Process Flow

The Customer Account Creation involves several key areas and their corresponding workflows designed to efficiently manage customer activities in M3.
  1. The Customer Account Request Workspace is the starting point where you can start the workflow and add the customer account requirements. You initiate the process by using the workflow, M3_CustomerCreationRequest.
  2. Customer creation is systematically implemented using ION workflows to ensure that the requester is notified for every task and that the customer is thoroughly screened before the actual creation.
  3. After the preliminary account creation is completed, configurations are required where to set preferences, limits, and permissions.

This process flow maximizes efficiency by automating the customer account management process while adhering to business rules and authorization protocols.