OpenText Extended ECM Platform - OpenText Information Archive Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM Platform and OpenText Information Archive

OpenText Extended ECM Platform and OpenText Information Archive complement each other well in enterprise content and records strategies. Extended ECM provides the business-facing framework for managing content in the context of core applications and workflows, while Information Archive delivers compliant, long-term retention for structured and unstructured data. Together, they support governed information lifecycle management, legacy system retirement, and lower-risk access to archived business records.

1. Archive completed business records from Extended ECM into compliant long-term storage

Data flow: OpenText Extended ECM Platform to OpenText Information Archive

When projects, cases, contracts, or operational files managed in Extended ECM are closed, final versions and related metadata can be transferred to Information Archive for retention and disposition. This keeps active repositories lean while ensuring records remain available for audit, legal, and regulatory needs.

• Reduces storage and administration costs in active ECM repositories
• Supports retention schedules and defensible disposition
• Preserves business context through metadata and indexing

2. Retire legacy applications while preserving content access through Extended ECM

Data flow: OpenText Information Archive to OpenText Extended ECM Platform

Organizations decommissioning older line-of-business systems can archive historical data in Information Archive and surface it through Extended ECM for business users. This allows teams to access legacy records from a modern interface without keeping the source system running.

• Enables legacy system shutdown and infrastructure savings
• Maintains access to historical records for operations and compliance
• Reduces dependency on outdated applications and databases

3. Provide governed access to archived documents from business workflows

Data flow: Bi-directional

Extended ECM can initiate workflow actions that reference archived content in Information Archive, such as claims review, contract disputes, or audit investigations. Users can retrieve archived documents directly from business processes, while archive access remains controlled and policy-based.

• Improves decision-making with fast retrieval of historical evidence
• Supports cross-functional workflows involving legal, finance, and operations
• Ensures access controls and retention rules remain enforced

4. Archive regulated transactional data linked to case or document files

Data flow: OpenText Extended ECM Platform to OpenText Information Archive

Extended ECM often stores the business context around transactions, such as supplier files, customer cases, or project documentation. Structured transactional extracts, reports, or supporting documents can be archived in Information Archive to meet regulatory retention requirements while keeping the active case file in Extended ECM.

• Supports compliance for finance, procurement, HR, and customer operations
• Keeps operational case files focused on current work
• Creates a complete audit trail across content and data

5. Support legal hold and audit requests with archived evidence

Data flow: OpenText Information Archive to OpenText Extended ECM Platform

When legal or audit teams need historical evidence, Information Archive can supply immutable archived records that are then linked into Extended ECM matter files or audit workspaces. This gives legal, compliance, and business teams a shared working area with controlled access to source records.

• Speeds response to audits, investigations, and litigation holds
• Improves traceability between archived evidence and active case work
• Reduces manual searching across disconnected repositories

6. Centralize retention governance across active and archived content

Data flow: Bi-directional

Extended ECM can manage active content lifecycle events, while Information Archive enforces long-term retention and disposition policies after content is archived. Together they provide a consistent governance model from creation through final disposal.

• Aligns records management policies across departments
• Reduces compliance risk from inconsistent retention practices
• Improves policy enforcement and auditability

7. Deliver historical content to operational teams without restoring legacy systems

Data flow: OpenText Information Archive to OpenText Extended ECM Platform

Customer service, procurement, finance, and HR teams often need occasional access to older records that are no longer actively used. Information Archive can store the records, while Extended ECM provides a business-friendly access layer for lookup, review, and attachment to current cases or requests.

• Eliminates the need to restore or maintain old systems for occasional access
• Improves service response times for historical inquiries
• Supports self-service retrieval with controlled permissions

8. Migrate content from active repositories to archive after business milestones

Data flow: OpenText Extended ECM Platform to OpenText Information Archive

At key milestones such as contract expiration, project closure, employee termination, or case completion, content can be moved from Extended ECM into Information Archive based on business rules. This creates a repeatable, automated lifecycle process that matches operational needs and compliance obligations.

• Automates content lifecycle transitions based on business events
• Improves repository performance by removing inactive content
• Ensures archived content remains searchable and governed