Trendsic Platform Service

<back to all web services

FactFinderDebtRequest

Requires Authentication
Requires any of the roles:Agent, Administrator, Agent, Administrator
The following routes are available for this service:
POST,PUT,OPTIONS/v1/FactFinderDebt
GET/v1/FactFinderDebt/{ContactId}/Validate
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 Contact:
    contact_id: int = 0
    contact_type: int = 0
    first_name: Optional[str] = None
    last_name: Optional[str] = None
    name: Optional[str] = None
    role: Optional[str] = None
    title: Optional[str] = None
    email_work: Optional[str] = None
    email_personal: Optional[str] = None
    district: Optional[str] = None
    district_i_d: int = 0
    school: Optional[str] = None
    school_i_d: int = 0
    state: Optional[str] = None
    state_name: Optional[str] = None
    state_i_d: int = 0
    county_i_d: int = 0
    county: Optional[str] = None
    phone: Optional[str] = None
    department: Optional[str] = None
    flow: Optional[str] = None
    last_contact: datetime.datetime = datetime.datetime(1, 1, 1)
    do_not_contact: bool = False
    active: bool = False
    agent_id: int = 0
    phone_alt: Optional[str] = None
    pera_contact_id: int = 0
    room_number: Optional[str] = None
    source_type_id: int = 0
    source_type_desc: Optional[str] = None
    source_note: Optional[str] = None
    contact_status_id: int = 0
    contact_status_desc: Optional[str] = None
    ssn: Optional[str] = None
    date_of_birth: datetime.datetime = datetime.datetime(1, 1, 1)
    deleted: bool = False
    is_shared: bool = False
    address_line1: Optional[str] = None
    address_city: Optional[str] = None
    address_state: Optional[str] = None
    address_zip: Optional[str] = None
    deleted_by: Optional[str] = None
    deleted_date_time_utc: Optional[datetime.datetime] = None
    has_n_b_c: bool = False
    has_fact_finder_sheet: bool = False
    middle_initial: Optional[str] = None
    tags: Optional[str] = None
    date_created: datetime.datetime = datetime.datetime(1, 1, 1)
    phone_label: Optional[str] = None
    alt_phone_label: Optional[str] = None
    carriers: Optional[str] = None
    contact_image: Optional[str] = None
    company_affiliation: Optional[str] = None
    additional_information: Optional[str] = None
    has_gift_card: bool = False
    contact_category: int = 0
    writing_agent_id: int = 0
    writing_agent_name: Optional[str] = None
    marital_status: Optional[str] = None
    total_debt_amount: Decimal = decimal.Decimal(0)
    number_of_debt_accounts: int = 0
    fact_finder_code_id: int = 0
    business_name: Optional[str] = None
    dba: Optional[str] = None
    contact_g_u_i_d: Optional[str] = None
    project_end_date: datetime.datetime = datetime.datetime(1, 1, 1)
    rate: int = 0
    job_i_d: int = 0
    job_name: Optional[str] = None
    job_count: int = 0
    locked: bool = False
    locked_by_agent_id: int = 0
    locked_timestamp: datetime.datetime = datetime.datetime(1, 1, 1)
    initials: Optional[str] = None
    contact_category_name: Optional[str] = None
    sms_opt_in: bool = False


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FactFinderDebt:
    fact_finder_debt_id: int = 0
    contact_id: int = 0
    own_home: Optional[bool] = None
    home_value: Optional[Decimal] = None
    other_property: Optional[bool] = None
    other_property_value: Optional[Decimal] = None
    first_car: Optional[bool] = None
    first_car_value: Optional[Decimal] = None
    second_car: Optional[bool] = None
    second_car_value: Optional[Decimal] = None
    boat_rv: Optional[bool] = None
    boat_rv_value: Optional[Decimal] = None
    stocks401k_other: Optional[bool] = None
    stocks401k_other_value: Optional[Decimal] = None
    home_rent_insurance: Optional[bool] = None
    home_rent_insurance_value: Optional[Decimal] = None
    child_alimony_support: Optional[bool] = None
    child_alimony_support_value: Optional[Decimal] = None
    childcare_related: Optional[bool] = None
    childcare_related_value: Optional[Decimal] = None
    life_insurance: Optional[bool] = None
    life_policy_amount: Optional[Decimal] = None
    life_insurance_monthly: Optional[Decimal] = None
    mortgage_rent_expense: Optional[Decimal] = None
    property_tax_expense: Optional[Decimal] = None
    car_payment_first_expense: Optional[Decimal] = None
    car_payment_second_expense: Optional[Decimal] = None
    rv_payment_expense: Optional[Decimal] = None
    savings_payment_expense: Optional[Decimal] = None
    home_insurance_expense: Optional[Decimal] = None
    groceries_expense: Optional[Decimal] = None
    entertainment_expense: Optional[Decimal] = None
    life_insurance_cost_expense: Optional[Decimal] = None
    gas_electricity_expense: Optional[Decimal] = None
    water_trash_sewer_expense: Optional[Decimal] = None
    telephone_cell_expense: Optional[Decimal] = None
    cable_internet_expense: Optional[Decimal] = None
    auto_expense_gas_expense: Optional[Decimal] = None
    auto_insurance_expense: Optional[Decimal] = None
    medical_expense: Optional[Decimal] = None
    miscellaneous_expense: Optional[Decimal] = None
    family_friend_loans_expense: Optional[Decimal] = None
    what_bank: Optional[str] = None
    bank_debt: Optional[bool] = None
    credit_union: Optional[bool] = None


