Trendsic Platform Service

<back to all web services

SmartsheetsRequest

Requires Authentication
Requires any of the roles:Worker, Agent, Administrator
The following routes are available for this service:
GET/v1/Smartsheets/{AgentID}
GET/v1/Smartsheets
GET/v1/Smartsheets/{AgentID}/{SheetType}
import java.math.*
import java.util.*
import java.io.InputStream
import net.servicestack.client.*


open class SmartsheetsRequest
{
    open var AgentID:Int? = null
    open var SheetType:String? = null
}

open class SmartsheetsResponse
{
    open var ResponseStatus:ResponseStatus? = null
    open var Life:ArrayList<SmartsheetsLife> = ArrayList<SmartsheetsLife>()
    open var Flow:ArrayList<SmartsheetsFlow> = ArrayList<SmartsheetsFlow>()
    open var Transfer:ArrayList<SmartsheetsTransfer> = ArrayList<SmartsheetsTransfer>()
    open var IssuedClosed:ArrayList<SmartsheetsIssuedClosed> = ArrayList<SmartsheetsIssuedClosed>()
}

open class SmartsheetsLife
{
    open var ID:Int? = null
    open var FirstName:String? = null
    open var LastName:String? = null
    open var PolicyNumber:String? = null
    open var PolicyType:String? = null
    open var CPT:String? = null
    open var AppDate:String? = null
    open var AgentName:String? = null
    open var AgentID:Int? = null
    open var Phase:String? = null
    open var Notes:String? = null
    open var TransferAmount:String? = null
    open var AccountNumber:String? = null
    open var Deleted:Boolean? = null
    open var ModifiedBy:String? = null
    open var Flagged:Boolean? = null
    open var TransactionId:String? = null
    open var FaceValue:String? = null
    open var HasChange:Boolean? = null
    open var HasConversation:Boolean? = null
    open var HasAgentMsg:Boolean? = null
    open var HasAdminMsg:Boolean? = null
    open var Attachment:ArrayList<Attachment> = ArrayList<Attachment>()
    open var Reminder:ArrayList<Reminder> = ArrayList<Reminder>()
    open var Agents:String? = null
    open var HasOCR:Boolean? = null
    open var PolicyAssociateId:UUID? = null
    open var HasRequiredDocuments:Boolean? = null
    open var Phone:String? = null
    open var EmailAddress:String? = null
    open var ApprovedDate:String? = null
    open var ApprovedBy:String? = null
}

open class Attachment
{
    open var AttachmentId:UUID? = null
    open var TableName:String? = null
    open var FieldName:String? = null
    open var RecordId:Int? = null
    open var AttachmentName:String? = null
    open var MimeType:String? = null
    open var AttachmentData:ByteArray = ByteArray(0)
    open var FileSizeInKB:Double? = null
    open var CreatedDate:Date? = null
    open var CreatedBy:String? = null
    open var NeedsOCR:Boolean? = null
    open var OCRDate:Date? = null
    open var IsSecurities:Boolean? = null
    open var AWSKey:String? = null
    open var PresignedUrl:String? = null
}

open class Reminder
{
    open var ReminderId:UUID? = null
    open var TableName:String? = null
    open var FieldName:String? = null
    open var RecordId:Int? = null
    open var ReminderDate:Date? = null
    open var ReminderNote:String? = null
    open var CreatedDate:Date? = null
    open var CreatedBy:String? = null
    open var CompletedDate:Date? = null
}

open class SmartsheetsFlow
{
    open var ID:Int? = null
    open var FirstName:String? = null
    open var LastName:String? = null
    open var PolicyNumber:String? = null
    open var PolicyType:String? = null
    open var AppDate:String? = null
    open var AgentName:String? = null
    open var AgentID:Int? = null
    open var SRAStartDate:String? = null
    open var Phase:String? = null
    open var ModalPremium:String? = null
    open var Frequency:String? = null
    open var AnnualPremium:String? = null
    open var District:String? = null
    open var SS:String? = null
    open var Carrier:String? = null
    open var Notes:String? = null
    open var TPA:String? = null
    open var Flagged:Boolean? = null
    open var Deleted:Boolean? = null
    open var ModifiedBy:String? = null
    open var TransactionId:String? = null
    open var HasChange:Boolean? = null
    open var HasConversation:Boolean? = null
    open var HasAgentMsg:Boolean? = null
    open var HasAdminMsg:Boolean? = null
    open var Attachment:ArrayList<Attachment> = ArrayList<Attachment>()
    open var Reminder:ArrayList<Reminder> = ArrayList<Reminder>()
    open var Agents:String? = null
    open var HasOCR:Boolean? = null
    open var PolicyAssociateId:UUID? = null
    open var HasRequiredDocuments:Boolean? = null
    open var Phone:String? = null
    open var EmailAddress:String? = null
    open var ApprovedDate:String? = null
    open var ApprovedBy:String? = null
}

