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/Opportunity/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