OpenText Extended ECM - Business Workspaces - Azure AI Document Intelligence Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM - Business Workspaces and Azure AI Document Intelligence

1. Automated invoice capture into supplier or project workspaces

Data flow: Azure AI Document Intelligence ? OpenText Extended ECM - Business Workspaces

Accounts payable teams can use Azure AI Document Intelligence to extract invoice number, vendor, line items, tax, and totals from incoming invoices, then automatically file the invoice into the correct supplier, project, or cost center workspace in OpenText Extended ECM - Business Workspaces. The workspace can store the invoice, extracted metadata, approval status, and related correspondence in one governed location.

• Reduces manual indexing and data entry
• Speeds up invoice routing and approval
• Improves auditability by linking invoices to business context

2. Contract intake and clause metadata extraction for legal and procurement workspaces

Data flow: Azure AI Document Intelligence ? OpenText Extended ECM - Business Workspaces

Legal and procurement teams can ingest signed contracts, NDAs, and amendments into Azure AI Document Intelligence to extract key fields such as effective date, renewal date, counterparty, governing law, and payment terms. The extracted metadata can then populate the relevant contract workspace in OpenText Extended ECM - Business Workspaces, enabling structured tracking and easier search across active agreements.

• Improves contract visibility and renewal management
• Supports compliance reviews and obligation tracking
• Reduces time spent on manual contract classification

3. Customer onboarding document processing into CRM-linked workspaces

Data flow: Azure AI Document Intelligence ? OpenText Extended ECM - Business Workspaces

During customer onboarding, organizations can process tax forms, identification documents, proof of address, and signed application forms through Azure AI Document Intelligence. Extracted data can be attached to a customer workspace in OpenText Extended ECM - Business Workspaces, where onboarding teams, compliance, and sales can collaborate around the same customer record.

• Accelerates onboarding cycles
• Creates a complete customer file with supporting documents
• Helps compliance teams verify required documentation faster

4. Project document classification and metadata enrichment for engineering or construction workspaces

Data flow: Azure AI Document Intelligence ? OpenText Extended ECM - Business Workspaces

For engineering, construction, or capital projects, teams often receive drawings, permits, inspection reports, and vendor submittals in mixed formats. Azure AI Document Intelligence can extract document type, project reference, dates, and key attributes, then route the content into the correct project workspace in OpenText Extended ECM - Business Workspaces. This keeps project documentation organized by phase, package, or milestone.

• Improves document retrieval by project and phase
• Reduces misfiling of critical project records
• Supports collaboration across project managers, contractors, and compliance teams

5. Claims intake and case file creation for insurance or service operations

Data flow: Azure AI Document Intelligence ? OpenText Extended ECM - Business Workspaces

Claims teams can use Azure AI Document Intelligence to extract data from claim forms, supporting evidence, repair estimates, and medical or incident reports. The extracted information can create or update a case workspace in OpenText Extended ECM - Business Workspaces, giving adjusters, supervisors, and legal teams a single place to manage the claim file and related actions.

• Shortens claim setup time
• Improves consistency in case documentation
• Enables faster handoffs between intake, review, and resolution teams

6. Supplier onboarding and compliance document validation

Data flow: Azure AI Document Intelligence ? OpenText Extended ECM - Business Workspaces

Procurement teams can process supplier certificates, insurance documents, tax registrations, and banking forms with Azure AI Document Intelligence. Extracted fields can be used to populate a supplier workspace in OpenText Extended ECM - Business Workspaces, where procurement, finance, and compliance teams can review status, expiration dates, and missing documents.

• Reduces supplier setup delays
• Improves compliance with onboarding requirements
• Helps track expiring certificates and insurance coverage

7. Bi-directional document review and exception handling workflow

Data flow: OpenText Extended ECM - Business Workspaces ? Azure AI Document Intelligence

When documents are stored in OpenText Extended ECM - Business Workspaces but require deeper extraction or reprocessing, the workspace can send selected files to Azure AI Document Intelligence for analysis. The extracted results can then be returned to the same workspace for human review, exception handling, or approval. This is useful when initial capture is incomplete or when a document needs to be reclassified after business review.

• Supports exception-based processing
• Combines AI extraction with governed human review
• Improves data quality for downstream systems

8. Operational reporting and analytics from workspace documents

Data flow: OpenText Extended ECM - Business Workspaces ? Azure AI Document Intelligence ? downstream analytics systems

Organizations can export documents from OpenText Extended ECM - Business Workspaces to Azure AI Document Intelligence to extract structured data for reporting, trend analysis, and operational dashboards. For example, a finance team can analyze invoice cycle times, a legal team can track contract renewal exposure, or a compliance team can monitor missing document patterns across workspaces.

• Turns unstructured content into usable business data
• Supports process improvement and KPI tracking
• Helps leaders identify bottlenecks and compliance gaps