OpenText Core Signature - Azure AI Document Intelligence Integration and Automation

Common Integration Use Cases Between OpenText Core Signature and Azure AI Document Intelligence

1. Contract intake, data extraction, and signature routing

Flow: Azure AI Document Intelligence ? OpenText Core Signature

When a contract is received from a customer or partner, Azure AI Document Intelligence extracts key fields such as legal entity name, contract value, term dates, renewal clauses, and signatory details. That structured data is then used to automatically route the document into the correct OpenText Core Signature workflow for legal and business approval.

Business value: Reduces manual review, shortens contract cycle times, and ensures the right approvers receive the right version of the agreement.

2. Employee onboarding document processing and signature completion

Flow: Azure AI Document Intelligence ? OpenText Core Signature

HR teams can use Azure AI Document Intelligence to capture data from onboarding documents such as tax forms, identification documents, bank details, and policy acknowledgements. The extracted information can populate onboarding packets and trigger signature requests in OpenText Core Signature for employment agreements, confidentiality forms, and policy sign-offs.

Business value: Improves onboarding speed, reduces data entry errors, and creates a more consistent employee experience across HR and payroll teams.

3. Customer onboarding for regulated services

Flow: Azure AI Document Intelligence ? OpenText Core Signature

In banking, insurance, or professional services, customer-submitted documents such as application forms, proof of address, and identity records can be processed by Azure AI Document Intelligence to extract and validate required fields. Once the application is complete, OpenText Core Signature sends the final agreements, disclosures, and consent forms for legally binding signature.

Business value: Speeds up customer onboarding, reduces compliance risk, and minimizes back-and-forth between operations and customers.

4. Invoice approval and supplier agreement execution

Flow: Azure AI Document Intelligence ? OpenText Core Signature

Accounts payable teams can extract invoice details such as supplier name, invoice number, line items, tax amounts, and payment terms using Azure AI Document Intelligence. If an invoice requires exception handling or approval, the related approval memo, settlement agreement, or supplier amendment can be sent through OpenText Core Signature for signature and authorization.

Business value: Accelerates exception approvals, improves invoice accuracy, and supports audit-ready financial controls.

5. Signed document capture and metadata extraction for records management

Flow: OpenText Core Signature ? Azure AI Document Intelligence

After a document is signed in OpenText Core Signature, the executed file can be sent to Azure AI Document Intelligence to extract final metadata such as contract dates, parties, signature completion status, and key obligations. This data can then be indexed into downstream systems for records retention, reporting, or compliance monitoring.

Business value: Makes signed documents easier to search, classify, and govern while reducing manual indexing effort.

6. Policy acknowledgment and compliance tracking

Flow: Azure AI Document Intelligence ? OpenText Core Signature

Organizations can use Azure AI Document Intelligence to process policy documents, training attestations, or regulatory forms submitted by employees or contractors. Extracted data can determine which acknowledgment package should be sent through OpenText Core Signature, while completed signatures can be tracked for compliance reporting.

Business value: Improves compliance visibility, reduces missed acknowledgments, and supports internal audit requirements.

7. Bidirectional exception handling for document review and re-signing

Flow: OpenText Core Signature ? Azure AI Document Intelligence

If a signed document is returned with missing fields, inconsistent data, or a scanned attachment that needs review, Azure AI Document Intelligence can reprocess the document to identify gaps or anomalies. The corrected package can then be resent through OpenText Core Signature for re-execution or supplemental approval.

Business value: Helps operations teams resolve exceptions faster and reduces the need for manual document reconciliation.

8. Post-signature analytics and workflow optimization

Flow: OpenText Core Signature ? Azure AI Document Intelligence

Executed agreements and forms from OpenText Core Signature can be processed by Azure AI Document Intelligence to extract business-critical data for analytics, such as turnaround times, clause frequency, approval bottlenecks, and document completion patterns. This information can support process improvement initiatives across legal, HR, procurement, and finance.

Business value: Provides better visibility into document-driven processes and helps teams identify where automation can deliver the greatest impact.