Account Activity Questions

1. From the Narmi Command sidebar, select Configurations > Institution Settings and search for "Customer Due Diligence." Select Edit next to one of three settings to configure:

   • Customer Due Diligence Business Questions – For Business Account Opening

   • Customer Due Diligence Consumer Questions – For Consumer Account Opening

   • Customer Due Diligence Consumer Staffer-led Questions – For Consumer Staff-Led Account Opening

2. The rich editor is on by default. Each question is listed as an "Item." To add a new question, select Add item at the bottom of the rich editor (shown in the image below). To delete a question, select Delete item below the specific item.
   Scroll down for a list of the available item fields.

   

   
   Edit the available fields in the rich editor:

   • question – The text of the question

   • portalVersion (optional) – A simplified version of the question that displays in Narmi Command's Applications view

     

   • questionType – The type of question, either: open input (questions that allow text answers), dropdown (questions that allow answers to be selected from a dropdown menu), or yes/no

   • label (optional) – An instruction label for input fields, for example, "Select option" or “Choose one”

   • Options (only for dropdown answers) – A list of options the user can select as an answer to dropdown questions. Check the box and select Add item to add answers.

   Follow-up Questions

   To add follow-up questions, edit these fields:

   • AnswerOptions (only for follow-up questions) – The answer that should trigger the follow-up question. Check the box and select Add item. Note: If a dropdown question includes follow-up questions, each possible answer from Options must also be included in AnswerOptions. Even if an answer does not have a follow-up question, it must still be listed in AnswerOptions to ensure consistency with the other answers that do have follow-ups.

   • displayText (only for follow-up questions) – The answer choice that should trigger the follow-up question. In this field, enter each answer from Options.

   • FollowUpQuestions – Nested questions that follow the AnswerOptions that include the following fields: question, portalVersion, questionType, label, and Options.

     
     This is an example of a dropdown question with 3 answers and follow-up questions for two of the answers:
     
     
     The rich editor should be configured with 3 Options and 3 AnswerOptions:
     

3. Once you are finished adding or editing questions, add a Note about the changes.

4. Select Save changes to finish.

   To change the question order you can use JSON, or delete and re-add items in the desired order.

To configure questions using JSON:

1. From the Narmi Command sidebar, select Configurations > Institution Settings and search for "Customer Due Diligence." Select Edit next to one of three settings to configure:

   • Customer Due Diligence Business Questions – For Business Account Opening

   • Customer Due Diligence Consumer Questions – For Consumer Account Opening

   • Customer Due Diligence Consumer Staffer-led Questions – For Consumer Staff-Led Account Opening

2. Select the Use rich editor toggle to turn it off.

   

3. Once the rich editor is turned off, you can add or edit questions using JSON in the box provided.

   

   Understanding the JSON Structure

   JSON is made up of keys (field names) and values (data associated with the key).

   A JSON object is a collection of key-value pairs inside curly braces {}.

   A JSON array is a list of values inside square brackets [].

   Commas are used to separate multiple objects in an array and separate key-value pairs within an object.

   [
       {
           "question": "Is this account for personal use?",
           "portalVersion": "Personal Use?",
           "questionType": "yes/no"
       },
       {
           "question": "How did you hear about us?",
           "portalVersion": "Marketing reach",
           "questionType": "dropdown",
           "label": "Choose one",
           "options": [
               "Social Media",
               "Aqua Bank Employee",
               "Other"
           ]
       }
   ]

   The following keys make up the JSON structure for account activity questions:

   • question – The text of the question in quotes

   • portalVersion – A simplified version of the question that displays in Narmi Command's Applications view

     

   • questionType (optional) – The type of question, either: open input (questions that allow text answers), dropdown (questions that allow answers to be selected from a dropdown menu), or yes/no (the default if no questionType is added)

   • label (optional) – An instruction label for input fields, for example, "Select option" or “Choose one”

   • Options (only for dropdown answers) – A list of options the user can select as an answer to dropdown questions

   • AnswerOptions (only for follow-up questions) – The answer that should trigger the follow-up question. Go to Add a Follow-up Question for more information.

   • displaytext (only for follow-up questions) – The answer choice that should trigger the follow-up question.

   • FollowUpQuestions (optional) – Nested questions that follow the AnswerOptions  and include all of the above fields. Go to Add a Follow-up Question for more information.

4. The following instructions cover how to add a new question, add a follow-up question, edit an existing question, change dropdown options, remove a question, or change question order.

