Questions tab

1. Introduction

The Questions tab gives you the ability to view and update your product questions flexibility. The tab includes:

• Available questions - All the questions of your product

• Working on questions - Question detail 

Open

a. Before you begin

You need to have permission to View Products or Manage Products to access this page.

2. Main screen

a. Question list 

You have the ability to view the list of all questions within the product, allowing you to further refine the list and execute actions on it.

Open

b. Searching & filtering questions

You can search the question by question tag and can filter the list by question type 

c. Add a question

• After entering the question name and clicking the Add button, you can proceed to create a new question. Ensure that all the required fields are filled in before creating a new question.

• Refer to the question detail for guidance on creating a new question.

d. Edit question 

• You can view and edit a question by clicking on the question name

• You can reference the question detail to see the guidance

e. Clone question 

• You can clone a question by clicking on the [clone] button 

• The cloned question will have the Clone word at the end of the name, you can update the name but can’t rename it duplicate as the original question 

f. Remove question 

• You can remove a question by clicking the [remove] button

• You need to confirm the remove action before the system performed 

3. Question detail 

The question detail is opened when you click on the question name. There are 5 sections in the detail block: main information, lookup source, common question properties, conditional question behaviours, and proposed JSON 

a. Question main information

• You can update the name and the type of the question 

  • You can view the rule of question name by clicking the [i] button 

• Notice that the question name must be unique, so it can’t be duplicated with other questions’ names

• Question Types:

  • Date: general date input question.

  • Date of birth: specific question for inputting date of birth.

  • Decimal number: number with decimal

  • Lookup choice: dropdown selection question with items configured in the lookup file. Its value will be used for reference to another value in a lookup file

  • Money: monetary number

  • Multiline text: free text question supporting multiline

  • Number: general number

  • Percentage: percentage format

  • Options: dropdown selection question with items can be defined on UI using the “Create name and value pairs” section

  • Text: general text

  • Lookup Text: text question. The inputted value will be used for reference to another value in the lookup file

  • Year: Year input question

  • Yes/No question: Yes/No selection question

  • Calculated question: its value will be calculated based on other questions. Required to define Calculation strategy for this question.

b. Lookup source 

• This option only visible for the question type Lookup choice or Lookup text

• The lookup source will be read from the lookup table file uploaded to the product builder. You will need to define the lookup table file first.

c. Create name and value pairs

• This section only visible for the question type Options

• This section is used to define dropdown values in this Option question.

• Each value will contain a Name and Value.

• Add option will add another set of Name & Value

• Remove last option to delete the last set of Name & Value

d. Calculation strategy

• This section is only visible for the question type Calculated question

• Used to define how the value for this question will be calculated

• Supporting calculation strategies:

  • Addition

    • Its value will be the sum of all questions that are defined in this section.

  • Multiplication

    • Its value will be calculated by multiplying all questions that are defined in this section

    • Rounding: applicable rounding logic

      • No rounding

      • Round to 0 decimal (floor)

      • Round to 2 decimals

      • Round to 5 decimals

  • Division

    • Its values will be calculated by dividing dividends by divisors

    • Rounding: applicable rounding logic

      • No rounding

      • Round to 0 decimal (floor)

      • Round to 2 decimals

      • Round to 5 decimals

    • Dividend: to define a constant dividend

    • Divisor: to define a constant divisor

  • Duration between two dates

    • Its values will be the duration between From Date and To Date

    • Rounding: applicable rounding logic

      • Round up

      • Round down

    • Unit: duration unit

      • Days

      • Months

      • Years

    • Offset Days: The final duration is offset by X days

  • Duration year between two dates

    • • Its values will be the duration between From Date and To Date in years

      • Rounding: applicable rounding logic

        • Round up

        • Round down

      • Offset Days: The final duration is offset by X days

  • Question value from lookup

    • Its values are calculated by referencing a lookup table using the value from another question

    • Question Key: QA tag of the question that is used for lookup

    • Lookup: lookup table

  • Value from another question

    • Its values will be retrieved from the Value Question based on the Base Question

  • Scoring calculation

    • Its values will be customer scores calculated using the scoring algorithm

    • Require NIN question to be defined

  • Value from motor registration

    • Its values will be retrieved from the motor registration service using the vehicle registration number

    • Registration Question: define the question used for inputting the vehicle registration number

    • Property: define the property to retrieve value from the motor registration service’s response

    • Return type: type of the retrieving property

      • Text (ie: owner name)

      • Decimal (ie: price)

      • Number (ie: mileage)

      • Date (ie: registration date)

      • Yes/No question (ie: is stolen?)

e. Question Properties 

• The question properties are changed based on the question type

• Input required: the question is required or not. You can set the question as always required, or only require with conditions, or is an optional question

• Default value: The default value of the question, your users can see this value when opening the product Q&A for the first time 

• Default value from customer: populate data from customer information (Account). Input the question reference tag from the Account (Name, Full Name, Date of birth, etc)

• Minimum length and Maximum length: the minimum and maximum value for numeric questions

f. Conditional question behaviors 

There are 2 parts to this section: the behavior and the condition

• You can define one or multiple behaviors for your question as the predefined list 

  1. Show when the value of the other field is: the question will be shown when other question(s) satisfy conditions.

     • E.g The question “AddOnCoverSumInsured” is shown when question
       ”IsAddOnCoverIncluded” equals “Yes”

  2. Hide when value of other field is: the question will be hidden when other question(s) satisfy conditions.

     • E.g The question “AddOnCoverSumInsured” is hide when question
       ”IsAddOnCoverIncluded” equals to “No”

  3. Disable when value of other field is: the question will be disabled when other question(s) satisfies conditions.

  4. Set value when value of other field is: the question value will be set as defined when other question(s) satisfies conditions. Using when there is a predefined value based on other fields.

     • E.g. The question “Deductible” is set value “1000” when the question “Cover” is “Ansvar”, as the deductible is fixed with covers.

  5. Populate from other field : the question value will be filled in when another question is answered. The filled-in value is defined in the AgencyLookup file, in the Product Settings. Usually, this behavior is used for the read-only question.

     • E.g The question “City” is populated from the “Postcode” lookup when the question “Postcode“ is filled in. When you enter “0880” in the Postcode question, then the value “Oslo” is populated in the City question

  6. Clear dependent values: other question values will be cleared when the question is cleared 

     • E.g: The question value “OwnerName” is cleared when the user clears the value of the question “RegistrationNumber”

When choosing a behavior, the corresponding condition will be displayed below

• For the behaviour a, b, c, d: You can set one or multiple conditions, each condition will have 3 fields: question, where clause, and value. You can input any value in the Value field 

• For the behaviour e: You can define the condition question and the lookup name. The lookup name must be matched with a sheet in the AgencyLookup file 

• For the behaviour f: You can define one or multiple questions, so when users clear the question, then these defined questions’ values will be cleared either.

g. Proposed JSON

This JSON is generated from the information above that you have updated