OpenText Identity and Access Management - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between OpenText Identity and Access Management and OpenText Core Signature

OpenText Identity and Access Management and OpenText Core Signature complement each other well in secure, regulated digital workflows. Identity and Access Management ensures the right person is authenticated, authorized, and assigned the correct role, while Core Signature completes legally binding approval and signing processes. Together, they support secure, auditable, and efficient document-driven business operations.

1. Secure employee onboarding and policy acknowledgment

During HR onboarding, OpenText Identity and Access Management can provision new employee accounts, assign role-based access, and enforce authentication policies before the employee receives access to onboarding documents in OpenText Core Signature. Core Signature then routes employment agreements, confidentiality agreements, and policy acknowledgments for signature.

• Data flow: OpenText Identity and Access Management to OpenText Core Signature
• Business value: Faster onboarding, reduced manual account setup, and consistent access control
• Typical users: HR, IT security, and line managers

2. Role-based approval routing for contracts and legal documents

OpenText Identity and Access Management can determine a user?s role, department, and approval authority, then pass that information to OpenText Core Signature to route contracts to the correct signers and approvers. This ensures that only authorized personnel can approve vendor agreements, customer contracts, or internal legal documents.

• Data flow: OpenText Identity and Access Management to OpenText Core Signature
• Business value: Reduced approval errors, stronger governance, and faster contract turnaround
• Typical users: Legal, procurement, sales operations, and finance

3. Single sign-on for signing workflows

Users can access OpenText Core Signature through single sign-on managed by OpenText Identity and Access Management, eliminating repeated logins during signing sessions. This improves user experience while maintaining centralized authentication and session control.

• Data flow: Bi-directional
• Business value: Better adoption, fewer password resets, and stronger security
• Typical users: Employees, customers, partners, and internal approvers

4. Step-up authentication for high-risk signatures

For sensitive documents such as financial approvals, executive agreements, or regulated disclosures, OpenText Identity and Access Management can trigger stronger authentication before the user is allowed to sign in OpenText Core Signature. This may include multi-factor authentication or conditional access based on risk level, location, or device.

• Data flow: OpenText Core Signature to OpenText Identity and Access Management
• Business value: Lower fraud risk and improved compliance for high-value transactions
• Typical users: Finance, compliance, executive teams, and external signers

5. Automated access revocation after signing completion

Once a signing workflow is completed in OpenText Core Signature, the event can be sent back to OpenText Identity and Access Management to remove temporary access, disable workflow-specific permissions, or update user status. This is especially useful for contractors, temporary workers, and external reviewers.

• Data flow: OpenText Core Signature to OpenText Identity and Access Management
• Business value: Reduced security exposure and cleaner access lifecycle management
• Typical users: IT operations, security administrators, and compliance teams

6. Controlled external signer access for customer onboarding

When customers or partners need to sign onboarding documents, OpenText Identity and Access Management can manage federated identity or trusted access policies, while OpenText Core Signature handles the actual signature process. This allows organizations to securely onboard external parties without creating unnecessary internal accounts.

• Data flow: Bi-directional
• Business value: Faster customer onboarding and lower administrative overhead
• Typical users: Sales, customer success, legal, and partner management

7. Audit-ready signing and identity traceability

OpenText Identity and Access Management can provide identity attributes, authentication events, and role assignments to OpenText Core Signature so each signed document has a clear record of who signed, under what access conditions, and with which authentication method. This supports audit, legal defensibility, and internal controls.

• Data flow: OpenText Identity and Access Management to OpenText Core Signature
• Business value: Stronger audit trails and easier compliance reporting
• Typical users: Internal audit, legal, risk, and compliance teams

8. Access governance for document signing administrators

OpenText Identity and Access Management can restrict administrative access to OpenText Core Signature configuration, template management, and workflow design based on job role. This prevents unauthorized changes to signature templates, routing rules, and signer permissions.

• Data flow: OpenText Identity and Access Management to OpenText Core Signature
• Business value: Better segregation of duties and reduced configuration risk
• Typical users: Platform administrators, security teams, and business process owners

Together, these integrations help organizations secure digital signing processes, reduce manual administration, and improve compliance across HR, legal, procurement, finance, and customer-facing workflows.