| Requires any of the roles: | Agent, Administrator, Agent, Administrator |
| POST,PUT,OPTIONS | /v1/FactFinder |
|---|
import java.math.*;
import java.util.*;
import java.io.InputStream;
import net.servicestack.client.*;
public class dtos
{
public static class FactFinderRequest
{
public FactFinderSheetExtended FactFinderSheet = null;
public Boolean DataEntry = null;
public FactFinderSheetExtended getFactFinderSheet() { return FactFinderSheet; }
public FactFinderRequest setFactFinderSheet(FactFinderSheetExtended value) { this.FactFinderSheet = value; return this; }
public Boolean isDataEntry() { return DataEntry; }
public FactFinderRequest setDataEntry(Boolean value) { this.DataEntry = value; return this; }
}
public static class FactFinderSheetExtended
{
public Contact Contact = null;
public FactFinderSheet FactFinderSheet = null;
public ContactSpouse Spouse = null;
public ArrayList<ContactChild> Children = new ArrayList<ContactChild>();
public ArrayList<ContactRetirementIncome> IncomeSources = new ArrayList<ContactRetirementIncome>();
public String AdditionalNotes = null;
public ArrayList<ContactExpense> Expenses = new ArrayList<ContactExpense>();
public ArrayList<ContactClientReferral> Referrals = new ArrayList<ContactClientReferral>();
public ArrayList<ContactLTAInfo> LTAInfo = new ArrayList<ContactLTAInfo>();
public ArrayList<ContactPension> Pensions = new ArrayList<ContactPension>();
public Contact getContact() { return Contact; }
public FactFinderSheetExtended setContact(Contact value) { this.Contact = value; return this; }
public FactFinderSheet getFactFinderSheet() { return FactFinderSheet; }
public FactFinderSheetExtended setFactFinderSheet(FactFinderSheet value) { this.FactFinderSheet = value; return this; }
public ContactSpouse getSpouse() { return Spouse; }
public FactFinderSheetExtended setSpouse(ContactSpouse value) { this.Spouse = value; return this; }
public ArrayList<ContactChild> getChildren() { return Children; }
public FactFinderSheetExtended setChildren(ArrayList<ContactChild> value) { this.Children = value; return this; }
public ArrayList<ContactRetirementIncome> getIncomeSources() { return IncomeSources; }
public FactFinderSheetExtended setIncomeSources(ArrayList<ContactRetirementIncome> value) { this.IncomeSources = value; return this; }
public String getAdditionalNotes() { return AdditionalNotes; }
public FactFinderSheetExtended setAdditionalNotes(String value) { this.AdditionalNotes = value; return this; }
public ArrayList<ContactExpense> getExpenses() { return Expenses; }
public FactFinderSheetExtended setExpenses(ArrayList<ContactExpense> value) { this.Expenses = value; return this; }
public ArrayList<ContactClientReferral> getReferrals() { return Referrals; }
public FactFinderSheetExtended setReferrals(ArrayList<ContactClientReferral> value) { this.Referrals = value; return this; }
public ArrayList<ContactLTAInfo> getLtaInfo() { return LTAInfo; }
public FactFinderSheetExtended setLtaInfo(ArrayList<ContactLTAInfo> value) { this.LTAInfo = value; return this; }
public ArrayList<ContactPension> getPensions() { return Pensions; }
public FactFinderSheetExtended setPensions(ArrayList<ContactPension> value) { this.Pensions = value; return this; }
}
public static class Contact
{
public Integer ContactId = null;
public Integer ContactType = null;
public String FirstName = null;
public String LastName = null;
public String Name = null;
public String Role = null;
public String Title = null;
public String EmailWork = null;
public String EmailPersonal = null;
public String District = null;
public Integer DistrictID = null;
public String School = null;
public Long SchoolID = null;
public String State = null;
public String StateName = null;
public Long StateID = null;
public Long CountyID = null;
public String County = null;
public String Phone = null;
public String Department = null;
public String Flow = null;
public Date LastContact = null;
public Boolean DoNotContact = null;
public Boolean Active = null;
public Integer AgentId = null;
public String PhoneAlt = null;
public Integer PeraContactId = null;
public String RoomNumber = null;
public Integer SourceTypeId = null;
public String SourceTypeDesc = null;
public String SourceNote = null;
public Integer ContactStatusId = null;
public String ContactStatusDesc = null;
public String SSN = null;
public Date DateOfBirth = null;
public Boolean Deleted = null;
public Boolean IsShared = null;
public String address_line1 = null;
public String address_city = null;
public String address_state = null;
public String address_zip = null;
public String DeletedBy = null;
public Date DeletedDateTimeUtc = null;
public Boolean HasNBC = null;
public Boolean HasFactFinderSheet = null;
public String MiddleInitial = null;
public String Tags = null;
public Date DateCreated = null;
public String PhoneLabel = null;
public String AltPhoneLabel = null;
public String Carriers = null;
public String ContactImage = null;
public String CompanyAffiliation = null;
public String AdditionalInformation = null;
public Boolean HasGiftCard = null;
public Integer ContactCategory = null;
public Integer WritingAgentId = null;
public String WritingAgentName = null;
public String MaritalStatus = null;
public BigDecimal TotalDebtAmount = null;
public Integer NumberOfDebtAccounts = null;
public Integer FactFinderCodeId = null;
public String BusinessName = null;
public String DBA = null;
public UUID ContactGUID = null;
public Date ProjectEndDate = null;
public Integer Rate = null;
public Integer JobID = null;
public String JobName = null;
public Integer JobCount = null;
public Boolean Locked = null;
public Integer LockedByAgentId = null;
public Date LockedTimestamp = null;
public String Initials = null;
public String ContactCategoryName = null;
public Boolean SMSOptIn = null;
public Integer getContactId() { return ContactId; }
public Contact setContactId(Integer value) { this.ContactId = value; return this; }
public Integer getContactType() { return ContactType; }
public Contact setContactType(Integer value) { this.ContactType = value; return this; }