   Add a New Question

   To add a new question, add a new object within the array. Add a comma after the last curly brace }, and insert the new question before the last square bracket ]. Each question should include the following keys:

   • "question"

   • "portalVersion"

   • "questionType"

   • "label"

   • "options" (only for dropdown answers)

   
   For example, to add "How did you hear about us?" as a second question:
   Original:

   [
       {
           "question": "Is this account for personal use?",
           "portalVersion": "Personal Use",
           "questionType": "yes/no",
           "label": "Choose one"
       }
   ]

   
   Edited:

   [
       {
           "question": "Is this account for personal use?",
           "portalVersion": "Personal Use",
           "questionType": "yes/no",
           "label": "Choose one"
       },
       {
           "question": "How did you hear about us?",
           "portalVersion": "Marketing Reach",
           "questionType": "dropdown",
           "label": "Choose one",
           "options": [
               "Social Media",
               "Aqua Bank Employee",
               "Other"
           ]
       }
   ]

   Add a Follow-up Question

   You can add follow-up questions to collect more information based on an applicant’s response. To do this:
   a. Inside your main question object, create an array called "answerOptions". This array will hold multiple objects—one for each possible answer choice. Note: If a dropdown question includes follow-up questions, each possible answer in the  options array must also be included in the answerOptions array. Even if an answer does not have a follow-up question, it must still be listed in answerOptions to ensure consistency with the other answers that do have follow-ups.

   b. Define each answer choice as an object within answerOptions. Each object in the array should have a "displayText" key, which represents the answer choice the user selects.

   c. Add the followUpQuestions array inside each answer choice object. The "followUpQuestions" array holds the follow-up question(s) that should appear when the user selects a particular answer.

   d. Define each follow-up question as an object inside followUpQuestions. Each follow-up question should include the following fields:

   • "question"

   • "portalVersion"

   • "questionType"

   • "label"

   • "options" (only for dropdown answers)

   For the example below, the original code has one question with no follow-up questions. The edited code has follow-up questions based on each possible answer to “How did you hear about us?”

   Original:

   [
       {
           "question": "How did you hear about us?",
           "portalVersion": "Marketing reach",
           "questionType": "dropdown",
           "label": "Choose one",
           "options": [
               "Social Media",
               "Aqua Bank Employee",
               "Other"
           ]
       }
   ]
   

   Edited:

   [
       {
           "question": "How did you hear about us?",
           "portalVersion": "Marketing reach",
           "questionType": "dropdown",
           "label": "Choose one",
           "options": [
               "Social Media",
               "Aqua Bank Employee",
               "Other"
           ],
           "answerOptions": [
               {
                   "displayText": "Social Media",
                   "followUpQuestions": [
                       {
                           "question": "Which social media app?",
                           "portalVersion": "App referral",
                           "questionType": "dropdown",
                           "label": "Choose one",
                           "options": [
                               "Facebook",
                               "LinkedIn",
                               "Instagram"
                           ]
                       }
                   ]
               },
               {
                   "displayText": "Aqua Bank Employee",
                   "followUpQuestions": [
                       {
                           "question": "What is the employee's name?",
                           "portalVersion": "Employee referral",
                           "questionType": "open input",
                           "label": "Enter the employee's name"
                       }
                   ]
               },
               {
                   "displayText": "Other",
                   "followUpQuestions": [
                       {
                           "question": "Where did you hear about us?",
                           "portalVersion": "Other referral",
                           "questionType": "open input",
                           "label": "Enter your answer"
                       }
                   ]
               }
           ]
       }
   ]

   Edit an Existing Question

   To edit an existing question, change the values within the desired object. For example, to change a question to specify “business” instead of “personal”:
   Original:

   [
       {
           "question": "Is this account for personal use?",
           "portalVersion": "Personal Use",
           "questionType": "yes/no",
           "label": "Choose one"
       }
   ]

   Edited:

   [
       {
           "question": "Is this account for business use?",
           "portalVersion": "Business Use",
           "questionType": "yes/no",
           "label": "Choose one"
       }
   ]

   Change Dropdown Options

   To change the answer options in a dropdown, edit the options array within the object. For example, to add a "Friend/Family" answer to the question:
   Original:

   [
       {
           "question": "How did you hear about us?",
           "portalVersion": "Marketing Reach",
           "questionType": "dropdown",
           "label": "Choose one",
           "options": [
               "Social Media",
               "Aqua Bank Employee",
               "Other"
           ]
       }
   ]

   Edited:

   [
       {
           "question": "How did you hear about us?",
           "portalVersion": "Marketing Reach",
           "questionType": "dropdown",
           "label": "Choose one",
           "options": [
               "Social Media",
               "Aqua Bank Employee",
               "Friend/Family",
               "Other"
           ]
       }
   ]

   Remove a Question

   To remove a question, delete the entire object from the array, including the comma after the last set of curly braces in the array.

   Change Question Order

   To change the order of questions, move the entire object to a different position in the array. For example, to move the first question below the second:
   Original:

   [
       {
           "question": "Is this account for personal use?",
           "portalVersion": "Personal Use",
           "questionType": "yes/no",
           "label": "Choose one"
       },
       {
           "question": "How did you hear about us?",
           "portalVersion": "Marketing Reach",
           "questionType": "dropdown",
           "label": "Choose one",
           "options": [
               "Social Media",
               "Aqua Bank Employee",
               "Other"
           ]
       }
   ]

   
   Edited:

   [
       {
           "question": "How did you hear about us?",
           "portalVersion": "Marketing Reach",
           "questionType": "dropdown",
           "label": "Choose one",
           "options": [
               "Social Media",
               "Aqua Bank Employee",
               "Other"
           ]
       },
       {
           "question": "Is this account for personal use?",
           "portalVersion": "Personal Use",
           "questionType": "yes/no",
           "label": "Choose one"
       }
   ]

   
   

5. Once you are finished adding or editing questions, add a Note about the changes.

6. Select Save changes to finish.