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OnBase for Banking from OnBase by Hyland
Comprehensive enterprise content management platform designed for banking operations. Features include document capture and imaging, workflow automation, case management, records management, audit trails, and integration with core banking systems. Specialized modules for loan processing, new account opening, and compliance.
Product analysis by function
Document Management for Operations
Solutions for capturing, storing, managing, and retrieving banking documents and records.
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Document Capture
(9 Yes /9 Known /11 Possible features)
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Multi-Channel Input Ability to import documents from various sources (scanners, email, mobile, direct upload, etc.) |
OnBase supports multi-channel document import, including scanning, email, and direct upload per product literature. | |
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Batch Scanning Enables scanning and processing of multiple documents simultaneously. |
Batch scanning is a standard feature for enterprise content management platforms like OnBase for high-volume environments. | |
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Optical Character Recognition (OCR) Automatically extracts text from scanned images or PDF files. |
OnBase advertises OCR capabilities for converting scanned images into searchable content. | |
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Barcode Recognition Reads and interprets barcodes to auto-populate metadata fields. |
Barcode recognition support is available to automate metadata extraction according to OnBase documentation. | |
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Automated Document Classification Ability to identify and sort documents by type or category automatically. |
Automated document classification by type/category is featured in OnBase's workflow automation modules. | |
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Mobile Capture Support Supports capturing and submitting documents via mobile devices. |
OnBase Mobile supports mobile capture—users can submit documents using mobile applications. | |
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Document Import Speed The speed at which documents are ingested into the system. |
No information available | |
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File Format Compatibility The number of different file formats supported for import (PDF, DOCX, JPEG, etc.). |
No information available | |
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Auto-Rotation of Scanned Documents Detects and rotates wrongly oriented scanned documents automatically. |
Auto-rotation is generally supported for scanned images to correct orientation automatically. | |
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Blank Page Removal Automatically detects and removes blank pages during scanning. |
OnBase offers blank page removal during scanning as part of image processing features. | |
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Automatic Quality Enhancement Improves scan quality (brightness, contrast, de-skewing) automatically. |
Automatic image quality enhancement, including de-skew and brightness adjustments, is part of OnBase's image processing. |
Document Storage & Archiving
(8 Yes /8 Known /10 Possible features)
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Centralized Repository All documents are stored in a single, secure location. |
Centralized repository is a central component of the OnBase platform. | |
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Document Versioning Tracks and stores previous versions of documents. |
Document versioning is supported to track previous versions in OnBase. | |
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Retention Policy Management Configurable policies for document retention and automatic disposal. |
Retention policy management is a key feature in records management/accountability for banking. | |
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Data Encryption At Rest Stores documents in an encrypted format while static. |
OnBase stores documents with encryption at rest as a compliance and security feature. | |
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Data Encryption In Transit Encrypts documents as they are transferred within or outside the system. |
OnBase uses encryption in transit for compliance with data security standards. | |
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Compression Efficiency The ability to reduce file size for storage optimization. |
No information available | |
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Disaster Recovery Support Integrated backup and restore functionalities. |
Disaster recovery, including backup/restore, is included in OnBase's enterprise features. | |
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Geographic Redundancy Storage of documents in multiple physical locations. |
Geographic redundancy is achievable with OnBase cloud/on-premise hybrid storage architecture. | |
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Storage Capacity Maximum volume of documents/data that can be stored. |
No information available | |
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Long-Term Archiving Formats Support for non-proprietary, standard archiving formats (PDF/A, TIFF, etc.). |
OnBase supports archiving to PDF/A and other approved long-term formats. |
Search & Retrieval
(5 Yes /5 Known /9 Possible features)
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Full-Text Search Ability to search document content (not just metadata). |
Full-text search across document contents is a cited core capability. | |
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Advanced Filtering Multi-criteria searches using fields like date, author, type, etc. |
Advanced filtering by multiple metadata fields is supported in OnBase search UI. | |
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Search Speed Time taken to return results for large repositories. |
No information available | |
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Image-Based Search Search based on included images or graphical marks. |
No information available | |
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Saved Searches Ability to save complex search queries for reuse. |
OnBase allows users to save and reuse search queries. | |
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Tagging Support Supports user-defined tagging for quick retrieval. |
Tagging and custom indexing are included for document retrieval. | |
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Search Result Export Ability to export search results as lists or documents. |
Exporting search results/lists is featured for compliance and reporting. | |
