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

# 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

:::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/071addc5-8c45-45a8-88a2-ee3e4196a732&#x22; loading=&#x22;lazy&#x22; title=&#x22;Synthesia video player - Reference Approach: Internally 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 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 - Additional Information Required"])
        CaseReview(["Approval Decision"])
  end
 subgraph CRM["CRM"]
        CRMCreate(["Lead/Opportunity/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

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

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