An Actionable Internal Knowledge Base for Banking

Your internal knowledge base should enforce compliance, not just store documents. With Jinba Flow, build auditable, deterministic workflows that turn institutional knowledge into governed actions.

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Turn Your Internal Knowledge Base into Governed Workflows

Workflow diagram

Jinba's SOC II compliant platform enables regulated banks and insurance companies to convert institutional knowledge, compliance policies, and standard operating procedures into auditable, reusable workflows. With Jinba Flow's chat-to-flow generation and visual editor, your teams ship governed automations in days, not months, with full audit trails and on-premise deployment.

  • Describe any internal process in plain language and Jinba generates a workflow draft instantly, then refine every step in the visual editor to match your exact policy requirements
  • Configure routing rules, escalation thresholds, and exception handling so every workflow decision adheres to your compliance standards and internal governance policies
  • Validate inputs and enrich data automatically by pulling from connected internal systems so every workflow execution reflects your most current institutional knowledge
  • Maintain complete, tamper-evident audit logs of every workflow execution, approver action, and policy decision for regulatory review and internal compliance reporting

How Jinba Transforms Your Internal Knowledge Base

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1
Build in Jinba Flow

Technical and semi-technical teams use Jinba Flow to describe compliance processes, SOPs, and institutional policies in plain language. Jinba generates a workflow draft automatically, which teams refine in the visual flowchart editor to set routing rules, validation logic, and approval gates.

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 approved workflows as reusable APIs, batch processes, or MCP servers on your own infrastructure. On-premise and private-cloud deployment options ensure sensitive compliance documents and internal policies never leave your environment.

3
Run in Jinba App (guardrailed UI)

Compliance officers, KYC analysts, and operations staff execute approved workflows safely via Jinba App using a conversational interface and auto-generated input forms, with no custom UI development required and no risk of unauthorized process deviation.

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.

Make Your Internal Knowledge Base Work for Compliance

If your regulatory documents and standard operating procedures sit in static storage with no enforcement layer, Jinba can transform them into auditable, executable workflows your teams rely on 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.

How is Jinba different from a traditional internal knowledge base?

Traditional knowledge bases store documents passively. Jinba turns institutional knowledge into deterministic, executable workflows with routing rules, validation logic, and audit logging. Instead of staff searching for the right document and hoping they follow it correctly, Jinba enforces the process every time it runs.

Can Jinba deploy on-premise inside our bank's environment?

Yes. Jinba supports on-premise and private-cloud deployment, including air-gapped environments. Sensitive compliance documents, KYC records, and internal policies never leave your infrastructure. This is a core reason regulated financial institutions choose Jinba over cloud-only alternatives.

Who builds and who runs workflows in Jinba?

Jinba Flow is used by technical and semi-technical teams such as solution engineers and IT automation teams to build and deploy workflows. Jinba App is the controlled execution layer where non-technical staff like compliance officers, KYC analysts, and loan processors run those workflows safely via chat and auto-generated forms.

Does Jinba support compliance audit requirements for regulators?

Yes. Jinba maintains tamper-evident audit logs for every workflow execution, capturing inputs, outputs, approver actions, timestamps, and decision paths. Workflows are 80% rule-based for deterministic, consistent outputs that regulators can review and rely on.

What kinds of internal processes can Jinba automate?

Jinba is purpose-built for KYC document processing, compliance checks, contract review, loan underwriting, document drafting and ingestion, investment document assessment, and bank-to-bank KYC processes. Any internal process governed by policy rules is a candidate for a Jinba workflow.

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

Jinba's chat-to-flow generation means teams can produce a working workflow draft in a single session, then refine it in the visual editor. The platform is designed to reduce build time from the months typical of consultant-led projects to days for your internal teams.

Is Jinba compliant with enterprise security requirements?

Jinba is SOC II compliant and includes enterprise-grade controls including SSO, RBAC, Active Directory integration, version control, feature flags, and audit logging. It is purpose-built for large regulated financial institutions with 20,000 or more employees.

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