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Natural Language Query Support Allows searching using natural, conversational language. |
No information available | |
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Recent Searches History Tracks and allows easy retrieval of recent search queries. |
No information available |
Workflow & Automation
(8 Yes /8 Known /9 Possible features)
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Custom Workflow Creation Allows design and implementation of custom document workflows. |
OnBase includes workflow designer to build custom document/account processes. | |
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Integration with Core Banking Systems Direct connectivity with key banking platforms for seamless flow. |
Integration with core banking systems is a primary value proposition of OnBase Banking Solutions. | |
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Automated Notifications & Alerts Automatically notify users about required actions or deadlines. |
Automated notifications in workflows is standard in OnBase process automation. | |
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Approval Routing Facilitates review and approval chains for documents. |
Configurable approval workflows are highlighted in banking onboarding and lending modules. | |
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Role-Based Task Assignment Automatic assignment of tasks based on user roles. |
Role-based task assignment is available via workflow engine. | |
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Process Bottleneck Reporting Identifies and reports on delays in document workflows. |
No information available | |
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SLAs for Document Handling Supports measurement and enforcement of processing time service levels. |
SLAs for document processing are supported by workflow configuration. | |
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Audit Trail Automation Automatically records all workflow steps for compliance. |
Every action in a workflow is tracked with a full audit trail for compliance. | |
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Parallel Approval Flows Supports parallel routing for faster document turnaround. |
Parallel approval flows are supported with workflow engine. |
Collaboration & Sharing
(6 Yes /6 Known /8 Possible features)
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Granular Permissioning Define visibility and actions at document/folder/user level. |
Granular permissions at document, folder, and user level are part of OnBase access controls. | |
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Secure Internal Sharing Share documents securely within banking teams. |
Internal secure sharing of documents is core OnBase ECM capability. | |
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Secure External Sharing Enable document sharing with clients, regulators, or external auditors securely. |
External secure sharing with regulators and clients is supported through secure portals. | |
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Real-Time Co-Authoring Multiple users can simultaneously edit select document types. |
Real-time co-authoring for select Office documents via integration is supported. | |
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Commenting and Annotations Ability to add comments or markups to documents. |
Document collaboration (commenting, annotating) is included in OnBase. | |
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Expiration on Shared Links Links to documents automatically expire after a set period. |
No information available | |
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Activity Stream/Feed Tracks and displays document activities for easy collaboration. |
Activity streams/feeds are available for document tracking and collaboration. | |
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Collaborator Count Limit Limit on the number of simultaneous collaborators. |
No information available |
Security & Compliance
(9 Yes /9 Known /9 Possible features)
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Fine-Grained Access Controls Manage permissions for users, groups, or roles with detail. |
Fine-grained access and role permissions are a feature of the OnBase security model. | |
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Data Masking Obscures sensitive information in documents when viewed by unauthorized users. |
OnBase can mask sensitive data in views for unauthorized users. | |
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Audit Logging Comprehensive logs of all document access and actions for compliance review. |
Audit logging (beyond workflow) is available for security and compliance tracking. | |
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Regulatory Compliance Certification Product has specific certification (GDPR, SOX, GLBA, etc.). |
OnBase provides regulatory certifications to support banking compliance (e.g., GLBA, GDPR). | |
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Multi-Factor Authentication Requires second-level verification for access. |
Multi-factor authentication is available for access to sensitive banking content. | |
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Watermarking Ability to automatically apply watermarks to sensitive documents. |
Watermarking is a configurable option for sensitive document handling. | |
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Read-Only Document Distribution Restrict documents to view-only mode for specific users or workflows. |
Read-only access/distribution is supported for compliance and workflow steps. | |
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Intrusion Detection Detects and alerts on unauthorized access attempts. |
Intrusion detection (alerts for unauthorized access) is an advanced security option in OnBase deployments. | |
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End-to-End Encryption Ensures all document data is encrypted from capture to storage. |
End-to-end encryption support is referenced in security compliance documentation. |
Integration & Interoperability
(7 Yes /7 Known /8 Possible features)
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API Availability Comprehensive APIs to access and manage documents programmatically. |
OnBase offers a well-documented API for integration, extension, and workflow management. | |
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Pre-Built Connectors Standard integrations for popular banking, CRM, ERP, and analytics systems. |
Connectors for major banking, ERP, and CRM solutions are offered. | |
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Single Sign-On (SSO) Support for enterprise identity providers for seamless authentication. |
Single sign-on (SSO) via SAML and other enterprise providers is supported. | |
