Created
May 5, 2020 03:20
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CURL applications/get-form
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curl --request POST \ [ruby-2.6.3p62] | |
--url https://accounts-api.orbisfn.io/api/applications/get-form \ | |
--header 'authorization: bearer eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpc3MiOiJodHRwczpcL1wvYWNjb3VudHMtYXBpLm9yYmlzZm4uaW9cL2FwaVwvYXV0aFwvcmVmcmVzaCIsImlhdCI6MTU4ODIwNTg0NCwiZXhwIjoxNTg4NjgxODE2LCJuYmYiOjE1ODg1OTU0MTYsImp0aSI6ImxKZmhhcnhSTzZhQmx5eFIiLCJzdWIiOjg2MjAsInBydiI6ImYzNzVlYWVkMGM2ZjE2YjJjOWUyYmY1NzE2YzUwMTZiNzUwZjI1NjcifQ.qhTVJKVLUEyRSDtMERnlA1vsgitSALiEjgY1JJw_akg' \ | |
--header 'content-type: application/json' \ | |
--cookie __cfduid=dc65b2cb0e4ddb3615ed1c1d458947ad51587688722 \ | |
--data '{ | |
"with": [ | |
"pages.sections.questions.translations", | |
"pages.sections.questions.parent_questions.parent_question", | |
"pages.sections.questions.parent_questions.parent_option", | |
"pages.sections.questions.rule_set.rules.values", | |
"pages.sections.questions.type", | |
"pages.sections.questions.options.translations", | |
"pages.sections.questions.options.parent_options.parent_question", | |
"pages.sections.questions.options.parent_options.parent_option" | |
], | |
"application_type_id": 31 | |
}' | |
ashok@Ashoks-MacBook-Pro-2 ~ $ curl --request POST \ [ruby-2.6.3p62] | |
--url https://accounts-api.orbisfn.io/api/applications/get-form \ | |
--header 'authorization: bearer eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJpc3MiOiJodHRwczpcL1wvYWNjb3VudHMtYXBpLm9yYmlzZm4uaW9cL2FwaVwvYXV0aFwvcmVmcmVzaCIsImlhdCI6MTU4ODIwNTg0NCwiZXhwIjoxNTg4NjgxODE2LCJuYmYiOjE1ODg1OTU0MTYsImp0aSI6ImxKZmhhcnhSTzZhQmx5eFIiLCJzdWIiOjg2MjAsInBydiI6ImYzNzVlYWVkMGM2ZjE2YjJjOWUyYmY1NzE2YzUwMTZiNzUwZjI1NjcifQ.qhTVJKVLUEyRSDtMERnlA1vsgitSALiEjgY1JJw_akg' \ | |
--header 'content-type: application/json' \ | |
--cookie __cfduid=dc65b2cb0e4ddb3615ed1c1d458947ad51587688722 \ | |
--data '{ | |
"with": [ | |
"pages.sections.questions.translations", | |
"pages.sections.questions.parent_questions.parent_question", | |
"pages.sections.questions.parent_questions.parent_option", | |
"pages.sections.questions.rule_set.rules.values", | |
"pages.sections.questions.type", | |
"pages.sections.questions.options.translations", | |
"pages.sections.questions.options.parent_options.parent_question", | |
"pages.sections.questions.options.parent_options.parent_option" | |
], | |
"application_type_id": 31 | |
}' | |
{ | |
"status": true, | |
"application_type": { | |
"id": 31, | |
"pages": [ | |
{ | |
"id": 79, | |
"position": 1, | |
"sections": [ | |
{ | |
"id": 209, | |
"position": 1, | |
"questions": [ | |
{ | |
"id": 1636, | |
"section_id": 209, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 4, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "is-broker", | |
"position": 1, | |
"translations": [ | |
{ | |
"data": "Is this account a PAB account, meaning a proprietary securities account of a broker or dealer as defined by sec 15c3-3(a)(16)?", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1451, | |
"question_id": 1636, | |
"system_identifier": "is-broker.yes", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Yes", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1452, | |
"question_id": 1636, | |
"system_identifier": "is-broker.no", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "No", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1637, | |
"section_id": 209, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 3, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "customer-type", | |
"position": 2, | |
"translations": [ | |
{ | |
"data": "Customer type", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1453, | |
"question_id": 1637, | |
"system_identifier": "customer-type.individual", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Individual", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1454, | |
"question_id": 1637, | |
"system_identifier": "customer-type.joint", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Joint", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1638, | |
"section_id": 209, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 13, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "account-type", | |
"position": 3, | |
"translations": [ | |
{ | |
"data": "Account Type", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1455, | |
"question_id": 1638, | |
"system_identifier": "account-type.cash", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Cash", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1456, | |
"question_id": 1638, | |
"system_identifier": "account-type.margin", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Margin", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1639, | |
"section_id": 209, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 14, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "options", | |
"position": 4, | |
"translations": [ | |
{ | |
"data": "Do you plan to trade options in this account?", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1457, | |
"question_id": 1639, | |
"system_identifier": "options.yes", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Yes", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1458, | |
"question_id": 1639, | |
"system_identifier": "options.no", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "No", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1640, | |
"section_id": 209, | |
"question_type_id": 8, | |
"rule_set_id": 1, | |
"apex_form_key_id": 81, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "optionLevel", | |
"position": 5, | |
"translations": [ | |
{ | |
"data": "Option Level", | |
"language": "en" | |
} | |
], | |
"parent_questions": [ | |
{ | |
"id": 1355, | |
"parent_question_id": 1639, | |
"parent_option_id": 1457, | |
"dependent_question_id": 1640, | |
"parent_question": { | |
"id": 1639, | |
"section_id": 209, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 14, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "options", | |
"position": 4 | |
}, | |
"parent_option": { | |
"id": 1457, | |
"question_id": 1639, | |
"system_identifier": "options.yes", | |
"position": 1 | |
} | |
} | |
], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 8, | |
"name": "select", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1459, | |
"question_id": 1640, | |
"system_identifier": "optionLevel.1", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Level 1", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1460, | |
"question_id": 1640, | |
"system_identifier": "optionLevel.2", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Level 2", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1461, | |
"question_id": 1640, | |
"system_identifier": "optionLevel.3", | |
"position": 3, | |
"parent_options": [ | |
{ | |
"id": 45, | |
"parent_question_id": 1638, | |
"parent_option_id": 1456, | |
"dependent_option_id": 1461, | |
"parent_option": { | |
"id": 1456, | |
"question_id": 1638, | |
"system_identifier": "account-type.margin", | |
"position": 2 | |
} | |
} | |
], | |
"translations": [ | |
{ | |
"data": "Level 3", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1462, | |
"question_id": 1640, | |
"system_identifier": "optionLevel.4", | |
"position": 4, | |
"parent_options": [ | |
{ | |
"id": 46, | |
"parent_question_id": 1638, | |
"parent_option_id": 1456, | |
"dependent_option_id": 1462, | |
"parent_option": { | |
"id": 1456, | |
"question_id": 1638, | |
"system_identifier": "account-type.margin", | |
"position": 2 | |
} | |
