| GET,POST,OPTIONS | /v1/FactFinderConfig |
|---|
"use strict";
export class FactFinderConfig {
/** @param {{ei_lastName?:boolean,ei_firstname?:boolean,ei_mi?:boolean,ei_dob?:boolean,ei_age?:boolean,ei_district?:boolean,ei_school?:boolean,ei_room?:boolean,ei_position?:boolean,ei_yearswdist?:boolean,ei_yearswodist?:boolean,ei_pastocc?:boolean,ei_address?:boolean,ei_city?:boolean,ei_state?:boolean,ei_zip?:boolean,ei_cellphone?:boolean,ei_workphone?:boolean,ei_personalemail?:boolean,ei_workemail?:boolean,ei_spousename?:boolean,ei_spousedob?:boolean,ei_spouseage?:boolean,ei_spousecellphone?:boolean,ei_spouseemail?:boolean,ei_spouseoccupation?:boolean,ei_spouseposition?:boolean,ei_spouseyears?:boolean,ei_spousepastocc?:boolean,ei_reasonmeeting?:boolean,emt_workstatus?:boolean,emt_unusedsickdays?:boolean,emt_unusedsickhours?:boolean,emt_cbsdays?:boolean,emt_cbshours?:boolean,emt_dpw?:boolean,emt_hpw?:boolean,emt_mpy?:boolean,emt_numpretaxchecks?:boolean,fin_clientgross?:boolean,fin_clientnet?:boolean,fin_householdgross?:boolean,fin_householdnet?:boolean,fin_desiredretincome?:boolean,fin_estexpenses?:boolean,fin_discincome?:boolean,fin_exptype?:boolean,fin_desc?:boolean,fin_balance?:boolean,fin_interestrate?:boolean,fin_minpayment?:boolean,fin_monthlypayment?:boolean,pen_pensystem?:boolean,pen_penstart?:boolean,pen_servicecredit?:boolean,pen_servicecreditasofdate?:boolean,pen_desiredretdate?:boolean,pen_desiredretage?:boolean,pen_spousalbenefitdesired?:boolean,pen_formula?:boolean,pen_defbalance?:boolean,pen_defspousebalance?:boolean,prot_plife?:boolean,prot_pcarrier?:boolean,prot_pfaceamount?:boolean,prot_pissuedate?:boolean,prot_plifepremium?:boolean,prot_ptype?:boolean,prot_ptypeof?:boolean,prot_pcashvalue?:boolean,prot_slife?:boolean,prot_scarrier?:boolean,prot_sfaceamount?:boolean,prot_sissuedate?:boolean,prot_slifepremium?:boolean,prot_stype?:boolean,prot_stypeof?:boolean,prot_scashvalue?:boolean,prot_pltc?:boolean,prot_pltcpremium?:boolean,prot_pdisability?:boolean,prot_pdisabilitypremium?:boolean,prot_sltc?:boolean,prot_sltcpremium?:boolean,prot_sdisability?:boolean,prot_sdisabilitypremium?:boolean,efi_monthlycontrib?:boolean,efi_fundbalance?:boolean,efi_isthreetosixmonths?:boolean,lta_haveretiresavings?:boolean,lta_priorretireplan?:boolean,lta_havedistplan?:boolean,lta_plantype?:boolean,lta_company?:boolean,lta_contrib?:boolean,lta_balance?:boolean,ira_acctowner?:boolean,ira_company?:boolean,ira_taxcode?:boolean,ira_accounttype?:boolean,ira_acctnumber?:boolean,ira_inception?:boolean,ira_currentvalue?:boolean,ira_monthlycontrib?:boolean,ira_surrcharge?:boolean,ira_surrvalue?:boolean,ira_totalfees?:boolean,ira_tpaok?:boolean,ira_addlformsreq?:boolean,ira_sigreq?:boolean,ira_outstandingloans?:boolean,ira_originalformsreq?:boolean,ira_faxaccepted?:boolean,ira_faxnumber?:boolean,ira_notes?:boolean,ira_mailaddr?:boolean,ira_mailcity?:boolean,ira_mailstate?:boolean,ira_mailzip?:boolean,kcf_name?:boolean,kcf_dob?:boolean,kcf_age?:boolean,kcf_fund?:boolean,kcf_contribution?:boolean,kcf_balance?:boolean,an_notes?:boolean,cr_name?:boolean,cr_campus?:boolean,cr_room?:boolean,cr_phone?:boolean}} [init] */
constructor(init) { Object.assign(this, init) }
/** @type {boolean} */
ei_lastName;
/** @type {boolean} */
ei_firstname;
/** @type {boolean} */
ei_mi;
/** @type {boolean} */
ei_dob;
/** @type {boolean} */
ei_age;
/** @type {boolean} */
ei_district;
/** @type {boolean} */
ei_school;
/** @type {boolean} */
ei_room;
/** @type {boolean} */
ei_position;
/** @type {boolean} */
ei_yearswdist;
/** @type {boolean} */
ei_yearswodist;
/** @type {boolean} */
ei_pastocc;
/** @type {boolean} */
ei_address;
/** @type {boolean} */
ei_city;
/** @type {boolean} */
ei_state;
/** @type {boolean} */
ei_zip;
/** @type {boolean} */
ei_cellphone;
/** @type {boolean} */
ei_workphone;
