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
↳ Your details
#2
↳ Identity verification
#3
↳ Review information
#4
↳ Address
#5
↳ Occupation
#6
↳ Email
#7
↳ Confirmation
Branches (2)
Condition
Branch steps (3)
#1
↳ Confidentiality waiver
Exit rules
if→
#2
↳ FATCA tax details
Exit rules
if→
#3
↳ FATCA documents
Exit rules
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