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OnBase from OnBase by Hyland

A comprehensive document management system that integrates with existing business processes to capture, store, and manage structured and unstructured content efficiently.

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Product analysis by function

Document Processing Hardware for Operations

Scanners, printers, and other physical equipment for processing paper documents and checks that may still be part of brokerage operations.
More Document Processing Hardware More Operations ...

Document Capture and Input
(9 Yes /9 Known /10 Possible features)

Data Extraction and Validation
(9 Yes /9 Known /10 Possible features)

Security and Compliance
(10 Yes /10 Known /10 Possible features)

Workflow Automation
(9 Yes /9 Known /10 Possible features)

Integration and Connectivity
(10 Yes /10 Known /10 Possible features)

Reliability and Availability
(2 Yes /2 Known /10 Possible features)

Usability and User Experience
(9 Yes /9 Known /10 Possible features)

Maintenance and Lifecycle Management
(7 Yes /7 Known /10 Possible features)

Scalability and Performance
(7 Yes /7 Known /10 Possible features)

Analytics and Reporting
(10 Yes /10 Known /10 Possible features)

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Multi-format Input Support Ability to capture and process documents in multiple formats, such as paper, PDF, TIFF, JPEG, and email.		OnBase supports capture of documents in various formats (scanned images, PDFs, email, and more) as documented in Hyland's feature list.
High-speed Scanning Capability of hardware to scan documents rapidly for high throughput.		No information available
Automatic Document Feeder (ADF) Support for automatic feeding and scanning of document batches.		OnBase is hardware-agnostic but supports integration with scanners featuring ADF technology.
Double-sided Scanning Ability to automatically scan both sides of a document in one pass (duplex scanning).		Duplex scanning (double-sided) is supported when OnBase is used with compatible scanners.
Barcode and QR Code Recognition Ability to identify and index documents based on embedded barcodes or QR codes.		OnBase document capture includes barcode and QR code recognition as part of its indexing and classification offerings.
Optical Character Recognition (OCR) Hardware-accelerated recognition and extraction of text from scanned images.		Optical Character Recognition (OCR) is featured as a core capability for extracting text from scanned documents in OnBase.
Batch Separation and Detection Detection of job separators to automate batch processing.		OnBase provides tools for automatic batch detection and separation for bulk processing.
Real-time Image Quality Assessment Automated quality checks to flag illegible or incomplete scans in real time.		OnBase employs real-time image quality assessment to ensure documents are legible at time of capture.
Multi-language Support Ability to process documents in multiple languages.		Multi-language processing capabilities are cited in OnBase documentation and marketing.
Direct Integration with Workflow Systems Capability to route captured documents directly into back-office and workflow systems.		OnBase integrates with workflow and back-office platforms for direct routing of captured documents.

Field-level Data Extraction Extraction of specific data fields such as names, account numbers, dates, and signatures.		Field-level data extraction is a key component of OnBase's document processing.
Automated Data Validation Built-in logic to validate key data against business rules and reference databases.		OnBase validates extracted data using configurable business rules and logic.
Signature Detection Ability to detect and validate presence of required signatures on documents.		Signature detection and validation is available in OnBase, particularly for financial and legal documentation.
Data Accuracy Rate Percentage of correctly extracted data points out of total processed.		No information available
Custom Field Mapping Support for defining and adjusting extraction templates for various document types.		Custom field mapping is offered, supporting template definition matching different document layouts.
Automated Document Classification Identification and categorization of document types without manual intervention.		OnBase's document classification leverages AI and configured rules to automate identification.
Check Digit and Formula Validation Support for verifying field values using standard formulas such as check digits in account numbers.		OnBase enables check digit and formula validation through configurable field validation mechanisms.
Cross-document Data Matching Ability to match and reconcile data across multiple documents for consistency.		Cross-document data matching is supported for reconciliation and consistency checking.
Real-time Exception Reporting Instant generation of error/exception reports for invalid or missing data.		OnBase provides immediate exception reporting during data processing.
Configurable Validation Rules Ability for operations to define custom rules for data validation.		Custom, configurable validation rules can be defined by business users in the OnBase platform.

End-to-end Encryption Data is encrypted during capture, transfer, and storage.		End-to-end encryption for data at rest and in transit is a stated security feature in OnBase compliance documentation.
Role-based Access Control Granular control over which users can view, process, or modify documents.		Role-based access control is a core administrative security feature.
Audit Trail Logging Comprehensive logs tracking all document interaction and processing activity.		Audit trail logging is explicitly listed as a compliance and records management capability.
Regulatory Compliance Certifications Certifications such as SOC 2, GDPR, or FINRA compliance.		OnBase holds SOC 2, HIPAA, and additional regulatory certifications suited for finance and healthcare.
Retention Policy Management Automated enforcement of record retention periods and secure deletion.		OnBase offers retention policy enforcement and secure document deletion features.
Watermarking and Document Hashing Adds security markings or hashes to verify document origin and prevent tampering.		Watermarking and hashing are available as part of document security and chain-of-custody features.
Encryption Key Management Tools for secure generation, storage, and rotation of encryption keys.		Encryption key management tools are included per security best-practices for enterprise storage in OnBase.
Secure Connectivity Support for encrypted transport protocols (e.g., TLS/SSL) for hardware-to-software links.		All OnBase communication employs strong TLS/SSL protocols for secure connectivity.
Privacy Redaction Tools Automated or manual redaction tools to mask personally identifiable information (PII).		Privacy redaction tools are included for masking PII, meeting GDPR and HIPAA demands.
Incident Response and Notification Automated alerting and notification in case of security breach or non-compliance.		Automated incident response, including alerts/notifications, is provided as part of the OnBase security suite.

