Forms

Vasco uses a configurable form system to collect structured information from investors throughout their lifecycle. Forms are used for KYC onboarding, investment subscription, and any custom data collection defined by the issuer.

Configurable Form

A Configurable Form (ConfigurableForm) is a named form template with a specific purpose (ConfigurableFormType). The two most important form types are:

Type	Description
kyc	The KYC / due diligence onboarding form
subscription	The investment subscription questionnaire

Forms are organized into a sequence of steps, each grouping a set of related questions.

Form Step

A Configurable Form Step (ConfigurableFormStep) is a logical section of a form. Steps allow the form to be filled progressively (one section at a time) and can be conditional, based on answers to earlier questions.

Key attributes:

Attribute	Description
technicalCode	Unique identifier used to reference the step in API calls
label	Display name of the step
position	Ordering position within the form

Retrieve the steps of an Account's KYC form:

query {
  GetKycFormSteps(accountId: "123") {
    technicalCode
    label
    position
    # ...Other ConfigurableFormStep fields
  }
}

→ Type reference: ConfigurableFormStep

Form Question

A Form Question (ConfigurableFormQuestion) represents a single question within a step. Questions can be of various types (text, number, date, boolean, single-choice, multi-choice, document upload, etc.).

Key attributes:

Attribute	Description
technicalCode	Unique identifier for this question
label	The question label shown to the investor
dataStrategy	How the answer is stored (e.g., on the user entity, as a custom property, etc.)
isRequired	Whether an answer is mandatory
answer	The current answer submitted for this account

Retrieve all questions in a given step for an account:

query {
  GetKycForm(accountId: "123", formStep: "identity") {
    id
    applicable
    technicalCode
    answer {
      value
    }
    # ...Other FormQuestionWithAnswer fields
  }
}

→ Type reference: FormQuestionWithAnswer

Entity Property

An Entity Property (EntityProperty) is a dynamic, configurable attribute that can be attached to different domain objects (accounts, users, investments, etc.). Entity properties allow issuers to extend the data model without code changes.

Key attributes:

Attribute	Description
code	Unique machine-readable identifier
label	Human-readable label
entityPropertyType	The data type (text, number, date, boolean, file, etc.)
referential	The object type this property is attached to (account, user, investment, …)

Entity properties are surfaced as form questions in KYC and subscription forms, and their values are stored as AccountEntityPropertyDocument or similar per-entity records.

query {
  GetEntityProperties {
    id
    technicalCode
    name
    dataStrategy {
      code
      label
    }
    dataStrategyDefinition
    type { 
      code
      value
    }
    # ...Other EntityProperty fields
  }
}

→ Type reference: EntityProperty

Answering a Form

Answers are submitted step by step using the AnswerKyc mutation. Each call submits a batch of answers for one step.

mutation {
  AnswerKyc(
    accountId: "123"
    stepTechnicalCode: "identity"
    formAnswers: [
      { technicalCode: "first_name", value: "Alice" }
      { technicalCode: "birth_date", value: "1985-04-12" }
    ]
  ) {
      investorInfo {
        lcbftLevel {
          code
          label
        }
      }
      countryRiskDetailed {
        code
        label
      }
      ppeRiskDetailed {
        code
        label
      }
      # ...Other Account fields
    }
}

→ Type reference: Account

Related Queries & Mutations

Operation	Reference
Get KYC form steps for an account	GetKycFormSteps
Get questions for a specific step	GetKycForm
Submit answers for a step	AnswerKyc
List configurable forms	GetConfigurableForms
List entity properties	GetEntityProperties
Get account document types	GetAccountDocumentTypes