Trendsic Platform Service

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PolicyRequiredDocumentRequest

Requires Authentication
Requires any of the roles:Agent, Administrator, Agent, Administrator, Agent, Administrator, Agent, Administrator
The following routes are available for this service:
PUT,DELETE,OPTIONS/v1/PolicyRequiredDocument/{Id}
POST,OPTIONS/v1/PolicyRequiredDocument
GET/v1/PolicyRequiredDocument/GetAllByPolicyAssociateId/{PolicyAssociateId}
Imports System
Imports System.IO
Imports System.Collections
Imports System.Collections.Generic
Imports System.Runtime.Serialization
Imports ServiceStack
Imports ServiceStack.DataAnnotations
Imports CRM.AgencyPlatform.API.Internal

Namespace Global

    Namespace CRM.AgencyPlatform.API.Internal

        Public Partial Class PolicyDocumentReminder
            Public Overridable Property Id As Integer
            Public Overridable Property PolicyDocumentId As Integer
            Public Overridable Property ReminderFor As String
            Public Overridable Property ReminderLeadTime As Integer
            Public Overridable Property ReminderMessage As String
            Public Overridable Property AdminAgentId As Integer
            Public Overridable Property NeedsPrompt As Boolean
        End Class

        Public Partial Class PolicyDocumentStatus
            Public Overridable Property Id As Integer
            Public Overridable Property Name As String
            Public Overridable Property IsNBCStatus As Boolean
            Public Overridable Property IsAgentStatus As Boolean
        End Class

        Public Partial Class PolicyRequiredDocument
            Public Overridable Property Id As Integer
            Public Overridable Property PolicyAssociateId As Guid
            Public Overridable Property PolicyDocumentId As Integer
            Public Overridable Property NBCStatusId As Integer
            Public Overridable Property AgentStatusId As Integer
            Public Overridable Property StatusOptions As List(Of PolicyDocumentStatus) = New List(Of PolicyDocumentStatus)
        End Class

        Public Partial Class PolicyRequiredDocumentExtended
            Inherits PolicyRequiredDocument
            Public Overridable Property Reminders As List(Of PolicyDocumentReminder) = New List(Of PolicyDocumentReminder)
            Public Overridable Property AgentReminders As List(Of ReminderExtended) = New List(Of ReminderExtended)
        End Class

        Public Partial Class PolicyRequiredDocumentRequest
            Public Overridable Property PolicyRequiredDocument As PolicyRequiredDocumentExtended
            Public Overridable Property PolicyAssociateId As Guid?
            Public Overridable Property Id As Integer?
        End Class

        Public Partial Class PolicyRequiredDocumentResponse
            Public Overridable Property ResponseStatus As ResponseStatus
            Public Overridable Property PolicyRequiredDocuments As List(Of PolicyRequiredDocumentExtended) = New List(Of PolicyRequiredDocumentExtended)
        End Class

        Public Partial Class Reminder
            Public Overridable Property ReminderId As Guid
            Public Overridable Property TableName As String
            Public Overridable Property FieldName As String
            Public Overridable Property RecordId As Integer
            Public Overridable Property ReminderDate As Date
            Public Overridable Property ReminderNote As String
            Public Overridable Property CreatedDate As Date
            Public Overridable Property CreatedBy As String
            Public Overridable Property CompletedDate As Date
        End Class

        Public Partial Class ReminderExtended
            Inherits Reminder
            Public Overridable Property AgentName As String
            Public Overridable Property RecordAgentName As String
            Public Overridable Property RecordAgentID As Integer
            Public Overridable Property IsAdmin As Boolean
            Public Overridable Property AgentID As Integer
        End Class
    End Namespace
End Namespace

VB.NET PolicyRequiredDocumentRequest 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/PolicyRequiredDocument HTTP/1.1 
Host: api.dev.dynamics.trendsic.com 
Accept: application/json
Content-Type: application/json
Content-Length: length

{"PolicyRequiredDocument":{"Reminders":[{"Id":0,"PolicyDocumentId":0,"ReminderFor":"String","ReminderLeadTime":0,"ReminderMessage":"String","AdminAgentId":0,"NeedsPrompt":false}],"AgentReminders":[{"AgentName":"String","RecordAgentName":"String","RecordAgentID":0,"IsAdmin":false,"AgentID":0,"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"}],"Id":0,"PolicyAssociateId":"00000000000000000000000000000000","PolicyDocumentId":0,"NBCStatusId":0,"AgentStatusId":0,"StatusOptions":[{"Id":0,"Name":"String","IsNBCStatus":false,"IsAgentStatus":false}]},"PolicyAssociateId":"00000000000000000000000000000000","Id":0}
HTTP/1.1 200 OK
Content-Type: application/json
Content-Length: length

{"ResponseStatus":{"ErrorCode":"String","Message":"String","StackTrace":"String","Errors":[{"ErrorCode":"String","FieldName":"String","Message":"String","Meta":{"String":"String"}}],"Meta":{"String":"String"}},"PolicyRequiredDocuments":[{"Reminders":[{"Id":0,"PolicyDocumentId":0,"ReminderFor":"String","ReminderLeadTime":0,"ReminderMessage":"String","AdminAgentId":0,"NeedsPrompt":false}],"AgentReminders":[{"AgentName":"String","RecordAgentName":"String","RecordAgentID":0,"IsAdmin":false,"AgentID":0,"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"}],"Id":0,"PolicyAssociateId":"00000000000000000000000000000000","PolicyDocumentId":0,"NBCStatusId":0,"AgentStatusId":0,"StatusOptions":[{"Id":0,"Name":"String","IsNBCStatus":false,"IsAgentStatus":false}]}]}