Reference Data Flows
CRMs
Detected Initiating 1
principals compliance team create inital profile in detected customer is notified that onboarding actions are required customer completes onboarding tasks for the profile (optional) crm record is created when onboarding is completed compliance complete their full review and approve the profile crm record is created or updated with additional information data flow \ config theme redux dark look classic layout dagre \ flowchart td subgraph casemanagement1\["case management"] casereview1(\["create profile"]) end subgraph onboardingportal\["onboarding portal"] onboardingcompleteactions(\["complete onboarding tasks"]) onboardingsubmit(\["submit profile"]) end subgraph casemanagement2\["case management"] casereview(\["approval decision"]) end subgraph crm\["crm"] crmcreate(\["lead/opportuntiy/account"]) end subgraph detected\["detected"] casemanagement1 onboardingportal casemanagement2 end compliance((("compliance"))) "1 creates profile" > casemanagement1 casemanagement1 "2 notified via email" > customer((("customer"))) customer "3 logs in" > onboardingportal onboardingcompleteactions > onboardingsubmit onboardingsubmit > casemanagement2 compliance "4 complete required workflows" > casemanagement2 casereview "5 create" > crm