Onboarding configuration
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retail_onboarding · v1

TZ journey — flow, branching & workflow config.

Flow map
1FORM
basic_info
basic_info · v1
→
2FORM
biometric_fingerprints
biometric_fingerprints · v1
→
3FORM
selfie_liveness
selfie_liveness · v1
→
4STATUS_PAGE
identity_verification
identity_verification · v1
→
5REVIEW_FORM
review_information
review_information · v1
→
6FORM
address
address · v1
→
7FORM
occupation
occupation · v1
⤷fatca (3)
⤷crs (2)
→
8FORM
email
email · v1
→
9CONFIRM_FORM
confirm
confirm · v1
→
10STATUS_PAGE
account_opening
account_opening · 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 (10)
#1
↳ Your details
#2
↳ Fingerprints
#3
↳ Selfie and liveness
#4
↳ Identity verification
#5
↳ Review information
#6
↳ Address
#7
↳ Occupation
#8
↳ Email
#9
↳ Confirmation
#10
↳ Account opening

Branches (2)

branch
Condition
Branch steps (3)
#1
↳ Confidentiality waiver
Exit rules
if→
#2
↳ FATCA tax details
Exit rules
if→
#3
↳ FATCA documents
Exit rules
branch
Condition
Branch steps (2)
#1
↳ CRS declaration
Exit rules
if→
#2
↳ CRS tax details
Exit rules
Lintclean
All references resolve; workflow & branch anchors are valid.
No changes yet