Otera + Hyland OnBase

Overview

Hyland OnBase provides enterprise content management, document capture, and workflow automation for organizations across industries. The platform stores, organizes, and routes content, but teams still review documents and decide on actions. When Otera connects to OnBase, autonomous AI agents handle that decision layer and execute outcomes, enabling end-to-end content processing from capture through completed action.

How It Works

Otera works alongside Hyland OnBase, extending content management into autonomous, end-to-end processing.

• Access content and metadata: Agents retrieve documents, extracted data, and workflow context from OnBase, gathering the information needed to evaluate each item and determine appropriate actions.
• Apply business logic: Otera evaluates content against SOPs, business rules, regulations and process requirements to determine what should happen next, whether that's approval, routing, data entry, or escalation.
• Execute actions: Agents make decisions, resolve edge cases, update records, trigger downstream processes, and complete tasks based on their evaluations, eliminating the manual steps between content arrival and action.
• Route for review: When content requires human judgment due to complexity or policy considerations, Otera directs it to appropriate reviewers with context about what needs attention for high velocity validation.