} | |
], | |
"translations": [ | |
{ | |
"data": "Level 4", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1463, | |
"question_id": 1640, | |
"system_identifier": "optionLevel.5", | |
"position": 5, | |
"parent_options": [ | |
{ | |
"id": 47, | |
"parent_question_id": 1638, | |
"parent_option_id": 1456, | |
"dependent_option_id": 1463, | |
"parent_option": { | |
"id": 1456, | |
"question_id": 1638, | |
"system_identifier": "account-type.margin", | |
"position": 2 | |
} | |
} | |
], | |
"translations": [ | |
{ | |
"data": "Level 5", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1464, | |
"question_id": 1640, | |
"system_identifier": "optionLevel.6", | |
"position": 6, | |
"parent_options": [ | |
{ | |
"id": 48, | |
"parent_question_id": 1638, | |
"parent_option_id": 1456, | |
"dependent_option_id": 1464, | |
"parent_option": { | |
"id": 1456, | |
"question_id": 1638, | |
"system_identifier": "account-type.margin", | |
"position": 2 | |
} | |
} | |
], | |
"translations": [ | |
{ | |
"data": "Level 6", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1641, | |
"section_id": 209, | |
"question_type_id": 2, | |
"rule_set_id": 8, | |
"apex_form_key_id": 31, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "email", | |
"position": 6, | |
"translations": [ | |
{ | |
"data": "Email address", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 8, | |
"name": "email", | |
"rules": [ | |
{ | |
"id": 7, | |
"name": "email", | |
"attribute": "email", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 2, | |
"name": "email", | |
"is_generic": 1 | |
}, | |
"options": [] | |
}, | |
{ | |
"id": 1642, | |
"section_id": 209, | |
"question_type_id": 6, | |
"rule_set_id": 6, | |
"apex_form_key_id": 32, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "home-phone", | |
"position": 7, | |
"translations": [ | |
{ | |
"data": "Home phone number", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 6, | |
"name": "phone", | |
"rules": [ | |
{ | |
"id": 6, | |
"name": "phone", | |
"attribute": "phone", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 6, | |
"name": "text", | |
"is_generic": 1 | |
}, | |
"options": [] | |
}, | |
{ | |
"id": 1643, | |
"section_id": 209, | |
"question_type_id": 6, | |
"rule_set_id": 2, | |
"apex_form_key_id": 19, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "account-name-first", | |
"position": 8, | |
"translations": [ | |
{ | |
"data": "First name", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 2, | |
"name": "string", | |
"rules": [ | |
{ | |
"id": 2, | |
"name": "string", | |
"attribute": "string", | |
"values": [] | |
}, | |
{ | |
"id": 14, | |
"name": "english", | |
"attribute": "regex", | |
"values": [ | |
{ | |
"id": 7, | |
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
"id": 6, | |
"name": "text", | |
"is_generic": 1 | |
}, | |
"options": [] | |
}, | |
{ | |
"id": 1644, | |
"section_id": 209, | |
"question_type_id": 6, | |
"rule_set_id": 2, | |
"apex_form_key_id": null, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 1, | |
"is_encrypted": 0, | |
"system_identifier": "ai-middleName", | |
"position": 9, | |
"translations": [ | |
{ | |
"data": "Middle Name (if you have one)", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 2, | |
"name": "string", | |
"rules": [ | |
{ | |
"id": 2, | |
"name": "string", | |
"attribute": "string", | |
"values": [] | |
}, | |
{ | |
"id": 14, | |
"name": "english", | |
"attribute": "regex", | |
"values": [ | |
{ | |
"id": 7, | |
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
"id": 6, | |
"name": "text", | |
"is_generic": 1 | |
}, | |
"options": [] | |
}, | |
{ | |
"id": 1645, | |
"section_id": 209, | |
"question_type_id": 6, | |
"rule_set_id": 2, | |
"apex_form_key_id": 20, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "account-name-last", | |
"position": 10, | |
"translations": [ | |
{ | |
"data": "Last name", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 2, | |
"name": "string", | |
"rules": [ | |
{ | |
"id": 2, | |
"name": "string", | |
"attribute": "string", | |
"values": [] | |
}, | |
{ | |
"id": 14, | |
"name": "english", | |
"attribute": "regex", | |
"values": [ | |
{ | |
"id": 7, | |
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
"id": 6, | |
"name": "text", | |
"is_generic": 1 | |
}, | |
"options": [] | |
}, | |
{ | |
"id": 1646, | |
"section_id": 209, | |
"question_type_id": 15, | |
"rule_set_id": 3, | |
"apex_form_key_id": null, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 1, | |
"system_identifier": "birthday", | |
"position": 11, | |
"translations": [ | |
{ | |
"data": "Date of birth", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 3, | |
"name": "date", | |
"rules": [ | |
{ | |
"id": 3, | |
"name": "date", | |
"attribute": "date_format", | |
"values": [ | |
{ | |
"id": 2, | |
"value": "m/d/Y" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
"id": 15, | |
"name": "date", | |
"is_generic": 0 | |
}, | |
"options": [] | |
}, | |
{ | |
"id": 1647, | |
"section_id": 209, | |
"question_type_id": 4, | |
"rule_set_id": 1, | |
"apex_form_key_id": 25, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 1, | |
"is_encrypted": 0, | |
"system_identifier": "dependants", | |
"position": 12, | |
"translations": [ | |
{ | |
"data": "Number of dependants", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
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"data": "What is your marital status?", | |
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"data": "Divorced", | |
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"data": "Widowed", | |
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"data": "Is your current address in the United States?", | |
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"data": "Yes", | |
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"data": "No", | |
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{ | |
"data": "Select a Counry", | |
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} | |
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"id": 4, | |
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"data": "Address Line 1", | |
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"id": 2, | |
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"data": "Address Line 2", | |
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{ | |
"data": "City", | |
"language": "en" | |
} | |
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{ | |
"data": "Province/Region", | |
"language": "en" | |
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{ | |
"data": "Select a State", | |
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"data": "Zip/Postal Code", | |
"language": "en" | |
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"position": 9, | |
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{ | |
"data": "Is your mailing address the same as your home address?", | |
"language": "en" | |
} | |
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"id": 1471, | |
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{ | |
"data": "Yes", | |
"language": "en" | |
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"question_id": 1657, | |
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"data": "No", | |
"language": "en" | |
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"language": "en" | |
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"data": "No", | |
"language": "en" | |
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"data": "Social Security/Tax ID", | |
"language": "en" | |
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{ | |