public String getFirstName() { return FirstName; }
public Contact setFirstName(String value) { this.FirstName = value; return this; }
public String getLastName() { return LastName; }
public Contact setLastName(String value) { this.LastName = value; return this; }
public String getName() { return Name; }
public Contact setName(String value) { this.Name = value; return this; }
public String getRole() { return Role; }
public Contact setRole(String value) { this.Role = value; return this; }
public String getTitle() { return Title; }
public Contact setTitle(String value) { this.Title = value; return this; }
public String getEmailWork() { return EmailWork; }
public Contact setEmailWork(String value) { this.EmailWork = value; return this; }
public String getEmailPersonal() { return EmailPersonal; }
public Contact setEmailPersonal(String value) { this.EmailPersonal = value; return this; }
public String getDistrict() { return District; }
public Contact setDistrict(String value) { this.District = value; return this; }
public Integer getDistrictID() { return DistrictID; }
public Contact setDistrictID(Integer value) { this.DistrictID = value; return this; }
public String getSchool() { return School; }
public Contact setSchool(String value) { this.School = value; return this; }
public Long getSchoolID() { return SchoolID; }
public Contact setSchoolID(Long value) { this.SchoolID = value; return this; }
public String getState() { return State; }
public Contact setState(String value) { this.State = value; return this; }
public String getStateName() { return StateName; }
public Contact setStateName(String value) { this.StateName = value; return this; }
public Long getStateID() { return StateID; }
public Contact setStateID(Long value) { this.StateID = value; return this; }
public Long getCountyID() { return CountyID; }
public Contact setCountyID(Long value) { this.CountyID = value; return this; }
public String getCounty() { return County; }
public Contact setCounty(String value) { this.County = value; return this; }
public String getPhone() { return Phone; }
public Contact setPhone(String value) { this.Phone = value; return this; }
public String getDepartment() { return Department; }
public Contact setDepartment(String value) { this.Department = value; return this; }
public String getFlow() { return Flow; }
public Contact setFlow(String value) { this.Flow = value; return this; }
public Date getLastContact() { return LastContact; }
public Contact setLastContact(Date value) { this.LastContact = value; return this; }
public Boolean isDoNotContact() { return DoNotContact; }
public Contact setDoNotContact(Boolean value) { this.DoNotContact = value; return this; }
public Boolean isActive() { return Active; }
public Contact setActive(Boolean value) { this.Active = value; return this; }
public Integer getAgentId() { return AgentId; }
public Contact setAgentId(Integer value) { this.AgentId = value; return this; }
public String getPhoneAlt() { return PhoneAlt; }
public Contact setPhoneAlt(String value) { this.PhoneAlt = value; return this; }
public Integer getPeraContactId() { return PeraContactId; }
public Contact setPeraContactId(Integer value) { this.PeraContactId = value; return this; }
public String getRoomNumber() { return RoomNumber; }
public Contact setRoomNumber(String value) { this.RoomNumber = value; return this; }
public Integer getSourceTypeId() { return SourceTypeId; }
public Contact setSourceTypeId(Integer value) { this.SourceTypeId = value; return this; }
public String getSourceTypeDesc() { return SourceTypeDesc; }
public Contact setSourceTypeDesc(String value) { this.SourceTypeDesc = value; return this; }
public String getSourceNote() { return SourceNote; }
public Contact setSourceNote(String value) { this.SourceNote = value; return this; }
public Integer getContactStatusId() { return ContactStatusId; }
public Contact setContactStatusId(Integer value) { this.ContactStatusId = value; return this; }
public String getContactStatusDesc() { return ContactStatusDesc; }
public Contact setContactStatusDesc(String value) { this.ContactStatusDesc = value; return this; }
public String getSsn() { return SSN; }
public Contact setSsn(String value) { this.SSN = value; return this; }
public Date getDateOfBirth() { return DateOfBirth; }
public Contact setDateOfBirth(Date value) { this.DateOfBirth = value; return this; }
public Boolean isDeleted() { return Deleted; }
public Contact setDeleted(Boolean value) { this.Deleted = value; return this; }
public Boolean getIsShared() { return IsShared; }
public Contact setIsShared(Boolean value) { this.IsShared = value; return this; }
public String getAddressLine1() { return address_line1; }
public Contact setAddressLine1(String value) { this.address_line1 = value; return this; }
public String getAddressCity() { return address_city; }
public Contact setAddressCity(String value) { this.address_city = value; return this; }
public String getAddressState() { return address_state; }
public Contact setAddressState(String value) { this.address_state = value; return this; }
public String getAddressZip() { return address_zip; }
public Contact setAddressZip(String value) { this.address_zip = value; return this; }
public String getDeletedBy() { return DeletedBy; }
public Contact setDeletedBy(String value) { this.DeletedBy = value; return this; }
public Date getDeletedDateTimeUtc() { return DeletedDateTimeUtc; }
public Contact setDeletedDateTimeUtc(Date value) { this.DeletedDateTimeUtc = value; return this; }
public Boolean isHasNBC() { return HasNBC; }
public Contact setHasNBC(Boolean value) { this.HasNBC = value; return this; }
public Boolean isHasFactFinderSheet() { return HasFactFinderSheet; }
public Contact setHasFactFinderSheet(Boolean value) { this.HasFactFinderSheet = value; return this; }
public String getMiddleInitial() { return MiddleInitial; }
public Contact setMiddleInitial(String value) { this.MiddleInitial = value; return this; }
public String getTags() { return Tags; }
public Contact setTags(String value) { this.Tags = value; return this; }
