Threekit - OpenText Decision Service Integration and Automation

Common Integration Use Cases Between Threekit and OpenText Decision Service

1. Rule-Based Product Configuration Eligibility

Data flow: OpenText Decision Service ? Threekit

Use OpenText Decision Service to determine which product options a customer is allowed to see or configure in Threekit based on business rules such as region, customer segment, inventory constraints, compliance requirements, or dealer authorization. Threekit then presents only the valid configurations in the visual experience.

Business value: Reduces invalid orders, improves compliance, and ensures customers only configure products that can actually be fulfilled.

2. Dynamic Pricing and Discount Approval for Configurable Products

Data flow: Threekit ? OpenText Decision Service

Threekit captures the selected product configuration, and OpenText Decision Service applies pricing rules, margin thresholds, promotional logic, and approval criteria. The decision engine can return final price, discount eligibility, or escalation requirements before the quote is finalized.

Business value: Improves pricing consistency, protects margins, and accelerates quote generation for sales teams and dealers.

3. Automated Quote Validation Before Order Submission

Data flow: Threekit ? OpenText Decision Service

When a customer completes a configuration in Threekit, the selected options, dimensions, accessories, and pricing details are sent to OpenText Decision Service for validation against business rules. The engine can approve the quote, flag exceptions, or route the case for review if the configuration violates policy.

Business value: Prevents downstream order errors, reduces manual review effort, and shortens order-to-cash cycles.

4. Region and Channel-Specific Product Availability

Data flow: OpenText Decision Service ? Threekit

OpenText Decision Service can determine which products, finishes, materials, or bundles are available based on geography, sales channel, customer type, or regulatory constraints. Threekit uses these rules to tailor the visual configurator experience for each audience.

Business value: Supports localized selling strategies, avoids non-compliant offers, and improves customer experience by showing only relevant choices.

5. Exception Handling for Custom or Non-Standard Orders

Data flow: Threekit ? OpenText Decision Service ? workflow or case management

For highly customized products, Threekit sends the configuration to OpenText Decision Service to evaluate whether the order falls within standard parameters. If it does not, the decision service can trigger an exception workflow for engineering, operations, or finance review.

Business value: Creates a controlled process for non-standard orders, reducing rework and improving cross-functional coordination.

6. Guided Selling Based on Customer and Product Rules

Data flow: OpenText Decision Service ? Threekit

OpenText Decision Service can evaluate customer profile data, purchase history, and business policies to recommend or restrict certain product configurations in Threekit. For example, enterprise customers may see premium options, while first-time buyers are guided toward approved bundles.

Business value: Increases conversion rates, improves sales consistency, and helps sales teams present the right offer at the right time.

7. Order Routing and Fulfillment Decisioning for Configured Products

Data flow: Threekit ? OpenText Decision Service ? ERP or fulfillment systems

After a customer finalizes a configuration in Threekit, the selected product details are sent to OpenText Decision Service to determine the correct fulfillment path, plant, supplier, or assembly route based on business rules such as lead time, capacity, or location.

Business value: Improves operational efficiency, supports smarter fulfillment decisions, and reduces delays for made-to-order products.

8. Compliance and Policy Enforcement for Regulated Product Sales

Data flow: OpenText Decision Service ? Threekit

For industries with regulatory or policy constraints, OpenText Decision Service can enforce rules around restricted materials, safety requirements, warranty conditions, or export controls. Threekit uses these decisions to prevent customers from selecting prohibited combinations and to surface required disclosures during configuration.

Business value: Lowers compliance risk, standardizes policy enforcement, and reduces the chance of costly order corrections.