Symba Workflow helps organizations manage workflows that require preparation, independent review, and confirmed actions in other Symba Global products.
Staff access Symba Workflow through Symba Portal. The workflow list shows workflows that are assigned to the current user or available to all authorized staff. Each workflow keeps its collected information, linked subjects, related workflows, external record references, and immutable history together. A subject is the client, group, or other entity that the workflow concerns.
Symba Workflow presents staff work as Preparation and Review. Preparation collects every requirement shown in the workflow's readiness checklist. Review supports approval, rejection, or correction. Finalizing and Finished show system processing and confirmed outcomes separately from the technical attention state.
Symba Microbanking remains authoritative for client and loan status. A workflow that applies a decision in Symba Microbanking finishes only after that action has been confirmed.
The workflow types, collected information, available products, fees, review rules, and completion actions depend on the organization's configuration.