Trendsic Platform Service

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FactFinderConfigRequest

Requires Authentication
The following routes are available for this service:
GET,POST,OPTIONS/v1/FactFinderConfig
import datetime
import decimal
from marshmallow.fields import *
from servicestack import *
from typing import *
from dataclasses import dataclass, field
from dataclasses_json import dataclass_json, LetterCase, Undefined, config
from enum import Enum, IntEnum


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FactFinderConfig:
    ei_last_name: bool = False
    ei_firstname: bool = False
    ei_mi: bool = False
    ei_dob: bool = False
    ei_age: bool = False
    ei_district: bool = False
    ei_school: bool = False
    ei_room: bool = False
    ei_position: bool = False
    ei_yearswdist: bool = False
    ei_yearswodist: bool = False
    ei_pastocc: bool = False
    ei_address: bool = False
    ei_city: bool = False
    ei_state: bool = False
    ei_zip: bool = False
    ei_cellphone: bool = False
    ei_workphone: bool = False
    ei_personalemail: bool = False
    ei_workemail: bool = False
    ei_spousename: bool = False
    ei_spousedob: bool = False
    ei_spouseage: bool = False
    ei_spousecellphone: bool = False
    ei_spouseemail: bool = False
    ei_spouseoccupation: bool = False
    ei_spouseposition: bool = False
    ei_spouseyears: bool = False
    ei_spousepastocc: bool = False
    ei_reasonmeeting: bool = False
    emt_workstatus: bool = False
    emt_unusedsickdays: bool = False
    emt_unusedsickhours: bool = False
    emt_cbsdays: bool = False
    emt_cbshours: bool = False
    emt_dpw: bool = False
    emt_hpw: bool = False
    emt_mpy: bool = False
    emt_numpretaxchecks: bool = False
    fin_clientgross: bool = False
    fin_clientnet: bool = False
    fin_householdgross: bool = False
    fin_householdnet: bool = False
    fin_desiredretincome: bool = False
    fin_estexpenses: bool = False
    fin_discincome: bool = False
    fin_exptype: bool = False
    fin_desc: bool = False
    fin_balance: bool = False
    fin_interestrate: bool = False
    fin_minpayment: bool = False
    fin_monthlypayment: bool = False
    pen_pensystem: bool = False
    pen_penstart: bool = False
    pen_servicecredit: bool = False
    pen_servicecreditasofdate: bool = False
    pen_desiredretdate: bool = False
    pen_desiredretage: bool = False
    pen_spousalbenefitdesired: bool = False
    pen_formula: bool = False
    pen_defbalance: bool = False
    pen_defspousebalance: bool = False
    prot_plife: bool = False
    prot_pcarrier: bool = False
    prot_pfaceamount: bool = False
    prot_pissuedate: bool = False
    prot_plifepremium: bool = False
    prot_ptype: bool = False
    prot_ptypeof: bool = False
    prot_pcashvalue: bool = False
    prot_slife: bool = False
    prot_scarrier: bool = False
    prot_sfaceamount: bool = False
    prot_sissuedate: bool = False
    prot_slifepremium: bool = False
    prot_stype: bool = False
    prot_stypeof: bool = False
    prot_scashvalue: bool = False
    prot_pltc: bool = False
    prot_pltcpremium: bool = False
    prot_pdisability: bool = False
    prot_pdisabilitypremium: bool = False
    prot_sltc: bool = False
    prot_sltcpremium: bool = False
    prot_sdisability: bool = False
    prot_sdisabilitypremium: bool = False
    efi_monthlycontrib: bool = False
    efi_fundbalance: bool = False
    efi_isthreetosixmonths: bool = False
    lta_haveretiresavings: bool = False
    lta_priorretireplan: bool = False
    lta_havedistplan: bool = False
    lta_plantype: bool = False
    lta_company: bool = False
    lta_contrib: bool = False
    lta_balance: bool = False
    ira_acctowner: bool = False
    ira_company: bool = False
    ira_taxcode: bool = False
    ira_accounttype: bool = False
    ira_acctnumber: bool = False
    ira_inception: bool = False
    ira_currentvalue: bool = False
    ira_monthlycontrib: bool = False
    ira_surrcharge: bool = False
    ira_surrvalue: bool = False
    ira_totalfees: bool = False
    ira_tpaok: bool = False
    ira_addlformsreq: bool = False
    ira_sigreq: bool = False
    ira_outstandingloans: bool = False
    ira_originalformsreq: bool = False
    ira_faxaccepted: bool = False
    ira_faxnumber: bool = False
    ira_notes: bool = False
    ira_mailaddr: bool = False
    ira_mailcity: bool = False
    ira_mailstate: bool = False
    ira_mailzip: bool = False
    kcf_name: bool = False
    kcf_dob: bool = False
    kcf_age: bool = False
    kcf_fund: bool = False
    kcf_contribution: bool = False
    kcf_balance: bool = False
    an_notes: bool = False
    cr_name: bool = False
    cr_campus: bool = False
    cr_room: bool = False
    cr_phone: bool = False


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FactFinderConfigRequest:
    config: Optional[FactFinderConfig] = None

Python FactFinderConfigRequest DTOs

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

HTTP + JSON

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: application/json
Content-Type: application/json
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}}