> ## 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.

# Enbloc Application

> Process full RSA balance withdrawals for low-balance accounts, from applicant capture through eligibility, compliance checks, and final decisioning.

### 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.

<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 **Enbloc Application**.
</Tip>

### 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

### Step-by-step usage

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

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

  <Step title="Upload supporting documents (optional)">
    Upload supporting documents (e.g., ID, bank verification, employer confirmation, exit letter, approvals) if your process requires them.
  </Step>

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

  <Step title="Review extracted fields">
    Review 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:** enbloc application documents (**PDF only**)
* **Optional:** supporting documents for eligibility/compliance validation

### 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.

### Standard fields (default columns)

| Field               | Description                                                                                      | Field Type    | Task Type  |
| ------------------- | ------------------------------------------------------------------------------------------------ | ------------- | ---------- |
| **Applicant Name**  | Name of the applicant as shown on the withdrawal request or supporting documents.                | Text          | Extraction |
| **RSA Number**      | RSA/PIN/identifier used to locate the account in internal systems.                               | Text          | Extraction |
| **RSA Balance**     | Recorded RSA balance (as stated on statement/system evidence).                                   | Number        | Extraction |
| **Reason**          | Reason for enbloc withdrawal and any required context/evidence.                                  | Text          | Extraction |
| **Approval Status** | Approval state (e.g., Pending, Approved, Declined, Needs Review) with brief notes if applicable. | Status/Select | Processing |

### Optional fields users can add (recommended)

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**

### 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.

### 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.

## 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)