Questionnaires

Get questionnaire with answers

To get the questionnaire with answers provided by your company or connection based on specific company type, call the GET /api/companies/{company-id}/type/{company-type-id}/questionnaires endpoint.

GET /api/companies/{company-id}/type/{company-type-id}/questionnaires

{
  "questionnaires": {
    "forms": [
      {
        "id": FORM-ID
        "label": "Corporate information",
        "fields": [
          {
            "id": FIELD-ID,
            "type": "Label",
            "label": "Identification of the entity"
          },
          {
            "id": FIELD-ID,
            "type": "Input",
            "label": "Legal name",
            "information": {
              "value": "Example AM"
            }
          },
          {
            "id": FIELD-ID,
            "type": "Input",
            "label": "Corporate identity number",
            "information": {
              "value": "U 42344 MP 2022 PTC 053245"
            }
          },
          {
            "id": FIELD-ID,
            "type": "Dropdown",
            "label": "Type of ownership",
            "options": [
              {
                "id": OPTION-ID,
                "value": "Privately held"
              },
			  {
                "id": OPTION-ID,
                "value": "Publicly listed"
              },
			  {
                "id": OPTION-ID,
                "value": "State owned"
              }
			  {
                "id": OPTION-ID,
                "value": "Other"
              }
            ],
            "information": {
              "options": [
                {
                  "id": OPTION-ID,
                  "value": "Publicly listed"
                }
              ]
            }
          }
        ...
        ]
      }
    ...
    ]
  }
}
			

Get questionnaire without answers

To get the questionnaire for a specific company type, call the GET /api/company-type/{company-type-id}/questionnaires endpoint.

GET /api/company-type/{company-type-id}/questionnaires

{
  "questionnaires": {
    "forms": [
      {
        "id": FORM-ID
        "label": "Portfolio management",
        "fields": [
          {
            "id": FIELD-ID,
            "type": "Label",
            "label": "Governance & process"
          },
          {
            "id": FIELD-ID,
            "type": "Checkbox",
            "label": "Which of the following governing bodies are involved in the approval and regular review of policies and procedures related to investment management?",
            "options": [
              {
                "id": OPTION-ID,
                "value": "Board of directors"
              },
			  {
                "id": OPTION-ID,
                "value": "CEO"
              },
			  {
                "id": OPTION-ID,
                "value": "Head of Portfolio Management"
              },
			  {
                "id": OPTION-ID,
                "value": "Chief Operating Officer"
              },
			...  
            ]
          },
        ...
        ]
      }
    ...
    ]
  }
}
			

Get answer to a specific question

To get the answer to a specific question, call the GET /api/companies/{company-id}/field/{field-id}/information endpoint.

GET /api/companies/{company-id}/field/{field-id}/information

{
  "information": {
    "value": "U 42344 MP 2022 PTC 053245"
  }
}