Page Comparison

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

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

See: https://generalbytes.atlassian.net/l/cp/UpJKGXsP

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Mandatory fields are: Name, Organization and the first question (“Question 1”).

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A Question consists of an existing Custom Field, and the Custom Field options will be displayed (at the BATM) for that specific Question.

• See: Custom Fields

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

Next Question

Example:

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• 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:

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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)

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Example of Quiz selector:

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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.

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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.

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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:

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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

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used for the possibility to approve/reject the transaction

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Next Question is implemented when multiple Questions exist. When only a single question exists, the only option is to end the Questionnaire (after answering the sole question).

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Radio Button Custom Field Example:

First, create 2 Custom Fields: a Radio Button and a Checkbox.

Radio Button Custom Field example:

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Checkbox Custom Field example:

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Definition demonstrating those two Custom Fields in 2 separate (related) Questions:

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• The first Question (Custom Field type: “Radio Button”) has 3 options/answers (“5”, “7”, and “12”).

  • Leave each “Next Question” blank for now.

• The follow-up Question will verify “Are you sure?”, and is created next as “Question 2”.

  • The “Next Question” for Question 2 will point back to Question 1.

• The Next Question dropdowns in Question 1 now permit you to assign Question 2.

  • e.g. when they choose “5” or “7”, they are redirected to Question 2: “Guessing?”.

  • When the customer chooses “12”, it ends the Questionnaire (“Questionnaire End”).

• The Operator can set the order of Questions based on the customer’s answer,

  • e.g. after creating Question 2, it becomes an option for “Next Question” for Question 1.

  • One options must end the Questionnaire (in this case, a correct answer “12”).