OpenText Trading Grid Cartographer - Preservica Integration and Automation

Common Integration Use Cases Between OpenText Trading Grid Cartographer and Preservica

OpenText Trading Grid Cartographer helps organizations map, analyze, and troubleshoot B2B integration landscapes across EDI and API exchanges. Preservica is an enterprise digital preservation platform used to securely archive, preserve, and provide long-term access to critical digital records and content. Together, they can support governance, compliance, operational continuity, and auditability across integration-heavy environments.

1. Archive B2B Integration Maps and Partner Connectivity Records

Direction: OpenText Trading Grid Cartographer to Preservica

Export partner connection diagrams, interface inventories, and data flow documentation from Trading Grid Cartographer into Preservica for long-term retention. This creates a controlled archive of integration topology, partner dependencies, and historical changes that can be used for audits, regulatory reviews, and internal governance.

• Preserve evidence of who was connected to what, and when
• Retain historical integration documentation after platform changes or partner offboarding
• Support audit requests without relying on live system access

2. Preserve Operational Evidence for Incident and Root Cause Analysis

Direction: OpenText Trading Grid Cartographer to Preservica

When a B2B transaction fails or a partner reports missing data, Trading Grid Cartographer can provide the affected flow map and dependency context, which can then be archived in Preservica as part of the incident record. This gives operations teams a durable evidence trail for post-incident reviews and recurring issue analysis.

• Retain snapshots of impacted interfaces and partner routes
• Support postmortem documentation and corrective action tracking
• Improve traceability for recurring integration failures

3. Maintain Compliance Records for Regulated Data Exchanges

Direction: OpenText Trading Grid Cartographer to Preservica

Organizations in regulated industries can use Trading Grid Cartographer to document data exchange paths for EDI or API transactions involving invoices, shipping notices, claims, or other regulated records. Preservica can then store these records and their associated integration metadata for retention periods required by policy or law.

• Preserve evidence of transaction routing and partner participation
• Support retention policies for financial, healthcare, or public sector records
• Reduce compliance risk by keeping immutable historical records

4. Link Archived Business Records to Their Integration Context

Direction: Bi-directional

Preservica can store archived business records such as purchase orders, invoices, shipment confirmations, or claims documents, while Trading Grid Cartographer provides the integration context that explains how those records moved between systems and partners. Linking the two improves discoverability for legal, audit, and business users.

• Associate archived records with the exact partner flow that produced them
• Help business users understand record provenance
• Speed up legal hold, audit, and records management workflows

5. Support Partner Onboarding and Offboarding Governance

Direction: OpenText Trading Grid Cartographer to Preservica

During partner onboarding or offboarding, Trading Grid Cartographer can document the integration scope, message types, and dependencies. Preservica can archive the approved onboarding package, contract-related artifacts, and final offboarding evidence to create a permanent governance record.

• Retain signed integration approvals and technical design records
• Document the exact scope of partner connectivity at go-live and retirement
• Provide a defensible record for supplier management and contract closure

6. Preserve Change History for Integration Landscape Evolution

Direction: OpenText Trading Grid Cartographer to Preservica

As integration landscapes evolve, organizations often need to know how a partner network looked at a specific point in time. Trading Grid Cartographer can generate current and historical views of the integration estate, and Preservica can archive those snapshots to maintain a change history across mergers, platform migrations, and modernization programs.

• Keep time-stamped records of interface changes and decommissioned flows
• Support merger integration due diligence and post-merger rationalization
• Provide historical context for legacy system retirement decisions

7. Enable Long-Term Retention of Integration Documentation for Knowledge Transfer

Direction: OpenText Trading Grid Cartographer to Preservica

Integration architects and operations teams can export interface catalogs, dependency maps, and troubleshooting notes from Trading Grid Cartographer into Preservica to preserve institutional knowledge. This is especially valuable when teams reorganize, outsource support, or retire legacy EDI platforms.

• Reduce loss of critical integration knowledge when staff change
• Preserve runbooks and support documentation alongside architecture records
• Improve continuity for future modernization or migration projects

8. Provide Audit-Ready Evidence for Data Lineage and Retention Reviews

Direction: Bi-directional

Trading Grid Cartographer can show how data moved across partners and systems, while Preservica can retain the associated records, approvals, and retention evidence. Together, they help compliance, legal, and IT teams answer questions about data lineage, retention, and disposition with a complete and defensible record set.

• Demonstrate where critical records originated and how they were exchanged
• Support retention and disposition reviews with preserved evidence
• Improve confidence in audit responses and regulatory inspections