OpenText Lens - Data Visibility - Azure AI Document Intelligence Integration and Automation

Common Integration Use Cases Between OpenText Lens - Data Visibility and Azure AI Document Intelligence

1. Sensitive Document Discovery and Classification

Data flow: Azure AI Document Intelligence ? OpenText Lens - Data Visibility

Organizations can use Azure AI Document Intelligence to extract text and metadata from scanned contracts, invoices, HR forms, and other unstructured documents, then pass the extracted content to OpenText Lens - Data Visibility for repository-wide analysis. Lens can identify sensitive, redundant, or obsolete information across file shares, ECM systems, and cloud repositories.

Business value: Improves data governance by making newly digitized documents visible to compliance and risk teams, helping them classify content faster and reduce exposure of regulated information.

2. Migration Readiness for Digitized Records

Data flow: Azure AI Document Intelligence ? OpenText Lens - Data Visibility

Before migrating paper-based records into a new ECM, cloud archive, or business system, Azure AI Document Intelligence can extract key fields from scanned documents. OpenText Lens - Data Visibility can then analyze the resulting content set to identify duplicates, obsolete files, and records containing sensitive data that should be retained, remediated, or excluded from migration.

Business value: Reduces migration volume, lowers storage and migration costs, and improves the quality of the target repository by preventing unnecessary or risky content from being moved.

3. Contract and Vendor File Risk Review

Data flow: Azure AI Document Intelligence ? OpenText Lens - Data Visibility

Procurement and legal teams can extract clauses, payment terms, renewal dates, and supplier details from vendor contracts using Azure AI Document Intelligence. OpenText Lens - Data Visibility can then scan the broader repository to locate related documents, outdated versions, and files containing confidential terms or personal data.

Business value: Supports contract governance, reduces version confusion, and helps legal and procurement teams quickly locate high-risk or expired agreements.

4. Records Retention and Disposition Workflow

Data flow: Bi-directional

Azure AI Document Intelligence can extract document type, dates, and business attributes from incoming records, while OpenText Lens - Data Visibility can determine where those records reside and whether they contain sensitive or obsolete content. Together, they support retention decisions by identifying which documents should be retained, archived, or disposed of according to policy.

Business value: Improves records management accuracy, reduces storage bloat, and strengthens defensible disposition processes for compliance teams.

5. Accounts Payable Exception Handling and Audit Support

Data flow: Azure AI Document Intelligence ? OpenText Lens - Data Visibility

Finance teams can use Azure AI Document Intelligence to extract invoice data such as supplier name, invoice number, amount, and tax details. OpenText Lens - Data Visibility can then help locate supporting documents, duplicate invoices, or related files stored across repositories for audit review and exception handling.

Business value: Speeds up invoice validation, improves audit readiness, and helps finance teams detect duplicate or unsupported payments more efficiently.

6. HR Onboarding and Employee File Governance

Data flow: Azure AI Document Intelligence ? OpenText Lens - Data Visibility

HR departments can digitize onboarding forms, identification documents, and employment agreements with Azure AI Document Intelligence. OpenText Lens - Data Visibility can then analyze the broader employee file landscape to identify where personal data is stored, whether documents are duplicated across systems, and whether sensitive information is being retained beyond policy.

Business value: Improves employee data governance, supports privacy compliance, and reduces manual effort in managing personnel records.

7. Compliance Remediation for Digitized Archives

Data flow: Azure AI Document Intelligence ? OpenText Lens - Data Visibility

When legacy paper archives are scanned and digitized, Azure AI Document Intelligence can extract content from the documents, making them searchable and usable. OpenText Lens - Data Visibility can then analyze the digitized archive to identify documents containing personal, financial, or regulated information that may require redaction, restricted access, or deletion.

Business value: Helps compliance and information security teams remediate legacy archives at scale and reduce regulatory exposure from historical content.

8. Cross-System Content Prioritization for Automation

Data flow: OpenText Lens - Data Visibility ? Azure AI Document Intelligence

OpenText Lens - Data Visibility can identify high-value document sets across repositories, such as contracts, claims files, or case records, that are candidates for automation. Those prioritized documents can then be routed to Azure AI Document Intelligence for extraction and structured data capture, enabling downstream workflow automation in ERP, CRM, or case management systems.

Business value: Focuses automation efforts on the most impactful content, improving return on investment and accelerating operational processing in document-heavy departments.