OnBase Solutions for Financial Institutions
The most capable and responsive technical support of any other OnBase support company, by far.
OnBase Optimization & Support
PROFORMANCE provides ongoing support and optimization to ensure your OnBase environment runs efficiently and securely.
Assistance with OnBase Upgrades
Modules Support
(COLD, Document Retention, Encryption, etc.)
Workflow Design & Optimization
CORE INTEGRATIONS
Supported Cores for OnBase Integration
We provide OnBase Integration and Support for every major banking core
FIS
IBS
AffinityEdge / Miser
Systematics
Horizon
Jack Henry
Silverlake
Symitar
CIF 20/20
Fiserv
Premier
Signature
Precision
DNA
FIS
IBS
AffinityEdge / Miser
Systematics
Horizon
Jack Henry
Silverlake
Symitar
CIF 20/20
CSI
NuPoint
Fiserv
Premier
Signature
Precision
DNA
Cora Group
Phoenix
Cora Group
Phoenix
CSI
NuPoint
OUR SOLUTIONS
PROFORMANCE Integration Solutions
We built bank-specific solutions to improve Our Customers' OnBase Experience
FOR ALL ONBASE USERS
Host Sync
Host Sync ensures consistent customer information and other relevant data (i.e. index values, keywords) are maintained between OnBase and your host system.
Downloads keyword index data from the host on a nightly basis.
Synchronizes keywords with the OnBase system.
Eliminates the need to re-key index information.
Enhances the standard auto-fill process provided natively by OnBase.
Facilitates automated indexing of documents.
FOR JACK HENRY USERS
PowerOn Integrations
PowerOn Solutions by PROFORMANCE streamline document management efforts directly in Xperience.
Connect your core and OnBase with a seamless, automated integration built for your institution.
OnBase Interfaces for Financial Institutions
We provide OnBase interfaces to key banking applications such as:
LaserPro (Barcodes)
MortgageBot
DepositPro
Streamline
nCino
and more.
Featured Interface
PF LaserPro Barcode Interface
Automated Indexing
Our interface enables documents to be scanned and automatically read via barcode recognition, capturing key data such as loan number and document name. This information is used to accurately index and store the document in OnBase with the correct customer, document type, and date.
Extended Functionality & Data Solutions
Enhance and extend your OnBase environment with PROFORMANCE-built solutions and data tools.
Integrated PROFORMANCE Modules:
Barcode Creation
Automated Indexing
Loan Exception Tracking
Automated Loan Tracking
INFO-ACCESS allows users to monitor and resolve loan exceptions by centralizing exception tracking and linking it directly to document imaging. Improve accuracy, reduce risk, and ensure audit readiness.
Deposit Exception Tracking
Automated Deposit Tracking
INFO-ACCESS provides real-time visibility into outstanding requirements, helping teams resolve missing documentation, maintain compliance, and reduce manual tracking across multiple systems.
Barcode Creation
Automated Indexing
INFO-INDEX enables users to create barcode-index cover sheets to ensure accurate archiving. The program dynamically pulls index and keyword data from the OnBase system to eliminate the re-keying of data.
Loan Exception Tracking
Automated Loan Tracking
INFO-ACCESS allows users to monitor and resolve loan exceptions by centralizing exception tracking and linking it directly to document imaging. Improve accuracy, reduce risk, and ensure audit readiness.
Deposit Exception Tracking
Automated Deposit Tracking
INFO-ACCESS provides real-time visibility into outstanding requirements, helping teams resolve missing documentation, maintain compliance, and reduce manual tracking across multiple systems.
Data & Migration Tools:
OnBase Deconversion Service
Conversion Support
PROFORMANCE provides tools and expertise to support OnBase deconversion and data migration efforts. Our solutions help institutions extract and organize documents and metadata, ensuring a smooth transition to new systems while maintaining data integrity and accessibility.
Custom Query Extraction
Batch Export Utility
DocExport for OnBase uses document froup(s), tyoes and keywords, and saved export settings to:
- Prepare paper files for examiners.
- Prepare paper files for branch purchase evaluations.
- Conversion of files into a new imaging system.
OnBase Deconversion Service
Conversion Support
PROFORMANCE provides tools and expertise to support OnBase deconversion and data migration efforts. Our solutions help institutions extract and organize documents and metadata, ensuring a smooth transition to new systems while maintaining data integrity and accessibility.
Custom Query Extraction
Batch Export Utility
DocExport for OnBase uses document group(s), types and keywords, and saved export settings to:
- Prepare paper files for examiners.
- Prepare paper files for branch purchase evaluations.
- Conversion of files into a new imaging system.
Connect with our team
Learn how PROFORMANCE helps financial institutions implement, integrate, and optimize OnBase for smarter document management.