# Questions and Answers

## Overview

The **Questions and Answers (Q&A)** feature provides you with an easy way to
retrieve compliance questions from Solaris (e.g., for [Customer Due
Diligence](/guides/kyc/cdd)), collect answers from the customer in your
solution, and then pass the answers back to Solaris.

For the Customer Due Diligence use case, Solaris will generally create question
sets in case a customer ends up with a "yellow" status during screening.

This guide explains the flow behind the Q&A API and how to implement it in your
solution.

## Partner flow: Q&A

![Diagram: Q&A API partner flow](/assets/questions-and-answers-flow.abf73b0d34a355e8e340f001c06ba37206b795e527cee67939358f0ee3c849cf.71dde5d8.svg)

The Q&A process works as follows:

1. Solaris creates a set of due diligence questions for one of your customers based
on an internal event (e.g., findings as part of the [Customer Due
Diligence](/guides/kyc/cdd) process). These are stored as an array of
`question` resources within a single `question_set` resource.
2. Solaris will send a notification on the `QUESTIONS_REQUIRE_RESPONSE` webhook
event. The payload will contain the following:
  - The **recipient** of the question set. This can be one of the following:
    - `CUSTOMER`: You must prompt your customer in your frontend to answer the questions by the deadline.
    - `PARTNER`: Your support department must answer the questions. In this case, **do not show the questions to the customer.**
  - The set of questions to be answered.
  - The **deadline** by which the recipient must answer the questions in the set.
3. Derive the questions from the webhook payload (or by calling [GET Retrieve questions in a question set](/api-reference/onboarding/compliance/#tag/Questions-and-Answers/paths/~1v1~1question_set~1%7Bquestion_set_id%7D/get) and prompt your customer to answer them in your frontend.
4. For **each question** in the set, call [PATCH Create answer for a question](/api-reference/onboarding/compliance/#tag/Questions-and-Answers/paths/~1v1~1question_set~1%7Bquestion_set_id%7D~1questions~1%7Bquestion_id%7D~1answer/patch).
  - If the question requires the customer to **upload a document** (i.e., it has an `answer_type` value of `TEXT_AND_FILES`), then use the [POST Upload a document for a person](/api-reference/onboarding/persons/#tag/Person-documents/paths/~1v1~1persons~1%7Bperson_id%7D~1documents/post) or [POST Upload a document for a business](/api-reference/onboarding/businesses/#tag/Business-documents/paths/~1v1~1businesses~1%7Bbusiness_id%7D~1documents/post) endpoint to upload it. Submit the **document ID** as a value of the `attachments` property in the answer.
5. Solaris will review the answers. If more follow-up questions become necessary, then Solaris will create a new `question_set` resource and the process will restart from step 1.


important
- Solaris will not review the answers to the questions until you create an
answer for **each question** in the set and mark each one as
`ready_for_review`.
- If a customer fails to answer all questions before the **deadline,** then
Solaris will initiate a [regular account
closure](/guides/compliance/account-closure) shortly thereafter. Contact your
Partner Manager for more information about this process.
- Solaris will not send any reminders about the deadline; this responsibility falls on the partners.
- If the `recipient` of a question set is `PARTNER`, then your support
department must answer the questions. **Do not show these questions to the
customer.**


## Q&A API endpoints

### PATCH Create an answer for a question

This endpoint creates an answer for a single question in a question set.

Note that Solaris will not review answers until you set the value of
`ready_to_review` to `true` for **each question** in the question set.

**Request URL:**


```
PATCH /v1/question_set/{question_set_id}/questions/{question_id}/answer
```

**Request example:**


```json
{
  "response": "Here is my answer to the question",
  "partner_notes": "Optional notes",
  "attachments": [
    "4c9464a1a29cbb5cf6090463ef7f49b9cdoc",
    "876464a1a29cbb5cf6090463ef7f49a6cdoc"
  ],
  "ready_for_review": true
}
```

**Response example:**


```json
{
  "id": "1f0130f81d84ed3c75b32c428d5d7d93cqst",
  "question": "Provide your annual KYC report.",
  "answer_type": "TEXT_AND_FILES",
  "deadline": "2022-09-15T11:20:16.840208Z",
  "allowed_document_types": [
    "KYC_REPORT"
  ],
  "created_at": "2022-09-15T11:20:16.920885Z",
  "updated_at": "2022-09-15T11:20:16.920914Z",
  "answer": {
    "response": "Here is my annual KYC report",
    "partner_notes": "Optional partner notes",
    "attachments": [
      "4c9464a1a29cbb5cf6090463ef7f49b9cdoc"
    ],
    "ready_for_review": true
  }
}
```

[Click here to view the full documentation.](/api-reference/onboarding/compliance/#tag/Questions-and-Answers/paths/~1v1~1question_set~1%7Bquestion_set_id%7D~1questions~1%7Bquestion_id%7D~1answer/patch)

### GET Retrieve questions in a question set

This endpoint returns an array containing each question in a question set.

**Request URL:**


```
GET /v1/questions/{question_set_id}
```

**Response example:**


```json
{
  "id": "b4897de4ad4142faa0a7822b84edf597cqset",
  "entity_id": "1fa130f81d84ed3c75b32c428d5d7d93cper",
  "context_id": "1fa130f81d84ed3c75b32c428d5d7d93ccnt",
  "description": "some description",
  "deadline": "2023-12-07T00:00:00Z",
  "recipient": {
    "recipient_id": "1fa130f81d84ed3c75b32c428d5d7d93cper",
    "recipient_type": "CUSTOMER"
  },
  "questions": [
    {
      "id": "1f0130f81d84ed3c75b32c428d5d7d93cqst",
      "question\"": "Provide your current address.",
      "answer_type\"": "TEXT_AND_FILES",
      "deadline\"": "2022-09-15T11:20:16.840208Z",
      "allowed_document_types\"": "KYC_REPORT"
    }
  ]
}
```

[Click here to view the full documentation.](/api-reference/onboarding/compliance/#tag/Questions-and-Answers/paths/~1v1~1question_set~1%7Bquestion_set_id%7D/get)

## Testing

To test this feature, implement the following steps on one or more of the **testing environments:**

1. Create a person.
2. Complete customer KYC for the person.
3. Create a [suspicious device
activity](/guides/kyc/device-monitoring#how-to-test-device-monitoring) using the
suspicious test ID in the linked guide.


Solaris will auto-generate a question set for the customer, and
you will receive a webhook notification as described above.