OpenText eDOCS - OpenText Magellan Risk Guard Integration and Automation

Common Integration Use Cases Between OpenText eDOCS and OpenText Magellan Risk Guard

OpenText eDOCS and OpenText Magellan Risk Guard complement each other well in legal and compliance environments. eDOCS provides secure, matter-centric document management for legal teams, while Magellan Risk Guard analyzes unstructured content to identify sensitive, risky, or non-compliant information. Together, they can improve document governance, reduce exposure, and streamline review workflows.

• 1. Automated risk scanning of newly filed matter documents

  Data flow: OpenText eDOCS to OpenText Magellan Risk Guard

  When legal teams save or version documents in eDOCS, the content can be automatically sent to Magellan Risk Guard for AI-based analysis. The system can flag privileged information, personal data, confidential business terms, or policy violations before documents are broadly shared.

  Business value: Reduces the chance of accidental disclosure and helps legal teams catch issues early in the document lifecycle.

• 2. Sensitive content detection before external sharing or production

  Data flow: OpenText eDOCS to OpenText Magellan Risk Guard

  Documents prepared for outside counsel, regulators, auditors, or opposing parties can be routed from eDOCS to Magellan Risk Guard for pre-release review. The platform can identify content that should be redacted, escalated, or withheld.

  Business value: Supports defensible disclosure practices and lowers the risk of regulatory or reputational harm.

• 3. Risk-based document classification and tagging

  Data flow: OpenText Magellan Risk Guard to OpenText eDOCS

  After analyzing documents, Magellan Risk Guard can return risk scores, sensitivity labels, or issue tags to eDOCS. These tags can be stored as metadata in the matter file to improve search, access control, and downstream handling.

  Business value: Gives legal and compliance teams better visibility into high-risk content without manually reviewing every file.

• 4. Exception workflow for flagged legal documents

  Data flow: Bi-directional

  When Magellan Risk Guard flags a document in eDOCS, the case can be routed to a legal reviewer, privacy officer, or compliance manager for disposition. Once the reviewer approves, redacts, or rejects the item, the outcome can be written back to eDOCS as an audit trail and status update.

  Business value: Creates a controlled review process with clear accountability and traceability.

• 5. Matter-level compliance monitoring for active legal cases

  Data flow: OpenText eDOCS to OpenText Magellan Risk Guard

  For active matters, eDOCS can provide a continuous feed of new or changed documents to Magellan Risk Guard. This allows compliance teams to monitor entire matters for emerging issues such as sanctions exposure, insider information, or prohibited contractual language.

  Business value: Helps legal departments manage risk proactively across the full matter lifecycle.

• 6. Retrospective review of legacy document repositories

  Data flow: OpenText eDOCS to OpenText Magellan Risk Guard

  Organizations can use Magellan Risk Guard to scan historical eDOCS repositories and identify documents that contain outdated sensitive information, unapproved clauses, or privacy concerns. Results can be used to prioritize remediation, retention actions, or access restriction changes.

  Business value: Reduces hidden risk in legacy content and supports records governance initiatives.

• 7. Audit-ready reporting for legal and compliance oversight

  Data flow: OpenText Magellan Risk Guard to OpenText eDOCS

  Risk findings, reviewer decisions, and remediation actions from Magellan Risk Guard can be stored alongside the related matter documents in eDOCS. This creates a complete record of what was found, how it was handled, and who approved the outcome.

  Business value: Strengthens audit readiness and simplifies responses to internal or external reviews.

These integration patterns help legal and compliance teams move from manual document review to a more controlled, risk-aware operating model. By combining secure matter management with AI-driven risk detection, organizations can improve governance while reducing review effort and exposure.