open class SmartsheetsTransfer
{
    open var ID:Int? = null
    open var Flagged:Boolean? = null
    open var Phase:String? = null
    open var FirstName:String? = null
    open var LastName:String? = null
    open var PolicyNumber:String? = null
    open var PolicyType:String? = null
    open var AppDate:String? = null
    open var AgentName:String? = null
    open var AgentID:Int? = null
    open var RegionalOffice:String? = null
    open var TransferAmount:String? = null
    open var TransferringCompany:String? = null
    open var AccountNumber:String? = null
    open var SS:String? = null
    open var Notes:String? = null
    open var Deleted:Boolean? = null
    open var ModifiedBy:String? = null
    open var TransactionId:String? = null
    open var HasChange:Boolean? = null
    open var HasConversation:Boolean? = null
    open var HasAgentMsg:Boolean? = null
    open var HasAdminMsg:Boolean? = null
    open var Attachment:ArrayList<Attachment> = ArrayList<Attachment>()
    open var Reminder:ArrayList<Reminder> = ArrayList<Reminder>()
    open var Agents:String? = null
    open var HasOCR:Boolean? = null
    open var PolicyAssociateId:UUID? = null
    open var HasRequiredDocuments:Boolean? = null
    open var Phone:String? = null
    open var EmailAddress:String? = null
    open var ApprovedDate:String? = null
    open var ApprovedBy:String? = null
}

open class SmartsheetsIssuedClosed
{
    open var Type:String? = null
    open var ID:Int? = null
    open var Flagged:Boolean? = null
    open var Phase:String? = null
    open var FirstName:String? = null
    open var LastName:String? = null
    open var PolicyNumber:String? = null
    open var AgentName:String? = null
    open var Notes:String? = null
    open var Deleted:Boolean? = null
    open var ModifiedBy:String? = null
    open var HasChange:Boolean? = null
    open var HasConversation:Boolean? = null
    open var HasAgentMsg:Boolean? = null
    open var HasAdminMsg:Boolean? = null
    open var Attachment:ArrayList<Attachment> = ArrayList<Attachment>()
    open var Reminder:ArrayList<Reminder> = ArrayList<Reminder>()
    open var HasOCR:Boolean? = null
    open var AppDate:String? = null
    open var TransactionId:String? = null
}

Kotlin SmartsheetsRequest DTOs

To override the Content-type in your clients, use the HTTP Accept Header, append the .csv suffix or ?format=csv

HTTP + CSV

The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.

GET /v1/Smartsheets/{AgentID} HTTP/1.1 
Host: api.dev.dynamics.trendsic.com 
Accept: text/csv

