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.

<aside> 💡

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.

</aside>

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

1. Navigate to Workflows > Template gallery and select Enbloc Application.
2. Upload the applicant documents (PDF only).
3. (Optional) Upload supporting documents (e.g., ID, bank verification, employer confirmation, exit letter, approvals) if your process requires them.
4. Click Run to begin extraction and checks.
5. Review extracted fields and edit anything that is incorrect.
6. Export results (CSV or Excel) for reporting or downstream processing.