The Agent Management Platform Built for Banking Teams

Jinba centralizes how your bank builds, governs, and executes AI workflows. It includes role-based access, full audit logs, and on-premise deployment.

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Build a KYC workflow our whole bank can run from one place. When a customer document package arrives through the portal or a batch upload, extract and validate the identity fields against our KYC schema, then pull the customer profile and watchlist status from the core banking API. Route by risk score: standard tier to a KYC analyst, high risk to a senior compliance officer for enhanced due diligence. Hold the case at an approval gate until every required sign-off is in, notify the operations team of the outcome, and log the full execution history with timestamps and approver identities.

Building workflow...

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Centralized Agent Governance Across Your Entire Bank

Jinba is a SOC II compliant agent management platform built for regulated financial institutions. Technical teams build and publish governed workflows in Jinba Flow, while operations staff execute them safely in Jinba App — with RBAC, audit logging, and on-premise deployment at every layer.

Describe any banking workflow in plain language and generate a draft instantly, then refine every step in a visual editor before publishing bank-wide
Define routing rules, compliance thresholds, and exception paths so every agent action follows policy — no manual gatekeeping required
Validate inputs and enrich data automatically by pulling from core banking systems, document stores, and internal APIs at each workflow step
Every execution is captured in a full audit log with timestamps, user identity, and step-level outputs — ready for regulator review at any time

How Banking Teams Deploy Governed Workflows with Jinba

Send weekly metrics to Slack every Monday at 9am

1

Build in Jinba Flow

Technical and semi-technical teams use Jinba Flow to build agent workflows via chat-to-flow generation or the visual editor, setting routing rules, validation logic, and access permissions for each workflow.

test_runner.log

Running workflow test...

✓ Input validation 12ms

✓ Fetch from Sheets API 847ms

✓ Process 24 rows 156ms

✓ Send to #sales 203ms

PASS All steps completed 1.22s

Output preview:

"sent": true, "channel": "#sales"

2

Deploy securely (API / batch / MCP)

Publish workflows as APIs, batch processes, or MCP servers — deployed on-premise or in a private cloud, with SSO, Active Directory integration, and role-based access controls enforced automatically.

3

Run in Jinba App (guardrailed UI)

Compliance officers, KYC analysts, and operations staff execute approved workflows in Jinba App via a conversational interface with auto-generated input forms, keeping execution safe and auditable across every team.

Enterprise Ready

Control, security, and support for large organizations.

On-Prem

Jinba

Private

On-premises or private cloud hosting

Run Jinba in your own environment with full data control.

Team Permissions

128 Active

Sarah Chen Engineering Lead

Workflows

Michael Ross Product Manager

Analytics

Guest User External Auditor

Admin Access

SSO Enforced

Updated 2m ago

Advanced access control

Role-based permissions and SSO integration.

audit_stream.log

1

[200] 09:14:22 GET /api/v1/health_check

2

[INFO] 09:14:23 Worker node_04 connected

3

[AUTH] 09:15:01 User admin@corp verified

4

[AUDIT] 09:15:02 Role assignment update

5

// Syncing to edge...

6

[200] 09:15:08 Config updated

Audit logging

Complete compliance and security oversight tracking.

Marketing

RESTRICTED

HR

ALLOWED

Screening

Automation

Organization management

Spaces, roles, and approvals for your team.

OpenAI

Gmail

Slack

HubSpot

Salesforce

Notion

Linear

GitHub

Teams

Dropbox

OpenAI

Gmail

Slack

HubSpot

Salesforce

Notion

Linear

GitHub

Teams

Dropbox

Pre-built & custom integrations

100+ pre-built integrations plus custom connectors for your internal systems.

Alice 10:42 AM

We need a connector for our internal CRM. Is this possible?

James 10:43 AM

Sure! Can you share the API spec?

crm_api_spec.pdf

Got it. I'll have the connector ready by tomorrow.

James Next day

Connector is live!

Thank you!

Dedicated Engineer Support

Work side-by-side with our engineers to remove blockers and accelerate your workflow development.

