OpenText Trading Grid Cartographer - OpenText eDOCS Integration and Automation

Common Integration Use Cases Between OpenText Trading Grid Cartographer and OpenText eDOCS

1. Partner Onboarding Documentation Linked to Integration Maps

Direction: OpenText Trading Grid Cartographer ? OpenText eDOCS

When a new trading partner is onboarded, Cartographer can export the partner?s integration profile, message flows, endpoint details, and mapping documentation into eDOCS as a matter-specific record. Legal and operations teams gain a controlled repository for contracts, implementation guides, compliance approvals, and technical diagrams tied to the same partner.

Business value: Speeds onboarding, reduces duplicate documentation, and gives legal and integration teams a single reference point for each partner relationship.

2. Centralized Audit and Compliance Evidence Repository

Direction: OpenText Trading Grid Cartographer ? OpenText eDOCS

Cartographer can feed integration topology reports, change histories, and partner communication logs into eDOCS for retention alongside legal agreements and regulatory evidence. This is useful for audits involving EDI transactions, data exchange controls, and contractual obligations.

Business value: Improves audit readiness, supports defensible recordkeeping, and simplifies evidence collection for internal controls and external reviews.

3. Impact Analysis for Contract or Policy Changes

Direction: OpenText eDOCS ? OpenText Trading Grid Cartographer

When a contract amendment, privacy policy update, or legal hold is stored in eDOCS, key metadata can be sent to Cartographer to identify affected partners, interfaces, and message routes. Integration teams can quickly see which B2B connections may require changes to terms, data handling rules, or service levels.

Business value: Reduces risk during legal or policy changes and helps teams assess downstream integration impact before implementation.

4. Matter-Centric View of Partner Integration Issues

Direction: Bi-directional

For disputes, service failures, or partner escalations, eDOCS can store the matter file, correspondence, and legal documents while Cartographer provides the technical integration context such as affected flows, endpoints, and recent changes. Links between the matter and the integration map allow legal, operations, and IT teams to work from the same case record.

Business value: Shortens investigation time, improves cross-functional collaboration, and supports faster resolution of partner disputes.

5. Controlled Distribution of Integration Specifications

Direction: OpenText Trading Grid Cartographer ? OpenText eDOCS

Approved interface specifications, mapping documents, and partner implementation guides from Cartographer can be published into eDOCS with version control and access restrictions. Legal and professional services teams can then review the latest approved documents without relying on informal file shares or email attachments.

Business value: Ensures only approved documentation is used, improves document governance, and reduces version confusion across teams.

6. Retention of Change Requests and Approval Trails

Direction: OpenText Trading Grid Cartographer ? OpenText eDOCS

Integration change requests, approval records, and deployment notes from Cartographer can be archived in eDOCS as part of the official matter or project file. This creates a complete record of who approved a partner change, when it was implemented, and what technical assets were affected.

Business value: Strengthens governance, supports segregation of duties, and provides a reliable change audit trail for regulated environments.

7. Legal Hold and Preservation of Integration Records

Direction: OpenText eDOCS ? OpenText Trading Grid Cartographer

When a legal hold is placed in eDOCS for a dispute, investigation, or litigation matter, Cartographer can flag related integration assets and preserve relevant topology and transaction documentation. This helps prevent accidental deletion or modification of records tied to the legal matter.

Business value: Protects evidence, reduces legal risk, and ensures integration records are retained in line with legal requirements.

8. Partner Termination and Offboarding Workflow

Direction: Bi-directional

When a partner relationship is terminated, eDOCS can store the termination notice, contract closure documents, and retention instructions, while Cartographer identifies all active interfaces, dependencies, and downstream systems that must be disconnected or archived. The combined workflow supports coordinated offboarding across legal, compliance, and integration teams.

Business value: Prevents orphaned integrations, improves compliance with contract exit terms, and reduces operational risk during partner shutdown.