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OnBase for Insurance Document Generation from OnBase by Hyland
Centralizes document creation and retention, supports template libraries, integrates with policy administration, enables secure digital distribution and regulatory compliance.
Product analysis by function
Policy Document Generation Systems for Policy Administration
Applications that automate the creation of insurance policies, endorsements, and other documentation with correct language, coverage details, and regulatory disclosures.
More Policy Document Generation Systems
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Document Generation Capabilities
(12 Yes /12 Known /15 Possible features)
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Template-Based Generation Ability to use pre-defined templates for various policy types. |
OnBase supports pre-defined templates (template libraries) for insurance document generation, as highlighted in product documentation and solution briefs. | |
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Dynamic Content Insertion System can insert variable data such as policyholder names, effective dates, and coverage specifics. |
Dynamic content insertion is available, as OnBase document automation supports personalized data such as policyholder names and effective dates. | |
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Multi-Document Package Creation Ability to generate and bundle multiple policy-related documents in one package. |
Multi-document package generation is supported, per OnBase descriptions of bundling output for policy packets. | |
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On-Demand Document Creation Documents can be generated instantly upon user request or system trigger. |
On-demand and event-triggered document creation is a stated function in OnBase's integrated workflows. | |
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Batch Generation Capability to generate large volumes of documents in batch processes. |
Batch document generation is supported for insurance correspondence and bulk policy issuance. | |
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Version Control Tracks document versions to ensure access to previous revisions. |
Document version control is a core component of OnBase's document management capabilities. | |
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Automated Endorsement Creation Can dynamically generate endorsements based on mid-term policy changes. |
Automated endorsement generation is supported as part of mid-term policy change workflow. | |
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Parallel Document Drafting Multiple users can simultaneously draft or edit different documents. |
No information available | |
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Document Preview Users can preview finalized documents before publishing or sending. |
Document preview is a standard function in OnBase's document workflow before distribution. | |
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Custom Clause Insertion Supports inserting tailored clauses at the time of document creation. |
Custom clause insertion is referenced under workflow customization and template editing features. | |
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Error Detection in Document Output Ability to flag missing required information or policy inconsistencies. |
OnBase provides error detection, with validation rules to flag missing or incomplete policy information. | |
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Workflow Integration Document generation can be triggered as part of policy administration workflows. |
Workflow integration is central to OnBase as it integrates document generation within insurance process flows. | |
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Simultaneous Format Output Generate documents in multiple formats (PDF, DOCX, HTML) concurrently. |
Simultaneous output in multiple formats (PDF, DOCX, etc) is supported per solution capabilities. | |
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Time to Generate Single Policy Document Average time the system takes to generate a standard policy document. |
No information available | |
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Bulk Generation Capacity Number of documents that can be generated in a single batch process. |
No information available |
Regulatory and Compliance Support
(10 Yes /10 Known /10 Possible features)
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Regulatory Language Library Pre-loaded library of approved regulatory language for different jurisdictions. |
Regulatory language library is available, supporting various compliance and jurisdictional requirements. | |
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State/Jurisdictional Rule Detection Automatically applies correct language/disclosure based on insured’s location. |
Rules for state/jurisdictional text are supported via jurisdiction-specific templates and workflow automation. | |
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Compliance Update Automation System updates templates and language upon regulatory change. |
OnBase advertises automated template and clause updates following regulatory changes. | |
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Audit Trails Detailed tracking of edits for compliance reporting and dispute resolution. |
Audit trails for document edits and access are a foundational component in OnBase's compliance tools. | |
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Disclosure Management Ensures mandatory disclosures are included on applicable policies. |
Mandatory disclosure management and checking are highlighted for insurance use cases. | |
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Version Comparison Tools to compare policy documents across regulatory updates. |
Version comparison tools are part of the version control and audit history modules. | |
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Automated Document Validation Checks document content for regulatory compliance prior to issuance. |
Automated document validation for compliance is offered before policy documents are distributed. | |
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Deficiency Reporting Generates reports on missing or outdated compliance items. |
Deficiency/compliance reports generation is referenced in regulatory and audit features. | |
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Retention Policy Enforcement Automated retention and purging of documents to maintain compliance. |
Retention policy enforcement is available through document management settings. | |
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Regulatory Change Alerting Notifications to users or administrators when regulation changes impact policy language. |
Regulatory change alerting is offered via notifications and compliance management. |
Integration & Connectivity
(10 Yes /10 Known /10 Possible features)
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API Availability System offers REST/SOAP APIs for data and trigger integration. |
OnBase provides REST and SOAP API integration for workflow and data connectivity. | |
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Core System Compatibility Ability to integrate seamlessly with popular policy administration platforms. |
Solution briefs state compatibility with leading insurance core systems. | |
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Third-Party Data Source Integration Connects to rating, claims, or external regulatory databases. |
Supports integration with third party and regulatory data sources. | |
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Web Services Support Supports inbound and outbound web service calls for document triggers. |
Web services for inbound and outbound document triggers are available. | |
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Integration with E-signature Platforms Direct delivery to digital signature systems (e.g., DocuSign, Adobe Sign). |