public Date getDateCreated() { return DateCreated; }
public Contact setDateCreated(Date value) { this.DateCreated = value; return this; }
public String getPhoneLabel() { return PhoneLabel; }
public Contact setPhoneLabel(String value) { this.PhoneLabel = value; return this; }
public String getAltPhoneLabel() { return AltPhoneLabel; }
public Contact setAltPhoneLabel(String value) { this.AltPhoneLabel = value; return this; }
public String getCarriers() { return Carriers; }
public Contact setCarriers(String value) { this.Carriers = value; return this; }
public String getContactImage() { return ContactImage; }
public Contact setContactImage(String value) { this.ContactImage = value; return this; }
public String getCompanyAffiliation() { return CompanyAffiliation; }
public Contact setCompanyAffiliation(String value) { this.CompanyAffiliation = value; return this; }
public String getAdditionalInformation() { return AdditionalInformation; }
public Contact setAdditionalInformation(String value) { this.AdditionalInformation = value; return this; }
public Boolean isHasGiftCard() { return HasGiftCard; }
public Contact setHasGiftCard(Boolean value) { this.HasGiftCard = value; return this; }
public Integer getContactCategory() { return ContactCategory; }
public Contact setContactCategory(Integer value) { this.ContactCategory = value; return this; }
public Integer getWritingAgentId() { return WritingAgentId; }
public Contact setWritingAgentId(Integer value) { this.WritingAgentId = value; return this; }
public String getWritingAgentName() { return WritingAgentName; }
public Contact setWritingAgentName(String value) { this.WritingAgentName = value; return this; }
public String getMaritalStatus() { return MaritalStatus; }
public Contact setMaritalStatus(String value) { this.MaritalStatus = value; return this; }
public BigDecimal getTotalDebtAmount() { return TotalDebtAmount; }
public Contact setTotalDebtAmount(BigDecimal value) { this.TotalDebtAmount = value; return this; }
public Integer getNumberOfDebtAccounts() { return NumberOfDebtAccounts; }
public Contact setNumberOfDebtAccounts(Integer value) { this.NumberOfDebtAccounts = value; return this; }
public Integer getFactFinderCodeId() { return FactFinderCodeId; }
public Contact setFactFinderCodeId(Integer value) { this.FactFinderCodeId = value; return this; }
public String getBusinessName() { return BusinessName; }
public Contact setBusinessName(String value) { this.BusinessName = value; return this; }
public String getDba() { return DBA; }
public Contact setDba(String value) { this.DBA = value; return this; }
public UUID getContactGUID() { return ContactGUID; }
public Contact setContactGUID(UUID value) { this.ContactGUID = value; return this; }
public Date getProjectEndDate() { return ProjectEndDate; }
public Contact setProjectEndDate(Date value) { this.ProjectEndDate = value; return this; }
public Integer getRate() { return Rate; }
public Contact setRate(Integer value) { this.Rate = value; return this; }
public Integer getJobID() { return JobID; }
public Contact setJobID(Integer value) { this.JobID = value; return this; }
public String getJobName() { return JobName; }
public Contact setJobName(String value) { this.JobName = value; return this; }
public Integer getJobCount() { return JobCount; }
public Contact setJobCount(Integer value) { this.JobCount = value; return this; }
public Boolean isLocked() { return Locked; }
public Contact setLocked(Boolean value) { this.Locked = value; return this; }
public Integer getLockedByAgentId() { return LockedByAgentId; }
public Contact setLockedByAgentId(Integer value) { this.LockedByAgentId = value; return this; }
public Date getLockedTimestamp() { return LockedTimestamp; }
public Contact setLockedTimestamp(Date value) { this.LockedTimestamp = value; return this; }
public String getInitials() { return Initials; }
public Contact setInitials(String value) { this.Initials = value; return this; }
public String getContactCategoryName() { return ContactCategoryName; }
public Contact setContactCategoryName(String value) { this.ContactCategoryName = value; return this; }
public Boolean isSmsOptIn() { return SMSOptIn; }
public Contact setSmsOptIn(Boolean value) { this.SMSOptIn = value; return this; }
}
public static class FactFinderSheet
{
public Integer FactFinderSheetId = null;
public Integer ContactId = null;
public String EmploymentYears = null;
public String PastOccupations = null;
public BigDecimal ClientGrossMthlyIncome = null;
public BigDecimal ClientNetMthlyIncome = null;
public BigDecimal HouseholdGrossMthlyIncome = null;
public BigDecimal HouseholdNetMthlyIncome = null;
public BigDecimal EstimatedExpenses = null;
public BigDecimal DiscretionaryIncome = null;
public BigDecimal DesiredRetirementIncome = null;
public String RetirementGoals = null;
public BigDecimal EmergencyFundMthlyContrib = null;
public BigDecimal EmergencyFundBalance = null;
public Boolean EmergencyFundComplete = null;
public String WorkStatus = null;
public BigDecimal UnusedSickDays = null;
public BigDecimal UnusedSickHours = null;
public BigDecimal ContractBaseServPerYrDays = null;
public BigDecimal ContractBaseServPerYrHours = null;
public BigDecimal DaysPerWeek = null;
public BigDecimal HoursPerWeek = null;
public BigDecimal MonthsPerYear = null;
public Integer NumPreTaxChecksPerYr = null;
public BigDecimal YearsWithOtherDistricts = null;
public Boolean PrimaryLifeInsurance = null;
public String PLICarrier = null;
public BigDecimal PLIFaceAmount = null;
public Date PLIIssueDate = null;
public BigDecimal PLIPremium = null;
public String PLIType = null;
public String PLITypeOf = null;
public BigDecimal PLICashValue = null;
public Boolean SpouseLifeInsurance = null;
public String SLICarrier = null;
public BigDecimal SLIFaceAmount = null;
public Date SLIIssueDate = null;
public BigDecimal SLIPremium = null;
public String SLIType = null;
public String SLITypeOf = null;
public BigDecimal SLICashValue = null;
public Boolean PrimaryLTCInsurance = null;
public BigDecimal PLTCPremium = null;
