Product-Specific Account Activity Questions

Your institution can opt to add account activity questions for specific products in Product List Manager. These questions appear in the "Account activity" step of the Consumer, Business, and Staff-Led Account Opening flows after an applicant selects that particular product. For example, if you add product-specific questions to your "Checking" product, if the applicant chooses the "Checking" product, those questions will appear in their "Account activity" step. There is no limit to the number of questions you can add.

For more information on adding general account activity questions (not product-specific), go to Account Activity Questions.

To add product-specific account activity questions:

1. From the Admin Platform, select Account opening > Product list manager.
   
   

2. On the Products page that appears, find the product you would like to add questions for, select the three dots, and then select Edit.

   

   
   

3. Scroll to the Account activity questions section and select Add a question.
    
   
   

4. In the dialog that appears, enter your question text and select the answer format, either: 

   • Yes/No

   • Dropdown – The user chooses from the answers you provide. Enter answers in the Dropdown inputs box and separate multiple answers with a comma.
     

     

     
     

   • Open Input – The user enters freeform text in a box provided. You must also add an Input label that will appear inside the input text box. Answers to open-input questions are limited to 95 characters.
     

     

     
     Select Save.
     
     

5. After saving questions, select Edit to update or Delete to remove, if needed. Select Add a question to add more.
   

   

   
   

6. Add a note about the change under Change Log and select Save changes. In the confirmation dialog that appears, select Yes, save.

   

   
   When the applicant chooses this product in the Consumer, Business, and Staff-Led Account Opening flows, the new questions will appear in their "Account activity" step.
   Note: Once added, these questions only apply to new applications, not applications in progress.