Internally Led

general flow compliance/sales team create the profile and add the details of the entity in detected using the case management (optional) compliance team assign specific onboarding configuration (optional) crm record can be created / updated with base profile customer notified by email, logs in & completes onboarding tasks for the profile compliance complete their full review (optional) reach back out to the customer for more information if required compliance make approval decision crm record is created or updated with additional information data flow \ config theme redux dark look classic layout dagre \ flowchart tb subgraph casemanagement1\["case management"] casereview2(\["find / confirm entity"]) casereview3(\["optional assign specific config"]) end subgraph onboardingportal\["onboarding portal"] onboardinglogin(\["logs in"]) onboardingcompleteactions(\["complete onboarding tasks"]) onboardingsubmit(\["submit profile"]) end subgraph casemanagement2\["case management"] casereview4(\["optional addtional information required"]) 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 trigger onboarding notification" > customer((("customer"))) customer "3 visits onboarding portal" > onboardingportal onboardingcompleteactions > onboardingsubmit onboardingsubmit > casemanagement2 casereview "7 create / update" > crm casereview2 > casereview3 onboardinglogin > onboardingcompleteactions casereview4 "5 notified by email" > customer2((("customer"))) customer2 "6 completes \<br>additional \<br>information" > onboardingportal compliance2((("compliance"))) 4 complete review \<br>workflows > casemanagement2 style casereview3 stroke width 1px,stroke dasharray 1 style casereview4 stroke width 1px,stroke dasharray 1 relevant apis / integration guides docid 6qlwfwddkxpsscj192lh docid 741bu5wp5qltopnzpx4w8