SFTP - OpenText Core Capture Services Integration and Automation

Common Integration Use Cases Between SFTP and OpenText Core Capture Services

Below are practical integration scenarios where SFTP can securely deliver files into OpenText Core Capture Services for automated capture, classification, and data extraction, or where captured output can be securely distributed back through SFTP to downstream systems and partners.

• Accounts Payable Invoice Intake from Suppliers

  Data flow: SFTP to OpenText Core Capture Services

  Suppliers place invoice files, supporting PDFs, and scanned remittance documents on a secure SFTP drop zone. OpenText Core Capture Services ingests the files, extracts invoice number, vendor name, PO number, line items, tax, and totals, then routes the structured data to ERP or AP approval workflows. This reduces manual invoice entry, speeds up three-way matching, and improves auditability for finance teams.

• Digital Mailroom for Incoming Business Correspondence

  Data flow: SFTP to OpenText Core Capture Services

  Branch offices, outsourced mail providers, or scanning vendors send batches of incoming correspondence through SFTP to a central capture service. OpenText Core Capture Services classifies the documents, identifies document type such as claims, complaints, contracts, or notices, and extracts key metadata for routing to the correct department. This supports centralized mail handling, faster response times, and consistent processing across distributed teams.

• Customer Onboarding Document Processing

  Data flow: SFTP to OpenText Core Capture Services

  External partners or field teams upload onboarding packets containing application forms, identity documents, tax forms, and signed agreements via SFTP. OpenText Core Capture Services captures the documents, extracts customer details, validates required fields, and sends the data to CRM, KYC, or case management systems. This shortens onboarding cycle times and reduces rework caused by incomplete submissions.

• Secure Processing of Regulatory and Compliance Submissions

  Data flow: SFTP to OpenText Core Capture Services

  Regulated documents such as audit evidence, licensing forms, compliance attestations, and financial disclosures are transferred securely through SFTP from internal teams or external auditors. OpenText Core Capture Services extracts relevant data, indexes the content, and prepares it for review and retention workflows. This helps compliance teams maintain controlled intake, searchable records, and traceable document handling.

• Claims Intake from Third Party Administrators or Service Partners

  Data flow: SFTP to OpenText Core Capture Services

  Insurance or service organizations receive claim forms, supporting receipts, and incident documentation from external administrators over SFTP. OpenText Core Capture Services classifies the claim package, extracts claimant details, dates, amounts, and policy references, and forwards the data to claims adjudication systems. This improves turnaround time, reduces manual sorting, and supports more consistent claims triage.

• Secure Extraction of Purchase Orders and Order Documents

  Data flow: SFTP to OpenText Core Capture Services

  B2B customers or distributors send purchase orders, order amendments, and shipping instructions via SFTP. OpenText Core Capture Services captures the order details, extracts product codes, quantities, delivery addresses, and requested dates, then passes the structured data to order management or fulfillment systems. This enables faster order entry and fewer fulfillment errors.

• Outbound Delivery of Captured Data and Index Files to Downstream Systems

  Data flow: OpenText Core Capture Services to SFTP

  After documents are captured and indexed, OpenText Core Capture Services can export extracted data, exception reports, or image files to an SFTP location for consumption by ERP, ECM, data warehouse, or offshore processing teams. This is useful when downstream systems cannot connect directly through APIs and need secure file-based integration. It supports batch processing, partner handoffs, and controlled data exchange.

• Exception Handling and Reprocessing Workflows

  Data flow: Bi-directional

  Documents that fail validation or require human review can be exported from OpenText Core Capture Services to an SFTP folder for remediation by operations teams or external service providers. Corrected files or missing supporting documents can then be returned via SFTP for reprocessing. This creates a practical exception loop for high-volume document operations while preserving security and traceability.

These integrations are especially valuable in environments that rely on secure file exchange with vendors, shared service centers, and regulated partners, while also needing automated document capture and downstream workflow initiation.