText Core Experience Insights ? OpenText Legal Hold

Core Experience Insights can provide usage analytics that help legal teams identify which employees, teams, or business units are most active around specific content sets. Legal Hold teams can use this information to refine custodian lists and matter scope, reducing over-collection and unnecessary notifications.

• Improves accuracy of custodian selection
• Reduces legal hold noise and administrative overhead
• Helps focus preservation on the most relevant users and content

7. Post-Matter Review and Process Improvement Reporting

Data flow: Bi-directional

After a matter closes, Legal Hold can provide hold lifecycle data such as notice dates, acknowledgments, release timing, and exception handling, while Core Experience Insights can show how users interacted with the hold process and related content over time. Together, these insights support post-matter reviews and help legal, compliance, and IT teams improve future hold execution.

• Creates a complete view of legal hold performance
• Supports lessons learned and operational governance
• Improves future matter readiness and execution quality