Bank Statements with OpenText Exstream Case Study
A growing bank needed a more scalable way to design, generate, deliver and track customer statements. The program used OpenText Exstream to centralize statement design, support individual and consolidated outputs, and connect batch communications with email and tracking services.
What the engagement needed to solve
Statement generation had to support multiple customer scenarios and consolidated outputs without creating a separate design for every variation.
Promotional and transactional email content needed to move through an SMTP delivery path with clear status tracking.
Business teams needed visibility into communication status and the ability to support resending when required.
The platform had to support both scheduled batch work and API-triggered communication.
How the solution was structured
Architecture and delivery decisions were shaped around the operating environment, integration points and user workflow.
- 01
Designed statement applications and reusable communication components in OpenText Exstream.
- 02
Used externalized images, design layers, barcodes and campaign components to manage output variations without duplicating whole applications.
- 03
Configured batch processing and built integration points for SOAP, ACTION and REST-triggered communication.
- 04
Added external communication tracking and operational utilities around PDF processing and resend workflows.
What changed for the business
Scalable batch communication
The solution was designed to handle high-volume statement generation and delivery while keeping batch operations centrally managed.
Reusable communication design
Components, layers and externalized assets reduced the need to maintain fully separate templates for each communication variation.
Delivery tracking
Communication status could be logged outside the composition platform for operational reporting and resend support.
Multiple trigger paths
Batch and API-driven workflows gave surrounding applications more flexible ways to request communication generation.
Platforms and integration points
These technologies reflect the source engagement and provide delivery context rather than a fixed recommendation for every project.
What this case study helps answer
Why use a CCM platform for bank statements?
A CCM platform can centralize templates, business rules, data mapping, batch execution and multichannel delivery so statement changes do not require separate custom systems for every output.
Can OpenText Exstream support both batch and real-time communications?
Yes. Implementations can be designed for scheduled batch processing and for event or API-triggered generation depending on the surrounding architecture.
What should be monitored in a high-volume statement process?
Monitor input completeness, batch status, generation errors, delivery status, retries, archive handoff and reconciliation between expected and produced communications.
Customer Communication Management
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