Questionnaire - Collateral

In Q2 Origination, a questionnaire created on the Application object can be added to any application. Similarly, a questionnaire created on the Collateral object can be added to any collateral.

Prerequisites

Before you proceed to add a questionnaire, ensure that the following prerequisite is met:

• The questionnaire definition is configured.
  

  To know how to configure a questionnaire definition, see the Questionnaire Configuration section in the Q2 Origination User Guide.

Steps

To add a questionnaire:

1. Log in to your Salesforce account.

2. Go to  (App Launcher) > Applications.

3. On the Applications tab, and from the list of applications, select the required application.
   

   The loan dashboard is displayed.

4. Select the Collateraltab.
   

   Collateral’s associated with the application are displayed. On this page, you can also add collateral with the application.

5. Go to Questionnaire.

6. From the Questionnaire Name list, select the questionnaire to begin answering questions.

7. Expand the predefined sections and specify the required answers for the predefined questions.

8. Select .

   • On successful submission, a window appears with the message "Submitted Successfully!".

   • An error message is displayed if all the required questions are not answered.

9. Select Okay.