Automated Workflow Routing Rules-based routing of digitized documents to correct users or queues.		Rules-based automated workflow routing is a central OnBase feature for document handling.
Exception Handling and Queuing Automated routing of documents with errors or missing fields to special queues.		Exception handling and queuing is part of OnBase's workflow orchestration modules.
Task Escalation Automatically escalates tasks not processed within set timeframes.		OnBase can escalate tasks automatically via workflow configuration for SLA adherence.
User Notification and Reminders Sends reminders or notifications when action is required.		User notifications and reminders are integrated into workflow and task modules.
Integration with Case Management Seamless handoff to case management or exception management systems.		OnBase has native integrations and connectors to major case management systems.
Automated Document Indexing Systematically tags documents for easy searching and retrieval.		Automated indexing of captured documents is a foundational feature.
Parallel and Serial Processing Ability to handle workflows that require sequential or simultaneous document handling.		Parallel and serial workflow processing are both supported for high-volume operations.
Processing Speed Documents processed per hour under typical loads.		No information available
Configurable Workflows User-defined workflows to suit specific operational requirements.		OnBase offers configurable workflows, giving users control over process definitions.
Task Analytics Analytics on workflow efficiency and bottlenecks.		Task analytics and reporting on workflow efficiency are available in OnBase dashboards.

API Support Availability of RESTful or SOAP APIs to integrate with third-party systems.		OnBase provides RESTful and SOAP API support for integrations.
Pre-built Connectors Out-of-the-box connectors for integration with popular brokerage and back-office platforms.		Pre-built connectors exist for leading brokerage and financial systems.
Compatibility with Legacy Systems Ability to connect with and extract data from older, non-standard systems.		OnBase features modules/connectivity for legacy systems integration.
Cloud Integration Support for connectivity with cloud-based storage or SaaS platforms.		Cloud integration with various SaaS and storage providers is a supported OnBase capability.
EDI and File Transfer Support Ability to exchange documents or data via Electronic Data Interchange or SFTP.		Supports EDI and SFTP for file and data transfer between external parties.
Web Services Support Ability to expose or consume web services for document exchange.		OnBase can expose web services for document exchange.
Real-time Data Synchronization Immediate update of changes to all connected platforms and systems.		Real-time data synchronization across platforms is supported.
Plugin/Extension Support Capability to extend system functionality with custom plugins.		OnBase allows plugins/extensions to add supplementary features.
Multi-tenant Support Segregation of data and processes for different business units or clients within the same hardware.		Multi-tenant deployments are supported, with strict data/process segregation.
Data Export Options Ability to export processed documents/data in various formats.		Data/document export in multiple formats is a standard feature.

Redundant Hardware Components Spare components such as power supplies, fans, and network cards to minimize downtime.		No information available
Failover and Recovery Support Automated failover mechanisms and rapid system recovery.		No information available
Mean Time Between Failures (MTBF) Average operational time between hardware failures.		No information available
Hot-swappable Modules Ability to replace components without system shutdown.		No information available
Power Backup and Surge Protection Uninterruptible power supplies to protect against outages.		No information available
System Health Monitoring Automated monitoring of hardware status and early alerting of issues.		System health monitoring and alerts are part of the OnBase administration suite.
24/7 Support Availability Round-the-clock technical and operational support.		No information available
Self-diagnostic Tools Built-in diagnostics to help identify and resolve faults.		No information available
Robust Error Handling Gracefully recovers or notifies operators of processing errors.		OnBase automatically recovers and notifies on processing errors.
Average Uptime Percentage of time the system is available for operation.		No information available

User-friendly Interface Intuitive, easy-to-navigate user interfaces for operators and admins.		OnBase places considerable emphasis on a user-friendly and intuitive interface.
Customizable Dashboards User and team-specific dashboards showing relevant metrics or tasks.		Customizable dashboards for end users and teams are available.
Multi-language User Interface Interface is available in different languages for diverse workforces.		OnBase user interface supports multiple languages.
Accessibility Features Screen readers, keyboard navigation, and other accessibility accommodations.		Accessibility features, such as screen reader compatibility, are included.
Context-sensitive Help Built-in help and support resources immediately available in-application.		Context-sensitive help and support resources are available within the application.
Personalization Options Ability for users to adjust layouts and shortcuts to their preferences.		Users can personalize workspaces with adjustable layouts and shortcuts.
Minimal Training Required The extent of training required to become proficient.		No information available
Remote Operation Capability Capability for operators to access and control hardware remotely.		Remote operation and access is supported (web and mobile clients).
Mobile Device Support Compatibility with tablets or smartphones for on-floor or remote use.		Mobile device support for content capture and workflow access is available.
Bulk Operation Tools Functions to handle multiple documents/actions simultaneously.		Bulk operation capabilities allow mass document actions and update.

