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