Questionnaire
Introduction
The Questionnaire module provides a configurable form-building and data-collection capability for KYB verification workflows. Businesses can design custom questionnaires — organizing questions into sections with conditional display rules — and publish them for end-user filling. Published forms are shared via secure, expirable links that can either track the latest version or stay pinned to a specific one. During filling, user progress is automatically saved and can be recovered later, including through an email-based resume link. When ready, the form is submitted with full data validation to ensure completeness and correctness against the defined rules. The module also offers system-level templates to accelerate form creation, multi-version management to evolve forms without disrupting active links, and multi-tenant isolation to keep each customer's data separate.
Environments
| Environment | Domain |
|---|---|
| Production (supports test account) | openapi.advance.ai |
- Please contact us to get official/test account.
- If your test/official server is in China, please request the service via VPN to avoid packet loss, service timeout and other problems.
Integration
There are 2 steps to integrate the Questionnaire Management.
- Integrate Token Authorization API to obtain access token for subsequent APIs.
- Integrate the Questionnaire API to preview questionnaire structure.