Integration with major e-signature providers (e.g., DocuSign, Adobe Sign) is documented. | |
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Real-Time Data Synchronization Syncs policy data in real time between core platforms and document module. |
Real-time data sync with policy administration systems is described under insurance integrations. | |
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Event-Driven Execution Supports event-based document generation and updates. |
Event-driven execution of document generation supported by workflow and business process tools. | |
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Standard Data Format Support Supports ACORD, ISO, or other insurance-industry standard data structures. |
Support for standard insurance data formats (ACORD, ISO, XML) is referenced. | |
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Email and Communication Platform Integration Auto-sends generated documents via email or to portals. |
Email, print, and portal integrations for auto-sending generated documents available. | |
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Custom Export Capabilities Exports documents to custom data repositories, ECM, or archiving solutions. |
Custom export to ECM, repositories, and custom storage supported by OnBase. |
User Experience and Usability
(7 Yes /7 Known /10 Possible features)
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Intuitive User Interface A clean and logical UI designed for business process support. |
High usability and intuitive interface are consistently mentioned in customer stories and product overviews. | |
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Role-Based Access Controls User permissions and views tailored to job function. |
OnBase features role-based access control for documents and features. | |
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Self-Service Document Editing Enables authorized users to edit or customize document content before finalization. |
Self-service, in-context document editing by authorized users is available. | |
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Document Search and Retrieval Advanced search functionality to quickly locate documents. |
Advanced search and retrieval is a cornerstone of OnBase document management. | |
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Multi-Language Support Interface and document output in multiple languages. |
Supports multi-language user interfaces and document output for global insurance clients. | |
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Accessibility Compliance UI meets accessibility standards (ADA, WCAG). |
No information available | |
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Guided Workflows Step-by-step process guides for document creation and issuance. |
Guided workflows for insurance processes are described among solution benefits. | |
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Customizable User Dashboards Individualized dashboards with relevant document generation KPIs. |
No information available | |
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Notification and Messaging Alerts users of required actions, document readiness, or process bottlenecks. |
Notifications and workflow messaging is part of OnBase process automation. | |
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Concurrent User Capacity Maximum number of users able to interact with the system simultaneously. |
No information available |
Document Output, Formatting, and Storage
(9 Yes /9 Known /10 Possible features)
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Custom Branding Support Policy documents can be branded per carrier or product line. |
Supports custom branding for policy documents per carrier/product line. | |
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Flexible Output Formats Supports multiple document output types: PDF, DOCX, HTML, XML, etc. |
Multiple document formats supported including PDF, DOCX, XML and more. | |
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Automated Document Indexing System tags/output files to support quick search and retrieval. |
Automated tagging/indexing for search and retrieval is available. | |
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Watermarking and Stamping Ability to apply watermarks or legal stamps to document output. |
Watermarking/stamping features are supported for compliant insurance output. | |
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Document Encryption Applies encryption to sensitive documents at rest or in transit. |
Document encryption at rest or in transit is part of OnBase's security features. | |
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Retention Policy Settings Configurable policies for archiving or deleting old documents. |
Document retention policies configurable to meet compliance requirements. | |
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Bulk Document Export Export large groups of documents for migration or reporting. |
Bulk document export supported for reporting, audit, or migration. | |
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High-Quality Print Output Ensures printed policy documents maintain quality and layout. |
High-resolution print output is a standard function (referenced in insurance case studies). | |
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Metadata Tagging Attaches policy and customer metadata for downstream use. |
Metadata tagging of documents is built into the platform. | |
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Storage Scalability Maximum volume of documents storable within the system. |
No information available |
Security and Privacy
(8 Yes /8 Known /10 Possible features)
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User Authentication Robust login and verification for system access. |
Robust authentication procedures are advertised as part of secure access for all users. | |
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Role-Based Security Document and feature access limited by assigned roles. |
Role-based security is implemented for document and process access. | |
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Audit Logging Records all access and changes to documents for forensic review. |
Audit logs are maintained for access and changes to all documents. | |
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Data Encryption Encrypts data at rest and in transit. |
Data encryption in transit and at rest is a certified security control. | |
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Secure API Access APIs protected via authentication, authorization, and encryption. |
Secure API access is part of OnBase's integrations and security standards. | |
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Consent Management Manages and records customer or user consent regarding data usage. |
Consent management options are supported for GDPR and insurance privacy compliance. | |
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Data Masking Sensitive data is masked in non-production environments. |
Data masking for non-production environments available for sensitive insurance data. | |
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Document Integrity Checking Verifies that documents have not been altered after creation. |
Document integrity (tamper-detection) tools described in security features. | |
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Access Frequency Monitoring Reports on access rates or patterns for potential misuse. |
No information available | |
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Incident Response Integration System can integrate with corporate security incident response tools. |
No information available |
Business Rules & Logic
(7 Yes /7 Known /10 Possible features)
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Rule-Based Content Assembly Document sections and wording included based on business logic or policy data. |