public Boolean PrimaryDisabilityInsurance = null;
public BigDecimal PDIPremium = null;
public Boolean SpouseLTCInsurance = null;
public BigDecimal SLTCPremium = null;
public Boolean SpouseDisabilityInsurance = null;
public BigDecimal SDIPremium = null;
public Boolean HasRetirementSavings = null;
public Boolean HasPriorEmploymentRetirementSavings = null;
public Boolean HasDistributionPlan = null;
public Integer getFactFinderSheetId() { return FactFinderSheetId; }
public FactFinderSheet setFactFinderSheetId(Integer value) { this.FactFinderSheetId = value; return this; }
public Integer getContactId() { return ContactId; }
public FactFinderSheet setContactId(Integer value) { this.ContactId = value; return this; }
public String getEmploymentYears() { return EmploymentYears; }
public FactFinderSheet setEmploymentYears(String value) { this.EmploymentYears = value; return this; }
public String getPastOccupations() { return PastOccupations; }
public FactFinderSheet setPastOccupations(String value) { this.PastOccupations = value; return this; }
public BigDecimal getClientGrossMthlyIncome() { return ClientGrossMthlyIncome; }
public FactFinderSheet setClientGrossMthlyIncome(BigDecimal value) { this.ClientGrossMthlyIncome = value; return this; }
public BigDecimal getClientNetMthlyIncome() { return ClientNetMthlyIncome; }
public FactFinderSheet setClientNetMthlyIncome(BigDecimal value) { this.ClientNetMthlyIncome = value; return this; }
public BigDecimal getHouseholdGrossMthlyIncome() { return HouseholdGrossMthlyIncome; }
public FactFinderSheet setHouseholdGrossMthlyIncome(BigDecimal value) { this.HouseholdGrossMthlyIncome = value; return this; }
public BigDecimal getHouseholdNetMthlyIncome() { return HouseholdNetMthlyIncome; }
public FactFinderSheet setHouseholdNetMthlyIncome(BigDecimal value) { this.HouseholdNetMthlyIncome = value; return this; }
public BigDecimal getEstimatedExpenses() { return EstimatedExpenses; }
public FactFinderSheet setEstimatedExpenses(BigDecimal value) { this.EstimatedExpenses = value; return this; }
public BigDecimal getDiscretionaryIncome() { return DiscretionaryIncome; }
public FactFinderSheet setDiscretionaryIncome(BigDecimal value) { this.DiscretionaryIncome = value; return this; }
public BigDecimal getDesiredRetirementIncome() { return DesiredRetirementIncome; }
public FactFinderSheet setDesiredRetirementIncome(BigDecimal value) { this.DesiredRetirementIncome = value; return this; }
public String getRetirementGoals() { return RetirementGoals; }
public FactFinderSheet setRetirementGoals(String value) { this.RetirementGoals = value; return this; }
public BigDecimal getEmergencyFundMthlyContrib() { return EmergencyFundMthlyContrib; }
public FactFinderSheet setEmergencyFundMthlyContrib(BigDecimal value) { this.EmergencyFundMthlyContrib = value; return this; }
public BigDecimal getEmergencyFundBalance() { return EmergencyFundBalance; }
public FactFinderSheet setEmergencyFundBalance(BigDecimal value) { this.EmergencyFundBalance = value; return this; }
public Boolean isEmergencyFundComplete() { return EmergencyFundComplete; }
public FactFinderSheet setEmergencyFundComplete(Boolean value) { this.EmergencyFundComplete = value; return this; }
public String getWorkStatus() { return WorkStatus; }
public FactFinderSheet setWorkStatus(String value) { this.WorkStatus = value; return this; }
public BigDecimal getUnusedSickDays() { return UnusedSickDays; }
public FactFinderSheet setUnusedSickDays(BigDecimal value) { this.UnusedSickDays = value; return this; }
public BigDecimal getUnusedSickHours() { return UnusedSickHours; }
public FactFinderSheet setUnusedSickHours(BigDecimal value) { this.UnusedSickHours = value; return this; }
public BigDecimal getContractBaseServPerYrDays() { return ContractBaseServPerYrDays; }
public FactFinderSheet setContractBaseServPerYrDays(BigDecimal value) { this.ContractBaseServPerYrDays = value; return this; }
public BigDecimal getContractBaseServPerYrHours() { return ContractBaseServPerYrHours; }
public FactFinderSheet setContractBaseServPerYrHours(BigDecimal value) { this.ContractBaseServPerYrHours = value; return this; }
public BigDecimal getDaysPerWeek() { return DaysPerWeek; }
public FactFinderSheet setDaysPerWeek(BigDecimal value) { this.DaysPerWeek = value; return this; }
public BigDecimal getHoursPerWeek() { return HoursPerWeek; }
public FactFinderSheet setHoursPerWeek(BigDecimal value) { this.HoursPerWeek = value; return this; }
public BigDecimal getMonthsPerYear() { return MonthsPerYear; }
public FactFinderSheet setMonthsPerYear(BigDecimal value) { this.MonthsPerYear = value; return this; }
public Integer getNumPreTaxChecksPerYr() { return NumPreTaxChecksPerYr; }
public FactFinderSheet setNumPreTaxChecksPerYr(Integer value) { this.NumPreTaxChecksPerYr = value; return this; }
public BigDecimal getYearsWithOtherDistricts() { return YearsWithOtherDistricts; }
public FactFinderSheet setYearsWithOtherDistricts(BigDecimal value) { this.YearsWithOtherDistricts = value; return this; }
public Boolean isPrimaryLifeInsurance() { return PrimaryLifeInsurance; }
public FactFinderSheet setPrimaryLifeInsurance(Boolean value) { this.PrimaryLifeInsurance = value; return this; }
public String getPliCarrier() { return PLICarrier; }
public FactFinderSheet setPliCarrier(String value) { this.PLICarrier = value; return this; }
public BigDecimal getPliFaceAmount() { return PLIFaceAmount; }
public FactFinderSheet setPliFaceAmount(BigDecimal value) { this.PLIFaceAmount = value; return this; }
public Date getPliIssueDate() { return PLIIssueDate; }
public FactFinderSheet setPliIssueDate(Date value) { this.PLIIssueDate = value; return this; }
public BigDecimal getPliPremium() { return PLIPremium; }
public FactFinderSheet setPliPremium(BigDecimal value) { this.PLIPremium = value; return this; }
public String getPliType() { return PLIType; }
public FactFinderSheet setPliType(String value) { this.PLIType = value; return this; }
public String getPliTypeOf() { return PLITypeOf; }
public FactFinderSheet setPliTypeOf(String value) { this.PLITypeOf = value; return this; }
