Super Abstractions Branch Orbis Application Form
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| { | |
| "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": [] | |
| } | |
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| }, | |
| "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, | |
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| "has_multiple_answers": 0, | |
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| "system_identifier": "customer-type", | |
| "position": 2, | |
| "translations": [ | |
| { | |
| "data": "Customer type", | |
| "language": "en" | |
| } | |
| ], | |
| "parent_questions": [], | |
| "rule_set": { | |
| "id": 1, | |
| "name": "integer", | |
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| { | |
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| } | |
| ] | |
| }, | |
| "type": { | |
| "id": 5, | |
| "name": "radio", | |
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| }, | |
| "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, | |
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| "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", | |
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| } | |
| ] | |
| }, | |
| "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, | |
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| "has_multiple_answers": 0, | |
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| "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", | |
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| } | |
| ] | |
| }, | |
| "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, | |
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| "has_multiple_answers": 0, | |
| "is_optional": 0, | |
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| "system_identifier": "optionLevel", | |
| "position": 5, | |
| "translations": [ | |
| { | |
| "data": "Option Level", | |
| "language": "en" | |
| } | |
| ], | |
| "parent_questions": [ | |
| { | |
| "id": 1355, | |
| "parent_question_id": 1639, | |
| "parent_option_id": 1457, | |
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| "system_identifier": "options", | |
| "position": 4 | |
| }, | |
| "parent_option": { | |
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| "question_id": 1639, | |
| "system_identifier": "options.yes", | |
| "position": 1 | |
| } | |
| } | |
| ], | |
| "rule_set": { | |
| "id": 1, | |
| "name": "integer", | |
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| { | |
| "id": 1, | |
| "name": "integer", | |
| "attribute": "integer", | |
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| }, | |
| "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, | |
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| { | |
| "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, | |
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| { | |
| "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": 6, | |
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| "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", | |
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| { | |
| "id": 7, | |
| "name": "email", | |
| "attribute": "email", | |
| "values": [] | |
| } | |
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| }, | |
| "type": { | |
| "id": 6, | |
| "name": "text", | |
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| "section_id": 209, | |
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| "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": [] | |
| } | |
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| }, | |
| "type": { | |
| "id": 6, | |
| "name": "text", | |
| "is_generic": 1 | |
| }, | |
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| "id": 1643, | |
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| "has_multiple_answers": 0, | |
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| "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},.']*$\/" | |
| } | |
| ] | |
| } | |
| ] | |
| }, | |
| "type": { | |
| "id": 6, | |
| "name": "text", | |
| "is_generic": 1 | |
| }, | |
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| { | |
| "id": 1644, | |
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| "has_multiple_answers": 0, | |
| "is_optional": 1, | |
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| "system_identifier": "ai-middleName", | |
| "position": 9, | |
| "translations": [ | |
| { | |
| "data": "Middle Name (if you have one)", | |
| "language": "en" | |
| } | |
| ], | |
| "parent_questions": [], | |
| "rule_set": { | |
| "id": 2, | |
| "name": "string", | |
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| "id": 2, | |
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| "id": 14, | |
| "name": "english", | |
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| "value": "\/^[a-zA-Z0-9\\s+\\p{P},.']*$\/" | |
| } | |
| ] | |
| } | |
| ] | |
| }, | |
| "type": { | |
| "id": 6, | |
| "name": "text", | |
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| "has_multiple_answers": 0, | |
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| "system_identifier": "account-name-last", | |
| "position": 10, | |
| "translations": [ | |
| { | |
| "data": "Last name", | |
| "language": "en" | |
| } | |
| ], | |
| "parent_questions": [], | |
| "rule_set": { | |
| "id": 2, | |
| "name": "string", | |
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| { | |
| "id": 2, | |
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| { | |
| "id": 7, | |
| "value": "\/^[a-zA-Z0-9\\s+\\p{P},.']*$\/" | |
| } | |
| ] | |
| } | |
| ] | |
| }, | |
| "type": { | |
| "id": 6, | |
| "name": "text", | |
| "is_generic": 1 | |
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| { | |
| "id": 1646, | |
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| "question_type_id": 15, | |
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| "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": [] | |
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| "id": 1647, | |
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| "has_multiple_answers": 0, | |
| "is_optional": 0, | |
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| "system_identifier": "dependants", | |
| "position": 12, | |
| "translations": [ | |
| { | |
| "data": "Number of dependants", | |
| "language": "en" | |
| } | |
| ], | |
| "parent_questions": [], | |
| "rule_set": { | |
| "id": 1, | |
| "name": "integer", | |
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| { | |
| "id": 1, | |
| "name": "integer", | |
| "attribute": "integer", | |
| "values": [] | |
| } | |
| ] | |
| }, | |
| "type": { | |
| "id": 4, | |
| "name": "number", | |
| "is_generic": 1 | |
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| "options": [] | |
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| "has_multiple_answers": 0, | |
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| "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", | |
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| } | |
| ] | |
| }, | |
| "type": { | |
| "id": 5, | |
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| "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},.']*$\/" | |
| } | |
| ] | |
| } | |
| ] | |
| }, | |
| "type": { | |
| "id": 6, | |
| "name": "text", | |
| "is_generic": 1 | |
| }, | |
| "options": [] | |
| }, | |
| { | |
| "id": 1670, | |
| "section_id": 212, | |
| "question_type_id": 6, | |
| "rule_set_id": 2, | |
| "apex_form_key_id": 36, | |
| "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},.']*$\/" | |
| } | |
| ] | |
| } | |
| ] | |
| }, | |
| "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, | |
| "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" | |
| } | |
| ] | |
| } | |
| ] | |
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| { | |
| "data": "Investment Experience", | |
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