SFTP - OpenText Product Traceability Integration and Automation

Common Integration Use Cases Between SFTP and OpenText Product Traceability

1. Secure inbound receipt of supplier traceability files

Data flow: SFTP - OpenText Product Traceability

Manufacturers can receive serialized product, batch, and lot traceability files from suppliers through SFTP and automatically load them into OpenText Product Traceability. This supports controlled onboarding of partner data such as raw material certificates, component genealogy, and shipment identifiers without exposing sensitive information through email or manual uploads.

Business value: Reduces manual data entry, improves traceability completeness, and creates a secure audit trail for supplier-submitted records.

2. Automated distribution of traceability reports to auditors and regulators

Data flow: OpenText Product Traceability - SFTP

OpenText Product Traceability can generate compliance reports, genealogy records, and recall evidence packages and place them on an SFTP server for secure retrieval by auditors, regulators, or external quality partners. This is useful for organizations that must provide controlled access to regulated product history and supporting documentation.

Business value: Speeds up audit response, reduces compliance risk, and ensures sensitive records are transferred securely.

3. Exchange of serialized shipment manifests with logistics partners

Data flow: SFTP - OpenText Product Traceability

Logistics providers can send shipment manifests, pallet IDs, carton hierarchies, and serial number lists via SFTP to OpenText Product Traceability. The platform can then reconcile outbound shipments against production records and maintain end-to-end product movement visibility across warehouses and distribution centers.

Business value: Improves shipment accuracy, supports chain-of-custody tracking, and helps resolve discrepancies faster.

4. Secure transfer of recall and quarantine instructions to plants and distribution sites

Data flow: OpenText Product Traceability - SFTP

When a quality issue or recall is identified, OpenText Product Traceability can export affected lot and serial ranges, quarantine instructions, and disposition lists to SFTP for downstream execution by plants, 3PLs, or regional distribution teams. This enables rapid, controlled communication of impacted product details to operational teams that need immediate action.

Business value: Shortens recall response time, limits exposure of affected inventory, and supports consistent execution across sites.

5. Ingestion of manufacturing event data from contract manufacturers

Data flow: SFTP - OpenText Product Traceability

Contract manufacturers can upload production event files such as component consumption, work order completion, rework records, and packaging events through SFTP. OpenText Product Traceability can ingest these files to build a complete genealogy record for outsourced production without requiring direct system access for external partners.

Business value: Extends traceability into the contract manufacturing network while maintaining secure partner separation.

6. Secure exchange of product genealogy extracts with brand owners and private label customers

Data flow: OpenText Product Traceability - SFTP

Organizations producing private label or co-manufactured goods can publish product genealogy extracts, serialized shipment summaries, and certificate files from OpenText Product Traceability to SFTP for brand owners and retail customers. This supports contractual traceability obligations and customer-specific reporting requirements.

Business value: Strengthens customer trust, meets contractual reporting commitments, and reduces ad hoc report preparation.

7. Backup and archival of traceability evidence packages

Data flow: OpenText Product Traceability - SFTP

OpenText Product Traceability can periodically export traceability evidence, transaction logs, and supporting documents to a secure SFTP repository for long-term archival or disaster recovery. This is especially valuable in regulated industries where traceability records must be retained for extended periods and protected from unauthorized access.

Business value: Supports retention policies, improves resilience, and preserves evidence for future investigations or audits.

8. Controlled exchange of exception and discrepancy files

Data flow: Bi-directional

SFTP can be used to exchange exception files between OpenText Product Traceability and external partners when serial numbers are missing, duplicate, or invalid, or when shipment and production records do not reconcile. Partners can submit corrected files through SFTP, and OpenText Product Traceability can return validation results or exception reports for remediation.

Business value: Accelerates issue resolution, improves data quality, and reduces operational delays caused by traceability gaps.