OpenText Magellan Risk Guard - Microsoft Planner Integration and Automation

Common Integration Use Cases Between OpenText Magellan Risk Guard and Microsoft Planner

OpenText Magellan Risk Guard helps identify sensitive, risky, or non-compliant content in unstructured data, while Microsoft Planner provides a simple way to assign, track, and complete team tasks. Together, they can connect automated risk detection with operational follow-up, making compliance and remediation work more structured and visible.

• Automated remediation task creation from risk findings

  Data flow: OpenText Magellan Risk Guard to Microsoft Planner

  When Risk Guard flags sensitive content, policy violations, or potentially problematic documents, it can automatically create a Planner task for the responsible compliance, legal, or business owner. The task can include the document reference, risk category, severity, and recommended action. This reduces manual handoffs and ensures issues are assigned quickly for review and remediation.

• Compliance review workflow for flagged content

  Data flow: OpenText Magellan Risk Guard to Microsoft Planner

  Risk Guard can route high-priority findings into Planner buckets such as legal review, privacy review, or records management. Teams can then use Planner to track review status, assign owners, and manage due dates. This is useful for regulated industries where flagged content must be reviewed within defined service levels.

• Escalation management for high-risk incidents

  Data flow: OpenText Magellan Risk Guard to Microsoft Planner

  When Risk Guard detects severe issues such as exposure of confidential data, regulated personal information, or reputationally sensitive material, it can generate an urgent Planner task for escalation teams. The task can trigger immediate action by security, compliance, or incident response groups, helping organizations respond faster to high-impact risks.

• Remediation tracking across business owners

  Data flow: OpenText Magellan Risk Guard to Microsoft Planner

  Risk Guard findings can be converted into Planner tasks assigned to content owners in HR, finance, procurement, or operations. This allows each department to remediate its own content issues while compliance teams monitor progress centrally. It improves accountability and reduces the burden on a central risk team.

• Policy exception and approval follow-up

  Data flow: OpenText Magellan Risk Guard to Microsoft Planner

  When a flagged item requires an exception, waiver, or formal approval, Risk Guard can create a Planner task for the approver or review committee. The task can capture the reason for the exception, supporting evidence, and deadline. This creates a clear audit trail for exception handling and helps avoid informal approvals through email.

• Periodic compliance cleanup campaigns

  Data flow: OpenText Magellan Risk Guard to Microsoft Planner

  Risk Guard can identify recurring content issues such as outdated sensitive files, unapproved disclosures, or policy breaches across repositories. Planner can then be used to organize cleanup campaigns by team, region, or content type. This is especially useful for quarterly compliance reviews, retention cleanup, or audit preparation.

• Status updates from task completion back to risk monitoring teams

  Data flow: Microsoft Planner to OpenText Magellan Risk Guard

  When remediation tasks are completed in Planner, the status can be sent back to Risk Guard or a connected reporting process to mark findings as resolved or ready for re-scan. This helps compliance teams maintain an accurate view of open versus closed risks and supports reporting on remediation performance.

• Cross-functional risk operations dashboard support

  Data flow: Bi-directional

  Risk Guard can provide the source of risk events, while Planner provides task progress and ownership data. Combined, they can support a cross-functional operational view showing which risks were detected, who owns remediation, and whether actions are overdue. This gives compliance leaders and business managers a practical way to monitor both risk exposure and execution.