HTTP/1.1 200 OK
Content-Type: text/csv
Content-Length: length

{"ResponseStatus":{"ErrorCode":"String","Message":"String","StackTrace":"String","Errors":[{"ErrorCode":"String","FieldName":"String","Message":"String","Meta":{"String":"String"}}],"Meta":{"String":"String"}},"Life":[{"ID":0,"FirstName":"String","LastName":"String","PolicyNumber":"String","PolicyType":"String","CPT":"String","AppDate":"String","AgentName":"String","AgentID":0,"Phase":"String","Notes":"String","TransferAmount":"String","AccountNumber":"String","Deleted":false,"ModifiedBy":"String","Flagged":false,"TransactionId":"String","FaceValue":"String","HasChange":false,"HasConversation":false,"HasAgentMsg":false,"HasAdminMsg":false,"Attachment":[{"AttachmentId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"AttachmentName":"String","MimeType":"String","AttachmentData":"AA==","FileSizeInKB":0,"CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","NeedsOCR":false,"OCRDate":"0001-01-01T00:00:00.0000000","IsSecurities":false,"AWSKey":"String","PresignedUrl":"String"}],"Reminder":[{"ReminderId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"ReminderDate":"0001-01-01T00:00:00.0000000","ReminderNote":"String","CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","CompletedDate":"0001-01-01T00:00:00.0000000"}],"Agents":"String","HasOCR":false,"PolicyAssociateId":"00000000000000000000000000000000","HasRequiredDocuments":false,"Phone":"String","EmailAddress":"String","ApprovedDate":"String","ApprovedBy":"String"}],"Flow":[{"ID":0,"FirstName":"String","LastName":"String","PolicyNumber":"String","PolicyType":"String","AppDate":"String","AgentName":"String","AgentID":0,"SRAStartDate":"String","Phase":"String","ModalPremium":"String","Frequency":"String","AnnualPremium":"String","District":"String","SS":"String","Carrier":"String","Notes":"String","TPA":"String","Flagged":false,"Deleted":false,"ModifiedBy":"String","TransactionId":"String","HasChange":false,"HasConversation":false,"HasAgentMsg":false,"HasAdminMsg":false,"Attachment":[{"AttachmentId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"AttachmentName":"String","MimeType":"String","AttachmentData":"AA==","FileSizeInKB":0,"CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","NeedsOCR":false,"OCRDate":"0001-01-01T00:00:00.0000000","IsSecurities":false,"AWSKey":"String","PresignedUrl":"String"}],"Reminder":[{"ReminderId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"ReminderDate":"0001-01-01T00:00:00.0000000","ReminderNote":"String","CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","CompletedDate":"0001-01-01T00:00:00.0000000"}],"Agents":"String","HasOCR":false,"PolicyAssociateId":"00000000000000000000000000000000","HasRequiredDocuments":false,"Phone":"String","EmailAddress":"String","ApprovedDate":"String","ApprovedBy":"String"}],"Transfer":[{"ID":0,"Flagged":false,"Phase":"String","FirstName":"String","LastName":"String","PolicyNumber":"String","PolicyType":"String","AppDate":"String","AgentName":"String","AgentID":0,"RegionalOffice":"String","TransferAmount":"String","TransferringCompany":"String","AccountNumber":"String","SS":"String","Notes":"String","Deleted":false,"ModifiedBy":"String","TransactionId":"String","HasChange":false,"HasConversation":false,"HasAgentMsg":false,"HasAdminMsg":false,"Attachment":[{"AttachmentId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"AttachmentName":"String","MimeType":"String","AttachmentData":"AA==","FileSizeInKB":0,"CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","NeedsOCR":false,"OCRDate":"0001-01-01T00:00:00.0000000","IsSecurities":false,"AWSKey":"String","PresignedUrl":"String"}],"Reminder":[{"ReminderId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"ReminderDate":"0001-01-01T00:00:00.0000000","ReminderNote":"String","CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","CompletedDate":"0001-01-01T00:00:00.0000000"}],"Agents":"String","HasOCR":false,"PolicyAssociateId":"00000000000000000000000000000000","HasRequiredDocuments":false,"Phone":"String","EmailAddress":"String","ApprovedDate":"String","ApprovedBy":"String"}],"IssuedClosed":[{"Type":"String","ID":0,"Flagged":false,"Phase":"String","FirstName":"String","LastName":"String","PolicyNumber":"String","AgentName":"String","Notes":"String","Deleted":false,"ModifiedBy":"String","HasChange":false,"HasConversation":false,"HasAgentMsg":false,"HasAdminMsg":false,"Attachment":[{"AttachmentId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"AttachmentName":"String","MimeType":"String","AttachmentData":"AA==","FileSizeInKB":0,"CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","NeedsOCR":false,"OCRDate":"0001-01-01T00:00:00.0000000","IsSecurities":false,"AWSKey":"String","PresignedUrl":"String"}],"Reminder":[{"ReminderId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"ReminderDate":"0001-01-01T00:00:00.0000000","ReminderNote":"String","CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","CompletedDate":"0001-01-01T00:00:00.0000000"}],"HasOCR":false,"AppDate":"String","TransactionId":"String"}]}