OpenText Extended ECM Platform - Air Inc. Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM Platform and Air Inc.

OpenText Extended ECM Platform can serve as the governed content and process backbone for enterprise workflows, while Air Inc. can provide the operational or business-facing application layer where users create, review, or act on records and documents. The following integration use cases focus on practical, cross-functional business value.

1. Centralized document capture from Air Inc. into OpenText Extended ECM

Data flow: Air Inc. to OpenText Extended ECM Platform

Documents created or uploaded in Air Inc., such as forms, attachments, approvals, or supporting evidence, are automatically stored in OpenText Extended ECM with the correct metadata, retention rules, and security controls. This ensures that business users can continue working in Air Inc. while records are governed centrally in OpenText.

• Reduces manual filing and duplicate storage
• Improves compliance with retention and audit requirements
• Ensures a single source of truth for business records

2. Retrieval of governed content from OpenText into Air Inc. workflows

Data flow: OpenText Extended ECM Platform to Air Inc.

When users work in Air Inc., they can search for and access approved documents stored in OpenText, such as contracts, policies, project files, or customer records. This allows teams to complete tasks without switching systems while still using controlled, versioned content.

• Speeds up decision making in operational workflows
• Prevents use of outdated or uncontrolled documents
• Improves user productivity by reducing system switching

3. Bi-directional case or project synchronization

Data flow: Bi-directional

Project, case, or work item data in Air Inc. can be synchronized with corresponding folders, documents, and metadata in OpenText Extended ECM. For example, a new project in Air Inc. can automatically create a governed workspace in OpenText, and status updates in either system can remain aligned.

• Supports end-to-end visibility across teams
• Aligns operational work with controlled content management
• Reduces errors caused by disconnected project records

4. Automated approval routing with content-based governance

Data flow: Air Inc. to OpenText Extended ECM Platform, with status updates back to Air Inc.

Documents or requests initiated in Air Inc. can be routed to OpenText for formal review, approval, and version control. Once approved, the final version and approval status are returned to Air Inc. so downstream users can continue the process with confidence.

• Creates a controlled approval trail
• Supports audit-ready process documentation
• Improves turnaround time for regulated or high-value approvals

5. Customer, supplier, or employee record consolidation

Data flow: Bi-directional

Master record identifiers from Air Inc. can be linked to related documents in OpenText, such as onboarding files, agreements, correspondence, or compliance documents. This creates a unified view of the record across both platforms without duplicating content.

• Improves record completeness and traceability
• Supports service teams with faster access to supporting documents
• Reduces fragmentation across business systems

6. Compliance and audit evidence management

Data flow: Air Inc. to OpenText Extended ECM Platform

Operational events in Air Inc., such as approvals, exceptions, or completed transactions, can trigger the storage of supporting evidence in OpenText. This is especially useful for audit trails, regulatory reviews, and internal controls where proof of action must be retained securely.

• Strengthens audit readiness
• Ensures evidence is retained according to policy
• Reduces time spent gathering documentation during audits

7. Exception handling and escalation workflows

Data flow: Bi-directional

When a process in Air Inc. encounters an exception, missing document, or policy breach, the issue can be escalated to OpenText for controlled review and resolution. Supporting documents, comments, and decisions are then synchronized back to Air Inc. so the operational workflow can continue.

• Improves handling of non-standard cases
• Creates a documented exception history
• Helps teams resolve issues faster with full context

These integration patterns are most effective when OpenText Extended ECM Platform is used as the governed content and records layer, while Air Inc. remains the user-facing operational system. Together, they can improve process consistency, reduce manual work, and strengthen compliance across business teams.