OpenText Identity and Access Management - OpenText Workflow Service Integration and Automation

Common Integration Use Cases Between OpenText Identity and Access Management and OpenText Workflow Service

• 1. Secure workflow access based on user identity and role

  OpenText Identity and Access Management can provide authenticated user context and role assignments to OpenText Workflow Service so that only authorized employees can start, approve, or complete specific workflow tasks. This is useful for processes such as invoice approvals, contract reviews, and records disposition where access must align with job function and segregation of duties.

  Data flow: OpenText Identity and Access Management to OpenText Workflow Service

  Business value: Reduces unauthorized task execution, improves auditability, and simplifies access administration.

• 2. Single sign-on for workflow participants

  Users authenticated through OpenText Identity and Access Management can access OpenText Workflow Service without repeated logins, including across OpenText cloud and hybrid environments. This improves the experience for business users who move between content, case, and workflow tasks throughout the day.

  Data flow: OpenText Identity and Access Management to OpenText Workflow Service

  Business value: Lowers login friction, reduces password-related support calls, and increases workflow adoption.

• 3. Automated task routing based on identity attributes

  OpenText Workflow Service can use identity attributes such as department, location, manager, or job title from OpenText Identity and Access Management to route tasks to the correct queue or approver. For example, employee onboarding tasks can be assigned to HR, IT, and facilities based on the new hire?s region and organizational unit.

  Data flow: OpenText Identity and Access Management to OpenText Workflow Service

  Business value: Improves routing accuracy, shortens cycle times, and reduces manual reassignment.

• 4. Approval workflows with delegated and fallback access controls

  When an approver is unavailable, OpenText Identity and Access Management can provide delegation rules or alternate approver relationships to OpenText Workflow Service. The workflow engine can then automatically redirect approval steps to an authorized delegate while preserving traceability.

  Data flow: Bi-directional

  Business value: Prevents workflow bottlenecks, supports business continuity, and maintains compliance evidence.

• 5. Provisioning and deprovisioning workflow for user lifecycle events

  OpenText Workflow Service can orchestrate identity-related business processes such as new user provisioning, access changes, and termination reviews. It can trigger tasks for managers, HR, and IT, while OpenText Identity and Access Management enforces the resulting access changes across OpenText services.

  Data flow: OpenText Workflow Service to OpenText Identity and Access Management

  Business value: Speeds onboarding and offboarding, reduces orphaned access, and strengthens security governance.

• 6. Access request and approval workflow for sensitive content

  Employees can submit access requests in OpenText Workflow Service for restricted content, cases, or repositories. OpenText Identity and Access Management validates requester identity and role, while the workflow manages approvals from data owners or compliance teams before access is granted.

  Data flow: Bi-directional

  Business value: Creates a controlled access request process, improves compliance, and provides a full approval audit trail.

• 7. Policy-driven escalation for overdue workflow tasks

  OpenText Identity and Access Management can supply user status, manager hierarchy, and organizational context to OpenText Workflow Service so overdue tasks can be escalated to the correct supervisor or backup team. This is especially valuable for regulated processes such as legal holds, contract renewals, and financial approvals.

  Data flow: OpenText Identity and Access Management to OpenText Workflow Service

  Business value: Reduces missed deadlines, improves accountability, and supports policy enforcement.