Threekit - OpenText Extended ECM - Records Management Integration and Automation

Common Integration Use Cases Between Threekit and OpenText Extended ECM - Records Management

Threekit and OpenText Extended ECM - Records Management complement each other by connecting rich product visualization and configuration experiences with governed content, retention, and compliance controls. Threekit supports customer-facing product experiences and configuration data, while OpenText Extended ECM - Records Management ensures that business records, approvals, and supporting documentation are formally managed, retained, and disposed of according to policy.

1. Controlled retention of approved product visuals and configuration assets

Data flow: Threekit to OpenText Extended ECM - Records Management

When a product model, render, or configuration template is approved for launch, Threekit can publish the final visual assets and supporting metadata into OpenText Extended ECM - Records Management as official records. This gives legal, compliance, and product teams a governed archive of the exact assets used in market-facing campaigns and commerce experiences.

• Stores approved 3D models, render outputs, and configuration rules as controlled records
• Preserves evidence of what was published for a specific product release or campaign
• Supports retention policies for audit, dispute resolution, and regulatory review

2. Compliance archive for regulated product configurations

Data flow: Threekit to OpenText Extended ECM - Records Management

For regulated industries such as healthcare, automotive, or financial services, product configuration choices may need to be retained as proof of what a customer selected and what was offered at the time of sale. Threekit can pass finalized configuration snapshots, pricing references, and customer-selected options into OpenText Extended ECM - Records Management for formal recordkeeping.

• Captures the exact configuration presented to and selected by the customer
• Supports audit trails for pricing, feature disclosures, and product variants
• Helps legal and compliance teams respond to disputes or regulatory inquiries

3. Contract and order evidence package for custom product sales

Data flow: Bi-directional

For complex configurable products, Threekit can provide the final visual configuration and option set, while OpenText Extended ECM - Records Management can store the signed order documents, approvals, and related correspondence. Together, they create a complete evidence package for each custom order.

• Threekit supplies the final product configuration and visual proof
• OpenText stores the signed order, approval workflow outputs, and supporting records
• Improves traceability between what was sold, approved, and manufactured

4. Product launch governance and approval workflow

Data flow: OpenText Extended ECM - Records Management to Threekit

OpenText Extended ECM - Records Management can act as the system of record for launch approvals, policy sign-off, and compliance review. Once a product, campaign, or visual asset set is approved, the release status can be sent to Threekit so only authorized assets and configurations are exposed on the commerce site.

• Prevents unapproved visuals or product options from being published
• Aligns marketing, product management, and compliance teams on launch readiness
• Reduces risk of outdated or noncompliant product content reaching customers

5. Retention of customer-specific visual proofs for dispute management

Data flow: Threekit to OpenText Extended ECM - Records Management

When customers configure high-value or custom products, Threekit can generate a visual proof of the final selection and send it to OpenText Extended ECM - Records Management as a retained record. This is especially useful when customers later question color, finish, dimensions, or accessory choices.

• Stores customer-specific renderings and configuration summaries
• Supports faster resolution of order disputes and change requests
• Provides a defensible record of customer intent at the time of purchase

6. Governance of product documentation tied to visual experiences

Data flow: OpenText Extended ECM - Records Management to Threekit

OpenText Extended ECM - Records Management can manage controlled documents such as product disclosures, warranty terms, safety notices, and technical specifications. Threekit can then reference the approved version of these documents within the visual commerce experience, ensuring customers see the correct supporting information for the configured product.

• Links approved documentation to the relevant product visualization
• Ensures customers access current compliance and safety information
• Reduces manual effort for product and legal teams to maintain consistency

7. End-of-life disposition for obsolete product content

Data flow: Threekit to OpenText Extended ECM - Records Management

When a product is discontinued, Threekit content such as 3D models, render libraries, and configuration rules can be transferred to OpenText Extended ECM - Records Management for retention or disposition based on policy. This prevents obsolete assets from remaining active in commerce systems while preserving required records for legal and historical purposes.

• Separates active commerce content from archived records
• Applies retention schedules to discontinued product assets
• Supports clean decommissioning of old product lines without losing compliance evidence

8. Cross-functional audit support for product and commerce operations

Data flow: Bi-directional

Threekit and OpenText Extended ECM - Records Management can work together to provide a complete audit trail across product setup, customer configuration, approvals, and published content. Operations, compliance, and customer service teams can quickly retrieve both the visual configuration history and the associated governed records.

• Combines visual commerce history with formal records management
• Speeds internal audits and external regulatory reviews
• Improves collaboration between e-commerce, legal, compliance, and customer service teams