DataBank + Box: solutions, migrations and automation

Turn messy records and legacy systems into Box-powered automation that eliminates manual work.

Box gives organizations a secure, AI-powered foundation for managing unstructured content. DataBank ensures you get the very best from it. From digitizing decades of archives to migrating from legacy systems and modernizing workflows, we deliver Box-ready content that is accurate, structured, and compliant, so your teams, automation, and AI can move faster from day one.

Box New Partner of the Year 2025
2025 Box New Partner of the Year, in our first year as a Box partner
30+ Years getting complex content ready

Box services

Five ways DataBank amplifies Box.

Why Box? →
01 Digitize archives into searchable Box content Turn paper and PDFs into metadata-rich, searchable files in Box. 02 Automate inbound workflows Capture faxes, forms, and applications accurately to power Box automation. 03 Migrate legacy systems into Box Retire outdated platforms, including FileNet, Documentum, OnBase, and OpenText, and rebuild workflows directly in Box. 04 Structure and enrich content with PageIQ Apply AI-powered metadata and classification so every file lands in Box ready for search, automation, and governance. 05 Box implementations Get Box configured and live the right way from day one, with governance and workflows built around how your teams actually work.
DataBank and Box: documents flowing from intake through extraction, validation and routing into Box

Our partnership

Modernization powered by Box and perfected with DataBank.

Box delivers an intelligent content platform that combines secure file sharing, workflow automation, governance, and AI-powered insights — exactly what digital-first organizations need.

DataBank goes further. As Box’s go-to partner, we help enterprises conquer tough content challenges:

  • Digitizing and cleaning archives for searchable, Box-ready records.
  • Migrating from legacy document management systems, including FileNet, Documentum, OnBase, and OpenText.
  • Rebuilding complex workflows tailored to your business, built directly in Box.
  • Ensuring success in regulated industries with compliance-first processes.

Why DataBank

Elevating Box in the most demanding environments.

Accuracy first

AI-supported validation plus human QC ensures records in Box are trustworthy.

Legacy expertise

Deep experience modernizing FileNet, Documentum, OnBase, OpenText, and more.

Proven at scale

Millions of records processed for healthcare, government, finance, and education.

Box-ready day one

Content is optimized for Box workflows, AI, and governance—no cleanup required.

Box solutions by DataBank

Four joint solutions, built with Box for document-heavy operations.

Each solution pairs DataBank’s managed intake, extraction and validation with Box as the governed home for your content, so the work that starts in a mailroom, portal or file drop ends as structured, trusted data.

Mailroom · All industries

Intelligent Mailroom Operations

Cut mailroom labor, storage costs, and turnaround time by turning every piece of incoming mail into structured, auto-routed content in Box.

Centralize physical and digital mail intake in Box, using AI to structure documents into routable data that cuts mailroom labor, storage costs, and turnaround time.

01
Omnichannel intake at scale Centralize incoming mail from every channel into one managed process, cutting the labor, equipment, and storage costs of running an in-house mailroom.
02
AI extraction and validation (Box Extract) Box AI Extract Agents turn scanned mail into structured, confidence-scored metadata, cutting manual keying and re-entry.
03
Automated routing and delivery (Box Automate) Box Automate routes documents to the right team or system the moment metadata lands.
100% SLA adherence across 16 payer clients, with 176,550 letters a month of processing capacity.
Built on Box Extract Box Automate
Request a custom demo → Mailroom automation →
Government · Health and human services

Unified Eligibility Case Operations

Turn scattered eligibility documents into validated, case-ready data your caseworkers can act on, cutting backlog and paperwork time.

Capture complex state and county eligibility forms and automate the case workflow around them, delivering clean, decision-ready data into the systems caseworkers already use. Supports Medicaid, SNAP, TANF, WIC, LIHEAP, and Child Care documentation.

01
Omnichannel eligibility intake Centralize state and county eligibility forms, including complex, formula-driven smart PDF forms, alongside renewal and verification documents.
02
AI extraction and validation (Box Extract) Applications, renewals, and complex forms become structured, confidence-scored metadata. DataBank updates extraction models as forms change with legislation.
03
Automated case workflow and routing (Box Automate) Metadata-driven triggers and task assignment route cases automatically, integrated with your existing case management tool.
180,000 Report backlog cleared in 90 days with 90%+ automated indexing for a state services agency.
Built on Box Extract Box Automate
Request a custom demo → Case management →
Insurance

Intelligent Claims Operations

Fragmented claim documents in. Trusted claims data out.

Ingest claim documents from any source, classify and normalize claim files, extract and validate key data, route exceptions for human review, and deliver structured information into Box, core claims systems, and downstream workflows.

01
Omnichannel claims intake Capture claim documents from email, portals, eForms, fax, scans, and paper, then prepare them for processing.
02
Trusted claim data for faster decisions Extract, validate, and structure key claim information so teams can review and act with confidence.
03
Governed exception handling Confidence scoring, business rules, and human review route uncertain items to the right person.
250,000+ Pages and checks a month for a major insurer, 87% arriving as physical mail, delivered directly into core claims systems.
Request a custom demo → Claims and benefits processing →
Oil and gas

Land & Lease Intelligence

Fragmented lease, title, and ownership records in. Trusted land records out.

Normalize metadata, classify documents, eliminate duplicate or conflicting records, route only true exceptions for review, and deliver usable information into existing land systems and workflows.

01
Agnostic intake and delivery Capture records from email, scans, portals, and file drops, then deliver into existing systems.
02
Trusted land records for faster decisions Make lease, title, and ownership information easier to find, validate, and use.
03
Governed exception handling Route only uncertain items to the right reviewer using rules, thresholds, and exceptions.
$4.3B In energy assets supported for an operator that centralized records into one enterprise repository, with zero data loss during an office flood.
Request a custom demo → Oil and gas scanning →

How every solution works

01 Ingest Capture documents from email, portals, eForms, fax, scans, paper, and file drops.
02 Standardize Classify documents, split packets, and normalize metadata for consistent indexing.
03 Validate Extract data, apply rule checks and confidence scoring, and route exceptions for review.
04 Deliver Publish structured, trusted content into Box and the systems your teams already use.

Security and compliance

Built for regulated buyers.

Security controls adapt to your existing compliance framework, supporting regulated industries like healthcare, energy, and government.

  • ISO 27001 and ISO 27017 certified information security management
  • SOC 2 Type II audited facilities and processes
  • HIPAA-aligned handling for sensitive healthcare and PII-bearing content
  • 24/7/365 active threat monitoring with managed endpoint and network security

Regional processing facilities

Philadelphia metro HQ and mid-Atlantic facility View location → Chicago metro Midwest facility View location → Dallas/Ft. Worth metro Central facility View location → Boston metro Satellite facility View location →

FAQ

Box and DataBank questions.

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