OpenText Core Case - Preservica Integration and Automation

Common Integration Use Cases Between OpenText Core Case and Preservica

1. Case File Archiving for Long-Term Retention

Data flow: OpenText Core Case to Preservica

When a case is closed in OpenText Core Case, the complete case record can be transferred to Preservica for secure long-term digital preservation. This includes correspondence, evidence, approvals, notes, and supporting documents that must be retained for regulatory or legal purposes.

• Reduces storage pressure in the case management system
• Ensures immutable, policy-based retention of closed case files
• Supports audit readiness and legal hold requirements

2. Preservation of Compliance and Investigation Records

Data flow: OpenText Core Case to Preservica

Compliance, audit, and internal investigation cases often require records to be preserved for many years. OpenText Core Case can route finalized case packages to Preservica, where they are preserved with metadata, retention rules, and access controls aligned to corporate governance policies.

• Maintains a defensible record of investigations and decisions
• Supports regulatory inspections and internal audits
• Preserves evidence in a format suitable for long-term access

3. Archived Case Retrieval for Reopened or Related Matters

Data flow: Preservica to OpenText Core Case

When a previously closed case is reopened or a new case is linked to an older matter, OpenText Core Case can retrieve archived documents and metadata from Preservica. This gives investigators, claims handlers, or support teams access to historical context without restoring entire archives into active systems.

• Speeds up resolution of repeat or related cases
• Improves decision quality with full historical context
• Avoids duplication of archived content in operational systems

4. Preservation of Customer Complaint and Service History

Data flow: OpenText Core Case to Preservica

Organizations can preserve complete complaint and service case histories in Preservica after closure, including communications, attachments, and resolution notes. This is especially useful in regulated industries where customer interaction records must be retained for defined periods.

• Creates a trusted archive of customer-facing interactions
• Supports dispute resolution and ombudsman requests
• Improves consistency in retention across service channels

5. Legal Hold and eDiscovery Support

Data flow: Bi-directional

OpenText Core Case can flag cases subject to legal hold, while Preservica can preserve the associated records in a controlled, tamper-evident archive. If a hold is released, case status updates can be synchronized back to OpenText Core Case to resume normal retention processing.

• Protects records from premature deletion
• Supports legal and regulatory discovery processes
• Provides clear chain-of-custody and retention control

6. Transfer of High-Value Case Evidence to Digital Archive

Data flow: OpenText Core Case to Preservica

For cases involving sensitive evidence such as contracts, images, scanned forms, or signed statements, OpenText Core Case can send final evidence packages to Preservica for preservation. Preservica maintains the authenticity and integrity of the evidence over time.

• Protects critical evidence from format obsolescence
• Ensures long-term accessibility of supporting materials
• Strengthens governance for high-risk case types

7. Enterprise Records Management and Case Closure Workflow

Data flow: OpenText Core Case to Preservica

At case closure, OpenText Core Case can automatically package the case record, apply retention metadata, and hand it off to Preservica as part of an enterprise records management workflow. This creates a controlled transition from active case handling to compliant archival storage.

• Standardizes closure procedures across departments
• Reduces manual archiving effort and human error
• Improves policy compliance for retention and disposal

8. Historical Case Analytics and Reference Access

Data flow: Preservica to OpenText Core Case

OpenText Core Case users can access archived case summaries or reference documents stored in Preservica to compare current cases against historical precedents. This is valuable for claims, HR investigations, compliance reviews, and complex customer disputes.

• Enables faster handling of similar cases
• Improves consistency in decisions and outcomes
• Supports knowledge reuse without reactivating old records