OpenText Trading Grid Cartographer - OpenText Legal Hold Integration and Automation

Common Integration Use Cases Between OpenText Trading Grid Cartographer and OpenText Legal Hold

1. Trigger legal holds based on partner communication and transaction mapping

Direction: OpenText Trading Grid Cartographer ? OpenText Legal Hold

When Cartographer identifies a partner connection, data flow, or integration route tied to a litigation matter, it can pass the affected trading partners, message types, and business processes into Legal Hold. Legal teams can then place holds on custodians and content associated with those specific exchanges, rather than issuing broad holds across the enterprise.

Business value: Reduces over-preservation, shortens legal response time, and improves defensibility by targeting only relevant integration activity.

2. Preserve integration documentation and mapping records for eDiscovery

Direction: OpenText Trading Grid Cartographer ? OpenText Legal Hold

Cartographer maintains critical artifacts such as partner maps, interface definitions, message routes, and change history. These records can be placed under legal hold when they are relevant to an investigation or lawsuit. This ensures integration documentation is retained and cannot be altered or deleted while legal review is in progress.

Business value: Protects evidence integrity and provides a reliable audit trail for how data moved between systems and partners.

3. Identify custodians responsible for specific B2B integrations

Direction: OpenText Trading Grid Cartographer ? OpenText Legal Hold

Cartographer can help legal teams identify the integration architects, operations analysts, and support personnel responsible for a specific partner connection or data flow. Those individuals can then be added as custodians in Legal Hold, ensuring their emails, files, and collaboration content are preserved.

Business value: Speeds custodian identification and reduces the risk of missing relevant records during litigation holds.

4. Support legal hold scoping during incident or dispute investigations

Direction: Bi-directional

During a dispute involving a trading partner, Legal Hold can request from Cartographer the exact integration scope, including impacted endpoints, message types, and operational owners. In return, Legal Hold can notify Cartographer when a matter is active so integration teams avoid changes that could affect preserved evidence. This creates a controlled workflow between legal and technical teams.

Business value: Improves coordination, prevents accidental changes to relevant integrations, and reduces investigation delays.

5. Maintain hold coverage when integration landscapes change

Direction: OpenText Trading Grid Cartographer ? OpenText Legal Hold

When Cartographer detects a new partner onboarding, interface change, or route modification, it can flag whether the change touches a matter under legal hold. Legal teams can then extend or adjust holds to include new custodians, systems, or message archives associated with the updated integration.

Business value: Ensures legal preservation keeps pace with operational change and avoids gaps in retained evidence.

6. Correlate held content with business transactions and partner activity

Direction: OpenText Legal Hold ? OpenText Trading Grid Cartographer

Legal Hold can provide matter identifiers, hold dates, and custodian lists back to Cartographer so operations teams can correlate preserved content with specific B2B transactions and partner flows. This helps teams quickly locate the relevant integration paths, message exchanges, and operational logs tied to a legal request.

Business value: Accelerates internal investigations and improves traceability between legal matters and technical evidence.

7. Improve audit readiness for regulated industries

Direction: Bi-directional

Cartographer supplies a clear view of partner connectivity and data movement, while Legal Hold ensures relevant records are preserved when required. Together, they support audit and compliance teams by showing which integrations existed, who owned them, and what content was retained under hold during a specific period.

Business value: Strengthens compliance posture, simplifies audit response, and reduces manual evidence gathering.

8. Reduce operational risk during legal preservation events

Direction: OpenText Legal Hold ? OpenText Trading Grid Cartographer

When Legal Hold is activated for a matter involving B2B integrations, it can notify Cartographer so integration support teams are aware that related logs, mappings, or configuration records must not be purged or overwritten. Cartographer can then help identify which operational assets are in scope and where retention controls should be applied.

Business value: Prevents accidental loss of evidence, supports retention policy enforcement, and aligns IT operations with legal requirements.