AWS Bedrock Claude 3.5 Sonnet

Azure OpenAI GPT-4 Turbo

Meta Llama 3 Self-hosted 70B

Private model hosting

Use Bedrock, Azure AI, or your own models securely.

On-Prem

Jinba

Private

On-premises or private cloud hosting

Run Jinba in your own environment with full data control.

Team Permissions

128 Active

Sarah Chen Engineering Lead

Workflows

Michael Ross Product Manager

Analytics

Guest User External Auditor

Admin Access

SSO Enforced

Updated 2m ago

Advanced access control

Role-based permissions and SSO integration.

audit_stream.log

1

[200] 09:14:22 GET /api/v1/health_check

2

[INFO] 09:14:23 Worker node_04 connected

3

[AUTH] 09:15:01 User admin@corp verified

4

[AUDIT] 09:15:02 Role assignment update

5

// Syncing to edge...

6

[200] 09:15:08 Config updated

Audit logging

Complete compliance and security oversight tracking.

Marketing

RESTRICTED

HR

ALLOWED

Screening

Automation

Organization management

Spaces, roles, and approvals for your team.

OpenAI

Gmail

Slack

HubSpot

Salesforce

Notion

Linear

GitHub

Teams

Dropbox

OpenAI

Gmail

Slack

HubSpot

Salesforce

Notion

Linear

GitHub

Teams

Dropbox

Pre-built & custom integrations

100+ pre-built integrations plus custom connectors for your internal systems.

Alice 10:42 AM

We need a connector for our internal CRM. Is this possible?

James 10:43 AM

Sure! Can you share the API spec?

crm_api_spec.pdf

Got it. I'll have the connector ready by tomorrow.

James Next day

Connector is live!

Thank you!

Dedicated Engineer Support

Work side-by-side with our engineers to remove blockers and accelerate your workflow development.

AWS Bedrock Claude 3.5 Sonnet

Azure OpenAI GPT-4 Turbo

Meta Llama 3 Self-hosted 70B

Private model hosting

Use Bedrock, Azure AI, or your own models securely.

Ready to Govern AI Workflows Across Your Bank?

Talk to our team to see how Jinba centralizes agent management for banking operations teams, with the compliance controls your regulators expect.

Book a Demo

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.

What makes Jinba an agent management platform built for banks?

Jinba is built for regulated financial institutions with 20,000+ employees. It provides centralized governance over AI workflows — including role-based access control, SSO, Active Directory integration, on-premise deployment, and full audit logging — ensuring every agent action is traceable and compliant with banking regulations.

Can Jinba deploy on-premise in an air-gapped environment?

Yes. Jinba supports on-premise and private-cloud deployment, including fully air-gapped environments. This is a core requirement for large banks that cannot route internal customer data or compliance documents through public cloud AI services.

How does Jinba handle team-wide workflow sharing and permissions?

Workflows, agents, skills, and connectors built in Jinba Flow are shared across the entire team with role-based permissions (RBAC). Administrators control who can build, edit, or execute each workflow, integrating with existing SSO and Active Directory systems.

How is Jinba different from individual AI tools like Claude or ChatGPT?

Individual AI tools are designed for one person on one device — they lack audit logs, team governance, and are not suitable for regulated workloads. Jinba is an enterprise-grade agent management platform where workflows are built once, shared bank-wide, and executed with full compliance controls.

What banking workflows can Jinba automate?

Jinba supports a wide range of banking workflows including KYC document processing, loan review and underwriting automation, contract checking and review, compliance checks, investment document assessment, and bank-to-bank KYC processes with 30 to 40 workflow components.

Does Jinba integrate with existing banking systems?

Yes. Jinba supports integration with internal systems via APIs, batch processes, and MCP servers. Workflows can pull data from and push results to core banking systems, document repositories, and other internal services through dedicated connectors.

Is Jinba SOC II compliant?

Yes. Jinba is SOC II compliant and includes built-in enterprise controls such as version control, feature flags, audit logging, RBAC, SSO, and Active Directory integration — all designed to meet the strict governance requirements of regulated financial institutions.

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