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.
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Solutions for capturing, storing, managing, and retrieving banking documents and records.

Platforms that automate manual back-office processes to improve efficiency and reduce operational risk.

Document Management analysis
E-Signature & Authorization
(8 Yes /8 Known /9 Possible features)

1. 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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2. Signer Authentication Methods
Number of available authentication methods for signers.
No information available
3. Biometric Signature Support
Includes biometric (handwriting, fingerprint) signature capture.
OnBase supports biometric and digital signature capture (handwriting and fingerprint integration modules).
4. Audit Trail for Signing
Chronological record of signing actions.
Audit trail for signing is retained with timestamped logs for compliance.
5. Template Library
Pre-built templates for frequently signed document types.
Pre-built template libraries for common banking documents are featured.
6. Signature Expiry & Reminders
Expiration dates and reminders for pending signatures.
Signature expiry and reminders automation available in signature workflows.
7. Multi-Signatory Workflows
Supports multi-party approvals with signatory sequencing.
Multi-signatory workflows (with order/sequence) are implemented in OnBase approval processes.
8. Signature Compliance
Complies with legal e-signature standards (eIDAS, ESIGN, UETA).
Complies with e-signature standards such as ESIGN, UETA, and eIDAS where required.
9. Integrated E-Signature
Natively supports digital signatures within document workflows.
Integrated e-signature is supported natively and via integrations (e.g., DocuSign).
Reporting & Analytics
(9 Yes /9 Known /9 Possible features)

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Usability & User Experience
(8 Yes /8 Known /9 Possible features)

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Integration & Interoperability
(7 Yes /7 Known /8 Possible features)

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Security & Compliance
(9 Yes /9 Known /9 Possible features)

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Collaboration & Sharing
(6 Yes /6 Known /8 Possible features)

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Workflow & Automation
(8 Yes /8 Known /9 Possible features)

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Search & Retrieval
(5 Yes /5 Known /9 Possible features)

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Document Storage & Archiving
(8 Yes /8 Known /10 Possible features)

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Document Capture
(9 Yes /9 Known /11 Possible features)

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