public BigDecimal getPliCashValue() { return PLICashValue; }
public FactFinderSheet setPliCashValue(BigDecimal value) { this.PLICashValue = value; return this; }
public Boolean isSpouseLifeInsurance() { return SpouseLifeInsurance; }
public FactFinderSheet setSpouseLifeInsurance(Boolean value) { this.SpouseLifeInsurance = value; return this; }
public String getSliCarrier() { return SLICarrier; }
public FactFinderSheet setSliCarrier(String value) { this.SLICarrier = value; return this; }
public BigDecimal getSliFaceAmount() { return SLIFaceAmount; }
public FactFinderSheet setSliFaceAmount(BigDecimal value) { this.SLIFaceAmount = value; return this; }
public Date getSliIssueDate() { return SLIIssueDate; }
public FactFinderSheet setSliIssueDate(Date value) { this.SLIIssueDate = value; return this; }
public BigDecimal getSliPremium() { return SLIPremium; }
public FactFinderSheet setSliPremium(BigDecimal value) { this.SLIPremium = value; return this; }
public String getSliType() { return SLIType; }
public FactFinderSheet setSliType(String value) { this.SLIType = value; return this; }
public String getSliTypeOf() { return SLITypeOf; }
public FactFinderSheet setSliTypeOf(String value) { this.SLITypeOf = value; return this; }
public BigDecimal getSliCashValue() { return SLICashValue; }
public FactFinderSheet setSliCashValue(BigDecimal value) { this.SLICashValue = value; return this; }
public Boolean isPrimaryLTCInsurance() { return PrimaryLTCInsurance; }
public FactFinderSheet setPrimaryLTCInsurance(Boolean value) { this.PrimaryLTCInsurance = value; return this; }
public BigDecimal getPltcPremium() { return PLTCPremium; }
public FactFinderSheet setPltcPremium(BigDecimal value) { this.PLTCPremium = value; return this; }
public Boolean isPrimaryDisabilityInsurance() { return PrimaryDisabilityInsurance; }
public FactFinderSheet setPrimaryDisabilityInsurance(Boolean value) { this.PrimaryDisabilityInsurance = value; return this; }
public BigDecimal getPdiPremium() { return PDIPremium; }
public FactFinderSheet setPdiPremium(BigDecimal value) { this.PDIPremium = value; return this; }
public Boolean isSpouseLTCInsurance() { return SpouseLTCInsurance; }
public FactFinderSheet setSpouseLTCInsurance(Boolean value) { this.SpouseLTCInsurance = value; return this; }
public BigDecimal getSltcPremium() { return SLTCPremium; }
public FactFinderSheet setSltcPremium(BigDecimal value) { this.SLTCPremium = value; return this; }
public Boolean isSpouseDisabilityInsurance() { return SpouseDisabilityInsurance; }
public FactFinderSheet setSpouseDisabilityInsurance(Boolean value) { this.SpouseDisabilityInsurance = value; return this; }
public BigDecimal getSdiPremium() { return SDIPremium; }
public FactFinderSheet setSdiPremium(BigDecimal value) { this.SDIPremium = value; return this; }
public Boolean isHasRetirementSavings() { return HasRetirementSavings; }
public FactFinderSheet setHasRetirementSavings(Boolean value) { this.HasRetirementSavings = value; return this; }
public Boolean isHasPriorEmploymentRetirementSavings() { return HasPriorEmploymentRetirementSavings; }
public FactFinderSheet setHasPriorEmploymentRetirementSavings(Boolean value) { this.HasPriorEmploymentRetirementSavings = value; return this; }
public Boolean isHasDistributionPlan() { return HasDistributionPlan; }
public FactFinderSheet setHasDistributionPlan(Boolean value) { this.HasDistributionPlan = value; return this; }
}
public static class ContactSpouse
{
public Integer ContactSpouseId = null;
public Integer ContactId = null;
public String Name = null;
public Date DOB = null;
public String Cell = null;
public String Employer = null;
public BigDecimal Years = null;
public String Position = null;
public String Email = null;
public String PastOccupations = null;
public Integer getContactSpouseId() { return ContactSpouseId; }
public ContactSpouse setContactSpouseId(Integer value) { this.ContactSpouseId = value; return this; }
public Integer getContactId() { return ContactId; }
public ContactSpouse setContactId(Integer value) { this.ContactId = value; return this; }
public String getName() { return Name; }
public ContactSpouse setName(String value) { this.Name = value; return this; }
public Date getDob() { return DOB; }
public ContactSpouse setDob(Date value) { this.DOB = value; return this; }
public String getCell() { return Cell; }
public ContactSpouse setCell(String value) { this.Cell = value; return this; }
public String getEmployer() { return Employer; }
public ContactSpouse setEmployer(String value) { this.Employer = value; return this; }
public BigDecimal getYears() { return Years; }
public ContactSpouse setYears(BigDecimal value) { this.Years = value; return this; }
public String getPosition() { return Position; }
public ContactSpouse setPosition(String value) { this.Position = value; return this; }
public String getEmail() { return Email; }
public ContactSpouse setEmail(String value) { this.Email = value; return this; }
public String getPastOccupations() { return PastOccupations; }
public ContactSpouse setPastOccupations(String value) { this.PastOccupations = value; return this; }
}
public static class ContactChild
{
public Integer ContactChildId = null;
public Integer ContactId = null;
public String Name = null;
public Date DOB = null;
public String Fund = null;
public BigDecimal Contribution = null;
public BigDecimal Balance = null;
public Integer getContactChildId() { return ContactChildId; }
public ContactChild setContactChildId(Integer value) { this.ContactChildId = value; return this; }
public Integer getContactId() { return ContactId; }
public ContactChild setContactId(Integer value) { this.ContactId = value; return this; }
public String getName() { return Name; }
public ContactChild setName(String value) { this.Name = value; return this; }
public Date getDob() { return DOB; }
public ContactChild setDob(Date value) { this.DOB = value; return this; }
public String getFund() { return Fund; }
public ContactChild setFund(String value) { this.Fund = value; return this; }
