OpenText Core Capture Services - Marq Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and Marq

1. Automated branded document generation from captured intake data

Data flow: OpenText Core Capture Services - Marq

Captured data from invoices, customer forms, onboarding packets, or correspondence can be sent from OpenText Core Capture Services to Marq to populate branded templates such as letters, notices, proposals, certificates, or customer-facing summaries. This reduces manual rekeying and ensures that outbound documents are generated consistently with approved branding and content standards.

• Improves turnaround time for customer communications
• Reduces formatting errors and inconsistent messaging
• Supports high-volume document production with minimal manual effort

2. Customer onboarding packet creation

Data flow: OpenText Core Capture Services - Marq

When onboarding documents are received and classified by OpenText Core Capture Services, extracted customer details can be passed to Marq to generate personalized welcome packets, account summaries, service agreements, or next-step instructions. This creates a smoother onboarding experience and helps operations teams deliver complete, consistent documentation quickly.

• Speeds up onboarding cycles
• Ensures customer-specific documents are accurate and complete
• Reduces dependency on manual document assembly

3. Accounts payable exception correspondence

Data flow: OpenText Core Capture Services - Marq

OpenText Core Capture Services can extract invoice data and identify exceptions such as missing purchase order numbers, pricing mismatches, or incomplete tax details. That exception data can then be sent to Marq to generate vendor letters, discrepancy notices, or request-for-information documents for finance teams to send back to suppliers.

• Accelerates resolution of invoice exceptions
• Standardizes supplier communication
• Reduces back-and-forth email handling by AP staff

4. Digital mailroom to outbound response workflow

Data flow: OpenText Core Capture Services - Marq

Incoming mail, scanned correspondence, and forms captured by OpenText Core Capture Services can be classified and routed to Marq for creation of outbound responses such as acknowledgment letters, case updates, service confirmations, or policy notices. This is especially useful for shared service centers handling large volumes of inbound customer or citizen correspondence.

• Creates a closed-loop mail processing workflow
• Improves response consistency and SLA compliance
• Supports centralized document operations across departments

5. Compliance and regulatory notice generation

Data flow: OpenText Core Capture Services - Marq

Captured regulatory forms, declarations, or supporting documents can be processed in OpenText Core Capture Services and then used in Marq to generate compliant notices, acknowledgments, or follow-up letters. This is valuable in industries such as insurance, healthcare, financial services, and public sector operations where standardized communication is required.

• Helps maintain consistent compliance language
• Reduces manual drafting of regulated communications
• Improves auditability of outbound document creation

6. Case management document assembly

Data flow: OpenText Core Capture Services - Marq

For service cases, claims, or investigations, OpenText Core Capture Services can extract key facts from submitted documents and pass them to Marq to assemble case summaries, decision letters, or status updates. This allows case teams to produce professional, standardized documents without manually compiling information from multiple sources.

• Supports faster case resolution
• Improves document consistency across teams
• Reduces administrative workload for case handlers

7. Bi-directional document production and intake validation

Data flow: OpenText Core Capture Services - Marq - OpenText Core Capture Services

In more advanced workflows, OpenText Core Capture Services can extract data from incoming documents, send it to Marq for document generation, and then capture the generated output back into OpenText for validation, archiving, or workflow routing. This supports controlled document lifecycles where both inbound and outbound documents must be tracked and retained.

• Enables end-to-end document traceability
• Supports records management and retention requirements
• Useful for high-governance environments with strict controls

8. Sales and service correspondence automation

Data flow: OpenText Core Capture Services - Marq

When customer requests, signed forms, or supporting documents are captured in OpenText Core Capture Services, the extracted information can be used in Marq to generate follow-up correspondence such as quotes, renewal letters, service confirmations, or next-step instructions. This helps sales and service teams respond faster while maintaining a professional and consistent customer experience.

• Shortens response times for customer-facing teams
• Improves document quality and brand consistency
• Reduces manual effort in repetitive correspondence tasks