Product

The Product Answer is used to specify the financial product or investment vehicle a customer is interested in or has been allocated.

Fields

Field	Type	Required	Description
fieldTypeId	string	Yes	Must be set to "Product" (from FieldTypeEnum)
productId	string	Yes	ID of the selected product

Example Usage

{
  "fqName": "Financial_Products_SelectedProduct",
  "answer": {
    "fieldTypeId": "Product",
    "productId": "a640b5fd-0b98-494a-a6ec-6f7f8e323ff72"
  }
}

Lookup References

This answer model requires values from the following lookup source:

Product Types: For valid values for the productId field, please refer to the Lookup API documentation and use the "ProductEnum" lookup source.

Notes

• The product selection is a key part of customer onboarding and determines the regulatory requirements and risk assessments that need to be completed.
• Different products may have different eligibility criteria, documentation requirements, and suitability assessments.
• The product selection often needs to align with the customer's risk profile, investment goals, and financial experience.
• For multiple product selections, use the MultipleProduct answer type instead.