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The diagram below demonstrates the basic workflow for registering the necessary information to perform screening on the dataset. For more details on each section, please refer to the relevant sub-section. Onboarding workflow image This workflow walks you through:
  1. Create a Primary Customer
  2. Get essential information
  3. Create CRP(s)
  4. Append documents
  5. Screening and results
Prerequisites: Valid API credentials and base URL. See Authentication.