1. Configurations User Guide
  2. Configurations
  3. Credit Decision Configuration
  4. Questionnaire
  5. View Questionnaire

View Questionnaire

This topic describes the systematic instructions to view the list of configured questionnaire.

The user can create the questionnaire using the Create Questionnaire screen. The status of the created questionnaire is displayed as Unauthorized and Open. Once the checker authorizes the questionnaire, the status is updated to Authorized and Open.
Specify User ID and Password, and login to Home screen.
  1. On Home screen, click Retail Banking. Under Retail Banking, click Configuration.
  2. Under Configuration, click Credit Decision.
  3. Under Credit Decision, click Questionnaire.
  4. Under Questionnaire, click View Questionnaire.
    The View Questionnaire screen displays.

    Figure 1-37 View Questionnaire


    Description of Figure 1-37 follows
    Description of "Figure 1-37 View Questionnaire"

    For more information on fields, refer to the field description table.

    Table 1-30 View Questionnaire – Field Description

    Field Description
    Questionnaire Code Displays the questionnaire code.
    Questionnaire Description Displays the description of the questionnaire.
    Product Processor Code Displays the product processor code for which the questionnaire is created.
    Authorization Status Displays the authorization status of the record.
    The options are:
    • Authorized
    • Rejected
    • Unauthorized
    Record Status Displays the status of the record.
    The options are:
    • Open
    • Closed
    Modification Number Displays the number of modification performed on the record.
  5. On View Questionnaire screen, click
    Search

    icon.
    The View Questionnaire - Search screen displays.

    Figure 1-38 View Questionnaire - Search


    Description of Figure 1-38 follows
    Description of "Figure 1-38 View Questionnaire - Search"

    For more information on fields, refer to the field description table.

    Table 1-31 View Questionnaire - Search – Field Description

    Field Description
    Questionnaire Code Specify the questionnaire code.
    Questionnaire Description Specify the questionnaire description.
    Authorization Status Select the authorization status from the drop-down list.
    The available options are:
    • Authorized
    • Rejected
    • Unauthorized
    Record Status Select the record status from the drop-down list.
    The available options are:
    • Open
    • Closed
  6. On View Questionnaire screen, click
    Three dots

    icon to Unlock, Delete, Authorize or View the created questionnaire.
  7. Click Unlock to modify the created questionnaire.
    The Questionnaire Maintenance - Modify screen displays.

    Figure 1-39 Questionnaire Maintenance - Modify


    Description of Figure 1-39 follows
    Description of "Figure 1-39 Questionnaire Maintenance - Modify"

    Note:

    The fields marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 1-32 Questionnaire Maintenance - Modify - Field Description

    Field Description
    Questionnaire Code Displays the questionnaire code.
    Questionnaire Description The user can modify the questionnaire description.
    Product Processor Displays the product processor for the created questionnaire.
    Category The user can modify the category of the created questionnaire.
    Preview Click Preview to display the questions configured for the questionnaire along with the response choice.

    Down

    		 Click this icon to expand copy or remove question.

    Handburger

    		 Click this icon to move the position of the questions.

    Maximize

    		 Click this icon to see the question details.
    Question Code Displays the question code for the created questionnaire.
    Question Description The user can modify the question code for the created questionnaire.
    Select-Type Displays the type of questionnaire.
    Short Name User can modify the short name of the created questionnaire.
    Answer Code Displays the answer code.
    Answer Option User can modify all the expected response for the question configured.
    Required User can modify if the question is mandatory or optional.
  8. Click Save to update the modified fields.
  9. Click View to view the created logical model.
    The Questionnaire Maintenance – View screen displays.

    Figure 1-40 Questionnaire Maintenance – View


    Description of Figure 1-40 follows
    Description of "Figure 1-40 Questionnaire Maintenance – View"

    For more information on fields, refer to the field description table.

    Table 1-33 Questionnaire Maintenance - View - Field Description

    Field Description
    Questionnaire Code Displays the questionnaire code.
    Questionnaire Description Displays the questionnaire description.
    Product Processor Displays the product processor for the created questionnaire.
    Category Displays the category of the created questionnaire.
    Preview Click Preview to display the questions configured for the questionnaire along with the response choice.
    Question Code Displays the question code for the created questionnaire.
    Question Description Displays the question code for the created questionnaire.
    Select Type Displays the type of questionnaire.
    Short Name Displays the short name of the created questionnaire.
    Answer Code Displays the answer code.
    Answer Option Displays all the expected response for the question configured.
    Required Displays if the question is mandatory or optional.

Parent topic: Questionnaire