"data": "What is your Social Security Number?", | |
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} | |
], | |
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{ | |
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{ | |
"data": "Do you have a US Visa?", | |
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} | |
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{ | |
"data": "What is your Visa type?", | |
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} | |
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{ | |
"data": "E1", | |
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"id": 1480, | |
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{ | |
"data": "E2", | |
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"id": 1481, | |
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{ | |
"data": "E3", | |
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} | |
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"id": 1482, | |
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{ | |
"data": "F1", | |
"language": "en" | |
} | |
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{ | |
"id": 1483, | |
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{ | |
"data": "H1B", | |
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} | |
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"id": 1484, | |
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{ | |
"data": "L1", | |
"language": "en" | |
} | |
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"id": 1485, | |
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"data": "O1", | |
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} | |
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{ | |
"id": 1486, | |
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"data": "TN1", | |
"language": "en" | |
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{ | |
"data": "What is expiration date of your Visa?", | |
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{ | |
"data": "What is your country of citizenship?", | |
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} | |
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{ | |
"data": "What is your National ID number?", | |
"language": "en" | |
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"language": "en" | |
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"language": "en" | |
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"rule_set_id": 1, | |
"apex_form_key_id": 62, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "additional-info-pep", | |
"position": 1, | |
"translations": [ | |
{ | |
"data": "Is the account maintained for a current or former politically exposed person or public official?", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1492, | |
"question_id": 1671, | |
"system_identifier": "additional-info-pep.yes", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Yes", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1493, | |
"question_id": 1671, | |
"system_identifier": "additional-info-pep.no", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "No", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1672, | |
"section_id": 213, | |
"question_type_id": 6, | |
"rule_set_id": 2, | |
"apex_form_key_id": 63, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "additional-info-pep-political", | |
"position": 2, | |
"translations": [ | |
{ | |
"data": "Please provide the name of the related political organization.", | |
"language": "en" | |
} | |
], | |
"parent_questions": [ | |
{ | |
"id": 1370, | |
"parent_question_id": 1671, | |
"parent_option_id": 1492, | |
"dependent_question_id": 1672, | |
"parent_question": { | |
"id": 1671, | |
"section_id": 213, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 62, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "additional-info-pep", | |
"position": 1 | |
}, | |
"parent_option": { | |
"id": 1492, | |
"question_id": 1671, | |
"system_identifier": "additional-info-pep.yes", | |
"position": 1 | |
} | |
} | |
], | |
"rule_set": { | |
"id": 2, | |
"name": "string", | |
"rules": [ | |
{ | |
"id": 2, | |
"name": "string", | |
"attribute": "string", | |
"values": [] | |
}, | |
{ | |
"id": 14, | |
"name": "english", | |
"attribute": "regex", | |
"values": [ | |
{ | |
"id": 7, | |
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
"id": 6, | |
"name": "text", | |
"is_generic": 1 | |
}, | |
"options": [] | |
}, | |
{ | |
"id": 1673, | |
"section_id": 213, | |
"question_type_id": 7, | |
"rule_set_id": 2, | |
"apex_form_key_id": 64, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "additional-info-pep-text", | |
"position": 3, | |
"translations": [ | |
{ | |
"data": "Please provide the names of that official and official’s immediate family members.", | |
"language": "en" | |
} | |
], | |
"parent_questions": [ | |
{ | |
"id": 1371, | |
"parent_question_id": 1671, | |
"parent_option_id": 1492, | |
"dependent_question_id": 1673, | |
"parent_question": { | |
"id": 1671, | |
"section_id": 213, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 62, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "additional-info-pep", | |
"position": 1 | |
}, | |
"parent_option": { | |
"id": 1492, | |
"question_id": 1671, | |
"system_identifier": "additional-info-pep.yes", | |
"position": 1 | |
} | |
} | |
], | |
"rule_set": { | |
"id": 2, | |
"name": "string", | |
"rules": [ | |
{ | |
"id": 2, | |
"name": "string", | |
"attribute": "string", | |
"values": [] | |
}, | |
{ | |
"id": 14, | |
"name": "english", | |
"attribute": "regex", | |
"values": [ | |
{ | |
"id": 7, | |
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
"id": 7, | |
"name": "textarea", | |
"is_generic": 1 | |
}, | |
"options": [] | |
} | |
] | |
}, | |
{ | |
"id": 214, | |
"position": 6, | |
"questions": [ | |
{ | |
"id": 1674, | |
"section_id": 214, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": null, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "exposure-brokerage", | |
"position": 1, | |
"translations": [ | |
{ | |
"data": "Do you or a family member work for another brokerage?", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1494, | |
"question_id": 1674, | |
"system_identifier": "exposure-brokerage.yes", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Yes", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1495, | |
"question_id": 1674, | |
"system_identifier": "exposure-brokerage.no", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "No", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1675, | |
"section_id": 214, | |
"question_type_id": 7, | |
"rule_set_id": 2, | |
"apex_form_key_id": null, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 1, | |
"is_encrypted": 0, | |
"system_identifier": "exposure-brokerage-info", | |
"position": 2, | |
"translations": [ | |
{ | |
"data": "Which brokerage? Name of person? Relationship to that person?", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 2, | |
"name": "string", | |
"rules": [ | |
{ | |
"id": 2, | |
"name": "string", | |
"attribute": "string", | |
"values": [] | |
}, | |
{ | |
"id": 14, | |
"name": "english", | |
"attribute": "regex", | |
"values": [ | |
{ | |
"id": 7, | |
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
"id": 7, | |
"name": "textarea", | |
"is_generic": 1 | |
}, | |
"options": [] | |
} | |
] | |
}, | |
{ | |
"id": 215, | |
"position": 7, | |
"questions": [ | |
{ | |
"id": 1676, | |
"section_id": 215, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 45, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "control-person", | |
"position": 1, | |
