An AI Knowledge Base for Regulated Financial Workflows

Jinba transforms compliance rules and institutional knowledge into auditable, automated workflows. Build, deploy, and govern AI-driven processes your regulators can trust.

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Turn Your Compliance Knowledge Into Governed, Auditable Workflows

Workflow diagram

Jinba's SOC II compliant platform enables banks and insurance companies to encode institutional knowledge and compliance rules into deterministic, reusable workflows. With Jinba Flow's chat-to-flow generation and Jinba App's controlled execution layer, your teams can build an AI knowledge base that doesn't just store information but actively enforces it across every process.

  • Describe compliance rules or regulatory processes in plain language and Jinba generates a structured workflow draft, refined further in a visual flowchart editor
  • Configure dynamic routing logic and conditional thresholds so exceptions, escalations, and edge cases are handled consistently according to your internal policies
  • Validate and enrich workflow inputs automatically by connecting to internal systems, ensuring every process runs on accurate, up-to-date institutional data
  • Maintain a complete, timestamped audit log of every workflow execution and change, giving compliance officers and regulators full visibility into how decisions were made

How Jinba Turns Institutional Knowledge Into Automated Workflows

Send weekly metrics to Slack every Monday at 9am
1
Build in Jinba Flow

Use Jinba Flow's chat-to-flow generation to describe your compliance rules, KYC processes, or underwriting logic in plain language. Refine the generated workflow in a visual editor with detailed step configuration and test it against real data before publishing.

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 finished workflows as APIs, batch processes, or MCP servers with on-premise or private-cloud hosting. Enterprise controls including SSO, RBAC, version control, feature flags, and audit logging are enforced at every deployment.

3
Run in Jinba App (guardrailed UI)

Business users in Jinba App invoke approved workflows via a conversational interface with auto-generated input forms. Execution stays guardrailed, consistent, and fully logged so compliance officers and regulators always have a clear record.

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
Sarah Chen Engineering Lead
Workflows
Michael Ross
Michael Ross Product Manager
Analytics
Guest User
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.

User
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
Alice 10:42 AM
We need a connector for our internal CRM. Is this possible?
James
James 10:43 AM
Sure! Can you share the API spec?
Alice
crm_api_spec.pdf
James
Got it. I'll have the connector ready by tomorrow.
James
James Next day
Connector is live!
Alice
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
Sarah Chen Engineering Lead
Workflows
Michael Ross
Michael Ross Product Manager
Analytics
Guest User
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.

User
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
Alice 10:42 AM
We need a connector for our internal CRM. Is this possible?
James
James 10:43 AM
Sure! Can you share the API spec?
Alice
crm_api_spec.pdf
James
Got it. I'll have the connector ready by tomorrow.
James
James Next day
Connector is live!
Alice
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.

Build Your AI Knowledge Base for Banking and Insurance

If your compliance knowledge lives in manuals, inboxes, and tribal expertise, Jinba can turn it into secure, deployable workflows your operations teams can execute every day.

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 different from a traditional AI knowledge base tool?

Most knowledge base tools store and retrieve information passively. Jinba converts your institutional knowledge and compliance rules into active, deterministic workflows that execute consistently and produce auditable outputs. The knowledge doesn't just sit in a database — it enforces itself across every process, every time.

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

Yes. Jinba supports on-premise and private-cloud deployment, including air-gapped environments. This is a core requirement for large regulated banks and insurance companies that cannot route sensitive compliance data through external cloud services.

How does Jinba ensure regulatory compliance in automated workflows?

Jinba uses deterministic, 80% rule-based workflow execution, meaning outputs are consistent and predictable rather than probabilistic. Combined with full audit logging, version control, RBAC, and SSO, every workflow execution is traceable and defensible to regulators.

What compliance workflows can Jinba automate?

Jinba supports KYC document processing, contract review and checking, compliance checks, loan underwriting, investment document assessment, document drafting and ingestion, and bank-to-bank KYC processes. Workflows can involve 30 to 40 components and are built to be reusable across teams.

Who builds workflows in Jinba and who runs them?

Technical and semi-technical teams such as solution engineers, IT automation teams, and digital transformation leads build workflows in Jinba Flow using chat-to-flow generation and a visual editor. Non-technical business users such as compliance officers and loan processors then execute those workflows safely in Jinba App via a chat interface with auto-generated forms.

Does Jinba integrate with existing enterprise systems?

Yes. Jinba connects to internal systems and external services via integrations and connectors. It also supports private model hosting through AWS Bedrock, Azure AI, or custom self-hosted models, and published workflows can be consumed as APIs or MCP servers by other tools.

Is Jinba a replacement for Big Four consulting for AI strategy?

Jinba offers an AI consulting arm backed by approximately 70 enterprise case studies including MUFG and Mitsubishi Bank. Unlike Big Four firms that deliver strategy decks, Jinba delivers strategy and working workflows in weeks, making it a faster and more specialized alternative for banks and insurers exploring AI transformation.

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