public BigDecimal getContribution() { return Contribution; }
public ContactChild setContribution(BigDecimal value) { this.Contribution = value; return this; }
public BigDecimal getBalance() { return Balance; }
public ContactChild setBalance(BigDecimal value) { this.Balance = value; return this; }
}
public static class ContactRetirementIncome
{
public Integer ContactRetirementIncomeId = null;
public Integer ContactId = null;
public String AccountOwner = null;
public String AccountType = null;
public String Carrier = null;
public BigDecimal TotalValue = null;
public BigDecimal SurrValue = null;
public Date DateOfIssue = null;
public BigDecimal Fees = null;
public String PolicyNum = null;
public BigDecimal Contrib = null;
public String EmpNotes = null;
public String TaxCode = null;
public BigDecimal SurrCharge = null;
public Boolean ThirdPrtyPprwrkOK = null;
public Boolean AddlFormsReqd = null;
public Boolean OriginalFormsReqd = null;
public Boolean SignatureGuarReqd = null;
public Boolean FaxAccepted = null;
public String FaxNumber = null;
public String MailingAddr = null;
public String MailingCity = null;
public String MailingState = null;
public String MailingZip = null;
public Boolean HasOutstandingLoans = null;
public Integer getContactRetirementIncomeId() { return ContactRetirementIncomeId; }
public ContactRetirementIncome setContactRetirementIncomeId(Integer value) { this.ContactRetirementIncomeId = value; return this; }
public Integer getContactId() { return ContactId; }
public ContactRetirementIncome setContactId(Integer value) { this.ContactId = value; return this; }
public String getAccountOwner() { return AccountOwner; }
public ContactRetirementIncome setAccountOwner(String value) { this.AccountOwner = value; return this; }
public String getAccountType() { return AccountType; }
public ContactRetirementIncome setAccountType(String value) { this.AccountType = value; return this; }
public String getCarrier() { return Carrier; }
public ContactRetirementIncome setCarrier(String value) { this.Carrier = value; return this; }
public BigDecimal getTotalValue() { return TotalValue; }
public ContactRetirementIncome setTotalValue(BigDecimal value) { this.TotalValue = value; return this; }
public BigDecimal getSurrValue() { return SurrValue; }
public ContactRetirementIncome setSurrValue(BigDecimal value) { this.SurrValue = value; return this; }
public Date getDateOfIssue() { return DateOfIssue; }
public ContactRetirementIncome setDateOfIssue(Date value) { this.DateOfIssue = value; return this; }
public BigDecimal getFees() { return Fees; }
public ContactRetirementIncome setFees(BigDecimal value) { this.Fees = value; return this; }
public String getPolicyNum() { return PolicyNum; }
public ContactRetirementIncome setPolicyNum(String value) { this.PolicyNum = value; return this; }
public BigDecimal getContrib() { return Contrib; }
public ContactRetirementIncome setContrib(BigDecimal value) { this.Contrib = value; return this; }
public String getEmpNotes() { return EmpNotes; }
public ContactRetirementIncome setEmpNotes(String value) { this.EmpNotes = value; return this; }
public String getTaxCode() { return TaxCode; }
public ContactRetirementIncome setTaxCode(String value) { this.TaxCode = value; return this; }
public BigDecimal getSurrCharge() { return SurrCharge; }
public ContactRetirementIncome setSurrCharge(BigDecimal value) { this.SurrCharge = value; return this; }
public Boolean isThirdPrtyPprwrkOK() { return ThirdPrtyPprwrkOK; }
public ContactRetirementIncome setThirdPrtyPprwrkOK(Boolean value) { this.ThirdPrtyPprwrkOK = value; return this; }
public Boolean isAddlFormsReqd() { return AddlFormsReqd; }
public ContactRetirementIncome setAddlFormsReqd(Boolean value) { this.AddlFormsReqd = value; return this; }
public Boolean isOriginalFormsReqd() { return OriginalFormsReqd; }
public ContactRetirementIncome setOriginalFormsReqd(Boolean value) { this.OriginalFormsReqd = value; return this; }
public Boolean isSignatureGuarReqd() { return SignatureGuarReqd; }
public ContactRetirementIncome setSignatureGuarReqd(Boolean value) { this.SignatureGuarReqd = value; return this; }
public Boolean isFaxAccepted() { return FaxAccepted; }
public ContactRetirementIncome setFaxAccepted(Boolean value) { this.FaxAccepted = value; return this; }
public String getFaxNumber() { return FaxNumber; }
public ContactRetirementIncome setFaxNumber(String value) { this.FaxNumber = value; return this; }
public String getMailingAddr() { return MailingAddr; }
public ContactRetirementIncome setMailingAddr(String value) { this.MailingAddr = value; return this; }
public String getMailingCity() { return MailingCity; }
public ContactRetirementIncome setMailingCity(String value) { this.MailingCity = value; return this; }
public String getMailingState() { return MailingState; }
public ContactRetirementIncome setMailingState(String value) { this.MailingState = value; return this; }
public String getMailingZip() { return MailingZip; }
public ContactRetirementIncome setMailingZip(String value) { this.MailingZip = value; return this; }
public Boolean isHasOutstandingLoans() { return HasOutstandingLoans; }
public ContactRetirementIncome setHasOutstandingLoans(Boolean value) { this.HasOutstandingLoans = value; return this; }
}
public static class ContactExpense
{
public Integer ContactExpenseId = null;
public Integer ContactId = null;
public String ExpenseType = null;
public String Description = null;
public BigDecimal Balance = null;
public BigDecimal InterestRate = null;
public BigDecimal MinimumPayment = null;
public BigDecimal MonthlyPayment = null;
public Integer getContactExpenseId() { return ContactExpenseId; }
public ContactExpense setContactExpenseId(Integer value) { this.ContactExpenseId = value; return this; }
public Integer getContactId() { return ContactId; }
public ContactExpense setContactId(Integer value) { this.ContactId = value; return this; }
public String getExpenseType() { return ExpenseType; }
public ContactExpense setExpenseType(String value) { this.ExpenseType = value; return this; }
