Is account set-up a good fit for our catalogue?

Use this list to decide whether account set-up belongs in your catalogue and which customers to position it for.

- **Clear trigger:** the workflow starts from an approved decision, such as an approved application, quote, order or referral, that your customers can readily recognise. - **Multiple records created:** a party, an account or agreement, and at least one service or entitlement result from a single approval. - **Conditions and exceptions:** approvals carry conditions, and some cases hit duplicates, missing evidence or amended requests after sign-off. - **Handover to others:** another team, system or queue must act after set-up, such as billing, field work or compliance review. - **Checkable outcomes:** success can be tested by comparing the final state with the approval and policy, not by reading prose. - **Domain spread:** the pattern appears across finance, insurance, utilities, healthcare administration and retail, so one pack can serve several segments. - **Disclosure review:** you have a route to inspect generated output for grounding and disclosure risk before onward licensing.