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create-workflow-configure

Example:

Image shows creating workflow checks for CDD from sigma dashboard

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To Start with CDD

  1. Create a workflow from the workflow screen.
  2. Select the customers to run checks on.
  3. Set the frequency of checks.
  4. Run CDD from the customer or customer group view.
  5. Review outcomes and flagged checks.
  6. Export reports when needed.

Create Workflow

Configure checks, risk criteria, and execution settings.

Run CDD

Execute CDD for a customer or group from dashboard.

Customers & Groups

Understand customer records and group operations.