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@rajuashok
Created May 5, 2020 03:20
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CURL applications/get-form
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": {
"id": 4,
"name": "number",
"is_generic": 1
},
"options": []
},
{
"id": 1648,
"section_id": 209,
"question_type_id": 5,
"rule_set_id": 1,
"apex_form_key_id": 24,
"document_type_id": null,
"has_multiple_answers": 0,
"is_optional": 1,
"is_encrypted": 0,
"system_identifier": "marital-status",
"position": 13,
"translations": [
{
"data": "What is your marital status?",
"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": 1465,
"question_id": 1648,
"system_identifier": "marital-status.single",
"position": 1,
"parent_options": [],
"translations": [
{
"data": "Single",
"language": "en"
}
]
},
{
"id": 1466,
"question_id": 1648,
"system_identifier": "marital-status.married",
"position": 2,
"parent_options": [],
"translations": [
{
"data": "Married",
"language": "en"
}
]
},
{
"id": 1467,
"question_id": 1648,
"system_identifier": "marital-status.divorced",
"position": 3,
"parent_options": [],
"translations": [
{
"data": "Divorced",
"language": "en"
}
]
},
{
"id": 1468,
"question_id": 1648,
"system_identifier": "marital-status.widowed",
"position": 4,
"parent_options": [],
"translations": [
{
"data": "Widowed",
"language": "en"
}
]
}
]
}
]
},
{
"id": 210,
"position": 2,
"questions": [
{
"id": 1649,
"section_id": 210,
"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": "aiHomeAddress.us_or_not",
"position": 1,
"translations": [
{
"data": "Is your current address 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
},
"options": [
{
"id": 1469,
"question_id": 1649,
"system_identifier": "aiHomeAddress.us_or_not.yes",
"position": 1,
"parent_options": [],
"translations": [
{
"data": "Yes",
"language": "en"
}
]
},
{
"id": 1470,
"question_id": 1649,
"system_identifier": "aiHomeAddress.us_or_not.no",
"position": 2,
"parent_options": [],
"translations": [
{
"data": "No",
"language": "en"
}
]
}
]
},
{
"id": 1650,
"section_id": 210,
"question_type_id": 13,
"rule_set_id": 4,
"apex_form_key_id": null,
"document_type_id": null,
"has_multiple_answers": 0,
"is_optional": 0,
"is_encrypted": 0,
"system_identifier": "aiHomeAddress.country",
"position": 2,
"translations": [
{
"data": "Select a Counry",
"language": "en"
}
],
"parent_questions": [
{
"id": 1356,
"parent_question_id": 1649,
"parent_option_id": 1470,
"dependent_question_id": 1650,
"parent_question": {
"id": 1649,
"section_id": 210,
"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": "aiHomeAddress.us_or_not",
"position": 1
},
"parent_option": {
"id": 1470,
"question_id": 1649,
"system_identifier": "aiHomeAddress.us_or_not.no",
"position": 2
}
}
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"attribute": "country",
"values": []
}
]
},
"type": {
"id": 13,
"name": "country",
"is_generic": 0
},
"options": []
},
{
"id": 1666,
"section_id": 211,
"question_type_id": 6,
"rule_set_id": 2,
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"document_type_id": null,
"has_multiple_answers": 0,
"is_optional": 1,
"is_encrypted": 1,
"system_identifier": "national-id",
"position": 9,
"translations": [
{
"data": "What is your National ID number?",
"language": "en"
}
],
"parent_questions": [
{
"id": 1430,
"parent_question_id": 1658,
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"has_multiple_answers": 0,
"is_optional": 0,
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"system_identifier": "citizen-of-usa",
"position": 1
},
"parent_option": {
"id": 1474,
"question_id": 1658,
"system_identifier": "citizen-of-usa.no",
"position": 2
}
}
],
"rule_set": {
"id": 2,
"name": "string",
"rules": [
{
"id": 2,
"name": "string",
"attribute": "string",
"values": []
},
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"id": 14,
"name": "english",
"attribute": "regex",
"values": [
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"id": 7,
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}
]
},
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"id": 6,
"name": "text",
"is_generic": 1
},
"options": []
}
]
},
{
"id": 212,
"position": 4,
"questions": [
{
"id": 1667,
"section_id": 212,
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"rule_set_id": 1,
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"document_type_id": null,
"has_multiple_answers": 0,
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"system_identifier": "employment-status",
"position": 1,
"translations": [
{
"data": "Are you currently employed?",
"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": 1487,
"question_id": 1667,
"system_identifier": "employment-status.yes",
"position": 1,
"parent_options": [],
"translations": [
{
"data": "Yes",
"language": "en"
}
]
},
{
"id": 1488,
"question_id": 1667,
"system_identifier": "employment-status.no",
"position": 2,
"parent_options": [],
"translations": [
{
"data": "No",
"language": "en"
}
]
}
]
},
{
"id": 1668,
"section_id": 212,
"question_type_id": 5,
"rule_set_id": 1,
"apex_form_key_id": null,
"document_type_id": null,
"has_multiple_answers": 0,
"is_optional": 0,
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"system_identifier": "not-employed-options",
"position": 2,
"translations": [
{
"data": "Are you:",
"language": "en"
}
],
"parent_questions": [
{
"id": 1367,
"parent_question_id": 1667,
"parent_option_id": 1488,
"dependent_question_id": 1668,
"parent_question": {
"id": 1667,
"section_id": 212,
"question_type_id": 5,
"rule_set_id": 1,
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"document_type_id": null,
"has_multiple_answers": 0,
"is_optional": 0,
"is_encrypted": 0,
"system_identifier": "employment-status",
"position": 1
},
"parent_option": {
"id": 1488,
"question_id": 1667,
"system_identifier": "employment-status.no",
"position": 2
}
}
],
"rule_set": {
"id": 1,
"name": "integer",
"rules": [
{
"id": 1,
"name": "integer",
"attribute": "integer",
"values": []
}
]
},
"type": {
"id": 5,
"name": "radio",
"is_generic": 1
},
"options": [
{
"id": 1489,
"question_id": 1668,
"system_identifier": "not-employed-options-unemployed",
"position": 1,
"parent_options": [],
"translations": [
{
"data": "Unemployed",
"language": "en"
}
]
},
{
"id": 1490,
"question_id": 1668,
"system_identifier": "not-employed-options-student",
"position": 2,
"parent_options": [],
"translations": [
{
"data": "Student",
"language": "en"
}
]
},
{
"id": 1491,
"question_id": 1668,
"system_identifier": "not-employed-options-retired",
"position": 3,
"parent_options": [],
"translations": [
{
"data": "Retired",
"language": "en"
}
]
}
]
},
{
"id": 1669,
"section_id": 212,
"question_type_id": 6,
"rule_set_id": 2,
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"document_type_id": null,
"has_multiple_answers": 0,
"is_optional": 1,
"is_encrypted": 0,
"system_identifier": "employer",
"position": 3,
"translations": [
{
"data": "Employer",
"language": "en"
}
],
"parent_questions": [
{
