Beyond Documents: Company Knowledge Management You Can Execute

Stop letting process docs go stale. Jinba transforms static procedures into live, executable workflows your teams can actually run and audit.

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Turn Institutional Knowledge Into Governed, Executable Workflows

Workflow diagram

Jinba is a SOC II compliant AI workflow builder purpose-built for regulated banks and insurance companies. Instead of storing knowledge in documents that drift out of date, Jinba lets your teams encode operational procedures directly into auditable, reusable workflows — built in days, not months.

  • Describe any process in plain language and have Jinba generate a workflow draft instantly, then refine it step by step in a visual flowchart editor
  • Define routing rules, exception handling, and threshold-based logic so every process follows the right path every time without manual intervention
  • Validate inputs automatically and enrich with data pulled from connected internal systems to ensure every workflow executes on accurate, up-to-date information
  • Maintain a full audit log of every workflow execution, version change, and user interaction so compliance officers and regulators always have a complete, timestamped record

How Jinba Converts Company Knowledge Into Live Workflows

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

Use Jinba Flow to describe your operational process in plain language or build it in the visual editor. Set routing logic, validation rules, and access controls so the workflow reflects exactly how your institution handles that process.

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 the workflow as a reusable API, batch process, or MCP server. Enterprise controls including SSO, RBAC, version control, and audit logging are built in so every deployment meets your governance requirements.

3
Run in Jinba App (guardrailed UI)

Business users execute approved workflows safely inside Jinba App via a conversational interface with auto-generated input forms. No custom UI development needed and no risk of users deviating from approved process steps.

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.

Ready to Make Your Company Knowledge Executable?

If your operational procedures live in documents no one reads, Jinba can transform them into governed, auditable workflows your teams can actually run.

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.

How is Jinba different from a traditional knowledge management system?

Traditional knowledge management systems store documentation — wikis, PDFs, SOPs — that teams must read and manually follow. Jinba goes further by transforming that operational knowledge into live, executable workflows with built-in routing rules, validation logic, and audit trails. Your processes do not just exist as documents; they run as governed automations.

Can non-technical staff use workflows built in Jinba?

Yes. Jinba Flow is used by technical and semi-technical teams to build and deploy workflows. Jinba App then gives non-technical business users — such as compliance officers, loan processors, and KYC analysts — a simple conversational interface with auto-generated forms to execute those workflows safely, without any workflow tooling knowledge required.

Does Jinba support on-premise deployment for air-gapped environments?

Yes. Jinba supports on-premise and private-cloud deployment, making it suitable for regulated financial institutions that cannot send internal data to external cloud services. This includes support for private model hosting via AWS Bedrock, Azure AI, or custom self-hosted models.

How does Jinba ensure regulatory compliance and auditability?

Jinba is SOC II compliant and includes built-in audit logging, version control, feature flags, RBAC, SSO, and Active Directory integration. Workflows are 80% rule-based and deterministic, producing consistent and auditable outputs required by financial regulators. Every execution is logged with full timestamps and user attribution.

What kinds of processes can be turned into Jinba workflows?

Jinba is purpose-built for regulated banking and insurance workflows including KYC document processing, compliance checks, contract review, loan underwriting automation, investment document assessment, and document drafting and ingestion. Any process that currently lives in a manual SOP or shared document is a candidate for a Jinba workflow.

How long does it take to build and deploy a workflow in Jinba?

Jinba is designed to enable regulated enterprises to build and deploy workflows in days rather than months. This is a core differentiator versus traditional consultant-led implementations or rigid legacy automation tools that require extended development timelines.

What enterprise access controls does Jinba provide?

Jinba includes SSO, RBAC, Active Directory integration, version control, feature flags, and full audit logging. Workflows can be scoped to specific teams or roles so that only authorized users can build, modify, or execute sensitive processes — a critical control for large regulated institutions.

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