OpenText Decision Service - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between OpenText Decision Service and OpenText Core Signature

OpenText Decision Service and OpenText Core Signature complement each other well in process-driven environments where approvals, compliance checks, and legally binding signatures must happen quickly and consistently. OpenText Decision Service automates the business rules that determine when a document can move forward, while OpenText Core Signature executes the actual signature step. Together, they support controlled, auditable, and efficient digital workflows across departments.

1. Policy-Based Contract Approval and Signature Routing

OpenText Decision Service evaluates contract attributes such as value, risk level, region, customer segment, and legal entity to determine the required approval path before signature. Once the contract meets policy requirements, OpenText Core Signature sends the document to the correct signers in the approved sequence.

• Data flow: OpenText Decision Service to OpenText Core Signature
• Business value: Reduces manual review, enforces approval policy, and shortens contract cycle times
• Typical users: Legal, procurement, sales operations, finance

2. Automated HR Offer Letter and Employment Agreement Signing

In HR onboarding, OpenText Decision Service checks candidate role, location, compensation band, and employment type to decide which documents require signature and which approvers must review them. OpenText Core Signature then delivers offer letters, employment agreements, and policy acknowledgements to the candidate and internal stakeholders for electronic signing.

• Data flow: OpenText Decision Service to OpenText Core Signature
• Business value: Speeds up hiring, ensures correct document sets by jurisdiction, and improves onboarding consistency
• Typical users: HR, recruiting, hiring managers, compliance

3. Customer Onboarding with Risk-Based Signature Requirements

For new customer onboarding, OpenText Decision Service assesses customer risk, product type, geography, and regulatory requirements to determine whether additional approvals or disclosures are needed before signature. OpenText Core Signature then manages the signing of onboarding forms, service agreements, and consent documents.

• Data flow: OpenText Decision Service to OpenText Core Signature
• Business value: Improves compliance, reduces onboarding errors, and accelerates account activation
• Typical users: Sales, operations, risk, compliance, customer success

4. Dynamic Signature Workflow Based on Document Type and Thresholds

OpenText Decision Service determines the signature workflow based on document type, monetary threshold, business unit, or approval status. For example, a low-value procurement agreement may require one signature, while a high-value enterprise agreement may require multiple signers and legal review. OpenText Core Signature executes the resulting workflow automatically.

• Data flow: OpenText Decision Service to OpenText Core Signature
• Business value: Eliminates static routing rules and supports changing business policies without code changes
• Typical users: Procurement, legal, finance, shared services

5. Exception Handling for Signature Rejection or Missing Approvals

When a signer rejects a document or fails to sign within a defined time window, OpenText Core Signature can send status updates back to OpenText Decision Service. The decision engine then determines the next action, such as rerouting to an alternate signer, escalating to a manager, or reopening the approval step.

• Data flow: OpenText Core Signature to OpenText Decision Service
• Business value: Improves process resilience, reduces stalled transactions, and supports automated exception handling
• Typical users: Operations, customer service, legal, workflow administrators

6. Compliance-Driven Document Release Control

Before a document is released for signature, OpenText Decision Service verifies whether all required compliance conditions have been met, such as mandatory disclosures, identity verification, or internal approvals. Only after the rules are satisfied does OpenText Core Signature initiate the signing process.

• Data flow: OpenText Decision Service to OpenText Core Signature
• Business value: Prevents non-compliant documents from being signed and reduces audit risk
• Typical users: Compliance, legal, audit, regulated business units

7. Post-Signature Decisioning for Downstream Process Activation

After a document is signed in OpenText Core Signature, the completion event is sent to OpenText Decision Service. The decision engine then determines the next operational step, such as activating a customer account, triggering billing, provisioning services, or updating the case status in a workflow system.

• Data flow: OpenText Core Signature to OpenText Decision Service
• Business value: Automates downstream execution and ensures business actions occur only after valid signature completion
• Typical users: Finance, operations, IT service teams, customer onboarding teams

8. Multi-Party Approval and Signature Escalation for High-Risk Transactions

For high-risk or high-value transactions, OpenText Decision Service evaluates whether additional approvals are required based on policy, customer profile, or transaction history. OpenText Core Signature then manages the collection of signatures from internal approvers, external counterparties, and legal representatives. If a signer is unavailable, the decision engine can trigger escalation or alternate routing.

• Data flow: Bi-directional
• Business value: Supports controlled approval chains, reduces delays, and improves governance for sensitive transactions
• Typical users: Executive approvers, legal, risk, finance, procurement

Together, these integrations help organizations separate decision logic from signature execution, making approval workflows easier to maintain, faster to complete, and more compliant across business functions.