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Webhooks/Events Provides real-time notifications to external systems. |
Webhooks and event notifications are found in integration tools. | |
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File Sync Support Integrates with enterprise file sync | share platforms (e.g., OneDrive, Box, SharePoint). |
OneDrive, Box, and SharePoint integration is available for file sync. | |
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Custom Integration Toolkit Tools or SDKs for building custom connectors. |
Custom integration toolkits, including SDKs, are available for OnBase. | |
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Data Import/Export Tools Bulk upload and export to/from other systems. |
OnBase offers tools for bulk data upload and export to other systems. | |
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Integration Scalability The number of concurrent integrations supported. |
No information available |
Usability & User Experience
(8 Yes /8 Known /9 Possible features)
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Modern User Interface Clean, attractive, and responsive UI/UX design. |
Modern, responsive user interface is highlighted in OnBase UX content. | |
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Personalized Dashboards Custom dashboards show relevant document tasks and alerts. |
Personalized dashboards are available for user-specific tasks and alerts. | |
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Accessibility Features Complies with standards for users with disabilities (WCAG, screen reader support). |
Accessibility features with support for WCAG/accessibility requirements are documented. | |
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Language Localization Options Supports multiple languages for international banking teams. |
Language localization is supported for international banking teams. | |
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Mobile App Availability Dedicated mobile applications for both iOS and Android. |
OnBase Mobile apps are available for iOS and Android. | |
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Performance Speed Average page load or action time. |
No information available | |
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Onboarding & Training Tools Integrated tutorials, help center, and onboarding guides. |
Onboarding tools, tutorials, and a user help center are provided in the platform. | |
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Customizable Shortcuts Users can configure shortcuts for frequent tasks. |
Customizable shortcuts/hotkeys for user efficiency are referenced in UI customization guides. | |
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Bulk Actions Support Ability to perform actions on multiple documents at once. |
Bulk actions (tagging, moving, deleting) for documents are available in OnBase. |
Reporting & Analytics
(9 Yes /9 Known /9 Possible features)
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Standard Reports Out-of-the-box reports on document volumes, workflow status, access logs, etc. |
Standard reports are included out-of-the-box (volumes, workflows, access logs). | |
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Custom Report Builder Create tailor-made reports using selected metrics and filters. |
Users can build custom reports using selected criteria and metrics. | |
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Real-Time Dashboards Live visualization of key metrics and statuses. |
Live dashboards are supported to show key workflow metrics. | |
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Historical Trend Analysis Tracks trends in document and workflow activity over time. |
Historical analysis of content and workflows is possible in the reporting suites. | |
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Export to XLS/PDF/CSV Ability to export reports in various standard formats. |
Exporting reports to XLS, CSV, PDF is included in reports module. | |
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Scheduled Report Delivery Automatic report generation and delivery at scheduled intervals. |
Scheduled report delivery and email notifications are supported for compliance. | |
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KPI Tracking Ability to define and track key performance indicators. |
KPI tracking is a standard feature of performance modules. | |
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Usage Analytics Insights on system usage, user activity, and access patterns. |
Usage analytics for tracking system activity is highlighted in admin guides. | |
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Compliance Monitoring Reports/alerts for non-compliant document activities. |
Compliance monitoring through reports and alerts is built in for banking compliance. |
E-Signature & Authorization
(8 Yes /8 Known /9 Possible features)
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Integrated E-Signature Natively supports digital signatures within document workflows. |
Integrated e-signature is supported natively and via integrations (e.g., DocuSign). | |
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Signature Compliance Complies with legal e-signature standards (eIDAS, ESIGN, UETA). |
Complies with e-signature standards such as ESIGN, UETA, and eIDAS where required. | |
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Multi-Signatory Workflows Supports multi-party approvals with signatory sequencing. |
Multi-signatory workflows (with order/sequence) are implemented in OnBase approval processes. | |
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Signature Expiry & Reminders Expiration dates and reminders for pending signatures. |
Signature expiry and reminders automation available in signature workflows. | |
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Template Library Pre-built templates for frequently signed document types. |
Pre-built template libraries for common banking documents are featured. | |
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Audit Trail for Signing Chronological record of signing actions. |
Audit trail for signing is retained with timestamped logs for compliance. | |
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Biometric Signature Support Includes biometric (handwriting, fingerprint) signature capture. |
OnBase supports biometric and digital signature capture (handwriting and fingerprint integration modules). | |
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Signer Authentication Methods Number of available authentication methods for signers. |
No information available | |
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Bulk Signing Support Ability to sign multiple documents in one action. |
Bulk signing for multiple documents at once is supported for batch processes (e.g. lending). |
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