The new Questionnaire process type lets you define a reusable library of question sets (such as investment experience assessment) and plug them into any onboarding, review, or credit process. Build once, then apply everywhere with version control so updates roll out predictably while preserving historical responses for audit.

Configure rich logic and UX: single or multiple choice, scales, numeric and free text, conditional branching, required fields, validation, and localization; plus, pre-fill known answers to shorten forms and cut errors. Responses can be scored and mapped to risk tiers or business rules to automatically advance, escalate, or trigger follow-ups, with clear explanations shown to analysts and customers. Present questionnaires internally or as customer-facing steps on web or mobile, with save-and-resume, deadlines, reminders, and accessibility standards supported.

Every submission captures who answered, timestamps, consent text, and relevant metadata, keeping records audit-ready and searchable. Results are stored on the profile, available for reporting, and sent to downstream systems via API and webhooks, enabling trend analysis, periodic re-assessments, and policy calibration over time.