/** @type {boolean} */
ei_personalemail;
/** @type {boolean} */
ei_workemail;
/** @type {boolean} */
ei_spousename;
/** @type {boolean} */
ei_spousedob;
/** @type {boolean} */
ei_spouseage;
/** @type {boolean} */
ei_spousecellphone;
/** @type {boolean} */
ei_spouseemail;
/** @type {boolean} */
ei_spouseoccupation;
/** @type {boolean} */
ei_spouseposition;
/** @type {boolean} */
ei_spouseyears;
/** @type {boolean} */
ei_spousepastocc;
/** @type {boolean} */
ei_reasonmeeting;
/** @type {boolean} */
emt_workstatus;
/** @type {boolean} */
emt_unusedsickdays;
/** @type {boolean} */
emt_unusedsickhours;
/** @type {boolean} */
emt_cbsdays;
/** @type {boolean} */
emt_cbshours;
/** @type {boolean} */
emt_dpw;
/** @type {boolean} */
emt_hpw;
/** @type {boolean} */
emt_mpy;
/** @type {boolean} */
emt_numpretaxchecks;
/** @type {boolean} */
fin_clientgross;
/** @type {boolean} */
fin_clientnet;
/** @type {boolean} */
fin_householdgross;
/** @type {boolean} */
fin_householdnet;
/** @type {boolean} */
fin_desiredretincome;
/** @type {boolean} */
fin_estexpenses;
/** @type {boolean} */
fin_discincome;
/** @type {boolean} */
fin_exptype;
/** @type {boolean} */
fin_desc;
/** @type {boolean} */
fin_balance;
/** @type {boolean} */
fin_interestrate;
/** @type {boolean} */
fin_minpayment;
/** @type {boolean} */
fin_monthlypayment;
/** @type {boolean} */
pen_pensystem;
/** @type {boolean} */
pen_penstart;
/** @type {boolean} */
pen_servicecredit;
/** @type {boolean} */
pen_servicecreditasofdate;
/** @type {boolean} */
pen_desiredretdate;
/** @type {boolean} */
pen_desiredretage;
/** @type {boolean} */
pen_spousalbenefitdesired;
/** @type {boolean} */
pen_formula;
/** @type {boolean} */
pen_defbalance;
/** @type {boolean} */
pen_defspousebalance;
/** @type {boolean} */
prot_plife;
/** @type {boolean} */
prot_pcarrier;
/** @type {boolean} */
prot_pfaceamount;
/** @type {boolean} */
prot_pissuedate;
/** @type {boolean} */
prot_plifepremium;
/** @type {boolean} */
prot_ptype;
/** @type {boolean} */
prot_ptypeof;
/** @type {boolean} */
prot_pcashvalue;
/** @type {boolean} */
prot_slife;
/** @type {boolean} */
prot_scarrier;
/** @type {boolean} */
prot_sfaceamount;
/** @type {boolean} */
prot_sissuedate;
/** @type {boolean} */
prot_slifepremium;
/** @type {boolean} */
prot_stype;
/** @type {boolean} */
prot_stypeof;
/** @type {boolean} */
prot_scashvalue;
/** @type {boolean} */
prot_pltc;
/** @type {boolean} */
prot_pltcpremium;
/** @type {boolean} */
prot_pdisability;
/** @type {boolean} */
prot_pdisabilitypremium;
/** @type {boolean} */
prot_sltc;
/** @type {boolean} */
prot_sltcpremium;
/** @type {boolean} */
prot_sdisability;
/** @type {boolean} */
prot_sdisabilitypremium;
/** @type {boolean} */
efi_monthlycontrib;
/** @type {boolean} */
efi_fundbalance;
/** @type {boolean} */
efi_isthreetosixmonths;
/** @type {boolean} */
lta_haveretiresavings;
/** @type {boolean} */
lta_priorretireplan;
/** @type {boolean} */
lta_havedistplan;
/** @type {boolean} */
lta_plantype;
/** @type {boolean} */
lta_company;
/** @type {boolean} */
lta_contrib;
/** @type {boolean} */
lta_balance;
/** @type {boolean} */
ira_acctowner;
/** @type {boolean} */
ira_company;
/** @type {boolean} */
ira_taxcode;
/** @type {boolean} */
ira_accounttype;
/** @type {boolean} */
ira_acctnumber;
/** @type {boolean} */
ira_inception;
/** @type {boolean} */
ira_currentvalue;
/** @type {boolean} */
ira_monthlycontrib;
/** @type {boolean} */
ira_surrcharge;
/** @type {boolean} */
ira_surrvalue;
/** @type {boolean} */
ira_totalfees;
/** @type {boolean} */
ira_tpaok;
/** @type {boolean} */
ira_addlformsreq;
/** @type {boolean} */
ira_sigreq;
/** @type {boolean} */
ira_outstandingloans;
/** @type {boolean} */
ira_originalformsreq;
/** @type {boolean} */
ira_faxaccepted;
/** @type {boolean} */
ira_faxnumber;
/** @type {boolean} */
ira_notes;
