OpenText Identity and Access Management - OpenText Legal Hold Integration and Automation

Integrate OpenText Identity and Access Management Security / Identity Access Management and OpenText Legal Hold Document Management apps with any of the apps from the library with just a few clicks. Create automated workflows by integrating your apps.

Common Integration Use Cases Between OpenText Identity and Access Management and OpenText Legal Hold

1. Automatic legal hold access provisioning for legal and compliance users

When a legal hold matter is created in OpenText Legal Hold, OpenText Identity and Access Management can automatically provision access for approved legal, compliance, and records personnel based on role and region. This ensures only authorized staff can view, manage, or update hold matters while reducing manual account setup.

Data flow: OpenText Legal Hold to OpenText Identity and Access Management
Business value: Faster onboarding for matter teams and stronger access control
Operational benefit: Fewer help desk requests and less risk of unauthorized access

2. Role-based segregation of duties for legal hold administration

OpenText Identity and Access Management can enforce role-based access policies that separate legal hold administrators, reviewers, auditors, and read-only users in OpenText Legal Hold. This helps organizations prevent conflicts of interest and ensures that sensitive litigation workflows are handled by the right personnel.

Data flow: Bi-directional policy enforcement
Business value: Improved governance and auditability
Operational benefit: Consistent access rules across departments and matters

3. Single sign-on for legal hold case management

Users can access OpenText Legal Hold through single sign-on managed by OpenText Identity and Access Management, eliminating separate credentials and reducing login friction. This is especially useful for legal teams, outside counsel, and compliance users who need secure but frequent access to hold information.

Data flow: OpenText Identity and Access Management to OpenText Legal Hold
Business value: Better user adoption and faster case handling
Operational benefit: Reduced password resets and lower authentication overhead

4. Automated deprovisioning when legal hold responsibilities change

When a user changes role, leaves the organization, or is removed from a matter team, OpenText Identity and Access Management can revoke or adjust their access to OpenText Legal Hold automatically. This prevents former custodians, contractors, or legal staff from retaining access to active or historical hold matters.

Data flow: OpenText Identity and Access Management to OpenText Legal Hold
Business value: Reduced security and compliance risk
Operational benefit: Immediate access removal without manual cleanup

5. Custodian access validation before hold notification delivery

Before legal hold notices are sent, OpenText Legal Hold can query OpenText Identity and Access Management to validate custodian identity, department, manager, and employment status. This helps ensure notices are sent to the correct active users and avoids errors caused by duplicate or stale records.

Data flow: OpenText Legal Hold to OpenText Identity and Access Management
Business value: More accurate custodian targeting and fewer missed holds
Operational benefit: Cleaner master data and fewer manual corrections

6. Privileged access for emergency legal review

In urgent litigation or regulatory investigations, OpenText Identity and Access Management can grant time-bound elevated access to OpenText Legal Hold for designated legal leaders or incident response personnel. Access can be approved, logged, and automatically removed after the review window closes.

Data flow: Bi-directional approval and enforcement
Business value: Faster response during high-risk legal events
Operational benefit: Controlled temporary access with full traceability

7. Audit-ready access reporting for legal hold matters

OpenText Identity and Access Management can provide authentication and access logs that complement OpenText Legal Hold matter activity records. Together, they create a complete audit trail showing who accessed a hold, when they accessed it, and what permissions were in place at the time.

Data flow: Bi-directional reporting and log correlation
Business value: Stronger defensibility in audits and litigation
Operational benefit: Faster evidence collection for compliance reviews

8. External counsel access governance

Organizations can use OpenText Identity and Access Management to manage secure access for external counsel or third-party reviewers working in OpenText Legal Hold. Access can be limited to specific matters, time periods, and roles, helping legal teams collaborate externally without exposing unrelated sensitive information.

Data flow: OpenText Identity and Access Management to OpenText Legal Hold
Business value: Secure collaboration with outside legal partners
Operational benefit: Reduced risk from overexposed third-party access

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