| Requires any of the roles: | Agent, Administrator, Agent, Administrator |
| POST,PUT,OPTIONS | /v1/FactFinder |
|---|
using System;
using System.IO;
using System.Collections;
using System.Collections.Generic;
using System.Runtime.Serialization;
using ServiceStack;
using ServiceStack.DataAnnotations;
using CRM.AgencyPlatform.API.Internal;
namespace CRM.AgencyPlatform.API.Internal
{
public partial class Contact
{
public virtual int ContactId { get; set; }
public virtual int ContactType { get; set; }
public virtual string FirstName { get; set; }
public virtual string LastName { get; set; }
public virtual string Name { get; set; }
public virtual string Role { get; set; }
public virtual string Title { get; set; }
public virtual string EmailWork { get; set; }
public virtual string EmailPersonal { get; set; }
public virtual string District { get; set; }
public virtual int DistrictID { get; set; }
public virtual string School { get; set; }
public virtual long SchoolID { get; set; }
public virtual string State { get; set; }
public virtual string StateName { get; set; }
public virtual long StateID { get; set; }
public virtual long CountyID { get; set; }
public virtual string County { get; set; }
public virtual string Phone { get; set; }
public virtual string Department { get; set; }
public virtual string Flow { get; set; }
public virtual DateTime LastContact { get; set; }
public virtual bool DoNotContact { get; set; }
public virtual bool Active { get; set; }
public virtual int AgentId { get; set; }
public virtual string PhoneAlt { get; set; }
public virtual int PeraContactId { get; set; }
public virtual string RoomNumber { get; set; }
public virtual int SourceTypeId { get; set; }
public virtual string SourceTypeDesc { get; set; }
public virtual string SourceNote { get; set; }
public virtual int ContactStatusId { get; set; }
public virtual string ContactStatusDesc { get; set; }
public virtual string SSN { get; set; }
public virtual DateTime DateOfBirth { get; set; }
public virtual bool Deleted { get; set; }
public virtual bool IsShared { get; set; }
public virtual string address_line1 { get; set; }
public virtual string address_city { get; set; }
public virtual string address_state { get; set; }
public virtual string address_zip { get; set; }
public virtual string DeletedBy { get; set; }
public virtual DateTime? DeletedDateTimeUtc { get; set; }
public virtual bool HasNBC { get; set; }
public virtual bool HasFactFinderSheet { get; set; }
public virtual string MiddleInitial { get; set; }
public virtual string Tags { get; set; }
public virtual DateTime DateCreated { get; set; }
public virtual string PhoneLabel { get; set; }
public virtual string AltPhoneLabel { get; set; }
public virtual string Carriers { get; set; }
public virtual string ContactImage { get; set; }
public virtual string CompanyAffiliation { get; set; }
public virtual string AdditionalInformation { get; set; }
public virtual bool HasGiftCard { get; set; }
public virtual int ContactCategory { get; set; }
public virtual int WritingAgentId { get; set; }
public virtual string WritingAgentName { get; set; }
public virtual string MaritalStatus { get; set; }
public virtual decimal TotalDebtAmount { get; set; }
public virtual int NumberOfDebtAccounts { get; set; }
public virtual int FactFinderCodeId { get; set; }
public virtual string BusinessName { get; set; }
public virtual string DBA { get; set; }
public virtual Guid ContactGUID { get; set; }
public virtual DateTime ProjectEndDate { get; set; }
public virtual int Rate { get; set; }
public virtual int JobID { get; set; }
public virtual string JobName { get; set; }
public virtual int JobCount { get; set; }
public virtual bool Locked { get; set; }
public virtual int LockedByAgentId { get; set; }
public virtual DateTime LockedTimestamp { get; set; }
public virtual string Initials { get; set; }
public virtual string ContactCategoryName { get; set; }
public virtual bool SMSOptIn { get; set; }
}
