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Overview

Enbloc Application is a workflow for processing full RSA balance withdrawals for low-balance accounts, helping pension operations teams review requests quickly and consistently. It supports end-to-end processing — applicant capture, balance validation, eligibility and compliance checks, approval routing, and final decisioning — in one streamlined workflow. What you get: a structured table of extracted fields you can review, edit, and export.
To set up the workflow (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 Enbloc Application.

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When to use Enbloc Application

Use this workflow when you need to process enbloc withdrawals, including:
  • Full RSA balance withdrawals for low-balance accounts
  • Verifying RSA identity and balance details
  • Capturing reasons for withdrawal and required evidence
  • Running eligibility and compliance checks before payout
  • Recording approval status and processing decision

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Step-by-step usage

1

Select the template

Navigate to Workflows > Template gallery and select Enbloc Application.
2

Upload applicant documents

Upload the applicant documents (PDF only).
3

Upload supporting documents (optional)

Upload supporting documents (e.g., ID, bank verification, employer confirmation, exit letter, approvals) if your process requires them.
4

Run the workflow

Click Run to begin extraction and checks.
5

Review extracted fields

Review extracted fields and edit anything that is incorrect.
6

Export results

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

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Inputs

  • Required: access to alk.wamiri.com
  • Required: stable internet connection
  • Required document type: enbloc application documents (PDF only)
  • Optional: supporting documents for eligibility/compliance validation

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What’s specific to Enbloc Application

  1. Low-balance qualification matters. Ensure the RSA balance meets your organisation’s enbloc threshold before proceeding.
  2. Eligibility and compliance checks are part of processing. Use the workflow to capture eligibility outcomes and compliance validation clearly for auditability.
  3. Decisioning should be explicit. Record the final processing decision (approve/decline/review) along with a concise summary that explains why.

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Standard fields (default columns)

Users can edit or set up additional fields/columns to match internal processing needs, including:
  • Account Holder Name
  • Account Number
  • Withdrawal Amount
  • Account Balance
  • Withdrawal Reason
  • Eligibility Check
  • Compliance Status
  • Validation Result
  • Processing Decision
  • Summary

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Customising Enbloc Application columns

You can tailor columns to match your operational checklist.
  • Add columns for required document checks (e.g., “ID provided?”, “Bank details verified?”, “Exit letter provided?”).
  • Rename columns to be explicit (for example, include the expected format such as “RSA balance (₦)” or “Withdrawal amount (₦)”).
  • Keep column names clear and unambiguous to improve extraction quality.

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Important Notes

  • Always validate critical identifiers (RSA number, applicant name) against the source documents and internal records.
  • Confirm the low-balance threshold and eligibility criteria before approval.
  • 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)