Manage customer master information

Trigger: A sales, finance, or compliance team submits a request to onboard a new customer or update existing account details.

1. Receive customer onboarding or update request
2. Perform compliance and denied-party screening
3. Standardize customer demographics, billing, and shipping details
4. Establish hierarchical account relationships
5. Enter and approve the record in the master data system
6. Synchronize updated data across CRM and ERP platforms
7. Audit existing records for accuracy and duplicates

Outcome: The enterprise system contains a validated, compliant, and standardized customer master record ready for transaction processing.