Questionnaire Configuration
The questionnaire within the KYB process is a dynamic form used to collect specific information about a company—such as the nature of its business, sources of funds, or ownership structure—in order to assess compliance risks. This questionnaire can be customized.
Questionnaire configuration is done entirely in the AdvanGuard Dashboard: Configuration → Questionnaire. No API calls are required to set up the questionnaire template itself — only generate a link for integration.
Questionnaire Capabilities
The AdvanGuard Questionnaire builder supports a rich set of question types and form behaviors:
17+ Question Types
Single Selection, Multiple Selection, Short Text, Long Text, Number, Email, Link, Signature, Phone Number, Country, Currency, Date, Date Time, Address, Consent Agreement, Document.
Conditional Branch Logic
Show or hide specific question cards or entire sections dynamically based on a respondent's previous answers.
Repeatable Sections
Allow applicants to add multiple Directors, Shareholders, or UBOs within a single form by clicking "+ Add" to loop through the section.
Static Embeddable Link
A permanent dedicated URL is auto-generated on publish. Embed it in your website or send directly to merchants — no API integration needed.
Page Break
A questionnaire can be configured with multiple pages, each featuring a distinct theme, resulting in a more user-friendly experience.
Custome Section
A modular section of a custom questionnaire, offering greater clarity and flexibility regarding the module's purpose.
Custome Question Group
Define a custom goup of questions that can include multiple fields, such as multiple structured address fields.
Data Sources Auto-Fill
Integrated official data sources to auto-fill the fileds of the questionnaire (SG-Singpass/Corppass).
Moblie/PC Screen Supported
The questionnaire supports both mobile and PC screens, featuring distinct page layouts tailored to the display requirements of each scenario.
UI Customization
The questionnaire's UI style allows for customization of the logo, colors, text, buttons, etc. It can ensure the unified style of business scenarios.
Navigate to Questionnaire List
In the AdvanGuard Dashboard, go to Configuration → Questionnaire. The list shows all previously created questionnaires including their name, Questionnaire ID, and publish status.
Click "+ Create"
Click the + Create button in the top-right corner to enter the questionnaire configuration flow.
Questionnaire
The first step configures the questionnaire's basic infomation. The preview panel on the right refreshes in real time as you make changes.
Internal Identifiers
| Field | Required | Description |
|---|---|---|
Questionnaire Name | Required | Internal identifier (e.g. APAC Merchant Standard KYC Form) |
Description | Optional | Internal notes on the questionnaire's compliance purpose |
Form Display Controls
Toggle the following display elements on or off via the Form Display section:
| Toggle | Effect |
|---|---|
| Title | Show or hide the main form title (e.g. "Enterprise Account Application") visible to end users |
| Subtitle | Show or hide the form subtitle |
| Brand Logo | Show or hide your company logo at the top of the form |
Questionnaire Settings
The structure editor shows the drag-and-configure panel on the left, with a live end-user H5/Web preview on the right.
The platform pre-configures two questionnaire sets: Company Details (enterprise questionnaire) and Associated Profiles (questionnaire for related profiles). You can use these out of the box without any input.
Adding Custom Sections
Add a Custom Section
Click "+ Add Custom Section" to define a new compliance chapter (e.g. Enterprise Information, Shareholder Information, Director Information).
In Section Settings, configure the section's title, description, and display settings.
Set Conditional Display Logic
Click the edit icon next to any question card or section's Display Condition to configure trigger rules. For example:
Add Questions
Scroll to the Questions section and choose one of two options:
| Option | Description |
|---|---|
| Create Custom Question | Creates a question with no system-defined logic or field mapping. Used purely for custom data collection. |
| Add Question from Dictionary | Imports a pre-built dictionary item. Its underlying field parameters (API key, validation rules) are preset and auto-synced. |
Configure Each Question
For custom questions, configure: Title, Description, Placeholder, and toggle Required. For question types like Single Selection, you can edit each specific input item and its key-value pairs.
Referencing Dictionary Items
When adding a question from the dictionary, use the search modal:
| Search Method | Description |
|---|---|
| Keyword search | Enter at least 4 characters in the left input box to trigger fuzzy search by Display Name |
| Type filter | Filter by dictionary type: Address, Attachment, Short Text, etc. |
Before confirming, check these key attributes in the list:
| Attribute | What to verify |
|---|---|
| DisplayName / AliasName | Confirm the customer-facing name and the unique backend alias match what you expect |
| Class | Standard = system built-in high-frequency compliance field; Custom = team-defined field |
| Category | 👤 Individual (person) vs 🏢 Company — ensure the field type matches your section |
After confirming, the dictionary item is automatically converted into a standard question card in the questionnaire. Its underlying rules (character limits, API key values, etc.) stay in real-time sync with the dictionary item.
Section
Question
Add question from dictionary
Save Draft
Click Save at any time to save the current configuration as a draft without affecting any active submissions.
Publish
When ready, click Publish in the top-right corner. After publishing, the system automatically generates a Static Embeddable Link (permanent URL). Copy this URL to deploy in your merchant portal or send directly to target customers — no API integration required.
qnreIdentifierVersion. This value is required for Mode 1 (API Form Submit) API calls.Customize the visual appearance of your questionnaire form to match your brand. Go to Configuration → Customization.
If a theme currently being referenced by a questionnaire is deleted, the associated form will automatically revert to the system default visual template.
Managing Themes
From the Customization list you can:
Enter a theme name (left-prefix fuzzy search)
Clone an existing theme and rename it for further editing
Permanently remove a theme (affects linked questionnaires)
Theme Configuration Tabs
When creating or editing a theme, five configuration tabs are available:
Customization
Updated about 1 month ago