Building your DDQ passport

Your passport holds answers worth reusing across every fund's DDQs — how the management company is structured, who runs it, your policies. Fund-specific figures don't belong there; they change per fund and shouldn't be copied forward.

To add one: approve an answer inside a DDQ, open it, and choose "Add to passport." There's no separate passport-editing screen — it's built from answers you've already given.

That's separate from how Orivade fills in a new DDQ day to day: inside one fund's own questionnaires, it can suggest — or, when it's confident enough, fill in — an answer based on one you gave before. A close-but-not-certain match gets suggested for you to confirm rather than filled in on its own.