SFTP - OpenText Core Case Integration and Automation

Common Integration Use Cases Between SFTP and OpenText Core Case

• Secure intake of external case evidence and supporting documents
  Data flow: SFTP to OpenText Core Case
  Organizations can automatically ingest files delivered by external parties through SFTP, such as claim photos, signed forms, audit evidence, or customer correspondence, and attach them to the correct case in OpenText Core Case. This reduces manual upload effort, shortens case start times, and ensures investigators and agents work from a complete, centralized record.
• Automated case creation from inbound file drops
  Data flow: SFTP to OpenText Core Case
  When a partner, vendor, or branch office places a structured file in an SFTP folder, OpenText Core Case can create a new case or update an existing one based on file metadata or content. This is useful for compliance reviews, dispute handling, service escalations, and claims intake, where each file submission should trigger a controlled workflow and assignment to the right team.
• Outbound distribution of case packets to external reviewers
  Data flow: OpenText Core Case to SFTP
  Case teams can export approved case packets, evidence bundles, or resolution documents from OpenText Core Case to an SFTP location for secure delivery to auditors, legal counsel, insurers, or regulators. This supports controlled sharing of sensitive information while preserving encryption, transfer logs, and a clear handoff process.
• Secure exchange of remediation requests and response files
  Data flow: Bi-directional
  OpenText Core Case can send remediation requests, missing-document lists, or action items to external partners via SFTP, and then receive completed responses back through the same channel. This is valuable in compliance cases, vendor investigations, and customer dispute resolution, where multiple rounds of document exchange are common and need to be tracked within a single case.
• Evidence collection for regulated investigations
  Data flow: SFTP to OpenText Core Case
  Organizations can collect regulated records from business units or third parties through SFTP and automatically store them in OpenText Core Case for review, approval, and audit trail management. This improves consistency in investigations, supports chain-of-custody requirements, and reduces the risk of evidence being lost in email or shared drives.
• Case status reporting and exception handling for file-based operations
  Data flow: OpenText Core Case to SFTP
  When an external process depends on case outcomes, OpenText Core Case can export status files, approval decisions, or exception reports to SFTP for downstream systems or partners. For example, a completed compliance review can trigger a file to a vendor or business unit indicating approval, rejection, or required follow-up, helping automate next-step actions outside the case platform.
• Secure archival of closed case documents
  Data flow: OpenText Core Case to SFTP
  Closed case files, final decisions, and supporting documentation can be transferred from OpenText Core Case to an SFTP archive for long-term retention, disaster recovery, or controlled access by records teams. This helps organizations meet retention policies, reduce load on the case system, and maintain a secure off-platform archive of finalized case content.