Finance ops · Production

Vehicle financing company reduces loan approval from days to two hours with OpenText Capture

The problem

The company handled a constant flow of documents via email, mail, and fax using manual, repetitive processes that were a significant source of friction on the customer journey and stretched loan approvals to a turnaround of days.

Workflow diagram · grounded in source
1
Documents arrive via multiple channels
trigger
“We have a constant flow of documents coming into the business via email, mail, and fax”
2
Fax converted to email via Fax2Mail
integration
“OpenText Fax2Mail, which enables teams to send and receive faxes via email”
3
Capture classifies and extracts metadata
ai_action
“We use OpenText Capture to automatically process all incoming documents across the business, from financing contracts to vendor communications”
4
Data stored in content management system
integration
“The company stores the data securely in its OpenText content management system”
5
Actionable data drives financing applications
output
“We make this actionable data available to our line-of-business systems—helping us to drive financing applications forward”
Reported outcome

By automating document capture, classification, and metadata extraction with OpenText, the company reduced loan approval time from days to as little as two hours and eliminated repetitive manual document tasks across the business.

Reported metrics
Loan approval timewithin as little as two hours
Reported stack
OpenText CaptureOpenText Fax2MailOpenText content management system
Source
https://www.opentext.com/customers/vehicle-financing-company
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

By automating document capture, classification, and metadata extraction with OpenText, the company reduced loan approval time from days to as little as two hours and eliminated repetitive manual document tasks across…

What tools did this team use?

OpenText Capture, OpenText Fax2Mail, OpenText content management system.

What results were reported?

Loan approval time: within as little as two hours (source-reported, not independently verified).

How is this finance ops AI workflow structured?

Documents arrive via multiple channels → Fax converted to email via Fax2Mail → Capture classifies and extracts metadata → Data stored in content management system → Actionable data drives financing applications.