Questionnaire handling across verification levels
Find out how the system reuses questionnaire data.
In some cases, an applicant may be assigned to a verification level that includes a questionnaire that they have already completed (at another level). This article outlines the default system behavior in such scenarios.
Reuse of previously submitted answers
Questionnaire answers are stored in the applicant’s profile and linked to the questionnaire ID. If the applicant is moved to a new verification level that contains the same questionnaire, previously submitted answers are reused.
The further system behavior is determined by the following conditions:
- The requirement for applicant interaction at the new verification level.
- The SDK used for verification: WebSDK or MobileSDK.
WebSDK behavior
The WebSDK takes into account whether the new verification level requires applicant interaction and proceeds accordingly.
Level requiring applicant interaction
If the new verification level includes any steps that require applicant involvement (for example, uploading additional documents), the applicant must complete the required steps in the WebSDK.
The questionnaire step appears with the Ready to submit status, and the previously submitted answers are pre-filled.
Note
If the applicant opens the questionnaire:
- They can review and edit the answers.
- They must submit the questionnaire again.
Level not requiring applicant interaction
If the new verification level does not include any steps that require applicant action, the system automatically reuses the previously submitted answers, and the questionnaire step is considered complete.
MobileSDK behavior
In the MobileSDK, previously submitted questionnaire answers are not displayed to the applicant. The following conditions apply regardless of whether applicant involvement is required:
- The applicant cannot review or edit previously submitted answers.
- The questionnaire step does not allow modification of prior responses.
- Previously submitted answers are reused.
- The questionnaire step appears with the Submitted status.
Auto-accept previously completed questionnaire
The Auto-accept previously completed questionnaire setting modifies the default behavior of WebSDK.
If the applicant has moved to the verification level with the questionnaire they have completed before, and this level requires applicant interaction, the system behaves as follows:
- The questionnaire step is marked as Accepted.
- The questionnaire step is skipped within the WebSDK flow.
- Previously submitted answers are not displayed.
- The applicant cannot edit the answers.
- Answers from the most recent completed attempt are automatically reused.
As a result, the applicant does not interact with the questionnaire, and the step is treated as completed. The previously submitted answers are reused for this verification level.
Enable Auto-accept previously completed questionnaire setting
To turn on the Auto-accept previously completed questionnaire setting:
- Go to Integrations → Verification levels and locate the required level.
- Open the level settings and navigate to the Questionnaire step.
- Select Edit next to the questionnaire used in the level.
- Select the Auto-accept previously completed questionnaire checkbox.
- Save changes.
Important
If a verification level is configured within AllDocs Verification, the Auto-accept previously completed questionnaire setting cannot be enabled.
Updated about 2 hours ago