| GET,POST,OPTIONS | /v1/FactFinderConfig |
|---|
| Name | Parameter | Data Type | Required | Description |
|---|---|---|---|---|
| Config | body | FactFinderConfig | No |
| Name | Parameter | Data Type | Required | Description |
|---|---|---|---|---|
| ei_lastName | form | bool | No | |
| ei_firstname | form | bool | No | |
| ei_mi | form | bool | No | |
| ei_dob | form | bool | No | |
| ei_age | form | bool | No | |
| ei_district | form | bool | No | |
| ei_school | form | bool | No | |
| ei_room | form | bool | No | |
| ei_position | form | bool | No | |
| ei_yearswdist | form | bool | No | |
| ei_yearswodist | form | bool | No | |
| ei_pastocc | form | bool | No | |
| ei_address | form | bool | No | |
| ei_city | form | bool | No | |
| ei_state | form | bool | No | |
| ei_zip | form | bool | No | |
| ei_cellphone | form | bool | No | |
| ei_workphone | form | bool | No | |
| ei_personalemail | form | bool | No | |
| ei_workemail | form | bool | No | |
| ei_spousename | form | bool | No | |
| ei_spousedob | form | bool | No | |
| ei_spouseage | form | bool | No | |
| ei_spousecellphone | form | bool | No | |
| ei_spouseemail | form | bool | No | |
| ei_spouseoccupation | form | bool | No | |
| ei_spouseposition | form | bool | No | |
| ei_spouseyears | form | bool | No | |
| ei_spousepastocc | form | bool | No | |
| ei_reasonmeeting | form | bool | No | |
| emt_workstatus | form | bool | No | |
| emt_unusedsickdays | form | bool | No | |
| emt_unusedsickhours | form | bool | No | |
| emt_cbsdays | form | bool | No | |
| emt_cbshours | form | bool | No | |
| emt_dpw | form | bool | No | |
| emt_hpw | form | bool | No | |
| emt_mpy | form | bool | No | |
| emt_numpretaxchecks | form | bool | No | |
| fin_clientgross | form | bool | No | |
| fin_clientnet | form | bool | No | |
| fin_householdgross | form | bool | No | |
| fin_householdnet | form | bool | No | |
| fin_desiredretincome | form | bool | No | |
| fin_estexpenses | form | bool | No | |
| fin_discincome | form | bool | No | |
| fin_exptype | form | bool | No | |
| fin_desc | form | bool | No | |
| fin_balance | form | bool | No | |
| fin_interestrate | form | bool | No | |
| fin_minpayment | form | bool | No | |
| fin_monthlypayment | form | bool | No | |
| pen_pensystem | form | bool | No | |
| pen_penstart | form | bool | No | |
| pen_servicecredit | form | bool | No | |
| pen_servicecreditasofdate | form | bool | No | |
| pen_desiredretdate | form | bool | No | |
| pen_desiredretage | form | bool | No | |
| pen_spousalbenefitdesired | form | bool | No | |
| pen_formula | form | bool | No | |
| pen_defbalance | form | bool | No | |
| pen_defspousebalance | form | bool | No | |
| prot_plife | form | bool | No | |
| prot_pcarrier | form | bool | No | |
| prot_pfaceamount | form | bool | No | |
| prot_pissuedate | form | bool | No | |
| prot_plifepremium | form | bool | No | |
| prot_ptype | form | bool | No | |
| prot_ptypeof | form | bool | No | |
| prot_pcashvalue | form | bool | No | |
| prot_slife | form | bool | No | |
| prot_scarrier | form | bool | No | |
| prot_sfaceamount | form | bool | No | |
| prot_sissuedate | form | bool | No | |
| prot_slifepremium | form | bool | No | |
| prot_stype | form | bool | No | |
| prot_stypeof | form | bool | No | |
| prot_scashvalue | form | bool | No | |
| prot_pltc | form | bool | No | |
| prot_pltcpremium | form | bool | No | |
| prot_pdisability | form | bool | No | |
| prot_pdisabilitypremium | form | bool | No | |
| prot_sltc | form | bool | No | |
| prot_sltcpremium | form | bool | No | |
| prot_sdisability | form | bool | No | |
| prot_sdisabilitypremium | form | bool | No | |
| efi_monthlycontrib | form | bool | No | |
| efi_fundbalance | form | bool | No | |
| efi_isthreetosixmonths | form | bool | No | |
| lta_haveretiresavings | form | bool | No | |
| lta_priorretireplan | form | bool | No | |
| lta_havedistplan | form | bool | No | |
| lta_plantype | form | bool | No | |
| lta_company | form | bool | No | |
| lta_contrib | form | bool | No | |
| lta_balance | form | bool | No | |
| ira_acctowner | form | bool | No | |
| ira_company | form | bool | No | |
| ira_taxcode | form | bool | No | |
| ira_accounttype | form | bool | No | |
| ira_acctnumber | form | bool | No | |
| ira_inception | form | bool | No | |
| ira_currentvalue | form | bool | No | |
| ira_monthlycontrib | form | bool | No | |
| ira_surrcharge | form | bool | No | |
| ira_surrvalue | form | bool | No | |
| ira_totalfees | form | bool | No | |
| ira_tpaok | form | bool | No | |
| ira_addlformsreq | form | bool | No | |
| ira_sigreq | form | bool | No | |
| ira_outstandingloans | form | bool | No | |
| ira_originalformsreq | form | bool | No | |
| ira_faxaccepted | form | bool | No | |
| ira_faxnumber | form | bool | No | |
| ira_notes | form | bool | No | |
| ira_mailaddr | form | bool | No | |
| ira_mailcity | form | bool | No | |
| ira_mailstate | form | bool | No | |
| ira_mailzip | form | bool | No | |
| kcf_name | form | bool | No | |
| kcf_dob | form | bool | No | |
| kcf_age | form | bool | No | |
| kcf_fund | form | bool | No | |
| kcf_contribution | form | bool | No | |
| kcf_balance | form | bool | No | |
| an_notes | form | bool | No | |
| cr_name | form | bool | No | |
| cr_campus | form | bool | No | |
| cr_room | form | bool | No | |
| cr_phone | form | bool | No |
To override the Content-type in your clients, use the HTTP Accept Header, append the .other suffix or ?format=other
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/jsonl
Content-Type: text/jsonl
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}}