CCM Legacy Modernization Case Study
An insurance organization was operating an end-of-life document platform alongside older OpenText Exstream applications. The modernization program analyzed the legacy architecture, migrated communication logic to Exstream and upgraded older Exstream applications to a supported release.
What the engagement needed to solve
The legacy Calligo environment was end-of-life and no longer aligned with modern platform requirements.
Document-generation rules, input structures, layouts and archive behavior had to be understood before migration.
A separate estate of older Exstream applications also required upgrade planning and regression comparison.
Batch and real-time processing had to continue after the migration with confidence that outputs remained consistent.
How the solution was structured
Architecture and delivery decisions were shaped around the operating environment, integration points and user workflow.
- 01
Reverse-engineered legacy forms, data inputs, business conditions, output rules, archival flows and real-time interfaces before rebuilding them.
- 02
Implemented reusable Exstream components, XML-driven inputs, dynamic content handling and Linux-based processing for the migrated applications.
- 03
Used message-queue integration for real-time requests and created a Java PDF comparison utility to support output comparison.
- 04
For older Exstream applications, migrated platform objects, replaced design tooling, rebuilt production execution and tested application outputs between versions.
What changed for the business
Reduced platform obsolescence risk
Core communications moved away from an unsupported legacy platform to an actively supported CCM environment.
Modernized Exstream estate
Older Exstream applications were upgraded so the organization could use a supported platform version and newer capabilities.
Repeatable output comparison
A dedicated PDF comparison utility provided a practical way to compare legacy and modernized output during migration testing.
Batch and real-time continuity
The target design supported both scheduled processing and real-time requests through the modernized execution environment.
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
What is CCM legacy modernization?
CCM legacy modernization moves document and customer-communication logic from outdated platforms or versions into a supported architecture while preserving required data, rules, outputs and integrations.
How do you reduce risk during a document-platform migration?
Inventory business rules and interfaces first, establish representative output baselines, migrate in controlled groups and compare generated outputs and delivery behavior before cutover.
Why compare PDFs during CCM migration?
Automated or assisted PDF comparison can identify visual and content differences across large output sets, helping teams focus review on genuine migration variances.
Customer Communication Management
Planning a similar initiative? Share the current environment and the outcome you need.