OpenText Core Transformation Publication Service - Braze Integration and Automation

Common Integration Use Cases Between OpenText Core Transformation Publication Service and Braze

1. Regulated Statement and Notice Publishing to Braze Channels

Data flow: OpenText Core Transformation Publication Service ? Braze

OpenText Core Transformation Publication Service can generate approved customer statements, policy notices, billing summaries, or compliance letters in standardized formats such as PDF or HTML. These published outputs can then be passed into Braze for delivery through email, in-app messaging, or push notifications.

• Ensures customer communications are rendered consistently and approved before release
• Supports regulated industries such as banking, insurance, and healthcare
• Reduces manual reformatting and rework across operations and marketing teams

2. Personalized Document Attachments for Customer Campaigns

Data flow: OpenText Core Transformation Publication Service ? Braze

OpenText can transform managed content into personalized documents such as account summaries, renewal letters, or product disclosures. Braze can then use those documents as attachments or linked assets in targeted campaigns based on customer segments, lifecycle stage, or event triggers.

• Combines controlled document generation with real-time campaign orchestration
• Improves relevance of outbound communications
• Useful for renewal, onboarding, and service milestone campaigns

3. Triggered Customer Communications from Approved Content Repositories

Data flow: OpenText Core Transformation Publication Service ? Braze

When a document or content package is approved in OpenText, the published version can automatically trigger a Braze campaign. For example, once a new product disclosure or service update is published, Braze can send a notification to the affected customer group.

• Shortens time from content approval to customer delivery
• Reduces risk of sending outdated or unapproved messaging
• Supports coordinated workflows between compliance, content, and marketing teams

4. Dynamic Content Rendering for Multi-Channel Engagement

Data flow: OpenText Core Transformation Publication Service ? Braze

OpenText can produce channel-specific versions of the same content, such as print-ready PDFs, mobile-friendly HTML, or web-optimized text. Braze can then distribute the appropriate version based on the customer?s preferred channel and device context.

• Improves consistency across email, mobile, and web communications
• Enables channel-specific formatting without duplicate content creation
• Helps teams maintain a single source of truth for customer-facing content

5. Customer Response and Engagement Feedback into Content Operations

Data flow: Braze ? OpenText Core Transformation Publication Service

Braze engagement data such as opens, clicks, conversions, and unsubscribes can be sent back to OpenText-supported workflows to inform content revision, approval cycles, or publication prioritization. This helps content teams understand which published materials are driving engagement.

• Improves content governance through performance feedback
• Supports iterative refinement of customer communications
• Helps identify which document formats or messages perform best by audience

6. Event-Driven Publication for Lifecycle Communications

Data flow: Bi-directional

Customer lifecycle events captured in Braze, such as onboarding completion, renewal dates, or inactivity thresholds, can trigger OpenText to generate the required formal document. In return, the published document can be sent back to Braze for delivery through the most appropriate engagement channel.

• Automates high-volume lifecycle communications
• Supports timely delivery of formal notices and personalized follow-ups
• Reduces operational dependency on manual document preparation

7. Compliance-Aware Campaign Content Governance

Data flow: OpenText Core Transformation Publication Service ? Braze

OpenText can serve as the controlled publication layer for approved campaign content, ensuring that Braze only uses finalized and compliant versions of customer-facing documents. This is especially valuable for industries where marketing content must align with legal and regulatory requirements.

• Prevents unapproved content from entering customer campaigns
• Creates a clear audit trail for published materials
• Improves collaboration between legal, compliance, and marketing operations

8. Personalized Service Communications at Scale

Data flow: OpenText Core Transformation Publication Service ? Braze

OpenText can generate individualized service communications such as case updates, claim letters, or account change notices using managed content and customer data. Braze can then distribute these communications in real time across the customer?s preferred channels.

• Combines enterprise document control with personalized engagement delivery
• Improves customer experience through timely and accurate communications
• Reduces operational overhead for service and communications teams