Preservica - OpenText Product Traceability Integration and Automation

Common Integration Use Cases Between Preservica and OpenText Product Traceability

Preservica is typically used for digital preservation, long-term records retention, and secure archival access, while OpenText Product Traceability is used to track product genealogy, compliance, quality events, and supply chain traceability across the product lifecycle. Together, they can support regulated industries by connecting operational traceability data with long-term archival and evidence management requirements.

1. Archive Product Traceability Records for Long-Term Regulatory Retention

Direction: OpenText Product Traceability - Preservica

Export finalized product genealogy records, batch histories, quality checkpoints, and traceability reports from OpenText Product Traceability into Preservica for immutable long-term retention. This supports industries such as pharmaceuticals, food and beverage, aerospace, and medical devices where records must be retained for years after production.

• Preserve batch and lot histories after active operational use ends
• Support audit readiness and regulatory inspections
• Reduce reliance on legacy traceability systems for historical retrieval

2. Preserve Recall Evidence and Investigation Files

Direction: OpenText Product Traceability - Preservica

When a product recall, deviation, or quality investigation is closed in OpenText Product Traceability, send the complete case file to Preservica, including affected lot details, root cause analysis, corrective actions, and approval records. This creates a permanent evidence trail for legal, compliance, and internal review purposes.

• Retain recall documentation beyond operational system lifecycle
• Provide defensible evidence for regulators and legal teams
• Enable fast retrieval of historical incident records

3. Link Archived Records Back to Live Traceability Context

Direction: Preservica - OpenText Product Traceability

Store archived traceability documents in Preservica and publish reference links or metadata back into OpenText Product Traceability so users can access historical certificates, inspection reports, or signed records from within the operational workflow. This helps quality and supply chain teams avoid searching across multiple repositories.

• Improve access to historical supporting documents
• Keep the operational system uncluttered while maintaining context
• Reduce time spent locating archived evidence during audits

4. Retain Serialized Product History for Warranty and Aftermarket Support

Direction: OpenText Product Traceability - Preservica

For serialized products, export end-of-life traceability data, service-impacting quality events, and manufacturing lineage records into Preservica once the product is retired or warranty support ends. Customer service, legal, and aftermarket teams can then access a preserved history when handling claims, disputes, or product liability cases.

• Support warranty and liability investigations years after shipment
• Preserve product genealogy for high-value assets
• Reduce operational storage costs in the live traceability platform

5. Archive Supplier and Component Compliance Evidence

Direction: OpenText Product Traceability - Preservica

Move supplier certificates, component origin records, material declarations, and compliance attestations from OpenText Product Traceability into Preservica after validation. This creates a long-term archive of supplier evidence that can be referenced during audits, product investigations, or trade compliance reviews.

• Maintain historical supplier compliance documentation
• Support chain-of-custody and provenance requirements
• Improve resilience when suppliers change systems or exit the network

6. Preserve Audit Trails and User Activity Logs Related to Traceability Events

Direction: OpenText Product Traceability - Preservica

Send completed audit logs, approval histories, and change records from OpenText Product Traceability into Preservica on a scheduled basis or at defined milestones. This ensures the organization retains a tamper-evident record of who changed traceability data, when changes occurred, and what approvals were applied.

• Strengthen compliance with data integrity requirements
• Provide evidence for internal and external audits
• Support investigations into process exceptions or data changes

7. Preserve End-of-Life Product Master Data and Traceability Snapshots

Direction: OpenText Product Traceability - Preservica

At product retirement or system migration, export a final snapshot of product master data, bills of materials, lot relationships, and traceability links into Preservica. This gives the business a permanent historical record even if the operational traceability platform is upgraded, replaced, or decommissioned.

• Reduce migration risk when retiring legacy systems
• Keep historical product lineage accessible for future reference
• Support corporate records retention policies

8. Retrieve Archived Records for Cross-Functional Review and Reporting

Direction: Preservica - OpenText Product Traceability

When quality, regulatory, or supply chain teams need historical evidence, OpenText Product Traceability can query Preservica for archived records such as certificates, inspection results, or closed-case documentation. This enables a single operational view while keeping long-term records in a preservation platform.

• Improve collaboration between quality, compliance, and operations
• Reduce manual requests to records management teams
• Accelerate response times for audits, customer complaints, and investigations