app.gopitcrew.com / skills / onboard-entities
Step 1 / 4
Collecting entity information and documents
Entity Profile
Entity Name
Rivera Investment Trust
Entity Type
Trust Account
Primary Contact
Carlos Rivera
Tax ID
***-**-4829
Jurisdiction
California
Account Owner
M. Brooks
Required Documents
Identity Verification Pending
Tax Forms Pending
Authorization Agreement Pending
Beneficiary Designation Pending
Step 2 / 4
Running verification checks
Checking entity details and documents...
0 / 5 0%
Identity verification
Tax ID validation
Sanctions screening
Document completeness
Duplicate check
Step 3 / 4
Provisioning entity across systems
CRM
check_circle
Record created
Custodian
check_circle
Account opened
Portfolio System
check_circle
Profile linked
Billing
check_circle
Fee schedule applied
4 systems provisioned, 0 errors
Step 4 / 4
Evidence Trail
download Export PDF
10:15:01 AM
Onboarding initiated for Rivera Investment Trust
Entity Type: Trust Account, Account Owner: M. Brooks
10:15:04 AM
4 documents collected and uploaded
Identity, Tax Forms, Authorization, Beneficiary Designation
10:15:12 AM
5 verification checks passed
Identity verified, Tax ID validated, Sanctions cleared, Documents complete
10:15:18 AM
4 systems provisioned successfully
CRM record created, Custodian account opened, Portfolio linked, Billing configured
10:15:20 AM
Evidence log generated and stored
Full audit trail with timestamps, verifications, and system actions