Documentaal + Oracle Integration
Use Oracle ERP data to automate and govern document creation inside Microsoft 365.
Oracle is one of the world's most widely used enterprise systems. It powers:
But Oracle alone cannot generate consistent, compliant or governed documents. Documentaal connects Oracle to Microsoft 365, transforming Oracle data into automated, structured, metadata-rich documents that are stored securely in SharePoint — fully aligned with organisational governance.
Data Flow Architecture
1. Why Oracle + Documentaal is powerful
Oracle holds the data that drives business-critical documents:
But organisations often create these documents:
Documentaal automates this entire process.
2. How Documentaal integrates with Oracle
Documentaal connects to Oracle in multiple ways depending on the environment:
Oracle API / Web Services
Retrieve structured ERP data: employees, positions, business units, purchasing data, HR events, financial values, project data, customer details.
Oracle Integration Cloud (OIC)
Middleware for hybrid environments.
Power Automate & Azure Logic Apps
Event-driven document creation.
SQL / Data Warehouse Layer
For organisations using an Oracle reporting database.
Data Mapping in Documentaal
Oracle fields → Document variables → Conditional logic → Metadata → Filing rules.
Governed document creation
Oracle → Documentaal → Word/Outlook/Teams → SharePoint.
Documentaal ensures the right structure, content, metadata and lifecycle — automatically.
ERP Data Mapping Architecture
Oracle Tables
EmployeeIDPositionBusinessUnitProjectCodeAmountDepartmentDocument Fields & Metadata
{{employee_id}}{{job_title}}{{business_unit}}{{project_ref}}SP: RetentionClassSP: Department3. What Documentaal adds on top of Oracle
Governance
- Consistent templates
- Standardised formats
- Protected clauses
- Conditional sections
- Compliant layout
- Mandatory legal text
Automation
- Auto-populating documents with Oracle data
- Dynamic content based on values
- Multi-language documents
- Conditional blocks
- Data-driven paragraphs
- Repeating tables and lines
Metadata
- Retention
- Classification
- Department
- Sensitivity
- Document type
- Business unit
- Project ID
- Case/matter number
Compliance
- Correct disclaimers
- Correct SharePoint filing
- Retention labels
- Audit-ready output
Oracle handles the data. Documentaal handles creation and governance.
4. Oracle-driven document workflow
User selects a document in Microsoft 365
Contract, HR letter, procurement form, policy, project report.
Oracle data retrieved securely
HR, finance, procurement or project values.
Documentaal builds the document
Structured template + mandatory blocks + conditional sections.
Metadata populated
From Oracle + Documentaal rules.
Document stored in SharePoint
With correct retention, security, classification and lifecycle.
Optional archive → iManage / Hyarchis / OpenText
If deeper lifecycle or KYC retention is required.
5. Use cases across industries
Government & Semi-Government
HR decisions, budget updates, procurement documentation.
Financial institutions
Risk documents, compliance reporting, regulated communication.
Manufacturing / Logistics / Utilities
Operational documentation, project reporting, supply chain documents.
Professional services
HR letters, project briefs, engagement documentation.
Healthcare
Employee documentation, regulatory submissions.
Legal
Matter data → opinions, summaries, structured documents.
6. Oracle + Documentaal + SharePoint: Complete ERP-to-document governance
Oracle
Structured enterprise data
Documentaal
Automated, governed document creation
SharePoint
Storage, lifecycle, compliance, retention
Together they form a Microsoft 365-native end-to-end document ecosystem.
7. Summary
Documentaal transforms Oracle data into governed, automated and compliant documents inside Microsoft 365.
With Documentaal + Oracle, organisations get:
Documentaal turns Oracle data into governed documents — automatically.
Ready to connect Oracle with Microsoft 365?
Discover how Documentaal transforms Oracle ERP data into governed, compliant documents.