> ## Documentation Index
> Fetch the complete documentation index at: https://sigma-docs.pastelhq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started

> Set up and run CDD

<Card title="Example:" img="https://mintcdn.com/pastelafrica/ntjYoizWRm54Uo2_/images/cdd/create-workflow-configure.png?fit=max&auto=format&n=ntjYoizWRm54Uo2_&q=85&s=6ec7ce357de1fc2177da8066f8442aa4" width="2386" height="1469" data-path="images/cdd/create-workflow-configure.png">
  Image shows creating workflow checks for CDD from sigma dashboard
</Card>

<Warning>
  **Webhook Setup Required:** Before running any CDD workflow, you must configure a webhook URL in your account settings.
  When a workflow finishes processing, Sigma will send the results to your webhook endpoint. Without a webhook configured, you will not receive the verification outcomes and risk assessment results from completed workflows.
  You can set up your webhook URL from the [API & Webhook settings](/account/api-webhook) page.
</Warning>

### The CDD Flow

Running CDD in Sigma follows a structured flow from setup through to reporting:

**1. Create a Workflow**

A workflow defines the checks to run, the risk criteria to apply, and how often checks should repeat. You create and manage workflows from the **Workflows** screen in the dashboard.

Each workflow is scoped to a customer type, either `individual` or `corporate`. You can create multiple workflows for different customer segments or risk profiles.

[See how to create a workflow →](/products/cdd/create-workflow)

**2. Add Your Customers**

Before running CDD, customer records must exist in Sigma. You can add customers one at a time, via bulk CSV import, or through the API.

Once added, customers can be organised into **Customer Groups** for batch operations, useful when running periodic reviews across a segment of your customer base.

[See how to manage customers →](/products/cdd/customers)

**3. Run CDD**

With a workflow ready and customers added, you can trigger CDD from:

* A **Customer record** to run checks on a single customer
* A **Customer Group** to run checks on all customers in the group at once

Sigma will process all configured checks and return results to your webhook endpoint when complete.

**4. Review Outcomes**

When results arrive, open the customer record to review:

* **Verification outcomes**: pass, fail, or pending per check
* **Risk score and tier**: low, medium, or high based on your configured risk criteria
* **Screening results**: any PEP, sanctions, or adverse media matches

Flagged checks require manual review. You can investigate findings, record a decision, and add notes directly in the dashboard.

**5. Generate Reports**

Once checks are complete, you can generate a compliance-ready PDF report for any customer using a report template. Reports summarise identity verification, risk assessment, and screening outcomes in a format suitable for internal audit or regulatory submission.

[See how to generate reports →](/products/cdd/submit-request)

### Prerequisites

Before running your first CDD workflow, make sure you have:

* A webhook URL configured in [API & Webhook settings](/account/api-webhook)
* At least one workflow created in the Workflows screen
* Customer records added to Sigma (individually, via bulk upload, or API)

<CardGroup cols={3}>
  <Card title="Create Workflow" icon="database" href="/products/cdd/create-workflow">
    Configure checks, risk criteria, and execution settings.
  </Card>

  <Card title="Reports" icon="file" href="/products/cdd/submit-request">
    Generate compliance-ready CDD reports for customers.
  </Card>

  <Card title="Customers & Groups" icon="users" href="/products/cdd/customers">
    Understand customer records and group operations.
  </Card>
</CardGroup>