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Question Types

TrustGate supports various question types to collect different kinds of information from applicants.

Text Input​

Single Line Text​

{
  "id": "employer_name",
  "type": "text",
  "question": "What is your employer's name?",
  "placeholder": "Enter company name",
  "required": true,
  "validation": {
    "min_length": 2,
    "max_length": 100
  }
}

Multi-Line Text​

{
  "id": "business_description",
  "type": "textarea",
  "question": "Describe your business activities",
  "placeholder": "Provide details about your business...",
  "required": true,
  "validation": {
    "min_length": 50,
    "max_length": 1000
  }
}

Email​

{
  "id": "contact_email",
  "type": "email",
  "question": "Contact email address",
  "required": true,
  "validation": {
    "error_message": "Please enter a valid email address"
  }
}

Phone Number​

{
  "id": "phone",
  "type": "phone",
  "question": "Phone number",
  "required": true,
  "settings": {
    "default_country": "US",
    "allowed_countries": ["US", "CA", "GB"]
  }
}

URL​

{
  "id": "website",
  "type": "url",
  "question": "Company website",
  "placeholder": "https://example.com",
  "required": false
}

Choice Questions​

Single Choice (Radio)​

{
  "id": "income_source",
  "type": "single_choice",
  "question": "What is your primary source of income?",
  "required": true,
  "options": [
    {"value": "employment", "label": "Employment"},
    {"value": "self_employed", "label": "Self-employed"},
    {"value": "business", "label": "Business ownership"},
    {"value": "investments", "label": "Investments"},
    {"value": "retirement", "label": "Retirement/Pension"},
    {"value": "other", "label": "Other"}
  ],
  "settings": {
    "layout": "vertical",
    "allow_other": false
  }
}

Multiple Choice (Checkbox)​

{
  "id": "transaction_types",
  "type": "multiple_choice",
  "question": "What types of transactions do you expect to make?",
  "description": "Select all that apply",
  "required": true,
  "options": [
    {"value": "domestic_transfers", "label": "Domestic transfers"},
    {"value": "international_transfers", "label": "International transfers"},
    {"value": "bill_payments", "label": "Bill payments"},
    {"value": "investments", "label": "Investment purchases"},
    {"value": "crypto", "label": "Cryptocurrency transactions"}
  ],
  "validation": {
    "min_selections": 1,
    "max_selections": 5
  }
}
{
  "id": "country_of_operation",
  "type": "dropdown",
  "question": "Primary country of business operation",
  "required": true,
  "options": [
    {"value": "US", "label": "United States"},
    {"value": "GB", "label": "United Kingdom"},
    {"value": "CA", "label": "Canada"},
    {"value": "DE", "label": "Germany"}
  ],
  "settings": {
    "searchable": true,
    "placeholder": "Select a country..."
  }
}
{
  "id": "industry",
  "type": "dropdown",
  "question": "What industry does your business operate in?",
  "required": true,
  "option_groups": [
    {
      "label": "Financial Services",
      "options": [
        {"value": "banking", "label": "Banking"},
        {"value": "insurance", "label": "Insurance"},
        {"value": "investment", "label": "Investment Management"}
      ]
    },
    {
      "label": "Technology",
      "options": [
        {"value": "software", "label": "Software"},
        {"value": "hardware", "label": "Hardware"},
        {"value": "saas", "label": "SaaS"}
      ]
    }
  ]
}

Numeric Input​

Number​

{
  "id": "annual_revenue",
  "type": "number",
  "question": "Annual business revenue",
  "required": true,
  "validation": {
    "min": 0,
    "max": 1000000000
  },
  "settings": {
    "prefix": "$",
    "thousands_separator": true
  }
}

Currency​

{
  "id": "expected_deposit",
  "type": "currency",
  "question": "Expected initial deposit amount",
  "required": true,
  "settings": {
    "currency": "USD",
    "allow_currency_selection": false
  },
  "validation": {
    "min": 100,
    "max": 10000000
  }
}

Range/Slider​

{
  "id": "risk_tolerance",
  "type": "range",
  "question": "What is your risk tolerance?",
  "required": true,
  "settings": {
    "min": 1,
    "max": 10,
    "step": 1,
    "labels": {
      "min": "Conservative",
      "max": "Aggressive"
    }
  }
}

