Integrate Faximo with Jinba

Connect Faximo to Jinba Flow to build secure, auditable document workflows that meet strict banking and insurance compliance requirements. Automate KYC document handling with deterministic, on-premise execution.

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  1. Fax received An inbound fax lands in Faximo
  2. OCR and extract Turn the scan into structured fields
  3. Route by document type Send to the team that handles it
  4. Reviewer approval Owner confirms the extracted detail
  5. Archive with an audit trail Original and extraction stored together

What you can do with Faximo + Jinba

  • Where Your Data Goes

    Jinba Flow can run on-premise or in a private cloud, keeping the workflow and its run history in your environment, while faxes are sent and searched through the Faximo service.

  • Auditable Workflow Execution

    Every Faximo document action executed through Jinba Flow is logged with full audit trails. Compliance officers can inspect inputs, outputs, and decision steps to satisfy regulatory review requirements.

  • Deterministic KYC Automation

    Jinba's 80% rule-based architecture ensures consistent, repeatable outcomes when processing Faximo documents for KYC and compliance checks, eliminating the unpredictability of stochastic AI agents.

  • Team-Wide Workflow Governance

    Workflows connecting Faximo to downstream banking systems are shared across operations teams with role-based permissions, SSO, and Active Directory integration, ensuring only authorized staff execute sensitive document processes.

How teams use it

KYC Document Intake and Processing

Automate the intake of customer identity documents via Faximo into structured KYC workflows in Jinba Flow. Validate, extract, and route document data through auditable, compliance-approved steps without manual handling.

Compliance Document Routing and Review

Build deterministic routing workflows that direct Faximo documents to the correct compliance reviewers based on document type, jurisdiction, or risk level, with full audit logging at every handoff step.

Bank-to-Bank Document Exchange Automation

Orchestrate multi-step document exchange processes between banking counterparties using Faximo as the document layer and Jinba Flow as the governance and workflow orchestration engine.

Works well with

Microsoft SharePointMicrosoft 365

Automate document intake, extraction and routing

Microsoft OneDriveMicrosoft 365

Pull files into flows and write results back

Azure OpenAIAI Models

OpenAI models hosted in your own Azure tenant

AWS Bedrock Knowledge BaseSearch & Data

RAG and document sync inside your own VPC

Microsoft Entra IDMicrosoft 365

Look up M365 profiles and manager relationships

Microsoft TeamsMicrosoft 365

Manage channels and messages where teams work

Frequently Asked Questions

Everything you need to know about Jinba. Can't find the answer you're looking for? Reach out to our support team.

Does Jinba support Faximo integration in an on-premise environment?

Jinba Flow can run on-premise or in a private cloud, keeping the workflow and its run history in your environment. Faxes are sent and searched through the Faximo service, so Faximo steps need outbound access and cannot run air-gapped.

Is my Faximo document data sent to a public AI model?

Only if a step you build sends it to one. Faxes themselves go through the Faximo service. For AI steps, you choose the model, including private model hosting through AWS Bedrock, Azure AI or a self-hosted model, where the data stays in your own cloud account or environment.

How does Jinba provide audit logs for Faximo document workflows?

Every workflow execution in Jinba Flow produces a full audit log capturing inputs, outputs, decisions, and the identity of the user or system that triggered the run. For Faximo document workflows, this means compliance officers can trace exactly what happened to a document at each step, which is essential for satisfying regulatory examinations and internal governance requirements.

Can non-technical compliance staff run Faximo workflows in Jinba?

Yes. Workflows built in Jinba Flow are published to Jinba App, where non-technical business users such as compliance officers and KYC analysts can execute them via a conversational interface with auto-generated input forms. Role-based access controls ensure only authorized staff can invoke specific Faximo document workflows, separating building from running safely.

How does Jinba's Faximo integration compare to building a custom in-house solution?

Jinba Flow allows teams to build and deploy Faximo document workflows in days rather than the months typically required for custom consultant-driven implementations. Jinba replaces expensive bespoke development projects with a visual workflow editor and chat-to-flow generation, while delivering the enterprise controls — RBAC, SSO, audit logging, version control, and on-premise deployment — that regulated institutions require out of the box.

Ready to Automate Faximo Workflows

Talk to our team about building secure, auditable Faximo document workflows for your regulated banking or insurance operations.

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