Using a bespoke weblink

general flow a system provides bespoke link to the customer to follow for example https //onboard abc com?customer ref={unique tag here} customer follows the link and arrives at the onboarding portal logs in, finds their entity & completes their required onboarding tasks the profile is created and 'tagged' with the specific reference from the bespoke link (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 data flow \ config theme redux dark look classic layout dagre \ flowchart tb subgraph extsystem\["crm, email, web app, etc"] extsystemcreate(\["create bespoke weblink"]) end 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/opportuntiy/account"]) end subgraph detected\["detected"] onboardingportal casemanagement end customer((("customer"))) "2 visits onboarding portal using bespoke link" > onboardingportal onboardingfind > onboardingcompleteactions onboardingcompleteactions > onboardingsubmit onboardingsubmit > casemanagement compliance((("compliance"))) "3 complete review workflows" > casemanagement casereview "6 create / update" > crm n1((("customer"))) "5 completes \<br>additional\<br> information" > onboardingportal caseedd "4 notified by email" > n1 onboardinglogin > onboardingfind extsystem "1 surface / send link to customer" > customer style caseedd stroke width 1px,stroke dasharray 1