Date and Time​

Date​

{
  "id": "start_date",
  "type": "date",
  "question": "When did you start your current employment?",
  "required": true,
  "validation": {
    "min_date": "1950-01-01",
    "max_date": "today"
  },
  "settings": {
    "format": "MM/DD/YYYY"
  }
}

Date Range​

{
  "id": "employment_period",
  "type": "date_range",
  "question": "Employment period at previous job",
  "required": true,
  "labels": {
    "start": "Start date",
    "end": "End date"
  }
}

Year​

{
  "id": "graduation_year",
  "type": "year",
  "question": "What year did you graduate?",
  "validation": {
    "min_year": 1950,
    "max_year": 2025
  }
}

File Upload​

Document Upload​

{
  "id": "proof_of_funds",
  "type": "file_upload",
  "question": "Please upload proof of your source of funds",
  "description": "Bank statements, tax returns, or employment letter",
  "required": true,
  "settings": {
    "accepted_types": [".pdf", ".jpg", ".png"],
    "max_size_mb": 10,
    "max_files": 5
  }
}

Single File​

{
  "id": "business_license",
  "type": "file_upload",
  "question": "Upload your business license",
  "settings": {
    "accepted_types": [".pdf"],
    "max_size_mb": 5,
    "max_files": 1
  }
}

Boolean​

Yes/No​

{
  "id": "is_pep",
  "type": "boolean",
  "question": "Are you or any immediate family member a politically exposed person (PEP)?",
  "required": true,
  "labels": {
    "true": "Yes",
    "false": "No"
  }
}

Checkbox Agreement​

{
  "id": "terms_accepted",
  "type": "checkbox",
  "question": "I confirm that all information provided is accurate and complete",
  "required": true,
  "must_be_checked": true
}

Special Types​

Country Selector​

{
  "id": "countries_of_operation",
  "type": "country_select",
  "question": "In which countries does your business operate?",
  "required": true,
  "settings": {
    "multiple": true,
    "include_territories": false,
    "highlight_high_risk": true
  }
}

Address​

{
  "id": "business_address",
  "type": "address",
  "question": "Business address",
  "required": true,
  "settings": {
    "include_country": true,
    "address_autocomplete": true,
    "required_fields": ["line1", "city", "postal_code", "country"]
  }
}

Matrix/Grid​

{
  "id": "transaction_frequency",
  "type": "matrix",
  "question": "How often do you expect to perform each transaction type?",
  "required": true,
  "rows": [
    {"value": "domestic", "label": "Domestic transfers"},
    {"value": "international", "label": "International transfers"},
    {"value": "crypto", "label": "Crypto transactions"}
  ],
  "columns": [
    {"value": "never", "label": "Never"},
    {"value": "monthly", "label": "Monthly"},
    {"value": "weekly", "label": "Weekly"},
    {"value": "daily", "label": "Daily"}
  ]
}

Ranking​

{
  "id": "priority_ranking",
  "type": "ranking",
  "question": "Rank these factors by importance to you",
  "required": true,
  "items": [
    {"value": "security", "label": "Security"},
    {"value": "speed", "label": "Transaction speed"},
    {"value": "fees", "label": "Low fees"},
    {"value": "support", "label": "Customer support"}
  ]
}

Information Display​

Information Block​

{
  "id": "info_pep",
  "type": "info",
  "content": "A **Politically Exposed Person (PEP)** includes heads of state, senior politicians, senior government officials, judicial or military officials, senior executives of state-owned corporations, and important political party officials.",
  "style": "info"
}

Warning​

{
  "id": "warning_high_risk",
  "type": "info",
  "content": "Based on your responses, additional documentation may be required.",
  "style": "warning",
  "show_if": {
    "question_id": "expected_volume",
    "operator": "eq",
    "value": "over_100k"
  }
}

Common Settings​

All Question Types Support​

SettingDescription
idUnique identifier
questionQuestion text
descriptionHelp text below question
requiredWhether answer is mandatory
show_ifConditional display logic
validationValidation rules
default_valuePre-filled answer

Next Steps​