OpenText Trading Grid Cartographer - OpenText Extended ECM - Records Management Integration and Automation

Common Integration Use Cases Between OpenText Trading Grid Cartographer and OpenText Extended ECM - Records Management

OpenText Trading Grid Cartographer and OpenText Extended ECM - Records Management complement each other by connecting integration visibility with formal records governance. Cartographer helps teams understand partner connections, message flows, and dependencies across EDI and API exchanges, while Extended ECM - Records Management ensures that business-critical documents and records are retained, classified, and disposed of according to policy. Together, they support better auditability, compliance, and operational control across integration-driven business processes.

1. Archive integration maps and partner onboarding records for audit readiness

Direction: OpenText Trading Grid Cartographer to OpenText Extended ECM - Records Management

When a new trading partner is onboarded, Cartographer can generate the integration topology, interface definitions, and dependency maps. These artifacts can be automatically declared as records in Extended ECM - Records Management and assigned retention rules based on partner type, region, or regulatory scope.

• Supports audit evidence for partner onboarding and change control
• Preserves historical integration documentation for legal and compliance review
• Reduces manual filing of technical artifacts by integration teams

2. Retain impact analysis reports for regulated change management

Direction: OpenText Trading Grid Cartographer to OpenText Extended ECM - Records Management

Cartographer impact analysis reports can be stored as controlled records whenever an interface, endpoint, or partner connection changes. This is especially useful in regulated industries where change approvals must be traceable and retained.

• Creates a defensible record of what changed, when, and why
• Helps compliance teams verify that approvals were completed before deployment
• Improves traceability for internal audits and external examinations

3. Link records to live integration dependencies for faster incident resolution

Direction: Bi-directional

When an integration incident occurs, operations teams in Cartographer can identify affected partners, message routes, and dependent flows. Extended ECM - Records Management can provide access to related contracts, SLAs, SOPs, and approved exception documents so support teams can resolve issues using the correct governed content.

• Speeds root cause analysis by connecting technical dependencies to business records
• Reduces risk of using outdated procedures during incidents
• Improves coordination between integration support, compliance, and business owners

4. Preserve EDI and API governance evidence for regulatory inspections

Direction: OpenText Trading Grid Cartographer to OpenText Extended ECM - Records Management

Organizations in healthcare, financial services, and government often need to prove how data moves between systems and partners. Cartographer can supply integration maps, partner lists, and flow documentation, which Extended ECM - Records Management stores as formal evidence packages with retention and legal hold controls.

• Provides a complete compliance trail for data exchange governance
• Supports inspections, litigation response, and internal control testing
• Ensures evidence is retained for the required regulatory period

5. Manage contract and SLA records tied to partner connectivity

Direction: OpenText Extended ECM - Records Management to OpenText Trading Grid Cartographer

Extended ECM - Records Management can store partner contracts, data processing agreements, SLAs, and trading terms as official records. Cartographer can reference these records to show which active connections are governed by which agreement, helping integration teams validate that technical routes align with contractual obligations.

• Improves visibility into which interfaces are covered by which agreement
• Helps prevent unsupported or expired partner connections
• Supports commercial and legal review of integration changes

6. Retain exception approvals and temporary workaround documentation

Direction: OpenText Trading Grid Cartographer to OpenText Extended ECM - Records Management

During outages or partner disruptions, teams may implement temporary routing changes, manual file transfers, or alternate endpoints. Cartographer can document the altered flow, while Extended ECM - Records Management stores the approved exception request, business justification, and expiration date as a managed record.

• Ensures temporary changes are formally approved and time-bound
• Reduces operational risk from undocumented workarounds
• Provides evidence that exceptions were reviewed and closed properly

7. Support lifecycle management for retired integrations and partner offboarding

Direction: Bi-directional

When a partner relationship ends or an interface is decommissioned, Cartographer can identify all affected flows, endpoints, and downstream dependencies. Extended ECM - Records Management can then retain the decommissioning package, including termination notices, final transaction summaries, and disposal approvals, according to policy.

• Ensures complete closure of retired integrations
• Helps teams confirm that no active business process still depends on the connection
• Creates a compliant archive of offboarding activities

8. Provide governed access to integration documentation for business and compliance teams

Direction: OpenText Trading Grid Cartographer to OpenText Extended ECM - Records Management

Cartographer?s technical maps can be published into Extended ECM - Records Management as controlled documentation that business analysts, compliance officers, and auditors can access without needing direct access to integration tooling. This creates a single governed source for approved integration documentation.

• Improves cross-team access to accurate integration information
• Reduces dependency on technical staff for routine compliance requests
• Ensures only approved versions of documentation are used