Trendsic Platform Service

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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 Foundation
import ServiceStack

public class SmartsheetsRequest : Codable
{
    public var agentID:Int
    public var sheetType:String

    required public init(){}
}

public class SmartsheetsResponse : Codable
{
    public var responseStatus:ResponseStatus
    public var life:[SmartsheetsLife] = []
    public var flow:[SmartsheetsFlow] = []
    public var transfer:[SmartsheetsTransfer] = []
    public var issuedClosed:[SmartsheetsIssuedClosed] = []

    required public init(){}
}

public class SmartsheetsLife : Codable
{
    public var id:Int
    public var firstName:String
    public var lastName:String
    public var policyNumber:String
    public var policyType:String
    public var cpt:String
    public var appDate:String
    public var agentName:String
    public var agentID:Int?
    public var phase:String
    public var notes:String
    public var transferAmount:String
    public var accountNumber:String
    public var deleted:Bool
    public var modifiedBy:String
    public var flagged:Bool
    public var transactionId:String
    public var faceValue:String
    public var hasChange:Bool
    public var hasConversation:Bool
    public var hasAgentMsg:Bool
    public var hasAdminMsg:Bool
    public var attachment:[Attachment] = []
    public var reminder:[Reminder] = []
    public var agents:String
    public var hasOCR:Bool
    public var policyAssociateId:String
    public var hasRequiredDocuments:Bool
    public var phone:String
    public var emailAddress:String
    public var approvedDate:String
    public var approvedBy:String

    required public init(){}
}

public class Attachment : Codable
{
    public var attachmentId:String
    public var tableName:String
    public var fieldName:String
    public var recordId:Int
    public var attachmentName:String
    public var mimeType:String
    public var attachmentData:[UInt8] = []
    public var fileSizeInKB:Double
    public var createdDate:Date
    public var createdBy:String
    public var needsOCR:Bool
    public var ocrDate:Date
    public var isSecurities:Bool
    public var awsKey:String
    public var presignedUrl:String

    required public init(){}
}

public class Reminder : Codable
{
    public var reminderId:String
    public var tableName:String
    public var fieldName:String
    public var recordId:Int
    public var reminderDate:Date
    public var reminderNote:String
    public var createdDate:Date
    public var createdBy:String
    public var completedDate:Date

    required public init(){}
}

public class SmartsheetsFlow : Codable
{
    public var id:Int
    public var firstName:String
    public var lastName:String
    public var policyNumber:String
    public var policyType:String
    public var appDate:String
    public var agentName:String
    public var agentID:Int?
    public var sraStartDate:String
    public var phase:String
    public var modalPremium:String
    public var frequency:String
    public var annualPremium:String
    public var district:String
    public var ss:String
    public var carrier:String
    public var notes:String
    public var tpa:String
    public var flagged:Bool
    public var deleted:Bool
    public var modifiedBy:String
    public var transactionId:String
    public var hasChange:Bool
    public var hasConversation:Bool
    public var hasAgentMsg:Bool
    public var hasAdminMsg:Bool
    public var attachment:[Attachment] = []
    public var reminder:[Reminder] = []
    public var agents:String
    public var hasOCR:Bool
    public var policyAssociateId:String
    public var hasRequiredDocuments:Bool
    public var phone:String
    public var emailAddress:String
    public var approvedDate:String
    public var approvedBy:String

    required public init(){}
}

public class SmartsheetsTransfer : Codable
{
    public var id:Int
    public var flagged:Bool
    public var phase:String
    public var firstName:String
    public var lastName:String
    public var policyNumber:String
    public var policyType:String
    public var appDate:String
    public var agentName:String
    public var agentID:Int?
    public var regionalOffice:String
    public var transferAmount:String
    public var transferringCompany:String
    public var accountNumber:String
    public var ss:String
    public var notes:String
    public var deleted:Bool
    public var modifiedBy:String
    public var transactionId:String
    public var hasChange:Bool
    public var hasConversation:Bool
    public var hasAgentMsg:Bool
    public var hasAdminMsg:Bool
    public var attachment:[Attachment] = []
    public var reminder:[Reminder] = []
    public var agents:String
    public var hasOCR:Bool
    public var policyAssociateId:String
    public var hasRequiredDocuments:Bool
    public var phone:String
    public var emailAddress:String
    public var approvedDate:String
    public var approvedBy:String

    required public init(){}
}

public class SmartsheetsIssuedClosed : Codable
{
    public var type:String
    public var id:Int
    public var flagged:Bool
    public var phase:String
    public var firstName:String
    public var lastName:String
    public var policyNumber:String
    public var agentName:String
    public var notes:String
    public var deleted:Bool
    public var modifiedBy:String
    public var hasChange:Bool
    public var hasConversation:Bool
    public var hasAgentMsg:Bool
    public var hasAdminMsg:Bool
    public var attachment:[Attachment] = []
    public var reminder:[Reminder] = []
    public var hasOCR:Bool
    public var appDate:String
    public var transactionId:String

    required public init(){}
}

Swift 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"}]}