> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hifi.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Questionnaire

> What changed for compliance questionnaire data when migrating from HIFI API v2 to v3.

v2 already collected source-of-funds / purpose-of-account / expected-volume answers, but as a `sofEuQuestionnaire` object embedded directly in the KYC payload (`GET/POST /v2/users/:userId/kyc`) — its required fields varied by rail, and values were free-text strings with no fixed vocabulary. v3 breaks this out into its own dedicated resource with renamed fields and a fixed enum for nearly every value.

## Endpoints

| v2                                                         | v3                                                 | Notes                                                   |
| ---------------------------------------------------------- | -------------------------------------------------- | ------------------------------------------------------- |
| `sofEuQuestionnaire` field on `GET /v2/users/:userId/kyc`  | `GET /v3/users/:userId/compliance/questionnaire`   | Own endpoint instead of an embedded field.              |
| `sofEuQuestionnaire` field on `POST /v2/users/:userId/kyc` | `PATCH /v3/users/:userId/compliance/questionnaire` | Own endpoint instead of an embedded field; verb change. |

Answers feed into the same `POST /users/:userId/compliance/submit` review as the [Compliance Profile](/v3/guides/v2v3Migration/compliance-profile), [Associated Party](/v3/guides/v2v3Migration/associated-party), and [Documents](/v3/guides/v2v3Migration/documents) resources — a compliance review can be blocked pending questionnaire answers the same way it can be blocked on a missing document.

<Info>
  v2's questionnaire values were unconstrained free text (e.g. `sourceOfFunds: "salary"` or `"consulting income"`), so they can't be mechanically mapped onto v3's fixed enum values (e.g. `sourceOfFunds: "employment_income"`). There's no automatic backfill — plan to re-collect questionnaire answers from users through your v3 integration.
</Info>

## Request changes: Individual

**v2** (`sofEuQuestionnaire` object, itself nested inside the main KYC payload):

```json theme={null}
{
  "employmentStatus": "employed",
  "sourceOfFunds": "salary",
  "primaryPurpose": "purchase_goods_and_services",
  "expectedMonthlyPayments": "5000_9999",
  "actingAsIntermediary": false
}
```

**v3**

```json theme={null}
{
  "employmentStatus": "employed",
  "sourceOfFunds": "employment_income",
  "primaryPurpose": "goods_and_services",
  "expectedMonthlyTransactionVolume": "20000_50000",
  "expectedMonthlyTransactionCount": "10_100",
  "actsOnBehalfOfThirdParty": false,
  "highRiskActivities": ["none"]
}
```

| v2 field                  | v3 field                           | Change                                                                                                                                                                          |
| ------------------------- | ---------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `employmentStatus`        | `employmentStatus`                 | Same name and same values, **expanded** — v3 keeps all 6 v2 values and adds `contractor_freelancer`, `business_owner`, `government_employee`, `other`                           |
| `sourceOfFunds`           | `sourceOfFunds`                    | Same name; most values rewritten, though `inheritance`, `savings`, `government_benefits`, and `pension_retirement` survive unchanged                                            |
| `primaryPurpose`          | `primaryPurpose`                   | Same name; most values rewritten, only `charitable_donations` and `other` survive unchanged                                                                                     |
| `primaryPurposeOther`     | `primaryPurposeDetails`            | Renamed                                                                                                                                                                         |
| `expectedMonthlyPayments` | `expectedMonthlyTransactionVolume` | Renamed; value-bucket boundaries also changed                                                                                                                                   |
| `actingAsIntermediary`    | `actsOnBehalfOfThirdParty`         | Renamed                                                                                                                                                                         |
| —                         | `actsOnBehalfOfThirdPartyDetails`  | **New** — required when `actsOnBehalfOfThirdParty` is `true`                                                                                                                    |
| —                         | `sourceOfFundsDetails`             | **New.** v2's individual `sourceOfFunds` enum had no `"other"` option, so there was never a matching details field. v3 adds `"other"` and requires this field when it's chosen. |
| —                         | `expectedMonthlyTransactionCount`  | **New**                                                                                                                                                                         |
| —                         | `highRiskActivities`               | **New for individuals** — v2 only asked this of businesses                                                                                                                      |
| `mostRecentOccupation`    | —                                  | **Removed.** No v3 equivalent.                                                                                                                                                  |

## Request changes: Business

**v2**:

```json theme={null}
{
  "primaryPurpose": "protect_wealth",
  "sourceOfFunds": "sales_of_goods_and_services",
  "estimatedAnnualRevenueUsd": "1000000_9999999",
  "expectedMonthlyPaymentsUsd": 50000,
  "transmitsCustomerFunds": false,
  "highRiskActivities": ["none_of_the_above"]
}
```

**v3**

```json theme={null}
{
  "primaryPurpose": "business_expenses",
  "sourceOfFunds": "operating_revenue",
  "annualRevenue": "1000000_10000000",
  "expectedMonthlyTransactionVolume": "500000_1000000",
  "expectedMonthlyTransactionCount": "100_1000",
  "transmitsThirdPartyFunds": false,
  "highRiskActivities": ["none"],
  "providesFinancialServices": false
}
```

| v2 field                            | v3 field                           | Change                                                                                                                                                                                                     |
| ----------------------------------- | ---------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `primaryPurpose`                    | `primaryPurpose`                   | Same name; most values rewritten, though `payroll`, `treasury_management`, `charitable_donations`, and `other` survive unchanged                                                                           |
| `primaryPurposeOther`               | `primaryPurposeDetails`            | Renamed                                                                                                                                                                                                    |
| `sourceOfFunds`                     | `sourceOfFunds`                    | Same name; most values rewritten, though `grants`, `third_party_funds`, and `treasury_reserves` survive unchanged                                                                                          |
| `sourceOfFundsDescription`          | `sourceOfFundsDetails`             | Renamed                                                                                                                                                                                                    |
| `transmitsCustomerFunds`            | `transmitsThirdPartyFunds`         | Renamed                                                                                                                                                                                                    |
| `transmitsCustomerFundsDescription` | `transmitsThirdPartyFundsDetails`  | Renamed                                                                                                                                                                                                    |
| `highRiskActivities`                | `highRiskActivities`               | Same name; most values rewritten (v3 adds `check_cashing_or_bail`, `government_entities`, `bearer_shares`, `shell_bank`), though `adult_entertainment`, `gambling`, and `money_services` survive unchanged |
| `estimatedAnnualRevenueUsd`         | `annualRevenue`                    | Renamed; value-bucket boundaries also changed                                                                                                                                                              |
| `expectedMonthlyPaymentsUsd`        | `expectedMonthlyTransactionVolume` | Renamed; changed from a raw number to a bucketed range                                                                                                                                                     |
| —                                   | `expectedMonthlyTransactionCount`  | **New**                                                                                                                                                                                                    |
| —                                   | `providesFinancialServices`        | **New** — no confirmed v2 equivalent. (v2's `conductsMoneyServices` sounds related but there's no mapping between them in code, so it's listed here as new rather than assumed to be a rename.)            |
| `conductsMoneyServices`             | —                                  | **Removed** — see note above.                                                                                                                                                                              |
| `customerFundsDescription`          | —                                  | **Removed.**                                                                                                                                                                                               |
| `operatesInProhibitedCountries`     | —                                  | **Removed.**                                                                                                                                                                                               |