public String getDescription() { return Description; }
public ContactExpense setDescription(String value) { this.Description = value; return this; }
public BigDecimal getBalance() { return Balance; }
public ContactExpense setBalance(BigDecimal value) { this.Balance = value; return this; }
public BigDecimal getInterestRate() { return InterestRate; }
public ContactExpense setInterestRate(BigDecimal value) { this.InterestRate = value; return this; }
public BigDecimal getMinimumPayment() { return MinimumPayment; }
public ContactExpense setMinimumPayment(BigDecimal value) { this.MinimumPayment = value; return this; }
public BigDecimal getMonthlyPayment() { return MonthlyPayment; }
public ContactExpense setMonthlyPayment(BigDecimal value) { this.MonthlyPayment = value; return this; }
}
public static class ContactClientReferral
{
public Integer ContactClientReferralId = null;
public Integer ContactId = null;
public String Name = null;
public String Campus = null;
public String Room = null;
public String Phone = null;
public Integer getContactClientReferralId() { return ContactClientReferralId; }
public ContactClientReferral setContactClientReferralId(Integer value) { this.ContactClientReferralId = value; return this; }
public Integer getContactId() { return ContactId; }
public ContactClientReferral setContactId(Integer value) { this.ContactId = value; return this; }
public String getName() { return Name; }
public ContactClientReferral setName(String value) { this.Name = value; return this; }
public String getCampus() { return Campus; }
public ContactClientReferral setCampus(String value) { this.Campus = value; return this; }
public String getRoom() { return Room; }
public ContactClientReferral setRoom(String value) { this.Room = value; return this; }
public String getPhone() { return Phone; }
public ContactClientReferral setPhone(String value) { this.Phone = value; return this; }
}
public static class ContactLTAInfo
{
public Integer ContactLTAInfoId = null;
public Integer ContactId = null;
public String PlanType = null;
public String Company = null;
public BigDecimal Contribution = null;
public BigDecimal Balance = null;
public Integer getContactLTAInfoId() { return ContactLTAInfoId; }
public ContactLTAInfo setContactLTAInfoId(Integer value) { this.ContactLTAInfoId = value; return this; }
public Integer getContactId() { return ContactId; }
public ContactLTAInfo setContactId(Integer value) { this.ContactId = value; return this; }
public String getPlanType() { return PlanType; }
public ContactLTAInfo setPlanType(String value) { this.PlanType = value; return this; }
public String getCompany() { return Company; }
public ContactLTAInfo setCompany(String value) { this.Company = value; return this; }
public BigDecimal getContribution() { return Contribution; }
public ContactLTAInfo setContribution(BigDecimal value) { this.Contribution = value; return this; }
public BigDecimal getBalance() { return Balance; }
public ContactLTAInfo setBalance(BigDecimal value) { this.Balance = value; return this; }
}
public static class ContactPension
{
public Integer ContactPensionId = null;
public Integer ContactId = null;
public String PensionSystem = null;
public Date PensionStartDate = null;
public BigDecimal ServiceCredit = null;
public Date ServiceCreditAsOfDate = null;
public Date DesiredRetirementDate = null;
public Integer DesiredRetirementAge = null;
public Boolean SpousalBenefitDesired = null;
public BigDecimal FormulaPercent = null;
public BigDecimal FormulaAt = null;
public BigDecimal DefinedBenefitBalance = null;
public BigDecimal DefinedBenefitSpouseBalance = null;
public Integer getContactPensionId() { return ContactPensionId; }
public ContactPension setContactPensionId(Integer value) { this.ContactPensionId = value; return this; }
public Integer getContactId() { return ContactId; }
public ContactPension setContactId(Integer value) { this.ContactId = value; return this; }
public String getPensionSystem() { return PensionSystem; }
public ContactPension setPensionSystem(String value) { this.PensionSystem = value; return this; }
public Date getPensionStartDate() { return PensionStartDate; }
public ContactPension setPensionStartDate(Date value) { this.PensionStartDate = value; return this; }
public BigDecimal getServiceCredit() { return ServiceCredit; }
public ContactPension setServiceCredit(BigDecimal value) { this.ServiceCredit = value; return this; }
public Date getServiceCreditAsOfDate() { return ServiceCreditAsOfDate; }
public ContactPension setServiceCreditAsOfDate(Date value) { this.ServiceCreditAsOfDate = value; return this; }
public Date getDesiredRetirementDate() { return DesiredRetirementDate; }
public ContactPension setDesiredRetirementDate(Date value) { this.DesiredRetirementDate = value; return this; }
public Integer getDesiredRetirementAge() { return DesiredRetirementAge; }
public ContactPension setDesiredRetirementAge(Integer value) { this.DesiredRetirementAge = value; return this; }
public Boolean isSpousalBenefitDesired() { return SpousalBenefitDesired; }
public ContactPension setSpousalBenefitDesired(Boolean value) { this.SpousalBenefitDesired = value; return this; }
public BigDecimal getFormulaPercent() { return FormulaPercent; }
public ContactPension setFormulaPercent(BigDecimal value) { this.FormulaPercent = value; return this; }
public BigDecimal getFormulaAt() { return FormulaAt; }
public ContactPension setFormulaAt(BigDecimal value) { this.FormulaAt = value; return this; }
public BigDecimal getDefinedBenefitBalance() { return DefinedBenefitBalance; }
public ContactPension setDefinedBenefitBalance(BigDecimal value) { this.DefinedBenefitBalance = value; return this; }
public BigDecimal getDefinedBenefitSpouseBalance() { return DefinedBenefitSpouseBalance; }
public ContactPension setDefinedBenefitSpouseBalance(BigDecimal value) { this.DefinedBenefitSpouseBalance = value; return this; }
}
}
To override the Content-type in your clients, use the HTTP Accept Header, append the .csv suffix or ?format=csv
The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.
