Overview

About OpenText Core Content

OpenText™ Core Capture for Salesforce® is a Software-as-a-Service (SaaS) capture application that automates document classification and data extraction. Core Capture combines standard features, such as optical character recognition (OCR), with powerful machine learning to automate content ingestion and accelerate information routing to the right users. Integrating Core Capture with Salesforce allows for capturing unstructured business content and processing it. The solution can then use the results to store the document, update Salesforce records with extracted data and automate key processes.

In this Lab, we are demonstrating an example of customer onboarding process at Vandelay Bank and one of their challenges as part of our customer onboarding process is that their Service Agents need to manually check and validate that any required documents for this process, such as a Proof of Address document in this case, are correctly submitted by the potential customers and are valid for this purpose. If they are not, the customer needs to be notified by email and then the process needs to be repeated, when the customer provides new documents. We will show you, how this process can be streamlined, using Core Capture for Salesforce to automatically ingest and classify these documents.