OnBase Assistant v2

Code Workbench

Convert, upgrade, and validate code for OnBase Unity API — grounded in SDK reference and DataBank standards

VBScript / Legacy C#

Compliant C#

' VBScript — Common workflow patterns
Dim doc = app.Core.GetDocumentByID(docID)
doc.AddToHistory("Processed by import")

Dim remaining = objApplication.BatchDocumentsRemaining

objApplication.PropertyBag.SetProperty("Status", "Complete")
objApplication.PropertyBag.Clear

// C# Unity API — OnBase 25.1 compliant
Document doc = app.Core.GetDocumentByID(docID);
app.Core.LogManagement.CreateDocumentHistoryItem(doc, "Processed by import");

int remaining = wfArgs.BatchDocumentsRemaining;

wfArgs.SessionPropertyBag.Set("Status", "Complete");
// SessionPropertyBag persists across batch — no .Clear needed

' VBScript — Keyword creation & error handling
Set RegString = New regexp
If RegString.Test(emailValue) Then IsValid = "Y"

keyType.CreateKeyword(keywordValue)

If err.Number <> 0 Then
  Err.Raise vbObjectError, , "Keyword failed"
End If

// C# Unity API — Safe patterns
bool isValid = Regex.IsMatch(emailValue, pattern,
    RegexOptions.Compiled, TimeSpan.FromSeconds(1));

if (!keyType.TryCreateKeyword(keywordValue, out var keyword))
    throw new DatabankException(
        $"Unable to create keyword [{keywordName}]");

' VBScript — Document locking & autofill
Dim docLock = doc.LockDocument()
mod.ApplyChanges()
docLock.Release()

Call results.BeginRow()
Call results.AddData("Email", primaryValue)
Call results.EndRow()

pdfType = app.Core.FileTypes.Find(16)

// C# Unity API — Resource discipline
using (DocumentLock docLock = doc.LockDocument())
{   mod.ApplyChanges();
}   // lock auto-released

var row = afArgs.Results.CreateExternalAutofillKeysetData();
row.SetKeyword(CreateKeyword("Email", primaryValue));
afArgs.Results.AddExternalKeywordAutofillKeysetData(row);

const int PDF_FILE_TYPE_ID = 16;
pdfType = app.Core.FileTypes.Find(PDF_FILE_TYPE_ID);

AddToHistory() → LogManagement API

PropertyBag → SessionPropertyBag

objApplication.Batch* → wfArgs.*

CreateKeyword() → TryCreateKeyword()

Regex → ReDoS-safe with timeout

ApplicationException → DatabankException

Lock/Release → using{} auto-dispose

BeginRow/AddData → Autofill API

Find(16) → named constant

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✓ Validated against OnBase SDK and DataBank standards ↑ see examples

Action

VBScript → C# Unity API — complete, compilable output

Analysis Mode

Standard / Deep Analysis

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Target

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Under the Hood

Five AI systems running in parallel so you can just ask a question.

You

Box AI

OpenAI

Claude

Supabase

n8n

What happens when you ask a question

Intent Classification - AI reads your question and determines what you need: new question, case investigation, follow-up, or documentation lookup.

Parallel Search - Your question fans out simultaneously to documentation hubs AND case intelligence search. No waiting in sequence.

Synthesis - AI merges all sources into one cohesive answer with strict anti-hallucination rules. Every fact must trace to a source.

Box AI - Documentation

RAG-grounded search across 8 curated hubs: version-specific Module Reference Guides (22.1 through 25.1 + legacy), Release Notes, Development SDK, and DataBank Standards. Auto-selects the right hub based on your role and version.

Supabase - Case Intelligence

AI-powered semantic search across multiple data sources: cases, emails, comments, SCRs (known defects), KB articles, and case notes. Data synced regularly from Salesforce.

Claude (Anthropic) - Brain

Multiple AI models working together. Fast models handle intent classification, search term extraction, and draft customer responses. Advanced models handle synthesis: merging documentation + case data + live Salesforce into a single grounded answer.

Salesforce - Live Data

Paste a case number or Salesforce URL and the pipeline pulls live case details, related SCRs, KB articles, case notes, and account history directly from Salesforce. Version is auto-detected from the case record.

OpenAI - Embeddings

Every case, email, SCR, and KB article is converted to a high-dimensional vector for semantic search. Hybrid search combines semantic similarity with keyword matching for fast, relevant results.

n8n - Data Pipeline

Automated workflows keep data current by syncing case data, SCRs, KB articles, and notes from Salesforce, then generating search vectors. Runs on a regular schedule.

Three modes, one interface

General - Release Notes + MRG (latest version). Standard, Sales, or RFP tone. Great for feature questions, what's-new summaries, and proposals.

Support - Full case research. Paste a case number or SF URL and get documentation + similar cases + SCRs + KB articles + live Salesforce data in one answer. Draft customer response with one click.

Technical - Dev SDK + MRG + DataBank Standards + SCRs + KB articles. Built for admins, developers, and solution architects.

All queries processed under enterprise data agreements (Box, Anthropic, OpenAI). No data is used for model training. MFA-secured with row-level database security.

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What are you investigating?

Code Workbench

SA Survey Generation

Your SA Survey

Ask me anything about OnBase

Under the Hood

What happens when you ask a question

Three modes, one interface

What's New in v2

New: Support Research Mode

New: Self-Contained Pipeline

New: Semantic Search

Improved: Roles & Interface

Improved: Answer Quality