Page Comparison

...

Questionnaires enable Operators to be query and store specific information from their customers. This might be useful for marketing or compliance purposes.

...

Define the Questionnaire form and its questions. Each form is a survey of varying length and intent.

...

• See: Custom Fields

• Questionnaires do not support “Image” or “Document” types.

Next Question

Example:

...

• The example Custom Field “radio button” has 5 options/answers.

• 5 fields (one for each answer) will be displayed in the defined Next Question dropdown. Operator is able to set order of Questions based on customer’s answer - when customer selects option 1 in first question display Question XY after that / end quiz etc.
  ! Works only for Custom field type Radio button. For other Custom field types there will be only one filed for Next Question !

Example of Quiz definition:

...

Quiz Selectors:

Define to which terminal / which identity / which cryptocurrency and where (in terminal flow) Questionnaire will be displayed.

Mandatory fields are Name, Organization, Quiz and Insertion points.

Fields:

Settings:
~ Quiz - which quiz will be displayed
~ Insertion points - where quiz will be displayed in terminal flow *
~ Active/Inactive checkbox - if quiz is active or not

• Insertion points:

• Before buy

- after scanning the crypto address

• After buy

- after clicking the buy button

• Before sell

- after selecting the sell operation

• After sell

- after clicking the sell button
It is possible to set all 4 options together.

Filters:
~ AML/KYC Tiers - to which tier quiz will be displayed (when no option is selected quiz will be displayed to all tiers)
~ Crypto Currency - to which crypto currency quiz will be displayed (when no crypto currency is selected quiz will be displayed to all crypto currencies)
~ Identity Tags - to which identity quiz will be displayed based on identity tag (when no tag is selected quiz will be displayed to all identities which matched previous rules)
~ Terminal Tags - on which terminal quiz will appear (when no tag is selected quiz will be displayed to all terminal of selected organization based on previous rules)

...

Example of Quiz selector:

...

It is possible to set more than one Quiz for one Terminal.

Transactions page:
Actions → Show Quiz Results → Quiz Results for transaction xxx → Quiz Results Answers
Shows all Quiz answers which were displayed to identity / customer during transaction.
It is possible to export all identity quiz results to CSV file via file icon.

...

Identity page:
Quiz Results→ Quiz Results Answers
Shows all Quiz answers which were displayed to identity / customer.
It is possible to export all identity quiz results to CSV file via file icon.

...

CSV file structure:
Quiz name
Completion time
Identity public ID
Transaction local ID
Transaction remote ID
Question
Answer

Extension:
Operator is able to use extensions to override some value or to approve / reject transaction.
Extensions are used for Prepare or Submit of transaction.

Prepare transaction used api calls:

• com.generalbytes.batm.server.extensions.ITransactionListener#overrideTransactionPreparation

  • is used for the possibility to override some parameters using the output object

  • overridable parameters:

    • errorMessage

    • cashTransactionLimit

    • cashTransactionMinimum

    • supplyTransactionLimit

    • allowedDiscountCode

• com.generalbytes.batm.server.extensions.ITransactionListener#isTransactionPreparationApproved

  • used for the possibility to approve/reject the transaction

  • in case of rejection, an error message can be propagated to the display terminal by setting errorMessage on the input object

Submit transaction used api calls:

• com.generalbytes.batm.server.extensions.ITransactionListener#overrideTransactionRequest

  • is used for the possibility to override some parameters using the output object

  • overridable parameters:

    • cryptoAmount

    • errorMessage

• com.generalbytes.batm.server.extensions.ITransactionListener#isTransactionApproved

  • used for the possibility to approve/reject the transaction

  • in case of rejection, an error message can be propagated to the display terminal by setting errorMessage on the input object