OpenText Core Signature - Loci Integration and Automation

Common Integration Use Cases Between OpenText Core Signature and Loci

1. Personalized Contract and Agreement Delivery

Data flow: Loci ? OpenText Core Signature

Loci analyzes user behavior and content engagement to recommend the most relevant contract, agreement, or disclosure template for a customer, partner, or employee. Once the appropriate document is selected, OpenText Core Signature manages the legally binding signature workflow.

Business value: Reduces document selection errors, shortens turnaround time, and improves completion rates for onboarding and contracting processes.

2. Intelligent Next-Best Document Recommendation for Onboarding

Data flow: Bi-directional

During customer, vendor, or employee onboarding, OpenText Core Signature captures which documents have been signed, while Loci uses that completion data and user interaction patterns to recommend the next required document or supporting content. This helps guide users through the correct sequence of forms and approvals.

Business value: Improves onboarding efficiency, reduces missed steps, and creates a smoother guided experience for users and internal teams.

3. Content-Driven Approval Workflow Optimization

Data flow: OpenText Core Signature ? Loci

OpenText Core Signature provides data on document status, signer behavior, and completion timing. Loci uses this information to identify which content types, templates, or approval paths are most effective and can recommend optimized document variants to business teams.

Business value: Helps legal, HR, and operations teams improve approval cycle design based on real usage patterns and completion outcomes.

4. Personalized Policy and Compliance Acknowledgement Flows

Data flow: Loci ? OpenText Core Signature

Loci recommends the most relevant policy, compliance notice, or acknowledgment document based on the user?s role, department, location, or prior engagement history. OpenText Core Signature then routes the selected document for signature and records the legally binding acknowledgment.

Business value: Ensures employees or external users receive only the policies that apply to them, reducing document overload and improving compliance tracking.

5. Adaptive Customer Onboarding Content with Signature Capture

Data flow: Bi-directional

Loci recommends educational or instructional content to help customers understand the onboarding process, product terms, or required disclosures. After the user reviews the content, OpenText Core Signature presents the relevant signature documents at the right point in the journey. Completion data from OpenText Core Signature can then refine future recommendations in Loci.

Business value: Increases customer confidence, reduces drop-off during onboarding, and supports higher conversion rates.

6. Role-Based HR Document Journeys

Data flow: Bi-directional

For HR workflows, Loci recommends role-specific content such as benefits guides, training materials, or policy summaries based on employee profile and behavior. OpenText Core Signature handles the signature of employment contracts, policy acknowledgments, and required forms. Signed document status can be fed back to Loci to determine the next recommended item.

Business value: Creates a more personalized employee experience while ensuring all required HR documents are completed in the correct order.

7. Analytics-Driven Template Selection for Signature Workflows

Data flow: OpenText Core Signature ? Loci

OpenText Core Signature provides data on which templates are most frequently signed, where users abandon workflows, and which document versions perform best. Loci uses this insight to recommend the most effective content variants to business users managing contracts, forms, or onboarding packages.

Business value: Supports continuous improvement of document design and workflow performance, reducing friction and increasing completion rates.