"translations": [ | |
{ | |
"data": "Is the account holder a control person of a publicly traded company? (Director, Officer, or 10% Stock Holder)", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1496, | |
"question_id": 1676, | |
"system_identifier": "control-person.yes", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Yes", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1497, | |
"question_id": 1676, | |
"system_identifier": "control-person.no", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "No", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1677, | |
"section_id": 215, | |
"question_type_id": 6, | |
"rule_set_id": 2, | |
"apex_form_key_id": 46, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "control-person-name", | |
"position": 2, | |
"translations": [ | |
{ | |
"data": "Please list the name of the company(s) and the stock ticker symbol.", | |
"language": "en" | |
} | |
], | |
"parent_questions": [ | |
{ | |
"id": 1372, | |
"parent_question_id": 1676, | |
"parent_option_id": 1496, | |
"dependent_question_id": 1677, | |
"parent_question": { | |
"id": 1676, | |
"section_id": 215, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 45, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "control-person", | |
"position": 1 | |
}, | |
"parent_option": { | |
"id": 1496, | |
"question_id": 1676, | |
"system_identifier": "control-person.yes", | |
"position": 1 | |
} | |
} | |
], | |
"rule_set": { | |
"id": 2, | |
"name": "string", | |
"rules": [ | |
{ | |
"id": 2, | |
"name": "string", | |
"attribute": "string", | |
"values": [] | |
}, | |
{ | |
"id": 14, | |
"name": "english", | |
"attribute": "regex", | |
"values": [ | |
{ | |
"id": 7, | |
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
"id": 6, | |
"name": "text", | |
"is_generic": 1 | |
}, | |
"options": [] | |
} | |
] | |
}, | |
{ | |
"id": 216, | |
"position": 8, | |
"questions": [ | |
{ | |
"id": 1678, | |
"section_id": 216, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 49, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "suitability-time-horizon", | |
"position": 1, | |
"translations": [ | |
{ | |
"data": "Time Horizon", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1498, | |
"question_id": 1678, | |
"system_identifier": "suitability-time-horizon.short", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Short (Less than 3 Years)", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1499, | |
"question_id": 1678, | |
"system_identifier": "suitability-time-horizon.average", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Average (4-7 Years)", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1500, | |
"question_id": 1678, | |
"system_identifier": "suitability-time-horizon.longest", | |
"position": 3, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Long (8 Years+)", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1679, | |
"section_id": 216, | |
"question_type_id": 1, | |
"rule_set_id": 1, | |
"apex_form_key_id": 51, | |
"document_type_id": null, | |
"has_multiple_answers": 1, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "suitability-investment-objective", | |
"position": 2, | |
"translations": [ | |
{ | |
"data": "Investment Objective", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 1, | |
"name": "checkbox", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1501, | |
"question_id": 1679, | |
"system_identifier": "suitability-investment-objective.capital_preservation", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Capital Preservation", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1502, | |
"question_id": 1679, | |
"system_identifier": "suitability-investment-objective.income", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Income", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1503, | |
"question_id": 1679, | |
"system_identifier": "suitability-investment-objective.growth", | |
"position": 3, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Growth", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1504, | |
"question_id": 1679, | |
"system_identifier": "suitability-investment-objective.speculation", | |
"position": 4, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Speculation", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1505, | |
"question_id": 1679, | |
"system_identifier": "suitability-investment-objective.other", | |
"position": 5, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Other", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1680, | |
"section_id": 216, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 52, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "suitability-investment-experience", | |
"position": 3, | |
"translations": [ | |
{ | |
"data": "Investment Experience", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1506, | |
"question_id": 1680, | |
"system_identifier": "suitability-investment-experience.none", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "None", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1507, | |
"question_id": 1680, | |
"system_identifier": "suitability-investment-experience.limited", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Limited", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1508, | |
"question_id": 1680, | |
"system_identifier": "suitability-investment-experience.good", | |
"position": 3, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Good", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1509, | |
"question_id": 1680, | |
"system_identifier": "suitability-investment-experience.extensive", | |
"position": 4, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Extensive", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1681, | |
"section_id": 216, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 54, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "suitability-liquid-net-worth", | |
"position": 4, | |
"translations": [ | |
{ | |
"data": "Liquid net worth", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1510, | |
"question_id": 1681, | |
"system_identifier": "suitability-liquid-net-worth.0-50000", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Under $50000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1511, | |
"question_id": 1681, | |
"system_identifier": "suitability-liquid-net-worth.50001-100000", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "$50001 to $100000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1512, | |
"question_id": 1681, | |
"system_identifier": "suitability-liquid-net-worth.100001-200000", | |
"position": 3, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "$100001 to $200000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1513, | |
"question_id": 1681, | |
"system_identifier": "suitability-liquid-net-worth.200001-500000", | |
"position": 4, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "$200001 to $500000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1514, | |
"question_id": 1681, | |
"system_identifier": "suitability-liquid-net-worth.500001-1000000", | |
"position": 5, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "$500001 to $1000000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1515, | |
"question_id": 1681, | |
"system_identifier": "suitability-liquid-net-worth.1000001-5000000", | |
"position": 6, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "$1000001 to $5000000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1516, | |
"question_id": 1681, | |
"system_identifier": "suitability-liquid-net-worth.5000001-9999999", | |
