I have created an online on boarding form (i.e. questionnaire) that will ask clients a series of compliance related questions and will export their responses into csv format.
In a separate MS Excel file, I would like to build another form that, based on the answers to the online onboarding form, will provide a series of outputs (e.g. which brokers they should sign up to if they are a “US client”, strategies used based on their risk appetite, accounts/broker to open with if they require islamic accounts, etc).
I have divided the workbook into “inputs” (questions found in the on boarding form) and outputs. I have also defined the possible answers to the inputs.
Many of the inputs will be inter-related, e.g. meaning that if client A is a non-US, “retail client” and has a “low” risk appetite, the output would be further narrowed down to only the options that match all 3 criteria.
I think the hired candidate would need to be comfortable in data manipulation/extraction from tables, combinations and permutations (to discover all possible combinations of answers from the online onboarding form), and array tables.