OpenText Exstream - OpenText Core Digital Asset Management Integration and Automation

Common Integration Use Cases Between OpenText Exstream and OpenText Core Digital Asset Management

1. Centralized Brand Asset Delivery for Customer Communications

Data flow: OpenText Core Digital Asset Management to OpenText Exstream

Marketing and brand teams store approved logos, product images, icons, legal disclaimers, and campaign visuals in OpenText Core Digital Asset Management. OpenText Exstream retrieves the latest approved assets during document composition to ensure statements, policy documents, welcome packs, and notices use the correct brand elements across print, email, web, and mobile channels.

• Reduces the risk of outdated or unapproved assets appearing in regulated communications
• Improves brand consistency across business units and regions
• Eliminates manual asset handling by document production teams

2. Dynamic Personalization of Statements and Notices with Approved Visual Content

Data flow: OpenText Core Digital Asset Management to OpenText Exstream

Exstream can pull customer segment specific images, product illustrations, or promotional banners from OpenText Core Digital Asset Management based on rules in the communication workflow. For example, a utility bill may include energy saving tips graphics, while an insurance renewal notice may include policy specific product imagery or educational content approved for that customer segment.

• Increases relevance and engagement in outbound communications
• Supports targeted cross sell and retention messaging without manual file management
• Ensures only approved assets are used in regulated customer touchpoints

3. Automated Asset Version Control for Regulated Document Templates

Data flow: Bi directional

When brand or legal teams update a regulated image, disclosure graphic, or document insert in OpenText Core Digital Asset Management, Exstream template owners can be notified to refresh the corresponding communication templates. Exstream can also publish usage metadata back to the asset repository so teams know which assets are active in live customer correspondence.

• Improves governance over frequently changing legal and compliance content
• Provides visibility into where each approved asset is used
• Reduces rework caused by outdated template references

4. Campaign Asset Reuse in Transactional and Trigger Based Communications

Data flow: OpenText Core Digital Asset Management to OpenText Exstream

Campaign teams often create high quality visuals for product launches, seasonal offers, or service announcements. By integrating those assets into Exstream, the same approved creative can be reused in transactional communications such as renewal letters, account alerts, and service confirmations, extending campaign reach into high volume customer communications.

• Maximizes return on investment in creative production
• Creates consistent messaging across marketing and operational communications
• Speeds up deployment of new offers and announcements

5. Multi Channel Content Assembly for Customer Onboarding Packs

Data flow: OpenText Core Digital Asset Management to OpenText Exstream

During onboarding, Exstream generates personalized welcome packs, policy documents, and digital correspondence while pulling approved onboarding visuals, product guides, and instructional graphics from OpenText Core Digital Asset Management. Different assets can be selected by product type, geography, or customer segment to create a tailored onboarding experience across print and digital channels.

• Improves first impression and customer understanding of products and services
• Reduces calls to contact centers by making onboarding materials clearer
• Supports scalable onboarding across multiple business lines

6. Controlled Distribution of Promotional Inserts in Billing and Statement Runs

Data flow: OpenText Core Digital Asset Management to OpenText Exstream

Exstream can insert approved promotional flyers, QR codes, banners, or educational visuals from OpenText Core Digital Asset Management into billing statements and account summaries. Business teams can update the insert library centrally, while Exstream applies business rules to determine which insert is used for each customer group or communication run.

• Enables targeted upsell and retention messaging in high volume output
• Allows rapid replacement of expired or discontinued offers
• Supports compliance by ensuring only approved inserts are distributed

7. Asset Usage Reporting for Communication Governance

Data flow: OpenText Exstream to OpenText Core Digital Asset Management

Exstream can send asset usage data back to OpenText Core Digital Asset Management, including which images, banners, or inserts were used in specific communication types, campaigns, or regions. This helps brand, compliance, and operations teams understand asset performance and identify which content is driving the most customer communications.

• Improves auditability and traceability of customer communication content
• Supports governance reviews and content lifecycle management
• Helps teams retire underused assets and prioritize high value content

8. Regional and Product Specific Content Localization

Data flow: Bi directional

OpenText Core Digital Asset Management stores localized versions of approved images, icons, and visual content for different languages, countries, and product lines. Exstream selects the correct localized asset based on customer profile, while usage feedback from Exstream helps content teams identify which localized versions are actively deployed and where gaps exist.

• Accelerates rollout of multilingual and multi region communications
• Reduces duplication of asset storage across teams
• Improves consistency in global customer communication programs