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.

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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 AVC Application.

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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

1. Navigate to Workflows > Template gallery and select AVC Application.
2. Upload the client documents (PDF only).
3. Click Run to begin extraction.
4. Review the extracted fields and edit anything that is incorrect.
5. Export results (CSV or Excel) for reporting or downstream processing.

Inputs