Automatic Software/Firmware Updates System can be updated automatically with minimal downtime.		OnBase updates (software/firmware) are managed centrally with auto-update options.
Predictive Maintenance Alerts System warns about potential failures before they occur.		Predictive alerts for maintenance are part of the system health management tools.
Comprehensive Service Agreements Vendor-provided service levels and maintenance commitments.		Comprehensive service and support agreements are available from Hyland for OnBase.
Easy-access Maintenance Points Physical hardware designed for easy cleaning, replacement, or inspection.		No information available
Spare Parts Availability Fast and reliable access to required replacement parts.		Fast and reliable spare parts/service is part of Hyland's customer support offering.
Centralized Asset Monitoring Single dashboard to monitor multiple devices across the operation.		Centralized asset/device monitoring is available for enterprise deployments.
Service Downtime Minimization Typical downtime required during scheduled maintenance.		No information available
Warranty Duration Vendor-provided warranty period for hardware.		No information available
Documented Maintenance Procedures Comprehensive manuals, videos, or guides are included.		Extensive, detailed documentation and training materials are provided.
Automated Incident Reporting System reports issues to vendor or internal IT automatically.		Automated incident reporting to IT/support is available.

Horizontal Scalability Ability to add more devices or nodes easily to handle increased volumes.		OnBase supports horizontal scalability across multiple servers/devices.
Vertical Scalability Capacity to upgrade storage, memory, or processing capabilities in existing devices.		Storage, compute, and network upgrades are possible for vertical scaling.
Peak Throughput Maximum number of documents the hardware can process in a given time.		No information available
Concurrent User Support Maximum number of users that can access the system simultaneously.		No information available
Load Balancing Support for distributing workload across devices or resources.		Workload can be balanced across servers and nodes.
Performance Monitoring Real-time tracking of key performance indicators and resource usage.		Performance monitoring dashboards/tracking available.
Dynamic Resource Allocation Ability to allocate processing resources dynamically based on real-time demand.		Dynamic resource allocation included as part of the OnBase enterprise deployment options.
Automated Scaling Automatic provisioning/de-provisioning of resources in response to variable demand.		Automated resource scaling supported in cloud/virtualized infrastructure setups.
Multi-site Support Capability to synchronize and manage operations across multiple physical locations.		OnBase can manage/synchronize across multiple sites and locations.
Latency Average processing delay per document.		No information available

Operational Dashboard Real-time overview of current processing status and health.		Operational dashboards for monitoring processing status are standard.
Custom Report Builder Users can design and generate tailored reports on operations data.		Custom report builders available to design tailored operational reports.
Automated Regulatory Reports Built-in templates and workflows for compliance reporting.		Automated compliance and regulatory reporting tools provided.
Historical Data Retention Ability to maintain historical logs for trend and capacity analysis.		OnBase supports long-term historical log retention for analysis/trends.
Anomaly Detection Identification and alerting of unusual patterns or errors in document processing.		Anomaly detection is built into analytics and monitoring modules.
Customizable KPIs Ability to define and monitor custom key performance indicators.		Customizable KPIs and dashboard widgets supported in dashboard modules.
Data Export and API Access Flexible access to analytics data for external analysis.		Analytics data can be exported or accessed via API.
Scheduled and Real-time Reporting Supports both routine scheduled and ad-hoc reporting.		Scheduled and ad-hoc reporting capabilities are standard.
Role-specific Reports Ability to deliver tailored reports to different roles or departments.		Role-based reporting tools are included.
Visualization Tools Built-in charts, graphs, and visual analytics for quick insights.		Visualization (charts, graphs, etc.) built into reporting and dashboarding modules.

OnBase from OnBase by Hyland

Product analysis by function

Document Processing Hardware for Operations

Document Capture and Input (9 Yes /9 Known /10 Possible features)

Data Extraction and Validation (9 Yes /9 Known /10 Possible features)

Security and Compliance (10 Yes /10 Known /10 Possible features)

Workflow Automation (9 Yes /9 Known /10 Possible features)

Integration and Connectivity (10 Yes /10 Known /10 Possible features)

Reliability and Availability (2 Yes /2 Known /10 Possible features)

Usability and User Experience (9 Yes /9 Known /10 Possible features)

Maintenance and Lifecycle Management (7 Yes /7 Known /10 Possible features)

Scalability and Performance (7 Yes /7 Known /10 Possible features)

Analytics and Reporting (10 Yes /10 Known /10 Possible features)