OpenText Extended ECM - Records Management - Loci Integration and Automation

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

OpenText Extended ECM - Records Management provides controlled records declaration, retention, and disposition for compliance-heavy environments, while Loci delivers AI-driven content recommendations based on user behavior and content analysis. Together, they can help organizations balance compliance with smarter content discovery and more relevant user experiences.

1. Recommend compliant content based on records metadata

Data flow: OpenText Extended ECM - Records Management to Loci

Declared records, document classifications, retention categories, and business metadata from OpenText Extended ECM - Records Management can be sent to Loci to improve recommendation accuracy. Loci can then surface related policies, case files, forms, or reference materials that are relevant to a user?s role and current task while respecting records governance rules.

• Improves employee access to approved content
• Reduces time spent searching for governed documents
• Supports consistent use of authoritative records

2. Personalize records-related guidance for business users

Data flow: Bi-directional

Loci can analyze user behavior in portals, intranets, or ECM interfaces and recommend training materials, retention guidance, or records handling instructions from OpenText Extended ECM - Records Management. In return, records metadata can help Loci tailor recommendations by department, region, or document type.

• Helps users follow correct records procedures
• Reduces policy violations caused by poor content discovery
• Improves adoption of records management workflows

3. Surface retention and disposition tasks to the right stakeholders

Data flow: OpenText Extended ECM - Records Management to Loci

When records reach review, retention expiry, or disposition milestones in OpenText Extended ECM - Records Management, Loci can recommend the relevant action pages, approval workflows, or supporting documents to records managers, legal teams, and business owners. This makes it easier for users to act on time-sensitive governance tasks.

• Reduces missed retention reviews
• Speeds up disposition approvals
• Improves accountability across records owners

4. Recommend similar case files and precedent records for regulated teams

Data flow: OpenText Extended ECM - Records Management to Loci

For legal, healthcare, or public sector teams, Loci can recommend similar archived case files, prior decisions, or precedent documents from OpenText Extended ECM - Records Management based on content similarity and user activity. This helps staff find relevant historical records faster while keeping access within approved governance boundaries.

• Supports faster case preparation and review
• Improves reuse of approved historical content
• Helps teams work from consistent records

5. Drive role-based content discovery in employee portals

Data flow: Bi-directional

OpenText Extended ECM - Records Management can provide trusted content categories and access rules, while Loci uses behavioral signals to recommend the most relevant records, templates, and reference documents in employee portals or CMS front ends. This is especially useful for onboarding, compliance, HR, and operations teams that need quick access to approved content.

• Improves self-service access to governed content
• Reduces dependency on manual search and support teams
• Increases productivity for distributed workforces

6. Promote policy updates and mandatory records training content

Data flow: OpenText Extended ECM - Records Management to Loci

When records policies, retention schedules, or legal hold procedures change, OpenText Extended ECM - Records Management can feed the updated content to Loci so it recommends the latest policy documents, FAQs, and training materials to affected users. This helps ensure employees see the most current guidance at the point of need.

• Improves policy awareness
• Reduces outdated content usage
• Supports audit readiness and compliance training

7. Identify content engagement patterns to improve records governance

Data flow: Loci to OpenText Extended ECM - Records Management

Loci analytics can reveal which records, policies, or reference documents are most frequently accessed, ignored, or searched for unsuccessfully. That insight can be used by records teams in OpenText Extended ECM - Records Management to refine classification structures, improve metadata quality, and adjust retention-related user guidance.

• Highlights content gaps and user pain points
• Improves records taxonomy and metadata governance
• Supports continuous improvement of ECM processes

Overall, integrating OpenText Extended ECM - Records Management with Loci helps organizations deliver smarter content recommendations without compromising compliance, retention control, or records integrity.