OpenText Magellan Risk Guard - Preservica Integration and Automation

Common Integration Use Cases Between OpenText Magellan Risk Guard and Preservica

OpenText Magellan Risk Guard and Preservica complement each other well in regulated environments where organizations must identify risky content, preserve records, and prove defensible retention. Risk Guard helps detect sensitive, non-compliant, or problematic information in unstructured content, while Preservica provides long-term digital preservation, records management, and archival access. Together, they support stronger governance across the content lifecycle.

1. Pre-archival risk screening before content is preserved

Data flow: OpenText Magellan Risk Guard to Preservica

Before documents, emails, or collaboration files are ingested into Preservica, Risk Guard scans the content for sensitive data, policy violations, legal exposure, or regulatory concerns. Only content that meets defined compliance rules is passed into the preservation repository, while flagged items are routed for review or remediation.

• Reduces the risk of preserving confidential or restricted information
• Improves archive quality by filtering out problematic content early
• Supports defensible records management and retention decisions

2. Automated remediation workflow for records with compliance issues

Data flow: Preservica to OpenText Magellan Risk Guard and back to Preservica

When Preservica receives content that is later identified as risky, it can send the item or metadata to Risk Guard for analysis. If Risk Guard detects issues such as personal data, legal privilege, or policy breaches, the record can be tagged, restricted, redacted, or placed on hold in Preservica based on the remediation outcome.

• Creates a closed-loop compliance workflow
• Helps records teams act quickly on flagged content
• Supports legal hold, access restriction, and remediation actions

3. Sensitive content classification before long-term retention

Data flow: OpenText Magellan Risk Guard to Preservica

Risk Guard can classify content by sensitivity level, such as confidential, personally identifiable, privileged, or regulated. Those classifications can be passed into Preservica as metadata to drive retention rules, access controls, and preservation policies.

• Improves metadata quality for archive governance
• Enables policy-based access and retention in Preservica
• Reduces manual classification effort for records teams

4. Legal and regulatory review of archived content

Data flow: Preservica to OpenText Magellan Risk Guard

When legal, compliance, or audit teams need to review archived content in Preservica, selected records can be exported or exposed to Risk Guard for AI-based analysis. This helps identify hidden risk in legacy archives, including sensitive topics, inappropriate language, or regulated data that may require action.

• Supports audits and investigations across historical archives
• Helps uncover risk in legacy content that was never classified properly
• Improves defensibility during litigation or regulatory inquiries

5. Retention exception handling for high-risk records

Data flow: Bi-directional

Risk Guard can identify records that should not follow standard retention schedules because they contain sensitive or legally significant content. Preservica can then apply retention exceptions, legal holds, or restricted access rules. When the exception is resolved, the updated status can be synchronized back to Risk Guard for tracking and reporting.

• Prevents accidental disposal of high-risk records
• Aligns retention management with compliance requirements
• Provides traceability for exception decisions

6. Monitoring incoming content streams for archive readiness

Data flow: OpenText Magellan Risk Guard to Preservica

Organizations can use Risk Guard to continuously monitor content sources such as shared drives, email systems, or collaboration platforms. Content that passes compliance checks can be automatically forwarded to Preservica for preservation, while content that fails review is held back until it is corrected or approved.

• Creates a controlled intake process for digital archives
• Reduces the burden on archive administrators
• Improves consistency in what is preserved and why

7. Audit reporting on risky content preserved over time

Data flow: Bi-directional

Preservica can provide archive inventory, retention status, and preservation history, while Risk Guard contributes risk findings and compliance classifications. Together, they can support audit reporting that shows what content was preserved, what risks were identified, and what remediation actions were taken.

• Strengthens compliance reporting and audit readiness
• Provides a clear chain of custody for sensitive records
• Helps demonstrate governance controls to regulators and auditors

In summary, integrating OpenText Magellan Risk Guard with Preservica helps organizations move from reactive content review to governed, policy-driven preservation. The combination is especially valuable for legal, compliance, records management, and information governance teams that need to preserve content while actively reducing risk.