Admins can utilize the Custom Questions feature to gather specific information from customers during the onboarding or verification processes. These questions could cover a range of topics, such as identifying details, business operations, or other required information for compliance purposes. By creating and organizing custom questions within the platform and portals, admins ensure that all necessary data is collected efficiently and accurately, enhancing the overall onboarding and verification experience while ensuring regulatory compliance.
To add a new Custom Question to the platform follow these steps:
- Navigate to Administration on the top right of the platform, and click the Compliance Settings tab on the left panel. Click on Supporting Documents.
2. Click Add Supporting Document Package
3. Fill in the necessary details such as Document Package name, Entity Type, and Description. Once filled out click Submit.
4. Click +Add New Question.
5. Add your question in the Question Field.
6. Select the Answer Format for the question. Click here for more information on Answer Formats.
7. a) Depending on the Answer format you choose, you will need to add the Answers to your Question.
7. b) Depending on the Answer format you choose, you will need to set the Character Limits for your Question's answer.
8. Enable Required to Proceed if this is a required Question for your client.
9. Save the Question before adding another one.
10. Rearrange the order of Questions to match your preferred flow.
Once your custom questions are setup, they can be added to the portal management section to collect the answers during the client onboarding process.