Rule-based document assembly (inclusion/exclusion based on policy data) supported. | |
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Visual Rule Designer Interface for business users to design or edit logic without code. |
OnBase includes a no-code/low-code visual business rule designer. | |
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Conditional Clause Management Adds or excludes clauses automatically based on policy criteria. |
Conditional clauses managed by business rules based on policy criteria. | |
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Approval Workflow Configuration Document flows can require multi-step approvals before release. |
Approval workflows can be configured for document release (multi-step approvers). | |
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Rule Library Repository of re-usable rules for document automation. |
Rule library for reusable business rule objects is available. | |
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Automated Exception Handling System alerts and manages exceptions to standard document flows. |
No information available | |
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Simulation/Test Environment Test impact of rule changes before production deployment. |
Staging/test environments for simulating rule changes prior to production are available. | |
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Rule Versioning Tracks and manages historical versions of business logic and rules. |
Complete rule versioning and audit is supported within OnBase business logic modules. | |
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Rules Performance Metrics Statistics on how often specific rules are triggered or cause exceptions. |
No information available | |
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Rule Processing Speed How quickly business rules are evaluated during document generation. |
No information available |
Reporting & Analytics
(6 Yes /6 Known /10 Possible features)
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Document Creation Reporting Dashboards and reports on quantity and type of documents generated. |
Dashboards and reporting for document generation volume/type are standard in OnBase. | |
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Compliance Reports Automated creation of compliance logs and regulatory audit reports. |
Compliance report generation and export is called out in regulatory support. | |
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Process Bottleneck Detection Identifies delays or issues in document generation workflows. |
No information available | |
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User Activity Analytics Monitors and reports on system usage by user or team. |
User activity dashboards and analytics are available to administrators. | |
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Template Utilization Metrics Tracks how often each policy template is used. |
Tracks template usage metrics and utilization (see admin/analytics features). | |
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Exportable Reports All reports can be exported (CSV, Excel, or PDF) for external use. |
Exportable reports in Excel, CSV, PDF formats are available. | |
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Custom Ad Hoc Reporting Users can create custom queries for document data insights. |
Custom ad hoc reporting via configurable report and query engine. | |
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Scheduled Report Delivery Sends periodic reports by email or portal. |
No information available | |
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Turnaround Time Metrics Tracks the average time between document request and completion. |
No information available | |
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Error/Exception Analytics Analysis of error rates and categories in document processing. |
No information available |
Maintenance and Support
(7 Yes /7 Known /10 Possible features)
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Automated Template Updates System can push out template edits without downtime. |
Template and clause updates can be rolled out live without downtime. | |
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Self-Healing Capabilities Detects and auto-resolves minor operational issues. |
No information available | |
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System Health Dashboards Visual, real-time monitoring of key operational metrics. |
System health dashboards are available for real-time monitoring. | |
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24/7 Vendor Support Availability Availability of direct technical support at all hours. |
24/7 support is available via Hyland for OnBase customers. | |
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Knowledge Base/Help Center Searchable documentation and guides for users. |
Searchable online documentation and help center available for OnBase. | |
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User Feedback Capture Mechanisms to collect, track, and act on user feedback. |
Customer/user feedback capture supported via built-in mechanisms. | |
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Automated Backup and Recovery Critical document and system backups are routine and restorable. |
Automated backup and recovery features are part of OnBase's business continuity offering. | |
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Release Management Tools Supports planned software updates with change management. |
No information available | |
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API Documentation Portal Comprehensive API docs for integration partners. |
Comprehensive API docs and developer portal for integrations are available. | |
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Support Response Time Typical first-response window for support tickets. |
No information available |
Scalability and Performance
(7 Yes /7 Known /10 Possible features)
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Horizontal Scalability Able to increase capacity by adding more servers/instances. |
OnBase is horizontally scalable across server instances and in the cloud. | |
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Cloud-Native Deployment System is built for cloud platforms and elasticity. |
Cloud-native deployment options are available for OnBase. | |
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Load Balancing Distributes workload across multiple resources. |
Load balancing supported in cloud and on-prem deployments. | |
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Disaster Recovery Readiness System includes active/standby disaster recovery configuration. |
Disaster recovery configuration (standby and failover) documented in security and compliance documentation. | |
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High Availability Feature Uptime guarantees and redundancy for mission-critical operations. |
High-availability (HA) features available; 99.9% uptime referenced. | |
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Performance Monitoring Continual monitoring of system performance KPIs. |
Performance monitoring with dashboards and alerts available. | |
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Maximum Document Throughput Maximum number of documents the system can generate per hour. |
No information available | |
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Concurrent Process Capacity Number of simultaneous document generation processes supported. |
No information available | |
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System Uptime Percent of time the system is available without interruption. |
undefined SLA/uptime guarantees documented in Hyland's service documentation. |
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Average Response Time Under Peak Load Typical policy document generation time at peak volume. |
No information available |
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