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContactSpouse:
    contact_spouse_id: int = 0
    contact_id: int = 0
    name: Optional[str] = None
    dob: Optional[datetime.datetime] = None
    cell: Optional[str] = None
    employer: Optional[str] = None
    years: Optional[Decimal] = None
    position: Optional[str] = None
    email: Optional[str] = None
    past_occupations: Optional[str] = None


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContactCreditor:
    contact_creditor_id: int = 0
    contact_id: int = 0
    creditor_name: Optional[str] = None
    name_on_account: Optional[str] = None
    account_number: Optional[str] = None
    current_balance: Optional[Decimal] = None
    minimum_payment: Optional[Decimal] = None
    has_co_signer: bool = False


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FactFinderDebtExtended:
    contact: Optional[Contact] = None
    fact_finder_debt: Optional[FactFinderDebt] = None
    spouse: Optional[ContactSpouse] = None
    creditors: List[ContactCreditor] = field(default_factory=list)
    additional_notes: Optional[str] = None


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FactFinderDebtRequest:
    fact_finder_debt: Optional[FactFinderDebtExtended] = None
    data_entry: bool = False
    contact_id: int = 0

Python FactFinderDebtRequest DTOs

To override the Content-type in your clients, use the HTTP Accept Header, append the .other suffix or ?format=other

HTTP + OTHER

The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.

POST /v1/FactFinderDebt HTTP/1.1 
Host: api.dev.dynamics.trendsic.com 
Accept: text/jsonl
Content-Type: text/jsonl
Content-Length: length

{"FactFinderDebt":{"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},"FactFinderDebt":{"FactFinderDebtId":0,"ContactId":0,"OwnHome":false,"HomeValue":0,"OtherProperty":false,"OtherPropertyValue":0,"FirstCar":false,"FirstCarValue":0,"SecondCar":false,"SecondCarValue":0,"BoatRv":false,"BoatRvValue":0,"Stocks401kOther":false,"Stocks401kOtherValue":0,"HomeRentInsurance":false,"HomeRentInsuranceValue":0,"ChildAlimonySupport":false,"ChildAlimonySupportValue":0,"ChildcareRelated":false,"ChildcareRelatedValue":0,"LifeInsurance":false,"LifePolicyAmount":0,"LifeInsuranceMonthly":0,"MortgageRentExpense":0,"PropertyTaxExpense":0,"CarPaymentFirstExpense":0,"CarPaymentSecondExpense":0,"RVPaymentExpense":0,"SavingsPaymentExpense":0,"HomeInsuranceExpense":0,"GroceriesExpense":0,"EntertainmentExpense":0,"LifeInsuranceCostExpense":0,"GasElectricityExpense":0,"WaterTrashSewerExpense":0,"TelephoneCellExpense":0,"CableInternetExpense":0,"AutoExpenseGasExpense":0,"AutoInsuranceExpense":0,"MedicalExpense":0,"MiscellaneousExpense":0,"FamilyFriendLoansExpense":0,"WhatBank":"String","BankDebt":false,"CreditUnion":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"},"Creditors":[{"ContactCreditorId":0,"ContactId":0,"CreditorName":"String","NameOnAccount":"String","AccountNumber":"String","CurrentBalance":0,"MinimumPayment":0,"HasCoSigner":false}],"AdditionalNotes":"String"},"DataEntry":false,"ContactId":0}