Business partner onboarding
- User request
- Create a new customer from the approved onboarding information.
- Oitools.ai STUDIO tools
- Validate customer data, check duplicates, retrieve reference values, prepare BP, submit for approval, create approved record.
- Systems
- CRM/form, enrichment service, SAP.
- Control point
- Named approval before write.
- Outcome
- A traceable process instead of email, spreadsheets and repeated data entry.
