Automate document processing into Hyland
Automate exporting data from your documents into Hyland by integrating the Affinda Platform with your Hyland account. Achieve straight-through processing by eliminating manual data entry for good.
Get data from your documents into Hyland
Contracts
Extract key contract data - parties, dates, values, renewal terms - directly into Hyland OnBase to create indexed records, trigger workflows and speed up compliance.
Invoices and receipts
Pull vendor details, invoice numbers, line items and totals from invoices and receipts to create AP records in Hyland automatically - speeding up approvals and reducing manual data entry.
HR documents
Capture employee names, positions, dates and credentials from onboarding forms and resumes to build complete employee files in Hyland - streamlining HR workflows and ensuring audit readiness.
Compliance documents
Extract form types, entity details, compliance dates and signatures from regulatory documents to store in Hyland with compliance tags - ensuring regulatory readiness and improving document traceability.
How to automate document processing into Hyland
Affinda processes your documents in the background and sends data straight into Hyland.Automatically send your documents to Affinda
Upload, email or integrate your documents as soon as you receive themAI agents extract and validate key data fields
Affinda's AI agents extract and transform your data with superior accuracy, thanks to advanced contextual understanding and machine validation.See your data appear in Hyland
Affinda sends your data straight into Hyland, automatically populating all the extracted data fields.Extract any information from any document, fast
Create models in seconds
Upload a claims document and the Affinda Platform will predict the fields you need – like claimant details, policy number, incident date, totals and line items – so you can automate claims document processing in just a few clicks.
Validate and transform data
The platform checks extracted claims data against your business rules and transforms it into a format your claims management system expects. That way, it’s ready for workflows like coverage checks, reserving, routing and settlement.
Apply your business logic
Use natural language to write validation rules that match your claims workflows, for example: flag missing fields; check policy numbers match correct formats; validate that document dates are within ranges; check financial consistency, such as line items summing correctly to totals.Pathway 1: Use the Agent
Create integrations fast, even if you’re not a developer. Choose from 2800+ business systems and describe how you want your claims document processing workflow to connect, using natural language. The Agent will generate the code to make it happen.Pathway 2: Write your own code
Easily connect Affinda Platform to your claims stack using our client libraries and APIs. Automatically generate type-safe Pydantic models or TypeScript interfaces tailored to your claims documents, so extracted fields map cleanly into your workflows.
No need to talk to sales. Get started now
Sign up for free
Sign up and configure your custom extraction model.Set up your integration
The Agent works like your own developer - describe how you want data exported, and it builds the integration for you.Start processing
Send your files to Affinda and watch as the data automatically populates into your downstream system.Automating their document processes with AI
Combine the best of artificial and human intelligence
Frequently asked questions
Does Affinda integrate with Hyland?
Yes. Affinda's integration with Hyland connects your document processing directly to your content management workflows. It automatically extracts, validates and syncs data from contracts, invoices, HR documents and compliance forms straight into Hyland OnBase.With Affinda, you can index and route documents faster, reduce manual data entry and maintain complete control over your records by connecting intelligent document processing to your Hyland environment.
How does the Affinda-Hyland integration work?
Affinda receives documents from any source - email, direct upload or API - and uses AI agents to extract structured data like contract terms, vendor details, employee information and compliance metadata.
Once extracted and validated, this data automatically syncs to Hyland OnBase as indexed records. Contracts are filed with searchable metadata, invoices become AP records ready for approval and resumes populate employee files - all without manual data entry.
You can configure custom workflows, like auto-indexing documents by type, routing exceptions for review or triggering compliance workflows based on extracted dates and signatures.
What types of documents can Affinda process and send to Hyland?
Affinda can extract data from any document type and send it directly to Hyland, including:
- Contracts and agreements
- Invoices, receipts and purchase orders
- HR documents like resumes, onboarding forms and certifications
- Compliance forms, audit reports and regulatory documents
It handles both digital and scanned documents with advanced OCR and AI-powered extraction, achieving over 99% accuracy across any format, layout or language.
Do I need to manually upload files to Hyland?
No. Affinda fully automates document ingestion through our APIs. You have three ways to get documents to Affinda:
- Upload files directly to your Affinda workspace
- Email documents manually or configure automatic forwarding
- Integrate via API or connect to cloud storage systems
Once received, Affinda extracts and validates the data automatically, then sends it straight to Hyland OnBase - indexed, structured and ready for your workflows.
Can I define my own validation and business rules?
Yes. Affinda lets you define custom validation rules using natural language before any data reaches Hyland OnBase.
For example, you can configure rules to:
- Verify contract renewal dates fall within acceptable ranges
- Ensure compliance documents include required signatures and dates
- Check that invoice totals match line item calculations
- Confirm employee credentials are complete before filing
These checks ensure your Hyland data is accurate, compliant and ready for workflows and audits.
Can Affinda handle bulk contract uploads for Hyland?
Yes. Affinda is built to handle bulk document processing at any scale. Whether you're uploading 50 contracts for a compliance audit or processing thousands of agreements during a merger, Affinda's platform supports bulk uploads and automated extraction straight into Hyland OnBase.
This makes it ideal for legal teams, compliance departments and enterprise organizations managing large contract repositories - helping you index faster, meet regulatory deadlines and maintain complete visibility across all agreements.
How fast can I get started with the Hyland integration?
You can be up and running in under an hour. Affinda's Hyland integration connects directly to OnBase, allowing you to:
- Authenticate securely and connect to your Hyland OnBase environment
- Map extracted document fields to OnBase document types and keywords
- Configure indexing rules and workflow triggers
- Start processing and routing documents immediately
For enterprise teams, Affinda also provides API access and custom workflow configuration to support complex compliance requirements and multi-system integrations.
Is my financial data secure when using Affinda with Hyland?
Absolutely. Affinda follows security standards including ISO 27001:2022, SOC 2 and GDPR for security and compliance. Data is encrypted in transit and at rest, with strict role-based access controls and full audit logging. You can also select region-specific data storage to meet your organization's compliance and data residency requirements.
What are the main benefits of integrating Affinda with Hyland?
By integrating Affinda with Hyland, you can:
- Automate document indexing and eliminate manual data entry
- Speed up contract search, approvals and month-end workflows
- Improve accuracy with built-in validation and compliance checks
- Create automated workflows from document capture to storage
- Maintain complete audit trails and regulatory readiness