OpenText Identity and Access Management - Azure AI Document Intelligence Integration and Automation

Common Integration Use Cases Between OpenText Identity and Access Management and Azure AI Document Intelligence

1. Secure document extraction for regulated onboarding workflows

Data flow: OpenText Identity and Access Management to Azure AI Document Intelligence, then back to OpenText Identity and Access Management

When HR, compliance, or customer onboarding teams submit identity documents such as passports, licenses, or proof of address, OpenText Identity and Access Management can authenticate the requester and enforce role based access before the documents are sent to Azure AI Document Intelligence for extraction. The extracted fields can then be returned to OpenText workflows for validation and approval.

Business value: Reduces manual data entry, improves onboarding speed, and ensures only authorized users can submit or view sensitive identity documents.

2. Role controlled invoice and payment document processing

Data flow: OpenText Identity and Access Management to Azure AI Document Intelligence

Finance teams can use OpenText Identity and Access Management to restrict access to invoice and payment documents based on job role, region, or approval authority. Authorized users submit invoices to Azure AI Document Intelligence, which extracts supplier details, amounts, tax values, and purchase order references for downstream accounts payable processing.

Business value: Improves invoice cycle times, reduces processing errors, and strengthens financial controls by limiting access to sensitive payment data.

3. Automated access approved document intake for legal and compliance teams

Data flow: OpenText Identity and Access Management to Azure AI Document Intelligence to OpenText Identity and Access Management

Legal and compliance departments often receive contracts, affidavits, and policy documents that must be reviewed by specific users. OpenText Identity and Access Management can enforce access by case, team, or clearance level. Azure AI Document Intelligence extracts key clauses, dates, parties, and obligations, and the results are routed back to the identity governed workflow for assignment and approval.

Business value: Speeds up review cycles, supports auditability, and ensures confidential documents are only exposed to approved personnel.

4. Employee records digitization with controlled access to personal data

Data flow: Azure AI Document Intelligence to OpenText Identity and Access Management

Organizations can scan legacy employee records, benefit forms, tax documents, and certifications using Azure AI Document Intelligence. Extracted data is then used to update identity governed HR repositories and access controlled employee profiles in OpenText environments. OpenText Identity and Access Management ensures HR staff, managers, and auditors only see the records they are permitted to access.

Business value: Modernizes paper based HR records, improves data availability, and protects personally identifiable information.

5. Supplier onboarding and credential verification

Data flow: OpenText Identity and Access Management to Azure AI Document Intelligence

Procurement teams can authenticate supplier users through OpenText Identity and Access Management before allowing them to upload tax forms, certificates, banking letters, and insurance documents. Azure AI Document Intelligence extracts supplier identifiers, expiration dates, and banking details to support onboarding checks and master data creation.

Business value: Shortens supplier onboarding time, reduces fraud risk, and improves accuracy of vendor master records.

6. Secure claims intake for insurance and service operations

Data flow: OpenText Identity and Access Management to Azure AI Document Intelligence to downstream claims systems

Claims adjusters, agents, or customers can be authenticated through OpenText Identity and Access Management before submitting claim forms, receipts, and supporting evidence. Azure AI Document Intelligence extracts claim numbers, dates, amounts, and incident details, which can then be passed to claims processing systems for triage and adjudication.

Business value: Accelerates claims handling, reduces manual transcription, and improves control over sensitive customer documentation.

7. Controlled document processing for shared service centers

Data flow: Bi directional

Shared service teams handling AP, HR, procurement, and legal documents can use OpenText Identity and Access Management to assign access based on function, geography, or case ownership. Azure AI Document Intelligence processes the documents and returns structured data to the appropriate workflow. OpenText Identity and Access Management then governs who can review, approve, or escalate each case as it moves through the process.

Business value: Supports centralized operations without compromising segregation of duties, audit readiness, or data privacy.

8. Audit ready document processing with traceable user access

Data flow: Bi directional

For highly regulated environments, OpenText Identity and Access Management can authenticate users and enforce access policies before documents are sent to Azure AI Document Intelligence. The extracted results can be written back to OpenText governed repositories with user identity, role, and access history attached. This creates a clear chain of custody for document handling and data extraction activities.

Business value: Strengthens compliance reporting, supports internal and external audits, and improves accountability across document driven workflows.