Implementation steps
| Step | Action | Proof to capture |
|---|---|---|
| 1 | Map onboarding risk categories | Confirm the owner, evidence, permission rule and rollout checkpoint for this step. |
| 2 | List required identity and ownership evidence | Confirm the owner, evidence, permission rule and rollout checkpoint for this step. |
| 3 | Assign review and escalation owners | Confirm the owner, evidence, permission rule and rollout checkpoint for this step. |
| 4 | Move decisions into the client record | Confirm the owner, evidence, permission rule and rollout checkpoint for this step. |
| 5 | Schedule refresh and monitoring reviews | Confirm the owner, evidence, permission rule and rollout checkpoint for this step. |
Turn the plan into a workflow
Use a workflow demo to map this rollout against your current client process.
Book workflow demo