OpenText Exstream - Kentico Integration and Automation

Common Integration Use Cases Between OpenText Exstream and Kentico

1. Personalized Statement and Bill Delivery Portal

Data flow: OpenText Exstream ? Kentico

OpenText Exstream generates customer statements, invoices, policy documents, or bills, then publishes the finalized PDFs and supporting metadata into Kentico for secure self-service access. Kentico presents the documents in a branded customer portal with search, download, and notification features.

• Reduces call center volume by giving customers 24/7 access to current and historical documents
• Improves digital adoption by replacing mailed paper copies with portal delivery
• Supports consistent branding and compliance across all customer communications

2. Personalized Campaign Landing Pages Based on Communication Events

Data flow: OpenText Exstream ? Kentico

When Exstream sends a communication such as a renewal notice, policy update, or payment reminder, it passes event data to Kentico to trigger a matching landing page or microsite experience. Kentico can display tailored content, FAQs, and next-step actions based on the document type and customer segment.

• Aligns outbound communications with digital follow-up content
• Improves conversion for renewals, upgrades, and payment completion
• Creates a consistent customer journey across print, email, and web

3. Customer Preference Center for Communication Channel Management

Data flow: Kentico ? OpenText Exstream

Kentico hosts a preference center where customers choose delivery channels, language, and communication frequency. Those preferences are sent to OpenText Exstream so future statements, notices, and correspondence are generated and delivered according to customer-selected rules.

• Reduces undeliverable or unwanted communications
• Improves compliance with consent and channel-preference requirements
• Lets marketing, service, and operations teams work from a single source of preference data

4. Dynamic Content Reuse for Customer Communications

Data flow: Kentico ? OpenText Exstream

Marketing and content teams manage approved product descriptions, legal disclaimers, service messages, and campaign copy in Kentico. OpenText Exstream consumes that content for use in customer letters, notices, and personalized documents, ensuring the same approved language is used across web and outbound communications.

• Eliminates duplicate content maintenance across teams
• Reduces compliance risk from inconsistent wording
• Speeds up updates when product terms, rates, or disclosures change

5. Secure Document Retrieval from Customer Service Pages

Data flow: OpenText Exstream ? Kentico

Exstream produces regulated documents and stores them in a repository or document service connected to Kentico. Customer service pages in Kentico allow authenticated users to retrieve specific documents such as claim letters, policy documents, tax forms, or payment confirmations.

• Improves self-service for high-volume service requests
• Provides a controlled, auditable access point for sensitive documents
• Supports faster resolution for customer service and back-office teams

6. Triggered Cross-Sell and Retention Journeys

Data flow: OpenText Exstream ? Kentico

Exstream communication events, such as a policy renewal, missed payment, or account milestone, are sent to Kentico to launch targeted retention or cross-sell journeys. Kentico can present relevant offers, educational content, or guided forms based on the customer?s recent communication history.

• Turns operational communications into revenue opportunities
• Improves response rates with timely, context-aware offers
• Supports coordinated work between communications, marketing, and sales teams

7. Communication Audit and Customer Interaction History View

Data flow: Bi-directional

OpenText Exstream sends delivery and generation details to Kentico, while Kentico captures web interactions such as document views, downloads, and form submissions. Together, they create a unified customer interaction history that service agents and digital teams can use to understand what was sent, when it was received, and how the customer responded.

• Improves customer service with full communication context
• Helps identify which messages drive engagement or abandonment
• Supports reporting for compliance, service quality, and campaign performance

8. Branded Self-Service Onboarding and Document Fulfillment

Data flow: Kentico ? OpenText Exstream

Kentico manages onboarding forms, product selection pages, and customer journeys. Once a customer submits required information, Kentico sends the data to OpenText Exstream to generate welcome packs, policy documents, account confirmations, or fulfillment letters for print or digital delivery.

• Shortens onboarding cycle times
• Ensures accurate, personalized document generation from captured web data
• Creates a seamless transition from digital intake to compliant outbound communication