Customer Led

general flow customer arrives at the onboarding portal logs in, finds their entity & completes their required onboarding tasks (optional) crm record is created/updated compliance complete their full review (optional) compliance reach out for additional information if required (optional) customer completes required additional information compliance complete their review and approve (optional) crm record is created or updated with additional information data flow \ config theme redux dark look classic layout dagre \ flowchart tb subgraph onboardingportal\["onboarding portal"] onboardinglogin(\["logs in"]) onboardingfind(\["find / confirm entity"]) onboardingcompleteactions(\["complete onboarding tasks"]) onboardingsubmit(\["submit profile"]) end subgraph casemanagement\["case management"] caseedd(\["optional additional information required"]) casereview(\["approval decision"]) end subgraph crm\["crm"] crmcreate(\["lead/opportuntiy/account"]) end subgraph detected\["detected"] onboardingportal casemanagement end customer((("customer"))) "1 visits onboarding portal" > onboardingportal onboardingfind > onboardingcompleteactions onboardingcompleteactions > onboardingsubmit onboardingsubmit > casemanagement compliance((("compliance"))) "2 complete review workflows" > casemanagement casereview "5 create / update" > crm n1((("customer"))) "4 completes \<br>additional\<br> information" > onboardingportal caseedd "3 notified by email" > n1 onboardinglogin > onboardingfind style caseedd stroke width 1px,stroke dasharray 1 relevant apis / integration guides docid 6qlwfwddkxpsscj192lh docid 741bu5wp5qltopnzpx4w8