Reference Data Flows
CRMs
Detected Initiating 3
 principals customer creates their profile and completes onboarding tasks (optional) crm record is created when onboarding is completed compliance complete their full review compliance reach out for additional information customer completes required additional information compliance complete their review and approve crm record is created or updated with additional information data flow \ config theme redux dark look classic layout dagre \ flowchart td subgraph onboardingportal\["onboarding portal"] onboardingfind(\["find entity"]) onboardingcompleteactions(\["complete onboarding tasks"]) onboardingsubmit(\["submit profile"]) end subgraph casemanagement\["case management"] caseedd(\["addtional information required"]) casereview(\["approval decision"]) end subgraph crm\["crm"] crmcreate(\["create lead/opportuntiy/account"]) end subgraph detected\["detected"] onboardingportal casemanagement end customer((("customer"))) "1 starts onboarding" > onboardingportal onboardingfind > onboardingcompleteactions onboardingcompleteactions > onboardingsubmit onboardingsubmit > casemanagement compliance((("compliance"))) "2 complete required workflows" > casemanagement casereview "5 creates new record" > crm n1((("customer"))) "4 completes additional information" > onboardingcompleteactions caseedd "3 notified by email" > n1