> ## Documentation Index
> Fetch the complete documentation index at: https://help.alk.work/llms.txt
> Use this file to discover all available pages before exploring further.

# AVC Application

> Review Additional Voluntary Contribution (AVC) withdrawal requests, extracting member identity, request details, and payout information.

### Overview

AVC Application is a workflow for reviewing **Additional Voluntary Contribution (AVC)** withdrawal requests so pension teams can screen applications quickly and consistently.

It extracts member identity, AVC request details, payout information, and key checks (eligibility/compliance) into a structured table you can validate, edit, and export.

**What you get:** a structured table of extracted fields you can review, edit, and export.

<Tip>
  To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see [Setting Up a Workflow](/workflows/setting-up-a-workflow) for a comprehensive guide.

  This page focuses on what's specific to **AVC Application**.
</Tip>

### When to use AVC Application

Use AVC Application when you need a consistent first-pass review of AVC withdrawal requests, including:

* Member identity verification (name, date of birth, RSA)
* Requested AVC amount and application details
* Tax implications and net payout considerations
* Bank account details for disbursement
* Eligibility and compliance checks (where applicable)

### Step-by-step usage

<Steps>
  <Step title="Select the template">
    Navigate to **Workflows** > **Template gallery** and select **AVC Application**.
  </Step>

  <Step title="Upload client documents">
    Upload the client documents (PDF only).
  </Step>

  <Step title="Run the workflow">
    Click **Run** to begin extraction.
  </Step>

  <Step title="Review extracted fields">
    Review the extracted fields and edit anything that is incorrect.
  </Step>

  <Step title="Export results">
    Export results (CSV or Excel) for reporting or downstream processing.
  </Step>
</Steps>

### Inputs

* **Required:** access to [alk.wamiri.com](http://alk.wamiri.com)
* **Required:** stable internet connection
* **Required document type:** AVC withdrawal application documents (**PDF only**)

### What's specific to AVC Application

1. **Columns are your screening criteria.**
   AVC review works best when your columns mirror how your team screens applications. Feel free to add, remove, or rename columns where necessary.
2. **Tax and payout details matter.**
   Use clear column names to capture how tax implications are stated (or inferred) and what your team needs to decide or document.
3. **Verification is part of the workflow.**
   Treat outputs as draft. Validate key identifiers (e.g., RSA number, requested amount, bank account number) against the source documents before exporting.

### Standard fields (default columns)

| Field                    | Description                                                                                    | Field Type | Task Type  |
| ------------------------ | ---------------------------------------------------------------------------------------------- | ---------- | ---------- |
| **Applicant Name**       | Applicant/member name as stated on the application and/or supporting ID.                       | Text       | Extraction |
| **avc amount requested** | AVC withdrawal amount requested by the member.                                                 | Number     | Extraction |
| **rsa number**           | RSA PIN/number exactly as shown on the RSA statement or official pension document.             | Text       | Extraction |
| **tax implication**      | Tax implication notes as stated in the documents (or required tax handling notes), if present. | Text       | Extraction |
| **bank account number**  | Beneficiary bank account number for disbursement (validate against provided bank details).     | Text       | Extraction |

### Other fields to add (recommended)

| Field                      | Description                                                                                              | Field Type | Task Type  |
| -------------------------- | -------------------------------------------------------------------------------------------------------- | ---------- | ---------- |
| **Application ID**         | Unique application reference/ID (from the form, portal, or internal tracking), if present.               | Text       | Extraction |
| **Member Name**            | Member name as captured in structured fields (useful when separate from "Applicant Name" in the source). | Text       | Extraction |
| **Date of Birth**          | Member's date of birth as shown on the application or valid ID.                                          | Date       | Extraction |
| **AVC Amount**             | AVC balance/amount relevant to the withdrawal (e.g., available AVC or approved AVC amount), if present.  | Number     | Extraction |
| **Application Date**       | Date the withdrawal request was submitted/signed.                                                        | Date       | Extraction |
| **Eligibility Check**      | Pass / Fail / Needs Review, with brief notes on what was checked.                                        | Text       | Reasoning  |
| **Compliance Check**       | Pass / Fail / Needs Review, with brief notes on compliance requirements checked.                         | Text       | Reasoning  |
| **Reason for Withdrawal**  | Reason stated by the member for the AVC withdrawal.                                                      | Text       | Extraction |
| **Summary of Application** | Short summary of the application and any issues requiring attention.                                     | Text       | Reasoning  |

### Customising AVC Application columns

You can tailor columns to match how your pension team reviews AVC withdrawal requests.

* Add columns for any additional data you need to extract (e.g., bank name, account holder name, tax rate, net payout).
* Rename columns to be explicit (for example, include the expected format).
* Keep column names clear and unambiguous to improve extraction quality.

### Important Notes

* Always validate critical identifiers (RSA number, requested amount, and bank account number) against the source document.
* If a field is consistently wrong, simplify the column name or add a short instruction to the column prompt.

## Related articles

* [Setting Up a Workflow](/workflows/setting-up-a-workflow)
* [How To Add Custom Columns](/workflows/setting-up-a-workflow#how-to-add-custom-columns)

## Need help?

If you run into issues, contact the Wamiri support team at [support@wamiri.com](mailto:support@wamiri.com). Include:

* What you were trying to do
* What happened instead
* Any error messages
* Steps to reproduce
* Screenshots or recordings (if available)