OpenText Legal Hold - Loci Integration and Automation

Common Integration Use Cases Between OpenText Legal Hold and Loci

1. Suppress AI Recommendations for Held or Restricted Content

Data flow: OpenText Legal Hold ? Loci

When content, documents, or records are placed under legal hold in OpenText Legal Hold, the hold status is sent to Loci so those items are excluded from recommendation models and user-facing content suggestions. This prevents potentially sensitive or discoverable material from being promoted to employees, customers, or external users through personalized recommendations.

Business value: Reduces legal exposure, avoids accidental surfacing of restricted content, and aligns personalization with compliance requirements.

2. Flag High-Risk Content for Legal Review Based on Engagement Patterns

Data flow: Loci ? OpenText Legal Hold

Loci can identify content that is receiving unusual engagement, such as rapid sharing, repeated access by specific user groups, or spikes in interest around sensitive topics. These signals can be forwarded to OpenText Legal Hold or a legal review workflow to help legal teams determine whether the content should be preserved under hold due to anticipated litigation or investigation.

Business value: Helps legal teams act earlier, improves defensibility, and uses behavioral analytics to support preservation decisions.

3. Preserve Recommendation Inputs and Model-Relevant Content for eDiscovery

Data flow: OpenText Legal Hold ? Loci

When a legal hold is issued, OpenText Legal Hold can notify Loci to preserve not only the held content but also related metadata used in recommendation logic, such as tags, content categories, user interaction history, and recommendation logs. This ensures the organization can reconstruct how content was surfaced and consumed during the relevant period.

Business value: Supports defensible eDiscovery, preserves auditability of AI-driven content decisions, and reduces the risk of incomplete evidence collection.

4. Maintain a Compliance-Aware Content Recommendation Experience

Data flow: Bi-directional

OpenText Legal Hold provides hold status and retention restrictions to Loci, while Loci returns content relevance and usage signals to help legal and compliance teams understand which held items are still actively accessed or recommended. This creates a compliance-aware personalization layer where restricted content is automatically excluded from recommendation feeds, search highlights, and homepage modules.

Business value: Improves governance without sacrificing personalization quality, and reduces manual coordination between legal, compliance, and digital experience teams.

5. Identify Custodians and Content Owners for Targeted Hold Notices

Data flow: Loci ? OpenText Legal Hold

Loci can provide user behavior and content ownership insights, such as which employees frequently interact with specific content collections or which teams are most associated with a topic. OpenText Legal Hold can use this information to refine custodian lists and issue more accurate hold notices to the right business users, content owners, or contributors.

Business value: Improves custodian accuracy, reduces over-notification, and shortens the time needed to execute legal hold actions.

6. Audit AI Content Exposure During Litigation Readiness Reviews

Data flow: Bi-directional

During litigation readiness assessments, legal teams can compare OpenText Legal Hold records with Loci recommendation logs to see whether held or sensitive content was exposed in recommendation widgets, email digests, or personalized portals. If exposure occurred, the organization can document the event, adjust recommendation rules, and strengthen controls for future cases.

Business value: Enhances auditability, supports compliance reporting, and helps prevent repeat exposure of sensitive content.

7. Trigger Content Suppression Rules for Sensitive Case Materials

Data flow: OpenText Legal Hold ? Loci

When a matter involves highly sensitive content, OpenText Legal Hold can send a suppression instruction to Loci to exclude specific documents, topics, or repositories from recommendation campaigns. This is especially useful for HR investigations, regulatory inquiries, or executive matters where even indirect promotion of related content could create risk.

Business value: Minimizes accidental disclosure, supports matter-specific controls, and gives legal teams direct influence over content personalization rules.