OpenText File 360 - Azure AI Document Intelligence Integration and Automation

Common Integration Use Cases Between OpenText File 360 and Azure AI Document Intelligence

1. Secure intake and automated extraction of external documents

Flow: OpenText File 360 ? Azure AI Document Intelligence

External partners, suppliers, or customers upload contracts, invoices, claims, or application packets into OpenText File 360 for secure sharing. The files are then sent to Azure AI Document Intelligence to extract key fields such as invoice numbers, dates, totals, vendor details, policy numbers, or customer identifiers. The extracted data can be routed into ERP, CRM, or case management systems for immediate processing.

Business value: Reduces manual data entry, speeds up document intake, and keeps sensitive files under governed access controls while enabling automation.

2. Compliance controlled document processing for regulated workflows

Flow: OpenText File 360 ? Azure AI Document Intelligence ? business system

In regulated industries such as financial services, healthcare, and insurance, documents are first stored and shared through OpenText File 360 to maintain auditability and access restrictions. Azure AI Document Intelligence then classifies and extracts data from forms or supporting evidence, and the results are pushed into downstream systems for compliance review, underwriting, or claims handling.

Business value: Supports secure handling of sensitive records while improving turnaround time for compliance driven processes.

3. Automated supplier invoice processing

Flow: OpenText File 360 ? Azure AI Document Intelligence ? ERP or accounts payable system

Suppliers submit invoices and supporting documents through OpenText File 360. Azure AI Document Intelligence extracts invoice line items, tax amounts, purchase order references, and payment terms. The validated data is then transferred to the accounts payable workflow for matching, approval, and posting.

Business value: Accelerates invoice cycle times, reduces exceptions, and improves AP accuracy while preserving secure supplier collaboration.

4. Contract review and metadata capture for legal and procurement teams

Flow: OpenText File 360 ? Azure AI Document Intelligence ? contract repository or workflow system

Legal or procurement teams receive contracts through OpenText File 360 from internal stakeholders or external counterparties. Azure AI Document Intelligence extracts key metadata such as parties, effective dates, renewal terms, termination clauses, and signature status. That metadata is then used to route the contract for review, populate a contract lifecycle management system, or trigger renewal alerts.

Business value: Improves contract visibility, reduces manual review effort, and helps teams manage obligations and renewal deadlines more effectively.

5. Claims or case file digitization with secure evidence handling

Flow: OpenText File 360 ? Azure AI Document Intelligence ? claims or case management platform

Customers, adjusters, or field teams upload claim forms, photos, medical reports, or supporting evidence into OpenText File 360. Azure AI Document Intelligence extracts relevant information from structured and unstructured documents, such as claimant details, incident dates, diagnosis codes, or loss descriptions. The extracted data is then used to open or update a claim or case record.

Business value: Shortens case setup time, improves data consistency, and maintains secure access to sensitive evidence and supporting records.

6. Employee onboarding document automation

Flow: OpenText File 360 ? Azure AI Document Intelligence ? HR system

New hires upload onboarding documents such as tax forms, identity documents, certifications, and signed policy acknowledgements into OpenText File 360. Azure AI Document Intelligence extracts the required fields and sends them to the HR system for profile creation, eligibility checks, and workflow initiation.

Business value: Reduces HR administrative effort, improves onboarding speed, and ensures controlled handling of personal information.

7. Bid, RFP, and proposal processing

Flow: OpenText File 360 ? Azure AI Document Intelligence ? sales or procurement workflow

Organizations can use OpenText File 360 to securely exchange RFPs, bids, and proposal attachments with internal teams and external vendors. Azure AI Document Intelligence extracts requirements, deadlines, pricing tables, and submission criteria from the documents. The information is then routed to sales, procurement, or project teams for response planning and tracking.

Business value: Improves response coordination, reduces missed requirements, and helps teams act faster on time sensitive opportunities.

8. Document driven analytics and exception management

Flow: Azure AI Document Intelligence ? OpenText File 360 and analytics or workflow systems

After documents are processed by Azure AI Document Intelligence, the extracted data and document status can be written back to OpenText File 360 for traceability and stored alongside the original files. The structured output can also feed analytics dashboards or exception queues for review when fields are missing, inconsistent, or require human validation.

Business value: Creates a closed loop between secure document storage and intelligent processing, enabling better reporting, audit readiness, and exception handling.