OpenText Legal Hold - OpenText Core Digital Asset Management Integration and Automation

Common Integration Use Cases Between OpenText Legal Hold and OpenText Core Digital Asset Management

1. Preserve marketing and brand assets involved in litigation

Data flow: OpenText Core Digital Asset Management to OpenText Legal Hold

When a dispute, investigation, or regulatory matter involves brand files, campaign imagery, product videos, or approved creative assets, OpenText Core Digital Asset Management can send the relevant asset records and metadata to OpenText Legal Hold. Legal and compliance teams can then place those assets under hold to prevent deletion, overwrite, or unauthorized revision.

Business value: Protects evidence, reduces spoliation risk, and ensures creative content tied to legal matters remains available for review.

2. Identify and hold assets linked to specific custodians or departments

Data flow: Bi-directional

OpenText Core Digital Asset Management can provide ownership, contributor, and usage metadata for digital assets, while OpenText Legal Hold can return hold status and custodian assignments. This enables legal teams to quickly identify which users, teams, or business units are associated with relevant assets and apply holds at the custodian level.

Business value: Speeds up matter response, improves accuracy in custodian identification, and reduces manual investigation effort.

3. Freeze asset lifecycle actions during active legal matters

Data flow: OpenText Legal Hold to OpenText Core Digital Asset Management

When a legal hold is issued or updated, OpenText Legal Hold can notify OpenText Core Digital Asset Management to suspend deletion, archival, replacement, or version retirement actions for affected assets. This is especially useful for assets with short lifecycle policies, such as campaign content, event media, or seasonal product imagery.

Business value: Prevents accidental disposal of evidence and aligns digital asset governance with legal retention requirements.

4. Maintain an audit trail for held digital assets

Data flow: OpenText Core Digital Asset Management to OpenText Legal Hold

OpenText Core Digital Asset Management can pass asset identifiers, version history, timestamps, and usage logs into OpenText Legal Hold so legal teams can document what content was preserved and when. This supports defensible legal hold procedures and helps demonstrate chain of custody for digital media.

Business value: Strengthens auditability, supports litigation readiness, and simplifies compliance reporting.

5. Notify content owners when assets are placed on hold

Data flow: OpenText Legal Hold to OpenText Core Digital Asset Management

Once a hold is issued, OpenText Legal Hold can trigger notifications to asset owners, creative teams, and digital librarians through OpenText Core Digital Asset Management. Users can be informed that specific files are restricted and receive instructions on what actions are no longer permitted.

Business value: Reduces policy violations, improves awareness across business teams, and minimizes operational disruption caused by unclear hold status.

6. Release held assets back into normal digital asset workflows

Data flow: OpenText Legal Hold to OpenText Core Digital Asset Management

When a matter closes, OpenText Legal Hold can send release events to OpenText Core Digital Asset Management so assets can return to standard lifecycle management, including deletion, archival, or replacement according to policy. This avoids keeping content frozen longer than necessary.

Business value: Restores operational efficiency, reduces storage overhead, and ensures legal holds do not create unnecessary content retention.

7. Support enterprise investigations involving regulated or high-risk content

Data flow: Bi-directional

For investigations involving regulated product imagery, public-facing campaign materials, or executive communications stored as digital assets, OpenText Core Digital Asset Management can surface the relevant content set while OpenText Legal Hold applies preservation controls and tracks matter status. Both systems can exchange metadata to keep legal, compliance, and marketing teams aligned.

Business value: Enables faster investigation response, improves cross-functional coordination, and ensures sensitive assets are preserved consistently across teams.

8. Enforce retention exceptions for assets under legal hold

Data flow: OpenText Legal Hold to OpenText Core Digital Asset Management

OpenText Legal Hold can flag assets that must be exempted from standard retention or purge rules in OpenText Core Digital Asset Management. This is useful when automated retention schedules would otherwise remove content that is still required for litigation, audit, or regulatory review.

Business value: Prevents policy conflicts, reduces compliance risk, and ensures retention rules are applied with legal oversight.