"position": 7, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Over $5000001", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
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"translations": [ | |
{ | |
"data": "Annual income", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
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{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
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} | |
] | |
}, | |
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"id": 5, | |
"name": "radio", | |
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}, | |
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{ | |
"id": 1517, | |
"question_id": 1682, | |
"system_identifier": "suitability-income.0-25000", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Under $25000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1518, | |
"question_id": 1682, | |
"system_identifier": "suitability-income.25001-50000", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "$25001 to 50000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1519, | |
"question_id": 1682, | |
"system_identifier": "suitability-income.50001-100000", | |
"position": 3, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "50001 to 100000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1520, | |
"question_id": 1682, | |
"system_identifier": "suitability-income.100001-200000", | |
"position": 4, | |
"parent_options": [], | |
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{ | |
"data": "100001 to 200000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1521, | |
"question_id": 1682, | |
"system_identifier": "suitability-income.200001-300000", | |
"position": 5, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "200001 to 300000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1522, | |
"question_id": 1682, | |
"system_identifier": "suitability-income.300001-500000", | |
"position": 6, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "300001 to 500000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1523, | |
"question_id": 1682, | |
"system_identifier": "suitability-income.500001-1200000", | |
"position": 7, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "500001 to 1200001", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1524, | |
"question_id": 1682, | |
"system_identifier": "suitability-income.1200001-9999999", | |
"position": 8, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Over 1200001", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1683, | |
"section_id": 216, | |
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"position": 6, | |
"translations": [ | |
{ | |
"data": "Total Net Worth", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
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"id": 1, | |
"name": "integer", | |
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{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
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}, | |
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{ | |
"id": 1525, | |
"question_id": 1683, | |
"system_identifier": "suitability-total-net-worth.0-50000", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Under $50000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1526, | |
"question_id": 1683, | |
"system_identifier": "suitability-total-net-worth.50001-100000", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "$50001 to $100000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1527, | |
"question_id": 1683, | |
"system_identifier": "suitability-total-net-worth.100001-200000", | |
"position": 3, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "$100001 to $200000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1528, | |
"question_id": 1683, | |
"system_identifier": "suitability-total-net-worth.200001-500000", | |
"position": 4, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "$200001 to $500000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1529, | |
"question_id": 1683, | |
"system_identifier": "suitability-total-net-worth.500001-1000000", | |
"position": 5, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "$500001 to $1000000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1530, | |
"question_id": 1683, | |
"system_identifier": "suitability-total-net-worth.1000001-5000000", | |
"position": 6, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "$1000001 to $5000000", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1531, | |
"question_id": 1683, | |
"system_identifier": "suitability-total-net-worth.5000001-9999999", | |
"position": 7, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Over $5000001", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1684, | |
"section_id": 216, | |
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"translations": [ | |
{ | |
"data": "Risk tolerance", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
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"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
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{ | |
"id": 1532, | |
"question_id": 1684, | |
"system_identifier": "suitability-risk-tolerance.low", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Low", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1533, | |
"question_id": 1684, | |
"system_identifier": "suitability-risk-tolerance.medium", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Medium", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1534, | |
"question_id": 1684, | |
"system_identifier": "suitability-risk-tolerance.high", | |
"position": 3, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "High", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1685, | |
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"system_identifier": "averageSharesPerTrade", | |
"position": 8, | |
"translations": [ | |
{ | |
"data": "Average number of shares per trade", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 4, | |
"name": "number", | |
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}, | |
"options": [] | |
}, | |
{ | |
"id": 1686, | |
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"position": 9, | |
"translations": [ | |
{ | |
"data": "Average number of trades per year", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
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"name": "number", | |
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{ | |
"id": 1687, | |
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"system_identifier": "suitability-liquidity", | |
"position": 10, | |
"translations": [ | |
{ | |
"data": "Liquidity Needs", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
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}, | |
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{ | |
"id": 1535, | |
"question_id": 1687, | |
"system_identifier": "suitability-liquidity.very_important", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Very Important", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1536, | |
"question_id": 1687, | |
"system_identifier": "suitability-liquidity.somewhat_important", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Somewhat Important", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1537, | |
"question_id": 1687, | |
"system_identifier": "suitability-liquidity.not_important", | |
"position": 3, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Not Important", | |
"language": "en" | |
} | |
] | |
} | |
] | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 80, | |
"position": 2, | |
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{ | |
"id": 217, | |
"position": 1, | |
