OpenText Extended ECM - Records Management - Centric Software Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM - Records Management and Centric

1. Formal record declaration for product development milestones

Data flow: Centric → OpenText Extended ECM - Records Management

When Centric reaches key lifecycle milestones such as concept approval, design freeze, regulatory sign-off, or launch readiness, the associated product documents can be automatically declared as official records in OpenText Extended ECM - Records Management. This ensures that controlled versions of specifications, approvals, and decision logs are preserved with retention rules applied.

Business value: Creates a defensible audit trail for product decisions, reduces manual filing effort, and supports compliance in regulated product categories.

2. Retention management for product documentation and approvals

Data flow: OpenText Extended ECM - Records Management → Centric

Centric can pass product-related content metadata to OpenText Extended ECM - Records Management so retention schedules are assigned based on product type, market, or regulatory class. OpenText can then return retention status or disposition alerts to Centric, helping teams know when records are nearing end-of-life or under legal hold.

Business value: Ensures consistent retention enforcement across product records, lowers compliance risk, and reduces the chance of premature deletion.

3. Controlled archiving of superseded product specifications

Data flow: Centric → OpenText Extended ECM - Records Management

As Centric users revise product specifications, formulas, packaging artwork, or technical files, superseded versions can be archived in OpenText as immutable records. The active version remains in Centric for ongoing collaboration, while the archived version is preserved for traceability and future audits.

Business value: Prevents confusion over which version is authoritative, supports change traceability, and simplifies audit preparation.

4. Preservation of launch approval evidence

Data flow: Centric → OpenText Extended ECM - Records Management

Launch approval packages from Centric, including sign-offs from R&D, quality, regulatory, legal, and marketing, can be transferred to OpenText as a complete record set. The integration can capture the approval package, timestamps, and approver identities to preserve evidence of launch authorization.

Business value: Strengthens governance over product launches, supports internal controls, and provides reliable evidence in the event of disputes or regulatory inquiries.

5. Legal hold on product records during investigations or disputes

Data flow: OpenText Extended ECM - Records Management → Centric

If a product complaint, litigation matter, or regulatory investigation requires preservation of related content, OpenText can place relevant records under legal hold and notify Centric. Centric can then restrict deletion or replacement of linked product documents and alert users that the content is subject to hold.

Business value: Protects evidence, reduces legal exposure, and ensures product teams do not inadvertently alter or dispose of critical records.

6. Synchronization of product metadata with records classification

Data flow: Centric → OpenText Extended ECM - Records Management

Centric product attributes such as brand, category, market, supplier, and launch region can be mapped to records classifications in OpenText. This allows records to be automatically filed into the correct retention category and security context based on product metadata.

Business value: Improves filing accuracy, reduces manual classification work, and enables scalable governance across large product portfolios.

7. Compliance-ready handoff from development to operations

Data flow: Centric → OpenText Extended ECM - Records Management

At the end of product development, Centric can hand off the final controlled package to OpenText for long-term retention. This package may include specifications, test results, approvals, artwork, and change history, creating a complete compliance record for manufacturing, quality, and regulatory teams.

Business value: Supports smooth transition from development to operations, improves readiness for audits, and ensures critical product knowledge is preserved beyond the active project lifecycle.

8. Retrieval of archived records for product change reviews

Data flow: OpenText Extended ECM - Records Management → Centric

During product redesign, issue resolution, or supplier change reviews, Centric users can retrieve archived records from OpenText such as prior approvals, historical specifications, or discontinued packaging artwork. This gives product teams access to trusted historical information without exposing the record repository to uncontrolled edits.

Business value: Accelerates change analysis, improves decision quality, and reduces the time spent searching across disconnected systems.