OpenText Active Community - Trading Grid - OpenText Exstream Integration and Automation

Common Integration Use Cases Between OpenText Active Community - Trading Grid and OpenText Exstream

1. Partner-Triggered Customer Notice Generation

Data flow: OpenText Active Community - Trading Grid → OpenText Exstream

When a trading partner submits a dispute, shipment exception, order change, or compliance issue in Trading Grid, the case details can be passed to Exstream to generate a formal customer-facing notice. Exstream can produce a personalized letter, email, or statement insert that explains the issue, next steps, and required actions.

Business value: Reduces manual document creation, speeds up customer communication, and ensures consistent messaging across all partner-related exceptions.

2. Automated Resolution Correspondence for B2B Exceptions

Data flow: OpenText Active Community - Trading Grid → OpenText Exstream

Trading Grid is often used to manage exceptions in purchase orders, invoices, shipping notices, and other B2B transactions. Once an exception is resolved in the community workflow, Exstream can automatically generate a resolution letter, updated invoice, or corrective notice and distribute it through the appropriate channel.

Business value: Improves turnaround time for exception handling and creates a documented, compliant communication trail.

3. Partner-Specific Billing and Statement Communications

Data flow: OpenText Active Community - Trading Grid → OpenText Exstream

For organizations that manage partner settlements, rebates, chargebacks, or shared service billing, Trading Grid can provide the approved transaction data and partner context to Exstream. Exstream then generates customized statements or billing communications based on partner agreements and transaction history.

Business value: Ensures accurate partner billing, reduces disputes, and supports high-volume personalized output across print and digital channels.

4. Compliance and Policy Acknowledgement Distribution

Data flow: OpenText Exstream → OpenText Active Community - Trading Grid

When Exstream generates policy updates, compliance notices, or contractual amendments, Trading Grid can be used to distribute these documents to trading partners and track acknowledgements. Partners can review, respond, and upload signed confirmations within the community environment.

Business value: Strengthens compliance management, centralizes partner acknowledgements, and improves audit readiness.

5. Customer Communication Status Visibility for Partner Support Teams

Data flow: Bi-directional

Trading Grid can send case or issue status updates to Exstream, while Exstream can return communication delivery status such as sent, delivered, bounced, or failed. This allows partner support teams to see whether a customer notice was successfully issued after a B2B event or exception.

Business value: Gives operations teams end-to-end visibility and reduces follow-up work caused by failed communications.

6. Document Collaboration for Regulated Communications

Data flow: OpenText Active Community - Trading Grid → OpenText Exstream

In regulated industries such as financial services or insurance, partner teams may need to review and approve customer letters before release. Trading Grid can host the collaboration workflow, comments, and approvals, then pass the final approved content or data set to Exstream for production and distribution.

Business value: Supports controlled document governance, reduces approval delays, and helps ensure communications are accurate and compliant.

7. Exception-Driven Customer Outreach for Supply Chain Disruptions

Data flow: OpenText Active Community - Trading Grid → OpenText Exstream

If a trading partner reports a supply chain disruption, delayed shipment, or product availability issue, Trading Grid can capture the event and route it to Exstream for customer outreach. Exstream can then generate targeted notifications to affected customers, including revised delivery dates, alternative options, or service updates.

Business value: Improves customer experience during disruptions and enables faster, more coordinated response across partner and customer teams.

8. Closed-Loop Communication Tracking for Partner Cases

Data flow: OpenText Exstream → OpenText Active Community - Trading Grid

After Exstream sends a customer or partner communication, delivery and response data can be written back to Trading Grid to update the related case or workflow. This creates a closed-loop process where support teams can confirm that the right message was sent and acted upon.

Business value: Enhances accountability, simplifies case management, and provides a complete record of partner-related communications.