OpenText Legal Hold - Centric Integration and Automation

Common Integration Use Cases Between OpenText Legal Hold and Centric

1. Preserve product development records when litigation is anticipated

Data flow: OpenText Legal Hold ? Centric

When legal or compliance teams issue a hold related to a product dispute, safety claim, or intellectual property matter, OpenText Legal Hold can notify Centric to preserve relevant PLM records. This includes product specifications, design revisions, approval histories, test results, and change requests tied to the matter.

Business value: Prevents accidental deletion or alteration of critical product development evidence, reducing legal risk and ensuring defensible retention practices.

2. Automatically identify custodians involved in product-related matters

Data flow: Centric ? OpenText Legal Hold

Centric can provide a list of users involved in a specific product program, such as designers, engineers, product managers, and approvers. OpenText Legal Hold can use this information to place the right custodians on hold when a legal matter involves a product line, supplier issue, or launch decision.

Business value: Speeds up legal hold issuance and improves accuracy by ensuring all relevant contributors are captured early.

3. Retain evidence of design decisions and approvals for regulatory or IP disputes

Data flow: Bi-directional

Centric manages product data and collaboration history, while OpenText Legal Hold preserves the records once a matter is opened. Integration can ensure that design approvals, specification sign-offs, and change logs are retained intact for investigations involving product liability, patent disputes, or compliance reviews.

Business value: Creates a reliable audit trail for legal review and supports faster response to discovery requests.

4. Freeze deletion of product assets linked to active legal matters

Data flow: OpenText Legal Hold ? Centric

If Centric contains product documents, drawings, or supporting files that fall under a legal hold, OpenText Legal Hold can trigger a preservation action to block deletion or purge workflows. This is especially important for content associated with discontinued products, supplier disputes, or customer complaints.

Business value: Reduces the risk of spoliation and helps the organization maintain compliance with litigation preservation requirements.

5. Support eDiscovery for product launch, quality, and complaint investigations

Data flow: Centric ? OpenText Legal Hold

Centric can supply structured product records and related collaboration artifacts to OpenText Legal Hold for preservation and downstream eDiscovery workflows. This is useful when legal teams need to collect evidence around a launch delay, quality defect, or market complaint.

Business value: Improves the speed and completeness of evidence collection while reducing manual searches across product teams.

6. Maintain hold status visibility for product teams

Data flow: OpenText Legal Hold ? Centric

Centric users responsible for product data can be informed when specific records are under legal hold. This allows product operations teams to understand why certain files or records cannot be modified, archived, or deleted.

Business value: Reduces workflow disruption and prevents accidental non-compliance by making hold status visible inside the PLM process.

7. Preserve collaboration history for supplier and manufacturing disputes

Data flow: Bi-directional

Centric can identify product records tied to supplier changes, manufacturing issues, or engineering decisions, while OpenText Legal Hold preserves the associated communications and metadata once a dispute is anticipated. This helps legal teams retain the full context around product sourcing or production changes.

Business value: Strengthens the organization?s position in disputes by preserving both the product record and the decision-making trail.

8. Streamline legal hold administration for large product portfolios

Data flow: Centric ? OpenText Legal Hold

For companies managing many product lines, Centric can provide program, project, and team structures to OpenText Legal Hold so holds can be applied by product family, launch program, or development phase rather than manually one record at a time.

Business value: Lowers administrative effort, improves consistency across matters, and helps legal teams scale hold management across complex product portfolios.