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
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"
}]
}]
}]