OpenText Exstream - Sanity Integration and Automation

Common Integration Use Cases Between OpenText Exstream and Sanity

• 1. Centralized content library for regulated customer communications
  Sanity can serve as the controlled repository for approved communication blocks such as legal disclaimers, product descriptions, rate tables, and policy language. OpenText Exstream can pull this reusable content into statements, notices, and letters to ensure every customer communication uses the latest approved wording across print, email, web, and mobile channels.
  Data flow: Sanity to OpenText Exstream
• 2. Dynamic personalization of customer statements and notices
  Customer-facing content managed in Sanity, such as promotional messages, service updates, or educational content, can be injected into Exstream-generated statements and bills based on customer segment, geography, or product ownership. This allows communications teams to personalize high-volume output without rebuilding templates for every campaign.
  Data flow: Sanity to OpenText Exstream
• 3. Omnichannel content reuse for print and digital correspondence
  Exstream can generate the core transactional communication, while Sanity provides reusable digital content for companion web pages, mobile messages, or email landing pages. For example, a billing statement generated by Exstream can be matched with a Sanity-managed FAQ page or payment support article to create a consistent customer experience across channels.
  Data flow: Bi-directional
• 4. Compliance-approved content workflow for regulated communications
  Business and compliance teams can draft and review content in Sanity, then publish approved versions to Exstream for use in regulated documents such as insurance policies, claims letters, and bank disclosures. This reduces the risk of outdated or unapproved language being used in customer communications and improves audit readiness.
  Data flow: Sanity to OpenText Exstream
• 5. Content updates for product and policy changes without template redevelopment
  When product terms, service descriptions, or policy explanations change, teams can update the content once in Sanity and have Exstream automatically consume the revised text in all relevant communication templates. This shortens turnaround time for regulatory changes, pricing updates, and policy renewals.
  Data flow: Sanity to OpenText Exstream
• 6. Customer self-service content aligned with outbound communications
  OpenText Exstream can trigger or reference content managed in Sanity to support self-service journeys, such as directing customers from a printed notice or email to a Sanity-powered help article, renewal page, or claims guidance page. This improves call deflection and helps customers resolve issues faster.
  Data flow: OpenText Exstream to Sanity
• 7. Campaign and lifecycle communication coordination across teams
  Marketing, operations, and customer service teams can use Sanity to manage campaign copy, educational snippets, and service messaging, while Exstream handles the operational delivery of personalized communications at scale. This creates a shared content model that supports onboarding, renewal, billing, and retention communications with less duplication.
  Data flow: Bi-directional