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{ | |
"id": 1688, | |
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"system_identifier": "trusted-contact-name-first", | |
"position": 1, | |
"translations": [ | |
{ | |
"data": "First name", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
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"id": 2, | |
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"id": 2, | |
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"id": 14, | |
"name": "english", | |
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"values": [ | |
{ | |
"id": 7, | |
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
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"name": "text", | |
"is_generic": 1 | |
}, | |
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{ | |
"id": 1689, | |
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"system_identifier": "trusted-contact-name-last", | |
"position": 2, | |
"translations": [ | |
{ | |
"data": "Last name", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 2, | |
"name": "string", | |
"rules": [ | |
{ | |
"id": 2, | |
"name": "string", | |
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"values": [] | |
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{ | |
"id": 14, | |
"name": "english", | |
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"values": [ | |
{ | |
"id": 7, | |
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
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"name": "text", | |
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}, | |
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}, | |
{ | |
"id": 1690, | |
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"system_identifier": "trusted-contact-phone", | |
"position": 3, | |
"translations": [ | |
{ | |
"data": "Phone number", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
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"id": 2, | |
"name": "string", | |
"rules": [ | |
{ | |
"id": 2, | |
"name": "string", | |
"attribute": "string", | |
"values": [] | |
}, | |
{ | |
"id": 14, | |
"name": "english", | |
"attribute": "regex", | |
"values": [ | |
{ | |
"id": 7, | |
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
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"name": "text", | |
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"id": 1691, | |
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"has_multiple_answers": 0, | |
"is_optional": 1, | |
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"system_identifier": "trusted-contact-email", | |
"position": 4, | |
"translations": [ | |
{ | |
"data": "Email address", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 8, | |
"name": "email", | |
"rules": [ | |
{ | |
"id": 7, | |
"name": "email", | |
"attribute": "email", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
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"name": "email", | |
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}, | |
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"id": 1692, | |
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"system_identifier": "trustedContactAddress.us_or_not", | |
"position": 5, | |
"translations": [ | |
{ | |
"data": "Is current address of your trusted contact in the United States?", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
"is_generic": 1 | |
}, | |
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{ | |
"id": 1538, | |
"question_id": 1692, | |
"system_identifier": "trustedContactAddress.us_or_not.yes", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Yes", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1539, | |
"question_id": 1692, | |
"system_identifier": "trustedContactAddress.us_or_not.no", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "No", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
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"system_identifier": "trustedContactAddress.country", | |
"position": 6, | |
"translations": [ | |
{ | |
"data": "Select a Counry", | |
"language": "en" | |
} | |
], | |
"parent_questions": [ | |
{ | |
"id": 1373, | |
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"position": 5 | |
}, | |
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"id": 1539, | |
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"system_identifier": "trustedContactAddress.us_or_not.no", | |
"position": 2 | |
} | |
} | |
], | |
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"id": 4, | |
"name": "country", | |
"rules": [ | |
{ | |
"id": 4, | |
"name": "country", | |
"attribute": "country", | |
"values": [] | |
} | |
] | |
}, | |
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"name": "country", | |
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}, | |
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}, | |
{ | |
"id": 1694, | |
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"system_identifier": "trustedContactAddress.line_1", | |
"position": 7, | |
"translations": [ | |
{ | |
"data": "Address Line 1", | |
"language": "en" | |
} | |
], | |
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"id": 2, | |
"name": "string", | |
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{ | |
"id": 2, | |
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{ | |
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"name": "english", | |
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{ | |
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"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/" | |
} | |
] | |
} | |
] | |
}, | |
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}, | |
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{ | |
"id": 1695, | |
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"is_optional": 1, | |
"is_encrypted": 0, | |
"system_identifier": "trustedContactAddress.line_2", | |
"position": 8, | |
"translations": [ | |
{ | |
"data": "Address Line 2", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 2, | |
"name": "string", | |
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{ | |
"id": 2, | |
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{ | |
"id": 14, | |
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{ | |
"id": 7, | |
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} | |
] | |
}, | |
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"id": 6, | |
"name": "text", | |
"is_generic": 1 | |
}, | |
"options": [] | |
}, | |
{ | |
"id": 1696, | |
"section_id": 217, | |
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"rule_set_id": 2, | |
"apex_form_key_id": 153, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 1, | |
"is_encrypted": 0, | |
"system_identifier": "trustedContactAddress.city", | |
"position": 9, | |
"translations": [ | |
{ | |
"data": "City", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 2, | |
"name": "string", | |
"rules": [ | |
{ | |
"id": 2, | |
"name": "string", | |
"attribute": "string", | |
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{ | |
"id": 14, | |
"name": "english", | |
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{ | |
"id": 7, | |
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
"id": 6, | |
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}, | |
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{ | |
"id": 1697, | |
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"has_multiple_answers": 0, | |
"is_optional": 0, | |
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"system_identifier": "trustedContactAddress.province", | |
"position": 10, | |
