Onboarding configuration
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retail_onboarding · v1

RW journey — flow, branching & workflow config.

Flow map
1FORM
basic_info
basic_info · v1
→
2FORM
ekyc
ekyc · v1
→
3REVIEW_FORM
review_information
review_information · v1
→
4FORM
address
address · v1
⤷fatca (3)
⤷crs (2)
→
5FORM
occupation
occupation · v1
→
6FORM
email
email · v1
→
7CONFIRM_FORM
confirm
confirm · v1
Workflow config
Need a form that does not exist yet?
Create its base schema and UI, link it to this journey, then design its fields.
Main steps (7)
#1
↳ Let's get to know you!
#2
↳ Verify your identity
#3
↳ Review your information
#4
↳ Where do you live?
#5
↳ Tell us about your income
#6
↳ Email
#7
↳ Confirm your details

Branches (2)

branch
Condition
Branch steps (3)
#1
↳ Customer information
Exit rules
if→
#2
↳ Tax information
Exit rules
if→
#3
↳ Upload documents
Exit rules
branch
Condition
Branch steps (2)
#1
↳ Tax information
Exit rules
if→
#2
↳ Tax information
Exit rules
Lintclean
All references resolve; workflow & branch anchors are valid.
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