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Overview

25% Lump Sum Withdrawal is a workflow for screening and extracting key information from 25% RSA balance withdrawal application documents (job loss) so pension teams can review requests quickly and consistently. What you get: a structured table of extracted fields you can review, edit, and export.
To set up the workflow (that is, creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide. This page focuses on what’s specific to 25% Lump Sum Withdrawal.

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When to use 25% Lump Sum Withdrawal

Use 25% Lump Sum Withdrawal when you need a consistent, compliant first-pass review of 25% RSA balance withdrawal requests due to job loss, including applicant details, employment status, key identifiers, and an approval recommendation.

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Step-by-step usage

1

Open the workflow

Navigate to Workflows section > Template gallery and select 25% Lump Sum Withdrawal.
2

Upload documents

Upload the client documents (PDF only).
3

Run extraction

Click Run to begin extraction.
4

Review extracted fields

Review the extracted fields and edit anything that is incorrect.
5

Validate outputs

Use Table view, Block view, and Wrap to validate outputs against the source.
6

Export

Export results (CSV or Excel) in PENCOM order for reporting or downstream processing.

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Inputs

  • Required: access to alk.wamiri.com
  • Required: stable internet connection
  • Required document type: client application documents (PDF only)

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What’s specific to 25% Lump Sum Withdrawal

  1. Columns are your screening criteria. 25% Lump Sum Application review works best when your columns mirror how your team actually screens applications, feel free to edit columns where necessary.
  2. Upload supports multiple files (and collections). Upload up to 10 documents at once and choose whether to create separate rows or group related files as a collection.
  3. Review is part of the workflow. Treat outputs as draft. Validate key identifiers and any fields that drive decisions before exporting.

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Standard fields (default columns)

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Customising 25% Lump Sum Withdrawal columns

You can tailor columns to match how your pension team reviews 25% withdrawal requests.
  • Add columns for any additional data you need to extract. See How To Add Custom Columns.
  • Rename columns to be explicit (for example, include the expected format).
  • Keep column names clear and unambiguous to improve extraction quality.

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Important notes

  • Always validate critical identifiers (for example, RSA PIN) against the source document.
  • If a field is consistently wrong, simplify the column name or add a short instruction to the column prompt.

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Need help?

If you run into issues, contact the Wamiri support team at support@wamiri.com. Include:
  • What you were trying to do
  • What happened instead
  • Any error messages
  • Steps to reproduce
  • Screenshots or recordings (if available)