public partial class ContactChild
{
public virtual int ContactChildId { get; set; }
public virtual int ContactId { get; set; }
public virtual string Name { get; set; }
public virtual DateTime? DOB { get; set; }
public virtual string Fund { get; set; }
public virtual decimal? Contribution { get; set; }
public virtual decimal? Balance { get; set; }
}
public partial class ContactClientReferral
{
public virtual int ContactClientReferralId { get; set; }
public virtual int ContactId { get; set; }
public virtual string Name { get; set; }
public virtual string Campus { get; set; }
public virtual string Room { get; set; }
public virtual string Phone { get; set; }
}
public partial class ContactExpense
{
public virtual int ContactExpenseId { get; set; }
public virtual int ContactId { get; set; }
public virtual string ExpenseType { get; set; }
public virtual string Description { get; set; }
public virtual decimal? Balance { get; set; }
public virtual decimal? InterestRate { get; set; }
public virtual decimal? MinimumPayment { get; set; }
public virtual decimal? MonthlyPayment { get; set; }
}
public partial class ContactLTAInfo
{
public virtual int ContactLTAInfoId { get; set; }
public virtual int ContactId { get; set; }
public virtual string PlanType { get; set; }
public virtual string Company { get; set; }
public virtual decimal? Contribution { get; set; }
public virtual decimal? Balance { get; set; }
}
public partial class ContactPension
{
public virtual int ContactPensionId { get; set; }
public virtual int ContactId { get; set; }
public virtual string PensionSystem { get; set; }
public virtual DateTime? PensionStartDate { get; set; }
public virtual decimal? ServiceCredit { get; set; }
public virtual DateTime? ServiceCreditAsOfDate { get; set; }
public virtual DateTime? DesiredRetirementDate { get; set; }
public virtual int DesiredRetirementAge { get; set; }
public virtual bool? SpousalBenefitDesired { get; set; }
public virtual decimal? FormulaPercent { get; set; }
public virtual decimal? FormulaAt { get; set; }
public virtual decimal? DefinedBenefitBalance { get; set; }
public virtual decimal? DefinedBenefitSpouseBalance { get; set; }
}
public partial class ContactRetirementIncome
{
public virtual int ContactRetirementIncomeId { get; set; }
public virtual int ContactId { get; set; }
public virtual string AccountOwner { get; set; }
public virtual string AccountType { get; set; }
public virtual string Carrier { get; set; }
public virtual decimal? TotalValue { get; set; }
public virtual decimal? SurrValue { get; set; }
public virtual DateTime? DateOfIssue { get; set; }
public virtual decimal? Fees { get; set; }
public virtual string PolicyNum { get; set; }
public virtual decimal? Contrib { get; set; }
public virtual string EmpNotes { get; set; }
public virtual string TaxCode { get; set; }
public virtual decimal? SurrCharge { get; set; }
public virtual bool? ThirdPrtyPprwrkOK { get; set; }
public virtual bool? AddlFormsReqd { get; set; }
public virtual bool? OriginalFormsReqd { get; set; }
public virtual bool? SignatureGuarReqd { get; set; }
public virtual bool? FaxAccepted { get; set; }
public virtual string FaxNumber { get; set; }
public virtual string MailingAddr { get; set; }
public virtual string MailingCity { get; set; }
public virtual string MailingState { get; set; }
public virtual string MailingZip { get; set; }
public virtual bool? HasOutstandingLoans { get; set; }
}
public partial class ContactSpouse
{
public virtual int ContactSpouseId { get; set; }
public virtual int ContactId { get; set; }
public virtual string Name { get; set; }
public virtual DateTime? DOB { get; set; }
public virtual string Cell { get; set; }
public virtual string Employer { get; set; }
public virtual decimal? Years { get; set; }
public virtual string Position { get; set; }
public virtual string Email { get; set; }
public virtual string PastOccupations { get; set; }
}
public partial class FactFinderRequest
{
