vendor-onboarding

name	vendor-onboarding
description	[Stimulus] Onboard a new supplier with duplicate checking, certification verification, risk screening, and activation tracking.
argument-hint	<company name>

Vendor Onboarding

Onboard a new supplier with verification, approvals, and activation.

Phase 1: Intake & Verification (Day 0-3)

1. Duplicate check: Call supplier_search with companyName to verify not already in system.
2. If found: call load_relationship to check if relationship is active or inactive.
3. Certification check: Verify claimed certifications (MBE, WBE, DBE, etc.).
4. Risk screening: Assess financial stability, sanctions, compliance.

Phase 2: Approval & Setup (Day 3-7)

5. Route for approval: procurement, legal, finance.
6. Contract execution from template + agreed terms.
7. System provisioning (vendor master, banking, payment terms).

Phase 3: Activation (Day 7-14)

8. Welcome package and kickoff meeting.
9. Call supplier_performance to set baseline metrics.
10. Call log_interaction with event type "other" and notes "onboarding_complete".
11. Schedule: 30-day check-in and 90-day performance review.

Onboarding Checklist

• Duplicate check complete
• Profile created/updated
• Certifications verified
• Risk screening passed
• Documents collected (W-9, COI, banking)
• Internal approvals obtained
• Contract executed
• Kickoff meeting completed
• Performance baseline set

Detailed Guide

Read MCP resource stimulus://workflows/vendor-onboarding for the full workflow.