Collecting Data Using Questionnaires

Incorporating Questionnaire Data into the Platform

Questionnaires are a standard way to assess investors for participation in a fund. You can incorporate the data from a questionnaire as part of the investor details stored on the platform.

The following diagram illustrates how the questionnaires completed by an investor can be captured via the Integration API.

You can add questionnaire data using any of the following endpoints:

• Create Asset

• Remediate Asset

• Update Investor's Reference Data

Example

The following JSON excerpt captures a brief questionnaire:

"questionnaires": [ {
    "type": "Suitability",
    "questions": [
    {
       "question": {
       "questionText": "Are you an accredited investor as defined by the SEC?",
            "answerType": "Boolean"
        },
        "answers": [ {
        "booleanValue": true
        }]
        },
    {
        "question": {
           "questionText": "Which choice describes your investing style?",
           "answerType": "Choice",
              "allowedAnswerValues": [
                "Conservative", "Moderate", "Aggressive"
           ]
        },
        "answers": [ {
            "choiceValue": "Aggressive"
            }]
         }] 
    }]

A custom ID is optional for both questions and answers. Custom IDs can make it easier to programmatically identify and parse out the data in a questionnaire. If you don't provide a custom ID, Corastone generates a unique ID for each, which can be retrieves via Get Investor Details.