"translations": [ | |
{ | |
"data": "Province/Region", | |
"language": "en" | |
} | |
], | |
"parent_questions": [ | |
{ | |
"id": 1375, | |
"parent_question_id": 1692, | |
"parent_option_id": 1539, | |
"dependent_question_id": 1697, | |
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"id": 1692, | |
"section_id": 217, | |
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"system_identifier": "trustedContactAddress.us_or_not", | |
"position": 5 | |
}, | |
"parent_option": { | |
"id": 1539, | |
"question_id": 1692, | |
"system_identifier": "trustedContactAddress.us_or_not.no", | |
"position": 2 | |
} | |
} | |
], | |
"rule_set": { | |
"id": 2, | |
"name": "string", | |
"rules": [ | |
{ | |
"id": 2, | |
"name": "string", | |
"attribute": "string", | |
"values": [] | |
}, | |
{ | |
"id": 14, | |
"name": "english", | |
"attribute": "regex", | |
"values": [ | |
{ | |
"id": 7, | |
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
"id": 6, | |
"name": "text", | |
"is_generic": 1 | |
}, | |
"options": [] | |
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{ | |
"id": 1698, | |
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"question_type_id": 14, | |
"rule_set_id": 7, | |
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"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "trustedContactAddress.state", | |
"position": 11, | |
"translations": [ | |
{ | |
"data": "Select a State", | |
"language": "en" | |
} | |
], | |
"parent_questions": [ | |
{ | |
"id": 1374, | |
"parent_question_id": 1692, | |
"parent_option_id": 1538, | |
"dependent_question_id": 1698, | |
"parent_question": { | |
"id": 1692, | |
"section_id": 217, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": null, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 1, | |
"is_encrypted": 0, | |
"system_identifier": "trustedContactAddress.us_or_not", | |
"position": 5 | |
}, | |
"parent_option": { | |
"id": 1538, | |
"question_id": 1692, | |
"system_identifier": "trustedContactAddress.us_or_not.yes", | |
"position": 1 | |
} | |
} | |
], | |
"rule_set": { | |
"id": 7, | |
"name": "state", | |
"rules": [ | |
{ | |
"id": 8, | |
"name": "state", | |
"attribute": "state", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 14, | |
"name": "state", | |
"is_generic": 0 | |
}, | |
"options": [] | |
}, | |
{ | |
"id": 1699, | |
"section_id": 217, | |
"question_type_id": 4, | |
"rule_set_id": 2, | |
"apex_form_key_id": 155, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 1, | |
"is_encrypted": 0, | |
"system_identifier": "trustedContactAddress.zipcode", | |
"position": 12, | |
"translations": [ | |
{ | |
"data": "Zip/Postal Code", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 2, | |
"name": "string", | |
"rules": [ | |
{ | |
"id": 2, | |
"name": "string", | |
"attribute": "string", | |
"values": [] | |
}, | |
{ | |
"id": 14, | |
"name": "english", | |
"attribute": "regex", | |
"values": [ | |
{ | |
"id": 7, | |
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
"id": 4, | |
"name": "number", | |
"is_generic": 1 | |
}, | |
"options": [] | |
} | |
] | |
}, | |
{ | |
"id": 218, | |
"position": 2, | |
"questions": [ | |
{ | |
"id": 1700, | |
"section_id": 218, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 60, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 1, | |
"is_encrypted": 0, | |
"system_identifier": "enhanced-reinvestment", | |
"position": 1, | |
"translations": [ | |
{ | |
"data": "Free dividend reivestment", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1540, | |
"question_id": 1700, | |
"system_identifier": "enhanced-reinvestment.send", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Reinvest dividends on ALL eligible securities.", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1541, | |
"question_id": 1700, | |
"system_identifier": "enhanced-reinvestment.hold", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Please do not reinvest any dividends.", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1701, | |
"section_id": 218, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 61, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 1, | |
"is_encrypted": 0, | |
"system_identifier": "service-instructions", | |
"position": 2, | |
"translations": [ | |
{ | |
"data": "Select whether or not you would like to enroll your account into the Sweep Program. By enrolling in the Sweep Program, your credit balances, including dividends and proceeds from the sale of securities that are credited to your account, will automatically be swept.", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1542, | |
"question_id": 1701, | |
"system_identifier": "service-instructions.SWEEP", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Yes", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1543, | |
"question_id": 1701, | |
"system_identifier": "service-instructions.NO_SWEEP", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "No", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1702, | |
"section_id": 218, | |
"question_type_id": 9, | |
"rule_set_id": 1, | |
"apex_form_key_id": 58, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 1, | |
"is_encrypted": 0, | |
"system_identifier": "direct-communication", | |
"position": 3, | |
"translations": [ | |
{ | |
"data": "Rule 14b-1(c) of the Securities Exchange Act, unless you object, requires us to disclose to an issuer, upon its request, the names, addresses, and securities positions of our customers who are beneficial owners of the issuer’s securities, held by us in nominee name. The issuer would be permitted to use your name and other related information for corporation communication only.", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 9, | |
"name": "agreement", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1544, | |
"question_id": 1702, | |
"system_identifier": "direct-communication.object", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Yes, I do object to the disclosure of such information.", | |
"language": "en" | |
} | |
] | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 219, | |
"position": 3, | |
"questions": [ | |
{ | |
"id": 1703, | |
"section_id": 219, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 9, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 1, | |
"is_encrypted": 0, | |
"system_identifier": "additional-info-foreign-institution", | |
"position": 1, | |
"translations": [ | |
{ | |
"data": "Is the account maintained for a foreign financial institution as defined by title 31 of the code of federal regulations?", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1545, | |
"question_id": 1703, | |
"system_identifier": "additional-info-foreign-institution.yes", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Yes", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1546, | |
"question_id": 1703, | |
"system_identifier": "additional-info-foreign-institution.no", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "No", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1704, | |
"section_id": 219, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 10, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 1, | |
"is_encrypted": 0, | |
"system_identifier": "additional-info-foreign-bank", | |
"position": 2, | |
"translations": [ | |
{ | |
"data": "Is the account a foreign bank organized under foreign law and located outside of the united states as defined by title 31 of the code of federal regulations?", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1547, | |
"question_id": 1704, | |
