OpenText Magellan BI & Reporting - OpenText Extended ECM - Records Management Integration and Automation

Common Integration Use Cases Between OpenText Magellan BI & Reporting and OpenText Extended ECM - Records Management

1. Compliance and retention dashboard for declared records

Data flow: OpenText Extended ECM - Records Management ? OpenText Magellan BI & Reporting

Declared records, retention classes, disposition status, and legal hold information are exposed to Magellan BI & Reporting to create compliance dashboards for records managers, legal teams, and auditors. This gives stakeholders a real-time view of records aging, upcoming disposition events, overdue reviews, and policy exceptions across departments and repositories.

Business value: Improves regulatory oversight, reduces manual audit preparation, and helps organizations identify retention risks before they become compliance issues.

2. Operational reporting on records declaration activity

Data flow: OpenText Extended ECM - Records Management ? OpenText Magellan BI & Reporting

Records declaration events from business processes, such as contract approvals, HR case closures, or claims finalization, are analyzed in Magellan BI & Reporting to measure how consistently teams are declaring records. Reports can show declaration volume by department, process, user group, document type, and time period.

Business value: Helps records governance teams monitor adoption, identify process gaps, and target training where records declaration rates are low.

3. Retention policy effectiveness analysis

Data flow: OpenText Extended ECM - Records Management ? OpenText Magellan BI & Reporting

Retention schedules, disposition outcomes, and exception cases are aggregated in Magellan BI & Reporting to assess whether retention policies are aligned with actual business usage. For example, the organization can compare records volumes by class against disposition completion rates and legal hold frequency.

Business value: Supports policy optimization, reduces storage costs, and provides evidence that retention rules are being applied consistently.

4. Audit and legal hold readiness reporting

Data flow: OpenText Extended ECM - Records Management ? OpenText Magellan BI & Reporting

Legal hold status, affected record counts, hold duration, and release activity are reported in Magellan BI & Reporting to support litigation readiness and audit preparation. Compliance teams can quickly identify which records are under hold, how long holds have been active, and whether any disposition actions are blocked.

Business value: Shortens response time for legal discovery and audits while reducing the risk of premature disposition.

5. Records lifecycle performance by business process

Data flow: Bi-directional, with process metadata from OpenText Extended ECM - Records Management and analytics in OpenText Magellan BI & Reporting

Magellan BI & Reporting combines records lifecycle data with process metadata such as case type, business unit, or workflow stage to show how records move from creation to declaration, retention, and disposition. This helps organizations compare lifecycle performance across processes such as procurement, claims, patient records, or employee files.

Business value: Reveals bottlenecks, inconsistent handling, and process areas where records governance can be improved.

6. Exception monitoring for overdue disposition and policy breaches

Data flow: OpenText Extended ECM - Records Management ? OpenText Magellan BI & Reporting

Records that have exceeded retention dates, failed disposition review, or are missing required classification attributes are surfaced in Magellan BI & Reporting as exception reports. These reports can be distributed to records administrators and compliance owners for follow-up action.

Business value: Reduces compliance exposure, improves disposition discipline, and supports proactive exception management.

7. Executive compliance scorecards for regulated departments

Data flow: OpenText Extended ECM - Records Management ? OpenText Magellan BI & Reporting

Magellan BI & Reporting consolidates records management metrics into executive scorecards for departments such as finance, HR, healthcare operations, or public sector units. The scorecards can include declaration rates, overdue reviews, legal holds, disposition completion, and records volume trends.

Business value: Gives leadership a clear view of compliance posture and enables data-driven governance decisions across the enterprise.