OpenText Magellan Risk Guard - Azure AI Document Intelligence Integration and Automation

Common Integration Use Cases Between OpenText Magellan Risk Guard and Azure AI Document Intelligence

1. Automated compliance screening of newly ingested documents

Data flow: Azure AI Document Intelligence ? OpenText Magellan Risk Guard

Use Azure AI Document Intelligence to extract text and key fields from incoming contracts, invoices, HR forms, customer correspondence, and scanned records. Pass the extracted content to OpenText Magellan Risk Guard to identify sensitive data, policy violations, regulated terms, or problematic language before the document is stored or routed further.

Business value: Reduces manual review effort, prevents non-compliant content from entering downstream systems, and improves control over high-volume document intake.

2. Risk review of extracted data from legal and contract workflows

Data flow: Azure AI Document Intelligence ? OpenText Magellan Risk Guard

After Azure AI Document Intelligence extracts clauses, obligations, dates, and counterparties from contracts or legal documents, OpenText Magellan Risk Guard can scan the extracted text for risky terms such as indemnity exposure, privacy issues, sanctions references, or prohibited commitments. High-risk documents can be flagged for legal or compliance review before approval.

Business value: Speeds contract processing while improving legal oversight and reducing the chance of unfavorable terms being missed.

3. Sensitive content detection in claims, case files, and customer submissions

Data flow: Azure AI Document Intelligence ? OpenText Magellan Risk Guard

Organizations processing claims forms, dispute packets, or customer-submitted documents can extract structured data with Azure AI Document Intelligence and then use OpenText Magellan Risk Guard to detect personally identifiable information, confidential attachments, or content that may trigger regulatory obligations. This is especially useful in insurance, financial services, and public sector workflows.

Business value: Helps teams route sensitive cases correctly, apply retention or access controls, and reduce privacy and compliance exposure.

4. Exception handling for document processing with compliance escalation

Data flow: Azure AI Document Intelligence ? OpenText Magellan Risk Guard ? business workflow systems

When Azure AI Document Intelligence extracts data from documents with low confidence, unusual language, or missing fields, OpenText Magellan Risk Guard can assess whether the content also presents compliance or reputational risk. Documents that fail either quality or risk thresholds can be sent to a human review queue with clear reasons for escalation.

Business value: Creates a controlled exception process that combines data quality checks with risk screening, reducing downstream errors and audit issues.

5. Monitoring inbound correspondence for policy and regulatory violations

Data flow: Azure AI Document Intelligence ? OpenText Magellan Risk Guard

For organizations receiving large volumes of letters, complaints, vendor submissions, or regulatory correspondence, Azure AI Document Intelligence can extract the text and metadata, while OpenText Magellan Risk Guard scans for prohibited statements, threats, discriminatory language, or references to regulated topics. The result can trigger alerts, case creation, or escalation to compliance teams.

Business value: Improves response time to risky correspondence and supports consistent handling across departments.

6. Redaction and remediation workflow for sensitive documents

Data flow: OpenText Magellan Risk Guard ? Azure AI Document Intelligence ? downstream systems

OpenText Magellan Risk Guard can identify sensitive or problematic content in documents already stored in repositories or captured from email and shared drives. Those documents can then be sent to Azure AI Document Intelligence to extract the relevant sections for redaction, indexing, or remediation workflows. The cleaned or approved version can be routed back to ECM, DAM, or business systems.

Business value: Supports controlled remediation of legacy content, improves document governance, and reduces manual redaction effort.

7. Compliance analytics across document intake channels

Data flow: Azure AI Document Intelligence ? OpenText Magellan Risk Guard ? analytics platforms

Azure AI Document Intelligence can normalize data from multiple document types and sources, while OpenText Magellan Risk Guard adds risk classification and content flags. Together, they create a richer dataset for compliance reporting, trend analysis, and audit preparation. Teams can identify recurring risk patterns by document type, business unit, vendor, or geography.

Business value: Gives compliance and risk leaders better visibility into where issues originate and where process controls need improvement.

8. Controlled onboarding of vendor and third-party documentation

Data flow: Azure AI Document Intelligence ? OpenText Magellan Risk Guard

During vendor onboarding, Azure AI Document Intelligence can extract tax forms, insurance certificates, banking details, and registration documents. OpenText Magellan Risk Guard can then screen the extracted content for suspicious wording, missing disclosures, or sensitive information that should not be broadly shared. This supports procurement, finance, and third-party risk teams in a single workflow.

Business value: Shortens onboarding cycles while strengthening third-party due diligence and document governance.