OpenText Extended ECM - Business Workspaces - OpenText Active Community - Trading Grid Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM - Business Workspaces and OpenText Active Community - Trading Grid

• 1. Customer or Partner Case Workspace Synced with Trading Grid Collaboration

  Flow: OpenText Extended ECM - Business Workspaces ? OpenText Active Community - Trading Grid

  When a customer dispute, shipment issue, or compliance case is opened in Extended ECM, a corresponding Trading Grid community thread or collaboration space can be created for the external trading partner. Internal teams manage the full case record in the business workspace, while selected documents, status updates, and action requests are shared with the partner through Trading Grid. This reduces email dependency and keeps external communication aligned with the governed case file.

• 2. Purchase Order Exception Resolution Across Internal and External Teams

  Flow: Bi-directional

  If a purchase order exception is detected in ERP-linked Extended ECM, the workspace can publish the exception details to Trading Grid for supplier review. Suppliers can respond with corrected documents, explanations, or revised confirmations through Trading Grid, and those responses are automatically stored back in the related workspace. This shortens exception resolution cycles and ensures the full audit trail remains attached to the transaction record.

• 3. Contract and Supporting Document Exchange with Trading Partners

  Flow: OpenText Extended ECM - Business Workspaces ? OpenText Active Community - Trading Grid

  Legal or procurement teams can manage contract drafts, amendments, and approval records inside an Extended ECM workspace tied to a supplier or customer account. Approved versions or specific supporting documents can then be shared with the relevant trading partner community in Trading Grid for review or acknowledgment. This supports controlled external collaboration without exposing the full internal workspace.

• 4. Shipment Delay or Delivery Issue Coordination

  Flow: OpenText Active Community - Trading Grid ? OpenText Extended ECM - Business Workspaces

  When a logistics partner reports a delay, missing shipment, or customs issue in Trading Grid, the message and related attachments can be routed into the appropriate Extended ECM workspace tied to the order or shipment record. Operations teams can then manage the issue alongside the business context, internal notes, and corrective actions. This improves response time and keeps operational exceptions linked to the source transaction.

• 5. Supplier Onboarding and Compliance Evidence Management

  Flow: Bi-directional

  Extended ECM can serve as the governed repository for supplier onboarding documents such as tax forms, insurance certificates, and compliance attestations. Trading Grid can be used to request missing items from the supplier and collect responses in a shared community. Once received, the documents are filed back into the supplier workspace, giving procurement and compliance teams a complete and current onboarding record.

• 6. Product Recall or Quality Incident Collaboration

  Flow: Bi-directional

  For quality incidents involving trading partners, Extended ECM can maintain the master incident workspace with root cause analysis, corrective action plans, and internal approvals. Trading Grid can distribute recall notices, request batch-level confirmations, and collect partner acknowledgments or evidence of remediation. This creates a controlled workflow for high-risk events where both internal governance and external coordination are required.

• 7. Order Acknowledgment and Document Reconciliation

  Flow: OpenText Active Community - Trading Grid ? OpenText Extended ECM - Business Workspaces

  Trading partners can submit order acknowledgments, packing lists, invoices, or exception notes through Trading Grid. These documents and responses can be automatically matched to the related order workspace in Extended ECM, where finance, procurement, and operations teams reconcile them against the business record. This reduces manual document handling and improves transaction accuracy.