OpenText Legal Hold - CELUM Integration and Automation

Common Integration Use Cases Between OpenText Legal Hold and CELUM

1. Legal Hold on Marketing Assets Under Investigation

Data flow: OpenText Legal Hold ? CELUM

When a litigation matter, regulatory inquiry, or internal investigation requires preservation of marketing content, OpenText Legal Hold can trigger a hold status in CELUM for specific assets, folders, campaigns, or custodians. This prevents deletion, replacement, or unauthorized modification of relevant digital assets such as campaign images, videos, brand files, and approval records.

Business value: Reduces legal risk by ensuring potentially relevant marketing materials are preserved in place without relying on manual intervention from marketing teams.

2. Custodian and Asset Mapping for eDiscovery Readiness

Data flow: Bi-directional

OpenText Legal Hold can send custodian lists, matter identifiers, and hold instructions to CELUM, while CELUM can return asset ownership, collaboration history, and usage metadata tied to those custodians. This helps legal teams quickly identify which digital assets were created, reviewed, approved, or distributed by specific employees involved in a case.

Business value: Speeds up eDiscovery scoping and improves defensibility by linking legal hold obligations to actual content ownership and workflow history.

3. Preservation of Approval and Rights Management Records

Data flow: CELUM ? OpenText Legal Hold

CELUM manages approvals, rights usage, and content governance for digital assets. When a legal hold is issued, CELUM can export approval trails, license terms, expiration dates, and usage restrictions into the legal hold record so that evidence of content authorization and compliance is preserved alongside the asset itself.

Business value: Protects critical governance evidence that may be needed to prove compliance, licensing adherence, or decision-making during disputes.

4. Hold Enforcement for Campaign Workspaces and Project Folders

Data flow: OpenText Legal Hold ? CELUM

For active or archived campaign workspaces in CELUM, OpenText Legal Hold can automatically apply hold flags to entire project folders, including source files, derivatives, and final published assets. This is especially useful when a campaign is tied to a complaint, product issue, or brand dispute.

Business value: Prevents accidental cleanup of campaign materials and preserves the full content lifecycle for legal review.

5. Legal Review of Asset Distribution and Publishing History

Data flow: CELUM ? OpenText Legal Hold

CELUM can provide distribution logs, publishing targets, and version history to OpenText Legal Hold when a matter requires proof of where and when an asset was used. This includes assets published to websites, partner portals, regional markets, or social channels through connected systems.

Business value: Gives legal and compliance teams a reliable record of asset dissemination, helping determine exposure, jurisdiction, and remediation scope.

6. Automated Retention Freeze for Expiring or Replaced Assets

Data flow: OpenText Legal Hold ? CELUM

When CELUM identifies assets nearing expiration, replacement, or deletion, it can check against active legal holds before allowing lifecycle actions. If a hold exists, the asset remains preserved even if marketing intends to retire it due to rebranding, rights expiry, or campaign closure.

Business value: Avoids compliance breaches caused by standard content lifecycle processes and ensures legal preservation overrides routine asset cleanup.

7. Matter-Based Reporting for Legal and Marketing Governance

Data flow: Bi-directional

OpenText Legal Hold can provide matter status, hold scope, and release dates, while CELUM can provide asset counts, affected campaigns, and workflow status. Together, they support reporting that shows which content domains are under hold, how many assets are impacted, and when normal governance can resume.

Business value: Improves cross-functional visibility and helps legal, compliance, and marketing teams coordinate content operations without unnecessary delays.

8. Release of Holds and Controlled Content Cleanup

Data flow: OpenText Legal Hold ? CELUM

Once a matter is closed, OpenText Legal Hold can notify CELUM to remove hold restrictions from the relevant assets and folders. CELUM can then resume normal retention, archival, or deletion workflows based on its content governance rules.

Business value: Restores operational efficiency by allowing marketing teams to clean up obsolete content only after legal obligations are fully satisfied.