Actions
Suitabiliaty Test & FATCA¶
Description: To assess an investor's risk profile by analyzing their financial status, knowledge, experience, and feelings when experiencing losses. This helps investors understand themselves better and choose appropriate investment products, protecting them from excessive investment risks.
Page Route: /onboarding/suite-test
Data Source:
- localStorage: member_id, age
- API: suitability question
UI:
| Section | description | value |
|---|---|---|
| Questions and Answer | display question with choices. combination for single selection choices or multiple selection choices base on question type | |
| Result Table | calculate score and display risk level | low, medium low, medium high, high, very high |
| FATCA Information | Foreign Account Tax Compliance Act declear | FATCA term |
| Risk Agreement | only for low, medium low, medium high level need to check accept risk | bool |
FATCA term:
| term | value |
|---|---|
| I am a U.S. citizen | yes|no |
| I have a green card or permanent resident card in the U.S. | yes|no |
| I have a residence in the U.S. for tax purposes | yes|no |
| I was born in the U.S. but have renounced citizenship | yes|no |
| I have a U.S. address for accounts opened with the company | yes|no |
| I have a U.S. phone number (myself or related person) related to accounts opened with the company | yes|no |
| I have automatic money transfers from accounts opened with the company to U.S. accounts | yes|no |
| I have granted power of attorney to a person in the U.S. to conduct any transactions related to company accounts | yes|no |
Workflow:
System Integration
- Get Suitability Question
API:
- Endpoint: /customer/suitability
- Method: GET
- Data: Query params
...?id={member_id}
Response Parameters:
| Parameter | Type | Description |
|---|---|---|
| user_age | Int | User age |
| version | String | Version (Timestamp) |
| en | Array[Object] | Question and Choices (English) |
| th | Array[Object] | Question and Choices (Thai) |
Question Structure (Object in en/th)
| Field | Type | Description |
|---|---|---|
| {id} | String | "Key question index (eg. ""1"", ""2"") question" |
| type | Int | "1 = Single Choice, 2 = Multiple Choice" |
| answer | Array[Object] | Choices seperate by Choice ID |
- Submission
API:
- Endpoint: /customer/suitability
- Method: POST
Request Body:
| key | type | description |
|---|---|---|
| question | string | number of question |
| answer | Array[string] | ["q|a",...] |
| total | Int | score |
| acknowledge | bool | |
| suitability_test_score_code | string | |
| result_version | string | result version |
| suite_test_version | string | question version |
| step | Int | page index |
Updated by prin methirattanasophon about 2 months ago · 4 revisions