SFTP - OpenText Decision Service Integration and Automation

Common Integration Use Cases Between SFTP and OpenText Decision Service

Below are practical integration scenarios where SFTP provides secure file exchange and OpenText Decision Service applies centralized business rules to automate downstream decisions.

• Automated partner file intake with rule-based validation

  Flow: SFTP to OpenText Decision Service

  Retailers, distributors, or suppliers upload order, pricing, or product files to a secure SFTP location. OpenText Decision Service evaluates the incoming records against business rules such as required fields, pricing thresholds, approved product codes, or customer eligibility. Valid files proceed to processing while exceptions are routed to operations teams for review.

  Business value: Reduces manual file checking, speeds up partner onboarding, and ensures consistent enforcement of commercial rules.

• Secure exchange of regulated documents with compliance decisions

  Flow: SFTP to OpenText Decision Service

  Financial statements, audit packs, claims documents, or regulatory submissions are transferred via SFTP from internal teams or external providers. OpenText Decision Service applies rules to determine whether the submission is complete, within policy, or requires escalation based on document type, date, jurisdiction, or risk level.

  Business value: Improves compliance control, creates a repeatable approval path, and reduces the risk of incomplete or non compliant submissions.

• Customer or account file segmentation for downstream workflow routing

  Flow: SFTP to OpenText Decision Service

  Large customer master files, account updates, or service request batches arrive through SFTP from CRM, ERP, or external service providers. Decision rules classify records by region, product line, revenue band, service tier, or exception status and route them to the correct workflow or case queue.

  Business value: Eliminates manual triage, improves turnaround time, and ensures records are handled by the right team the first time.

• Pricing and discount approval for B2B trading partners

  Flow: SFTP to OpenText Decision Service

  Trading partners send pricing proposals, rebate claims, or promotional requests as secure files. OpenText Decision Service evaluates the request against margin rules, contract terms, customer segment, and approval thresholds. Approved requests can be passed to ERP or order management, while exceptions are escalated to finance or sales operations.

  Business value: Speeds up pricing decisions, enforces commercial policy, and reduces revenue leakage from unauthorized discounts.

• Outbound decision results for partner fulfillment or notification

  Flow: OpenText Decision Service to SFTP

  After evaluating orders, claims, or cases, OpenText Decision Service generates decision outputs such as approved, rejected, pending review, or next action required. These results are written to files and delivered securely through SFTP to external partners, fulfillment providers, or shared service teams that rely on batch file exchange.

  Business value: Supports organizations that still operate on file based partner integrations while keeping decision logic centralized and easy to update.

• Exception management for failed or incomplete file submissions

  Flow: SFTP to OpenText Decision Service

  When inbound files fail validation, OpenText Decision Service determines the exception category and the required response, such as reject, hold, request resubmission, or escalate to a specialist team. The system can also generate a structured exception file for return via SFTP to the originating partner.

  Business value: Standardizes exception handling, reduces back and forth with partners, and improves operational transparency.

• Secure distribution of decision driven master data updates

  Flow: OpenText Decision Service to SFTP

  When business rules approve changes to product catalogs, customer eligibility, credit limits, or service entitlements, OpenText Decision Service produces an outbound update file. That file is securely transferred through SFTP to downstream systems, vendors, or regional business units that consume batch updates.

  Business value: Keeps distributed systems aligned with the latest approved decisions without embedding rule logic in multiple applications.

• Batch case prioritization for shared service operations

  Flow: SFTP to OpenText Decision Service

  Shared service teams receive daily case or transaction extracts through SFTP from multiple source systems. OpenText Decision Service applies prioritization rules based on customer value, SLA breach risk, case type, or regulatory sensitivity, then assigns the work to the appropriate queue or service level.

  Business value: Improves service consistency, helps teams focus on high impact work, and supports SLA compliance across departments.