OpenText Magellan Text Mining Engine - OpenText Extended ECM - Records Management Integration and Automation

Common Integration Use Cases Between OpenText Magellan Text Mining Engine and OpenText Extended ECM - Records Management

1. Automated records classification from unstructured content

Data flow: OpenText Magellan Text Mining Engine ? OpenText Extended ECM - Records Management

Magellan analyzes incoming emails, scanned documents, reports, and case files to identify entities, topics, and document intent. Based on the extracted signals, it can recommend or trigger records classification in Extended ECM, assigning the correct record category, retention schedule, and disposition rule.

• Reduces manual filing effort for records teams
• Improves consistency in records declaration
• Helps ensure sensitive or regulated content is retained correctly

2. Compliance risk detection and escalation for records review

Data flow: OpenText Magellan Text Mining Engine ? OpenText Extended ECM - Records Management

Magellan can scan large volumes of correspondence, claims, contracts, or investigation files to detect phrases, entities, and patterns associated with legal hold, regulatory exposure, or policy violations. High-risk items can then be routed into Extended ECM for formal records declaration, review, and retention control.

• Supports proactive compliance monitoring
• Helps legal and compliance teams prioritize review queues
• Creates a defensible audit trail for records decisions

3. Discovery support for records retention and legal hold decisions

Data flow: OpenText Extended ECM - Records Management ? OpenText Magellan Text Mining Engine

Extended ECM can provide declared records, metadata, and associated content to Magellan for analysis during retention reviews, audits, or litigation preparation. Magellan identifies recurring subjects, named entities, and relationships across record sets to help records managers and legal teams determine whether content should remain under retention, be placed on hold, or be prepared for disposition.

• Speeds up retention review across large record populations
• Improves evidence-based legal hold decisions
• Reduces risk of premature disposition

4. Investigation and case file enrichment with formal record status

Data flow: Bi-directional

Investigators can use Magellan to extract facts, people, organizations, locations, and topics from case-related documents. Once validated, the resulting case files or supporting evidence can be declared as records in Extended ECM, preserving the official version, retention status, and chain of custody requirements.

• Combines analytical insight with records governance
• Supports regulated investigations in government, healthcare, and financial services
• Ensures critical evidence is preserved under policy

5. Contract and policy obligation tracking for retention governance

Data flow: OpenText Magellan Text Mining Engine ? OpenText Extended ECM - Records Management

Magellan can analyze contracts, policy documents, and amendments to identify obligations such as renewal dates, notice periods, confidentiality clauses, and regulatory commitments. Those extracted obligations can be mapped to records retention rules in Extended ECM so that the related documents are retained, reviewed, or disposed of according to business and legal requirements.

• Improves control over obligation-heavy documents
• Reduces missed renewal or retention deadlines
• Helps legal and contract teams align content with policy

6. Enterprise content triage for high-volume shared repositories

Data flow: OpenText Magellan Text Mining Engine ? OpenText Extended ECM - Records Management

In large repositories containing mixed business content, Magellan can identify documents that are likely records based on language patterns, subject matter, and business context. These items can be routed into Extended ECM for declaration, while non-record content remains in the operational workspace.

• Reduces clutter in shared repositories
• Improves records capture at scale
• Helps business users work normally while records controls run in the background

7. Audit reporting on records content trends and compliance exposure

Data flow: OpenText Extended ECM - Records Management ? OpenText Magellan Text Mining Engine

Declared records and associated metadata from Extended ECM can be analyzed in Magellan to identify trends across departments, case types, or document classes. Compliance teams can use the results to spot unusual topic concentrations, repeated policy exceptions, or emerging risk areas that may require changes to retention schedules or governance controls.

• Provides management insight into records populations
• Helps refine retention and disposition policies
• Supports internal audit and governance reporting

8. Cross-functional workflow for regulated document intake

Data flow: Bi-directional

When regulated documents enter the organization, Magellan can extract key information and classify the content, then Extended ECM can apply the appropriate records workflow, retention rule, and approval path. If records managers later need to review or reclassify items, feedback from Extended ECM can be used to improve Magellan?s classification logic over time.

• Creates a closed-loop process between analytics and records governance
• Improves accuracy through operational feedback
• Supports scalable intake for mailrooms, claims, HR, and compliance teams