Comprehensive Customer Creation Workflow

End-to-end guide to create a customer, attach CRPs/documents, and run screening.

The diagram below demonstrates the basic workflow for registering the necessary information to perform screening on the dataset. For more details on each section, please refer to the relevant sub-section.

This workflow walks you through:

1. Create a Primary Customer
2. Get essential information
3. Create CRP(s)
4. Append documents
5. Screening and results

Prerequisites: Valid API credentials and base URL. See Authentication.