Trendsic Platform Service

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}

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 PolicyDocumentReminder
    {
        public virtual int Id { get; set; }
        public virtual int PolicyDocumentId { get; set; }
        public virtual string ReminderFor { get; set; }
        public virtual int ReminderLeadTime { get; set; }
        public virtual string ReminderMessage { get; set; }
        public virtual int AdminAgentId { get; set; }
        public virtual bool NeedsPrompt { get; set; }
    }

    public partial class PolicyDocumentStatus
    {
        public virtual int Id { get; set; }
        public virtual string Name { get; set; }
        public virtual bool IsNBCStatus { get; set; }
        public virtual bool IsAgentStatus { get; set; }
    }

    public partial class PolicyRequiredDocument
    {
        public virtual int Id { get; set; }
        public virtual Guid PolicyAssociateId { get; set; }
        public virtual int PolicyDocumentId { get; set; }
        public virtual int NBCStatusId { get; set; }
        public virtual int AgentStatusId { get; set; }
        public virtual List<PolicyDocumentStatus> StatusOptions { get; set; } = [];
    }

    public partial class PolicyRequiredDocumentExtended
        : PolicyRequiredDocument
    {
        public virtual List<PolicyDocumentReminder> Reminders { get; set; } = [];
        public virtual List<ReminderExtended> AgentReminders { get; set; } = [];
    }

    public partial class PolicyRequiredDocumentRequest
    {
        public virtual PolicyRequiredDocumentExtended PolicyRequiredDocument { get; set; }
        public virtual Guid? PolicyAssociateId { get; set; }
        public virtual int? Id { get; set; }
    }

    public partial class PolicyRequiredDocumentResponse
    {
        public virtual ResponseStatus ResponseStatus { get; set; }
        public virtual List<PolicyRequiredDocumentExtended> PolicyRequiredDocuments { get; set; } = [];
    }

    public partial class Reminder
    {
        public virtual Guid ReminderId { get; set; }
        public virtual string TableName { get; set; }
        public virtual string FieldName { get; set; }
        public virtual int RecordId { get; set; }
        public virtual DateTime ReminderDate { get; set; }
        public virtual string ReminderNote { get; set; }
        public virtual DateTime CreatedDate { get; set; }
        public virtual string CreatedBy { get; set; }
        public virtual DateTime CompletedDate { get; set; }
    }

    public partial class ReminderExtended
        : Reminder
    {
        public virtual string AgentName { get; set; }
        public virtual string RecordAgentName { get; set; }
        public virtual int RecordAgentID { get; set; }
        public virtual bool IsAdmin { get; set; }
        public virtual int AgentID { get; set; }
    }

}

C# PolicyRequiredDocumentRequest DTOs

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

HTTP + JSV

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: text/jsv
Content-Type: text/jsv
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: 0001-01-01,
				ReminderNote: String,
				CreatedDate: 0001-01-01,
				CreatedBy: String,
				CompletedDate: 0001-01-01
			}
		],
		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: text/jsv
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: 0001-01-01,
					ReminderNote: String,
					CreatedDate: 0001-01-01,
					CreatedBy: String,
					CompletedDate: 0001-01-01
				}
			],
			Id: 0,
			PolicyAssociateId: 00000000000000000000000000000000,
			PolicyDocumentId: 0,
			NBCStatusId: 0,
			AgentStatusId: 0,
			StatusOptions: 
			[
				{
					Id: 0,
					Name: String,
					IsNBCStatus: False,
					IsAgentStatus: False
				}
			]
		}
	]
}