updateQuestionnaire
- Description
- This transaction updates the details of a Questionnaire.
- Web Services
- Operation name: updateQuestionnaire
- Example
- A Customer Service Representative (CSR) changes the name of the Financial
Objectives Questionnaire to 2014 Financial
Objectives Questionnaire.
A CSR changes the Question What is your risk preference? to Risk Characteristics Data and changes the possible answer from Low to Low Risk Profile in the Investment Profile Questionnaire.
A CSR updates the Investment Profile Questionnaire by adding a new Question: What is your level of Investment Knowledge? with the possible answers Minimal, Moderate, and Good.
- Usage information
- A Questionnaire can be updated to add a new Question with associated
Enumerated Answers.
UpdateQuestionnaire can be used as a coarse-grained transaction to update the details of a Questionnaire, Questions and EnumeratedAnswers at the same time.
This transaction can also be used to add a new translation to an existing Questionnaire.
- Preconditions
- A Questionnaire must exist.
- Mandatory input
- QuestionnaireId
- LanguageType
- Name (if adding a new translation)
- QuestionnaireLastUpdateDate
- NLSQuestionnaireLastUpdateDate
- Inquiry levels
- Not applicable
- Filter values
- Not applicable
- Transaction behavior
- By updating the StartDate and EndDate, the state of a Questionnaire
can be updated from:
- Draft to Active
- Draft to Inactive
- Active to Inactive
- Inactive to Active
This transaction can also be used to add a new translation to an existing Questionnaire by providing the QuestionnaireId and QuestionnaireLastUpdateDate of the Questionnaire record.
When using this transaction to update a Questionnaire in an existing translation, the QuestionnaireId, LanguageType, and NLSQuestionnaireLastUpdateDate of the NLS Questionnaire record must be provided.
- Request message
- <TCRMTxType> updateQuestionnaire
<TCRMTxObject> QuestionnaireBObj
<TCRMObject> QuestionnaireBObj
with optional business objects:- one or more QuestionBObj
- one or more EnumeratedAnswerBObj
- Response objects
- QuestionnaireBObj with
optional business objects:
- one or more QuestionBObj
- one or more EnumeratedAnswerBObj
- Special note
- Not applicable