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OnBase Assistant v3
⚠ Some AI features may be experiencing issues. Results may be incomplete.
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General
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What are you investigating?

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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 or VB.NET → compliant C#
Migrate C# from one OnBase version to another
Check C# against DBIMX standards and SDK best practices
Break down what this code does, section by section
Describe what you need — get a complete, ready-to-use script
VBScript → C# Unity API — complete, compilable output
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SA Survey Generation

Upload discovery notes, meeting transcripts, or any source material. Box AI fills the SA survey template from it.
Accepted: .doc, .docx, .txt, .md, .png, .jpg, .jpeg  ·  Max 20 MB per file, 10 files per run
Uploaded Files:
     

    Your SA Survey

    BETA — AI-generated responses may be inaccurate. Always verify results before acting on them.

    Ask me anything about OnBase

    Tone:
    Drop, paste, or click to attach a screenshot
    screenshot

    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

    1
    Intent Classification - AI reads your question and determines what you need: new question, case investigation, follow-up, or documentation lookup.
    2
    Parallel Search - Your question fans out simultaneously to documentation hubs AND case intelligence search. No waiting in sequence.
    3
    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

    G
    General - Release Notes + MRG (latest version). Standard, Customer-facing, or RFP tone. Great for feature questions, what's-new summaries, and proposals.
    S
    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.
    T
    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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