OpenText Magellan Text Mining Engine - OpenText Workflow Service Integration and Automation

Common Integration Use Cases Between OpenText Magellan Text Mining Engine and OpenText Workflow Service

1. Contract review exception routing

Data flow: OpenText Magellan Text Mining Engine ? OpenText Workflow Service

Magellan Text Mining Engine analyzes incoming contracts, extracts clauses, obligations, renewal dates, and risky language, then sends exception cases to Workflow Service for review and approval. Legal, procurement, and compliance teams can be routed only the contracts that contain deviations from standard terms, reducing manual review effort and accelerating turnaround time.

• Automatically flags non standard indemnity, liability, and termination clauses
• Creates workflow tasks for legal review based on risk level
• Tracks approvals, rework, and final disposition in a controlled process

2. Regulatory and policy violation triage

Data flow: OpenText Magellan Text Mining Engine ? OpenText Workflow Service

Magellan scans emails, reports, complaints, and internal documents to identify references to regulatory obligations, policy breaches, or suspicious activity. Workflow Service then opens a case, assigns it to the appropriate compliance or risk team, and manages investigation steps, evidence collection, and escalation. This helps organizations respond faster to potential violations and maintain auditability.

• Detects key terms, entities, and relationships linked to compliance risk
• Routes high severity items to investigators automatically
• Supports documented review and escalation paths

3. Litigation and eDiscovery document prioritization

Data flow: OpenText Magellan Text Mining Engine ? OpenText Workflow Service

During litigation or eDiscovery, Magellan classifies large document sets by topic, relevance, and named entities such as people, dates, and organizations. Workflow Service uses those findings to create review queues, assign documents to legal teams, and manage privilege review, redaction, and production approvals. This improves review efficiency and helps legal teams focus on the most relevant content first.

• Identifies potentially responsive documents by topic and entity patterns
• Creates workflow stages for first pass review and escalation
• Improves consistency in legal hold and production processes

4. Fraud and investigation case initiation

Data flow: OpenText Magellan Text Mining Engine ? OpenText Workflow Service

Magellan analyzes claims, incident reports, call transcripts, or case notes to detect suspicious patterns, repeated names, unusual relationships, or fraud indicators. Workflow Service then launches an investigation case, assigns investigators, and coordinates evidence gathering, interviews, and decision approvals. This enables faster fraud triage and better case management across claims, finance, and security teams.

• Highlights anomalies across large volumes of unstructured text
• Triggers investigation workflows based on risk thresholds
• Maintains a full audit trail of actions and decisions

5. Customer complaint and issue escalation

Data flow: OpenText Magellan Text Mining Engine ? OpenText Workflow Service

Magellan extracts complaint themes, sentiment, product references, and service issues from customer emails, chat transcripts, and case notes. Workflow Service uses this analysis to route urgent complaints to the right service, quality, or product team and manage resolution steps. This helps organizations reduce response times and identify recurring issues that require operational fixes.

• Classifies complaints by product, issue type, and urgency
• Automatically escalates high impact cases
• Supports cross functional resolution workflows

6. Intelligence and threat monitoring workflow

Data flow: OpenText Magellan Text Mining Engine ? OpenText Workflow Service

For intelligence, security, or corporate threat monitoring teams, Magellan processes reports, news feeds, and internal intelligence documents to identify entities, locations, events, and relationships of interest. Workflow Service then creates analyst tasks, routes items for validation, and manages watchlist updates or escalation to leadership. This improves situational awareness and ensures timely follow up on emerging threats.

• Extracts entities and relationships from unstructured intelligence content
• Creates analyst review and validation tasks
• Supports structured escalation for high priority findings

7. Knowledge discovery to process improvement loop

Data flow: Bi directional

Magellan analyzes completed cases, investigation notes, and workflow comments to identify recurring topics, bottlenecks, and root causes. Workflow Service then uses those insights to refine routing rules, add new approval steps, or trigger corrective action workflows. This creates a feedback loop that improves operational processes over time and helps teams address systemic issues rather than only individual cases.

• Identifies repeated issues across closed cases
• Supports process redesign based on text analytics findings
• Enables continuous improvement across legal, compliance, and operations teams

8. Document intake classification and case creation

Data flow: OpenText Magellan Text Mining Engine ? OpenText Workflow Service

When large volumes of documents arrive through capture or email channels, Magellan classifies the content by subject, urgency, and business context. Workflow Service then creates the appropriate case or task sequence, such as onboarding review, claims handling, or records review, and assigns it to the correct team. This reduces manual sorting and ensures documents enter the right process immediately.

• Automates intake triage for unstructured documents
• Improves routing accuracy for shared service teams
• Shortens cycle time from document receipt to action