POST /v1/FactFinder HTTP/1.1
Host: api.dev.dynamics.trendsic.com
Accept: text/csv
Content-Type: text/csv
Content-Length: length
{"FactFinderSheet":{"Contact":{"ContactId":0,"ContactType":0,"FirstName":"String","LastName":"String","Name":"String","Role":"String","Title":"String","EmailWork":"String","EmailPersonal":"String","District":"String","DistrictID":0,"School":"String","SchoolID":0,"State":"String","StateName":"String","StateID":0,"CountyID":0,"County":"String","Phone":"String","Department":"String","Flow":"String","LastContact":"0001-01-01T00:00:00.0000000","DoNotContact":false,"Active":false,"AgentId":0,"PhoneAlt":"String","PeraContactId":0,"RoomNumber":"String","SourceTypeId":0,"SourceTypeDesc":"String","SourceNote":"String","ContactStatusId":0,"ContactStatusDesc":"String","SSN":"String","DateOfBirth":"0001-01-01T00:00:00.0000000","Deleted":false,"IsShared":false,"address_line1":"String","address_city":"String","address_state":"String","address_zip":"String","DeletedBy":"String","DeletedDateTimeUtc":"0001-01-01T00:00:00.0000000","HasNBC":false,"HasFactFinderSheet":false,"MiddleInitial":"String","Tags":"String","DateCreated":"0001-01-01T00:00:00.0000000","PhoneLabel":"String","AltPhoneLabel":"String","Carriers":"String","ContactImage":"String","CompanyAffiliation":"String","AdditionalInformation":"String","HasGiftCard":false,"ContactCategory":0,"WritingAgentId":0,"WritingAgentName":"String","MaritalStatus":"String","TotalDebtAmount":0,"NumberOfDebtAccounts":0,"FactFinderCodeId":0,"BusinessName":"String","DBA":"String","ContactGUID":"00000000000000000000000000000000","ProjectEndDate":"0001-01-01T00:00:00.0000000","Rate":0,"JobID":0,"JobName":"String","JobCount":0,"Locked":false,"LockedByAgentId":0,"LockedTimestamp":"0001-01-01T00:00:00.0000000","Initials":"String","ContactCategoryName":"String","SMSOptIn":false},"FactFinderSheet":{"FactFinderSheetId":0,"ContactId":0,"EmploymentYears":"String","PastOccupations":"String","ClientGrossMthlyIncome":0,"ClientNetMthlyIncome":0,"HouseholdGrossMthlyIncome":0,"HouseholdNetMthlyIncome":0,"EstimatedExpenses":0,"DiscretionaryIncome":0,"DesiredRetirementIncome":0,"RetirementGoals":"String","EmergencyFundMthlyContrib":0,"EmergencyFundBalance":0,"EmergencyFundComplete":false,"WorkStatus":"String","UnusedSickDays":0,"UnusedSickHours":0,"ContractBaseServPerYrDays":0,"ContractBaseServPerYrHours":0,"DaysPerWeek":0,"HoursPerWeek":0,"MonthsPerYear":0,"NumPreTaxChecksPerYr":0,"YearsWithOtherDistricts":0,"PrimaryLifeInsurance":false,"PLICarrier":"String","PLIFaceAmount":0,"PLIIssueDate":"0001-01-01T00:00:00.0000000","PLIPremium":0,"PLIType":"String","PLITypeOf":"String","PLICashValue":0,"SpouseLifeInsurance":false,"SLICarrier":"String","SLIFaceAmount":0,"SLIIssueDate":"0001-01-01T00:00:00.0000000","SLIPremium":0,"SLIType":"String","SLITypeOf":"String","SLICashValue":0,"PrimaryLTCInsurance":false,"PLTCPremium":0,"PrimaryDisabilityInsurance":false,"PDIPremium":0,"SpouseLTCInsurance":false,"SLTCPremium":0,"SpouseDisabilityInsurance":false,"SDIPremium":0,"HasRetirementSavings":false,"HasPriorEmploymentRetirementSavings":false,"HasDistributionPlan":false},"Spouse":{"ContactSpouseId":0,"ContactId":0,"Name":"String","DOB":"0001-01-01T00:00:00.0000000","Cell":"String","Employer":"String","Years":0,"Position":"String","Email":"String","PastOccupations":"String"},"Children":[{"ContactChildId":0,"ContactId":0,"Name":"String","DOB":"0001-01-01T00:00:00.0000000","Fund":"String","Contribution":0,"Balance":0}],"IncomeSources":[{"ContactRetirementIncomeId":0,"ContactId":0,"AccountOwner":"String","AccountType":"String","Carrier":"String","TotalValue":0,"SurrValue":0,"DateOfIssue":"0001-01-01T00:00:00.0000000","Fees":0,"PolicyNum":"String","Contrib":0,"EmpNotes":"String","TaxCode":"String","SurrCharge":0,"ThirdPrtyPprwrkOK":false,"AddlFormsReqd":false,"OriginalFormsReqd":false,"SignatureGuarReqd":false,"FaxAccepted":false,"FaxNumber":"String","MailingAddr":"String","MailingCity":"String","MailingState":"String","MailingZip":"String","HasOutstandingLoans":false}],"AdditionalNotes":"String","Expenses":[{"ContactExpenseId":0,"ContactId":0,"ExpenseType":"String","Description":"String","Balance":0,"InterestRate":0,"MinimumPayment":0,"MonthlyPayment":0}],"Referrals":[{"ContactClientReferralId":0,"ContactId":0,"Name":"String","Campus":"String","Room":"String","Phone":"String"}],"LTAInfo":[{"ContactLTAInfoId":0,"ContactId":0,"PlanType":"String","Company":"String","Contribution":0,"Balance":0}],"Pensions":[{"ContactPensionId":0,"ContactId":0,"PensionSystem":"String","PensionStartDate":"0001-01-01T00:00:00.0000000","ServiceCredit":0,"ServiceCreditAsOfDate":"0001-01-01T00:00:00.0000000","DesiredRetirementDate":"0001-01-01T00:00:00.0000000","DesiredRetirementAge":0,"SpousalBenefitDesired":false,"FormulaPercent":0,"FormulaAt":0,"DefinedBenefitBalance":0,"DefinedBenefitSpouseBalance":0}]},"DataEntry":false}