FunMaster

• Post By FunMaster
• 1 month ago

41. How does OnBase store keyword values internally?

Answer:
Keyword values are stored in KEYITEM / KEYTABLE tables linked to document IDs.

Flow:

1. Document stored → ITEMDATA table
2. Keywords stored separately → KEYITEM tables
3. Relationship via Document ID

This separation improves:

• Performance
• Flexibility (multiple keywords per doc)

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42. What is the difference between Single Instance Keyword and Multi-Instance Keyword?

Answer:

• Single Instance Keyword → one value per document
• Multi-Instance Keyword → multiple values per document

Example:

• Invoice Number → single
• Line Items → multi-instance

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43. How do you design a high-performance keyword structure?

Answer:

Best practices:

• Avoid too many keywords
• Use indexed fields in DB
• Use appropriate data types
• Avoid large text fields for search

Design should balance:

• Search performance
• Storage

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44. What happens when a document is uploaded in OnBase?

Answer:

Process:

1. Document received (scan/import/API)
2. Stored in Disk Group
3. Metadata stored in DB
4. Keywords assigned
5. Workflow triggered (if configured)

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45. How do you troubleshoot “document not found” issues?

Answer:

Check:

• Disk Group path
• File existence
• Database record (ITEMDATA)
• Security access
• Keyword mismatch

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46. What is OnBase Unity Form vs E-Form?

Answer:

Unity Form:

• Desktop-based
• Used in Unity Client

E-Form:

• Web-based
• Used in browser

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47. How do you implement dynamic routing in Workflow?

Answer:

Use:

• Rules + conditions
• Keyword values
• Unity scripts

Example:

• If Amount > 10,000 → Manager queue
• Else → Auto approve

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48. What is Workflow Auto-Feed?

Answer:
Auto-feed automatically sends documents into workflow queues.

Used for:

• Immediate processing
• Reducing manual steps

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49. What is Workflow System Work?

Answer:
System Work is automated processing without user interaction.

Example:

• Keyword updates
• Routing
• Notifications

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50. What is OnBase Data Capture?

Answer:
Data Capture extracts data from documents using OCR/ICR.

Used for:

• Invoice processing
• Forms

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51. What is the role of OCR vs ICR?

Answer:

• OCR → printed text
• ICR → handwritten text

Used in:

• Auto indexing
• Data extraction

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52. How do you handle duplicate documents in OnBase?

Answer:

Approaches:

• Use unique keywords
• Validation rules
• Unity scripts

Example:

• Check Invoice Number before storing

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53. What is OnBase Full-Text Search?

Answer:
Allows searching document content, not just keywords.

Uses:

• Indexed text
• OCR output

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54. How do you optimize Workflow performance?

Answer:

• Reduce complex rules
• Avoid heavy scripting
• Optimize queues
• Use timers efficiently
• Monitor queue backlog

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55. What is OnBase Transaction Log?

Answer:
Tracks all system activities.

Used for:

• Audit
• Debugging
• Compliance

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56. What is a WorkView Filter Query?

Answer:
Used to filter objects in WorkView.

Example:

• Show only active cases
• Filter based on status

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57. How do you integrate OnBase with external REST services?

Answer:

Use:

• Unity scripts
• .NET HttpClient
• REST API calls

Example:

• Send data to external system
• Retrieve data for AutoFill

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58. What is OnBase Service Mode vs Interactive Mode?

Answer:

• Service Mode → background processing
• Interactive Mode → user-driven

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59. How do you secure sensitive documents in OnBase?

Answer:

• User group security
• Keyword restrictions
• Document type security
• Encryption

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60. Explain real-time issue: Workflow stuck in queue.

Answer:

Causes:

• Rule misconfiguration
• Missing keywords
• Script failure
• Security restriction

Fix:

1. Check logs
2. Validate rules
3. Test manually
4. Check queue config