Guidance Needed: Multi stage , multi doctype web forms

Frappe Framework
1

I wish to create a multi stage , multi doctype web form .

Client Onboarding form

Stages will be

  1. Client basic details
  2. Client risk profile
  3. Client investment holding details (creating multiple client doctypes for each holder and nominee)
  4. Terms and conditions acceptance at the end.

Can someone help me with how to go about.

2

Create these Doctypes:

  • Client (main record)

  • Client Risk Profile (linked to Client)

  • Client Investment Holding (linked to Client)

  • Client Nominee (linked to Holding or Client)

  • Client Terms Acceptance (linked to Client)

Then
Each web form corresponds to one Doctype:

/client-onboarding-step-1 → Client

/client-onboarding-step-2 → Client Risk Profile

/client-onboarding-step-3 → Client Investment Holding

/client-onboarding-step-4 → Client Terms