public virtual FactFinderSheetExtended FactFinderSheet { get; set; }
public virtual bool DataEntry { get; set; }
}
public partial class FactFinderSheet
{
public virtual int FactFinderSheetId { get; set; }
public virtual int ContactId { get; set; }
public virtual string EmploymentYears { get; set; }
public virtual string PastOccupations { get; set; }
public virtual decimal? ClientGrossMthlyIncome { get; set; }
public virtual decimal? ClientNetMthlyIncome { get; set; }
public virtual decimal? HouseholdGrossMthlyIncome { get; set; }
public virtual decimal? HouseholdNetMthlyIncome { get; set; }
public virtual decimal? EstimatedExpenses { get; set; }
public virtual decimal? DiscretionaryIncome { get; set; }
public virtual decimal? DesiredRetirementIncome { get; set; }
public virtual string RetirementGoals { get; set; }
public virtual decimal? EmergencyFundMthlyContrib { get; set; }
public virtual decimal? EmergencyFundBalance { get; set; }
public virtual bool? EmergencyFundComplete { get; set; }
public virtual string WorkStatus { get; set; }
public virtual decimal? UnusedSickDays { get; set; }
public virtual decimal? UnusedSickHours { get; set; }
public virtual decimal? ContractBaseServPerYrDays { get; set; }
public virtual decimal? ContractBaseServPerYrHours { get; set; }
public virtual decimal? DaysPerWeek { get; set; }
public virtual decimal? HoursPerWeek { get; set; }
public virtual decimal? MonthsPerYear { get; set; }
public virtual int? NumPreTaxChecksPerYr { get; set; }
public virtual decimal? YearsWithOtherDistricts { get; set; }
public virtual bool? PrimaryLifeInsurance { get; set; }
public virtual string PLICarrier { get; set; }
public virtual decimal? PLIFaceAmount { get; set; }
public virtual DateTime? PLIIssueDate { get; set; }
public virtual decimal? PLIPremium { get; set; }
public virtual string PLIType { get; set; }
public virtual string PLITypeOf { get; set; }
public virtual decimal? PLICashValue { get; set; }
public virtual bool? SpouseLifeInsurance { get; set; }
public virtual string SLICarrier { get; set; }
public virtual decimal? SLIFaceAmount { get; set; }
public virtual DateTime? SLIIssueDate { get; set; }
public virtual decimal? SLIPremium { get; set; }
public virtual string SLIType { get; set; }
public virtual string SLITypeOf { get; set; }
public virtual decimal? SLICashValue { get; set; }
public virtual bool? PrimaryLTCInsurance { get; set; }
public virtual decimal? PLTCPremium { get; set; }
public virtual bool? PrimaryDisabilityInsurance { get; set; }
public virtual decimal? PDIPremium { get; set; }
public virtual bool? SpouseLTCInsurance { get; set; }
public virtual decimal? SLTCPremium { get; set; }
public virtual bool? SpouseDisabilityInsurance { get; set; }
public virtual decimal? SDIPremium { get; set; }
public virtual bool? HasRetirementSavings { get; set; }
public virtual bool? HasPriorEmploymentRetirementSavings { get; set; }
public virtual bool? HasDistributionPlan { get; set; }
}
public partial class FactFinderSheetExtended
{
public virtual Contact Contact { get; set; }
public virtual FactFinderSheet FactFinderSheet { get; set; }
public virtual ContactSpouse Spouse { get; set; }
public virtual List<ContactChild> Children { get; set; } = [];
public virtual List<ContactRetirementIncome> IncomeSources { get; set; } = [];
public virtual string AdditionalNotes { get; set; }
public virtual List<ContactExpense> Expenses { get; set; } = [];
public virtual List<ContactClientReferral> Referrals { get; set; } = [];
public virtual List<ContactLTAInfo> LTAInfo { get; set; } = [];
public virtual List<ContactPension> Pensions { get; set; } = [];
}
}
To override the Content-type in your clients, use the HTTP Accept Header, append the .json suffix or ?format=json
To embed the response in a jsonp callback, append ?callback=myCallback
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: application/json
Content-Type: application/json
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}