---
title: Customer Led
slug: detected-apis/customer-led
docTags: 
createdAt: 2025-05-27T08:57:35.540Z
---

# 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

:::Iframe{iframeHeight="0" code="<div style=&#x22;position: relative; overflow: hidden; aspect-ratio: 1920/1080&#x22;><iframe src=&#x22;https://share.synthesia.io/embeds/videos/06078294-e3c7-4b65-95d8-3b1ade495bdb&#x22; loading=&#x22;lazy&#x22; title=&#x22;Synthesia video player - Reference Approach: Customer Led&#x22; allowfullscreen allow=&#x22;encrypted-media; fullscreen; microphone; screen-wake-lock;&#x22; style=&#x22;position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0; overflow:hidden;&#x22;></iframe></div>"}

:::

# Data Flow

```mermaid
---
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
```

## Relevant APIs / integration guides

[Profile Webhook](docId:6qlwfWddkxPsSCj192LH-)&#x20;

[Extract information from a profile after compliance decision](docId:741bU5wP5qLtopnzpx4W8)&#x20;