"system_identifier": "additional-info-foreign-bank.yes", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Yes", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1548, | |
"question_id": 1704, | |
"system_identifier": "additional-info-foreign-bank.no", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "No", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1705, | |
"section_id": 219, | |
"question_type_id": 6, | |
"rule_set_id": 2, | |
"apex_form_key_id": 6, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 0, | |
"is_encrypted": 0, | |
"system_identifier": "additional-info-us-agent", | |
"position": 3, | |
"translations": [ | |
{ | |
"data": "US Agent for service of process", | |
"language": "en" | |
} | |
], | |
"parent_questions": [ | |
{ | |
"id": 1376, | |
"parent_question_id": 1704, | |
"parent_option_id": 1547, | |
"dependent_question_id": 1705, | |
"parent_question": { | |
"id": 1704, | |
"section_id": 219, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 10, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 1, | |
"is_encrypted": 0, | |
"system_identifier": "additional-info-foreign-bank", | |
"position": 2 | |
}, | |
"parent_option": { | |
"id": 1547, | |
"question_id": 1704, | |
"system_identifier": "additional-info-foreign-bank.yes", | |
"position": 1 | |
} | |
} | |
], | |
"rule_set": { | |
"id": 2, | |
"name": "string", | |
"rules": [ | |
{ | |
"id": 2, | |
"name": "string", | |
"attribute": "string", | |
"values": [] | |
}, | |
{ | |
"id": 14, | |
"name": "english", | |
"attribute": "regex", | |
"values": [ | |
{ | |
"id": 7, | |
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
"id": 6, | |
"name": "text", | |
"is_generic": 1 | |
}, | |
"options": [] | |
}, | |
{ | |
"id": 1706, | |
"section_id": 219, | |
"question_type_id": 5, | |
"rule_set_id": 1, | |
"apex_form_key_id": 47, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 1, | |
"is_encrypted": 0, | |
"system_identifier": "affiliation-with-stocks", | |
"position": 4, | |
"translations": [ | |
{ | |
"data": "Are you, or anyone authorized to trade in your account, affiliated with or work with or work for a member firm of a stock exchange or FINRA?", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 1, | |
"name": "integer", | |
"rules": [ | |
{ | |
"id": 1, | |
"name": "integer", | |
"attribute": "integer", | |
"values": [] | |
} | |
] | |
}, | |
"type": { | |
"id": 5, | |
"name": "radio", | |
"is_generic": 1 | |
}, | |
"options": [ | |
{ | |
"id": 1549, | |
"question_id": 1706, | |
"system_identifier": "affiliation-with-stocks.yes", | |
"position": 1, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "Yes", | |
"language": "en" | |
} | |
] | |
}, | |
{ | |
"id": 1550, | |
"question_id": 1706, | |
"system_identifier": "affiliation-with-stocks.no", | |
"position": 2, | |
"parent_options": [], | |
"translations": [ | |
{ | |
"data": "No", | |
"language": "en" | |
} | |
] | |
} | |
] | |
}, | |
{ | |
"id": 1707, | |
"section_id": 219, | |
"question_type_id": 6, | |
"rule_set_id": 2, | |
"apex_form_key_id": 48, | |
"document_type_id": null, | |
"has_multiple_answers": 0, | |
"is_optional": 1, | |
"is_encrypted": 0, | |
"system_identifier": "affiliation-with-stocks-name", | |
"position": 5, | |
"translations": [ | |
{ | |
"data": "Name of firm", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
"rule_set": { | |
"id": 2, | |
"name": "string", | |
"rules": [ | |
{ | |
"id": 2, | |
"name": "string", | |
"attribute": "string", | |
"values": [] | |
}, | |
{ | |
"id": 14, | |
"name": "english", | |
"attribute": "regex", | |
"values": [ | |
{ | |
"id": 7, | |
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
"id": 6, | |
"name": "text", | |
"is_generic": 1 | |
}, | |
"options": [] | |
} | |
] | |
}, | |
{ | |
"id": 220, | |
"position": 4, | |
"questions": [ | |
{ | |
"id": 1708, | |
"section_id": 220, | |
"question_type_id": 1, | |
"rule_set_id": 1, | |
"apex_form_key_id": null, | |
"document_type_id": null, | |
"has_multiple_answers": 1, | |
"is_optional": 1, | |
"is_encrypted": 0, | |
"system_identifier": "w9-exceptions", | |
"position": 1, | |
"translations": [ | |
{ | |
"data": "Under penalties of perjury, I certify that: (1) The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me), and (2) I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding, and (3) I am a U.S. citizen or other U.S. person (defined below), and (4) the FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.\n\nDefinition of a U.S. person. For federal tax return purposes, you are considered a U.S. person if you are: An individual who is a U.S. citizen or U.S. resident alien, A partnership, corporation, company, or association created or organized in the United States or under the laws of the United States, an estate (other than a foreign estate), or a domestic trust (as defined in Regulations section 301.7701-7).\n\nThe Internal Revenue Service does not require your consent to any provisions of this document other than the certifications required to avoid backup withholding.", | |
"language": "en" | |
} | |
], | |
"parent_questions": [], | |
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"data": "Signature", | |
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{ | |
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{ | |
"data": "Date", | |
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{ | |
"data": "Photo ID front", | |
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"data": "Photo ID back", | |
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{ | |
"data": "Proof-of-address document", | |
"language": "en" | |
} | |
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{ | |
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"value": "10000" | |
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} | |
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"system_identifier": "documents-selfie-with-photo-id", | |
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{ | |
"data": "Selfie with photo ID", | |
"language": "en" | |
} | |
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{ | |
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"value": "png" | |
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{ | |
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"name": "image-max-size-10mb", | |
"attribute": "max", | |
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{ | |
"id": 11, | |
"value": "10000" | |
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] | |
} | |
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}, | |
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}, | |
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}, | |
{ | |
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"system_identifier": "documents-407-letter", | |
"position": 5, | |
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{ | |
"data": "407 letter", | |
"language": "en" | |
} | |
], | |
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"id": 14, | |
"name": "document", | |
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{ | |
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}, | |
{ | |
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{ | |
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{ | |
"id": 10, | |
"value": "png" | |
} | |
] | |
}, | |
{ | |
"id": 17, | |
"name": "image-max-size-10mb", | |
"attribute": "max", | |
"values": [ | |
{ | |
"id": 11, | |
"value": "10000" | |
} | |
] | |
} | |
] | |
}, | |
"type": { | |
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}, | |
"options": [] | |
} | |
] | |
} | |
] | |
} | |
] | |
} | |
} |
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