"id": 1368,
"parent_question_id": 1667,
"parent_option_id": 1487,
"dependent_question_id": 1669,
"parent_question": {
"id": 1667,
"section_id": 212,
"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": "employment-status",
"position": 1
},
"parent_option": {
"id": 1487,
"question_id": 1667,
"system_identifier": "employment-status.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},.']*$/"
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}
]
},
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"id": 6,
"name": "text",
"is_generic": 1
},
"options": []
},
{
"id": 1670,
"section_id": 212,
"question_type_id": 6,
"rule_set_id": 2,
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"document_type_id": null,
"has_multiple_answers": 0,
"is_optional": 1,
"is_encrypted": 0,
"system_identifier": "position",
"position": 4,
"translations": [
{
"data": "Position",
"language": "en"
}
],
"parent_questions": [
{
"id": 1369,
"parent_question_id": 1667,
"parent_option_id": 1487,
"dependent_question_id": 1670,
"parent_question": {
"id": 1667,
"section_id": 212,
"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": "employment-status",
"position": 1
},
"parent_option": {
"id": 1487,
"question_id": 1667,
"system_identifier": "employment-status.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},.']*$/"
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]
}
]
},
"type": {
"id": 6,
"name": "text",
"is_generic": 1
},
"options": []
}
]
},
{
"id": 213,
"position": 5,
"questions": [
{
"id": 1671,
"section_id": 213,
"question_type_id": 5,
"rule_set_id": 1,
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"has_multiple_answers": 0,
"is_optional": 0,
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"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,
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"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
}
}
],
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"id": 2,
"name": "string",
"rules": [
{
"id": 2,
"name": "string",
"attribute": "string",
"values": []
},
{
"id": 14,
"name": "english",
"attribute": "regex",
"values": [
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"id": 7,
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/"
}
]
}
]
},
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"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"
}
],
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{
"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,
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"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
}
}
],
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"id": 2,
"name": "string",
"rules": [
{
"id": 2,
"name": "string",
"attribute": "string",
"values": []
},
{
"id": 14,
"name": "english",
"attribute": "regex",
"values": [
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"id": 7,
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/"
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]
}
]
},
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"id": 7,
"name": "textarea",
"is_generic": 1
},
"options": []
}
]
},
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"id": 214,
"position": 6,
"questions": [
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"id": 1674,
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"rule_set_id": 1,
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"document_type_id": null,
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"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,
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"rule_set_id": 2,
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"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": [],
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"id": 2,
"name": "string",
"rules": [
{
"id": 2,
"name": "string",
"attribute": "string",
"values": []
},
{
"id": 14,
"name": "english",
"attribute": "regex",
"values": [
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"id": 7,
"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/"
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]
}
]
},
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},
"options": []
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]
},
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"id": 215,
"position": 7,
"questions": [
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"id": 1676,
"section_id": 215,
"question_type_id": 5,
"rule_set_id": 1,
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"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"
}
],
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"rule_set": {
"id": 1,
"name": "integer",
"rules": [
{
"id": 1,
"name": "integer",
"attribute": "integer",
"values": []
}
]
},
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"name": "radio",
"is_generic": 1
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"id": 1496,
"question_id": 1676,
"system_identifier": "control-person.yes",
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"translations": [
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"data": "Yes",
"language": "en"
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},
{
"id": 1497,
"question_id": 1676,
"system_identifier": "control-person.no",
"position": 2,
"parent_options": [],
"translations": [
{
"data": "No",
"language": "en"
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}
]
},
{
"id": 1677,
"section_id": 215,
"question_type_id": 6,
"rule_set_id": 2,
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"document_type_id": null,
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"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
}
}
],
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"name": "string",
"rules": [
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"id": 2,
"name": "string",
"attribute": "string",
"values": []
},
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"id": 14,
"name": "english",
"attribute": "regex",
"values": [
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"value": "/^[a-zA-Z0-9\\s+\\p{P},.']*$/"
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]
}
]
},
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"id": 6,
"name": "text",
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},
{
"id": 216,
"position": 8,
"questions": [
{
"id": 1678,
"section_id": 216,
"question_type_id": 5,
"rule_set_id": 1,
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"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": []
}
]
},
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"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,
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"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": [
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"data": "City",
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"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.",
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