/** @type {boolean} */
ira_mailaddr;
/** @type {boolean} */
ira_mailcity;
/** @type {boolean} */
ira_mailstate;
/** @type {boolean} */
ira_mailzip;
/** @type {boolean} */
kcf_name;
/** @type {boolean} */
kcf_dob;
/** @type {boolean} */
kcf_age;
/** @type {boolean} */
kcf_fund;
/** @type {boolean} */
kcf_contribution;
/** @type {boolean} */
kcf_balance;
/** @type {boolean} */
an_notes;
/** @type {boolean} */
cr_name;
/** @type {boolean} */
cr_campus;
/** @type {boolean} */
cr_room;
/** @type {boolean} */
cr_phone;
}
export class FactFinderConfigRequest {
/** @param {{Config?:FactFinderConfig}} [init] */
constructor(init) { Object.assign(this, init) }
/** @type {FactFinderConfig} */
Config;
}
JavaScript FactFinderConfigRequest DTOs
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/FactFinderConfig HTTP/1.1
Host: api.dev.dynamics.trendsic.com
Accept: text/csv
Content-Type: text/csv
Content-Length: length
{"Config":{"ei_lastName":false,"ei_firstname":false,"ei_mi":false,"ei_dob":false,"ei_age":false,"ei_district":false,"ei_school":false,"ei_room":false,"ei_position":false,"ei_yearswdist":false,"ei_yearswodist":false,"ei_pastocc":false,"ei_address":false,"ei_city":false,"ei_state":false,"ei_zip":false,"ei_cellphone":false,"ei_workphone":false,"ei_personalemail":false,"ei_workemail":false,"ei_spousename":false,"ei_spousedob":false,"ei_spouseage":false,"ei_spousecellphone":false,"ei_spouseemail":false,"ei_spouseoccupation":false,"ei_spouseposition":false,"ei_spouseyears":false,"ei_spousepastocc":false,"ei_reasonmeeting":false,"emt_workstatus":false,"emt_unusedsickdays":false,"emt_unusedsickhours":false,"emt_cbsdays":false,"emt_cbshours":false,"emt_dpw":false,"emt_hpw":false,"emt_mpy":false,"emt_numpretaxchecks":false,"fin_clientgross":false,"fin_clientnet":false,"fin_householdgross":false,"fin_householdnet":false,"fin_desiredretincome":false,"fin_estexpenses":false,"fin_discincome":false,"fin_exptype":false,"fin_desc":false,"fin_balance":false,"fin_interestrate":false,"fin_minpayment":false,"fin_monthlypayment":false,"pen_pensystem":false,"pen_penstart":false,"pen_servicecredit":false,"pen_servicecreditasofdate":false,"pen_desiredretdate":false,"pen_desiredretage":false,"pen_spousalbenefitdesired":false,"pen_formula":false,"pen_defbalance":false,"pen_defspousebalance":false,"prot_plife":false,"prot_pcarrier":false,"prot_pfaceamount":false,"prot_pissuedate":false,"prot_plifepremium":false,"prot_ptype":false,"prot_ptypeof":false,"prot_pcashvalue":false,"prot_slife":false,"prot_scarrier":false,"prot_sfaceamount":false,"prot_sissuedate":false,"prot_slifepremium":false,"prot_stype":false,"prot_stypeof":false,"prot_scashvalue":false,"prot_pltc":false,"prot_pltcpremium":false,"prot_pdisability":false,"prot_pdisabilitypremium":false,"prot_sltc":false,"prot_sltcpremium":false,"prot_sdisability":false,"prot_sdisabilitypremium":false,"efi_monthlycontrib":false,"efi_fundbalance":false,"efi_isthreetosixmonths":false,"lta_haveretiresavings":false,"lta_priorretireplan":false,"lta_havedistplan":false,"lta_plantype":false,"lta_company":false,"lta_contrib":false,"lta_balance":false,"ira_acctowner":false,"ira_company":false,"ira_taxcode":false,"ira_accounttype":false,"ira_acctnumber":false,"ira_inception":false,"ira_currentvalue":false,"ira_monthlycontrib":false,"ira_surrcharge":false,"ira_surrvalue":false,"ira_totalfees":false,"ira_tpaok":false,"ira_addlformsreq":false,"ira_sigreq":false,"ira_outstandingloans":false,"ira_originalformsreq":false,"ira_faxaccepted":false,"ira_faxnumber":false,"ira_notes":false,"ira_mailaddr":false,"ira_mailcity":false,"ira_mailstate":false,"ira_mailzip":false,"kcf_name":false,"kcf_dob":false,"kcf_age":false,"kcf_fund":false,"kcf_contribution":false,"kcf_balance":false,"an_notes":false,"cr_name":false,"cr_campus":false,"cr_room":false,"cr_phone":false}}