OpenText Extended ECM Platform - Loci Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM Platform and Loci

1. Personalized content recommendations inside enterprise portals

Data flow: OpenText Extended ECM Platform ? Loci ? OpenText Extended ECM Platform

Use Loci to analyze employee behavior, document access patterns, and content engagement within OpenText Extended ECM Platform, then return personalized recommendations to the user interface. This helps users quickly find relevant policies, project documents, training materials, or case files without manual searching.

• Improves content discoverability across large repositories
• Reduces time spent searching for relevant documents
• Increases adoption of enterprise content services

2. Role-based content suggestions for business workflows

Data flow: OpenText Extended ECM Platform ? Loci

Feed user role, department, workflow history, and content metadata from OpenText Extended ECM Platform into Loci so it can recommend content tailored to specific business functions such as legal, HR, finance, or operations. For example, a contract manager can be shown related templates, prior agreements, and approval checklists when working on a new contract.

• Supports faster task completion
• Improves consistency in document handling
• Helps teams reuse approved content and templates

3. Smart content surfacing in case and project workspaces

Data flow: OpenText Extended ECM Platform ? Loci ? OpenText Extended ECM Platform

In project or case-based workspaces, Loci can recommend the most relevant documents, records, and reference materials based on the current workspace context and user activity. This is especially useful for customer service cases, compliance investigations, implementation projects, and audit work.

• Gives teams immediate access to related content
• Reduces duplication of effort
• Supports better decision-making with contextual information

4. Personalized onboarding and training content delivery

Data flow: OpenText Extended ECM Platform ? Loci ? OpenText Extended ECM Platform

Use content usage data and employee profile information from OpenText Extended ECM Platform to let Loci recommend onboarding documents, process guides, and training assets based on the employee?s role, location, or business unit. New hires can receive a more relevant learning path without manual curation.

• Speeds up onboarding
• Improves training relevance
• Reduces HR and manager effort in content assignment

5. Analytics-driven content optimization for enterprise knowledge bases

Data flow: OpenText Extended ECM Platform ? Loci

Send content performance data such as views, search terms, dwell time, and repeat access patterns from OpenText Extended ECM Platform to Loci. Loci can identify which content is most useful and which assets are underperforming, helping content owners improve structure, tagging, and placement.

• Supports better content governance decisions
• Highlights high-value assets and content gaps
• Improves knowledge base quality over time

6. Cross-department knowledge sharing based on behavior patterns

Data flow: Bi-directional

OpenText Extended ECM Platform provides governed enterprise content and user context, while Loci analyzes behavior across departments to recommend related content from other business areas. For example, procurement teams may be shown legal clause libraries or finance approval references when working on supplier agreements.

• Breaks down content silos
• Promotes reuse of approved enterprise knowledge
• Encourages collaboration across business functions

7. Priority content recommendations for compliance and policy updates

Data flow: OpenText Extended ECM Platform ? Loci ? OpenText Extended ECM Platform

When new policies, regulatory updates, or mandatory procedures are published in OpenText Extended ECM Platform, Loci can recommend them to the most relevant users based on role, prior content engagement, and topic interest. This helps ensure the right people see critical updates faster.

• Improves policy awareness and compliance
• Targets content distribution more accurately
• Reduces reliance on broad email campaigns

8. Content engagement insights for governance and editorial teams

Data flow: Loci ? OpenText Extended ECM Platform

Loci can send recommendation performance and engagement insights back into OpenText Extended ECM Platform so content administrators and governance teams can monitor which content is being surfaced, clicked, and reused. These insights help teams refine taxonomy, metadata, and content lifecycle decisions.

• Supports continuous improvement of content governance
• Helps identify outdated or low-value content
• Provides evidence for content rationalization efforts