OpenText Extended ECM - Business Workspaces - OpenText Magellan Risk Guard Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM - Business Workspaces and OpenText Magellan Risk Guard

1. Risk Screening for Workspace Documents on Ingestion

When documents are added to an OpenText Extended ECM business workspace, they can be automatically sent to OpenText Magellan Risk Guard for content analysis. Risk Guard identifies sensitive, restricted, or non-compliant information such as personal data, confidential clauses, or regulated terms before the content is broadly shared.

• Data flow: OpenText Extended ECM - Business Workspaces to OpenText Magellan Risk Guard
• Business value: Prevents risky content from entering operational workflows unnoticed
• Typical users: Records management, compliance, legal operations, business process owners

2. Compliance Flagging Within Customer, Project, or Case Workspaces

Magellan Risk Guard can continuously scan documents stored in workspaces tied to customers, projects, or cases and flag content that may violate policy or regulatory requirements. The results can be written back into the workspace as metadata, alerts, or task triggers so business users can take action in context.

• Data flow: OpenText Extended ECM - Business Workspaces to OpenText Magellan Risk Guard and back to OpenText Extended ECM - Business Workspaces
• Business value: Improves visibility of compliance issues where work is actually performed
• Typical users: Project managers, case workers, compliance reviewers

3. Automated Remediation Workflow for Sensitive Content

When Magellan Risk Guard detects a policy violation in a workspace document, it can trigger a remediation workflow in Extended ECM. The workflow may route the item to legal, privacy, or information governance teams for review, redaction, approval, or removal, while preserving an audit trail in the workspace.

• Data flow: OpenText Magellan Risk Guard to OpenText Extended ECM - Business Workspaces
• Business value: Speeds up response to risk events and standardizes remediation steps
• Typical users: Legal, privacy office, information governance, compliance operations

4. Workspace Risk Scoring for High-Risk Business Objects

Extended ECM business workspaces can be enriched with risk scores from Magellan Risk Guard based on the content stored in each workspace. For example, a customer workspace with sensitive contracts, complaints, or regulated correspondence can be marked as high risk and prioritized for review.

• Data flow: OpenText Magellan Risk Guard to OpenText Extended ECM - Business Workspaces
• Business value: Helps teams prioritize oversight based on actual content risk
• Typical users: Risk management, account management, audit teams

5. Pre-Approval Review for External Sharing and Collaboration

Before documents from a workspace are shared externally or attached to downstream business processes, Magellan Risk Guard can inspect them for confidential or regulated information. If issues are found, the document can be held for approval or redaction before release.

• Data flow: OpenText Extended ECM - Business Workspaces to OpenText Magellan Risk Guard
• Business value: Reduces accidental disclosure during collaboration with customers, partners, or regulators
• Typical users: Sales operations, procurement, legal, customer service

6. Policy-Based Monitoring of Active Cases and Projects

For active cases or projects, Extended ECM can send newly added or updated content to Magellan Risk Guard on a scheduled or event-driven basis. This enables ongoing monitoring of evolving workspaces where risk can change as new documents, emails, or attachments are added.

• Data flow: Bi-directional
• Business value: Supports continuous compliance monitoring instead of one-time checks
• Typical users: Case management teams, PMO, compliance monitoring teams

7. Audit-Ready Evidence Collection with Risk Context

Extended ECM can store the documents and business context needed for audits, investigations, or regulatory reviews, while Magellan Risk Guard adds risk indicators and classification results. Together, they create an audit-ready workspace that shows not only what content exists, but also what risks were identified and how they were handled.

• Data flow: OpenText Extended ECM - Business Workspaces to OpenText Magellan Risk Guard and back to OpenText Extended ECM - Business Workspaces
• Business value: Improves defensibility and reduces time spent assembling audit evidence
• Typical users: Internal audit, legal hold teams, regulatory affairs

8. Exception Management for High-Risk Content in ERP or CRM Processes

In ERP or CRM-integrated workspaces, Magellan Risk Guard can detect risky attachments such as contracts, invoices, claims files, or customer correspondence. Extended ECM can then route exceptions to the appropriate business owner for review, while keeping the content linked to the original transaction record.

• Data flow: OpenText Extended ECM - Business Workspaces to OpenText Magellan Risk Guard to OpenText Extended ECM - Business Workspaces
• Business value: Keeps operational processes moving while ensuring exceptions are handled properly
• Typical users: Finance, sales operations, claims processing, procurement