OpenText Extended ECM - Records Management - Phrase Integration and Automation

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

• Localized policy and compliance document publishing
  OpenText Extended ECM - Records Management can send approved policy, procedure, and compliance documents to Phrase for translation into required languages. Once translations are completed and approved, Phrase returns the localized versions to OpenText for formal record declaration, retention assignment, and controlled distribution across regions. This supports consistent compliance messaging in multinational organizations.
• Multilingual legal and regulatory records management
  When legal notices, regulatory filings, or audit response documents must be issued in multiple languages, OpenText can provide the authoritative source record to Phrase for translation. The translated outputs are then stored back in OpenText as managed records with the same retention and disposition rules as the original. This reduces the risk of version drift and ensures all language variants remain auditable.
• Global HR and employee communications workflow
  HR teams can manage employee handbooks, code of conduct documents, and mandatory training materials in OpenText, then route them to Phrase for localization before release to country offices. After translation, the localized content is returned for records declaration and lifecycle control. This creates a controlled process for distributing employee-facing content while preserving evidence of what was issued in each market.
• Controlled translation of customer-facing compliance content
  Financial services and healthcare organizations often need multilingual disclosures, consent forms, and terms and conditions. OpenText can act as the system of record for the approved master content, while Phrase manages translation workflows and linguistic review. Final localized versions are archived in OpenText with retention policies aligned to regulatory requirements, supporting both customer communication and legal defensibility.
• Audit-ready multilingual content traceability
  OpenText can maintain the original source record, approval history, and retention metadata, while Phrase manages translation versions, reviewer comments, and language-specific updates. A bi-directional integration can synchronize status changes so compliance teams can see when a document is in translation, approved, or published. This improves traceability for audits and internal controls.
• Localized records for regional operations and subsidiaries
  Headquarters can publish master records in OpenText and distribute them to regional teams through Phrase for translation into local languages. Regional offices receive approved localized versions while OpenText retains the official record set and lifecycle rules. This is especially useful for organizations with country-specific legal requirements and decentralized operations.
• Translation of records-related training and governance materials
  Records management policies, retention schedules, and user guidance can be translated through Phrase to support adoption across global teams. OpenText stores the approved source documents and the translated variants as governed records, ensuring employees always access the current sanctioned version. This helps standardize records practices across multilingual business units.