Trendsic Platform Service

SmartsheetsRequest

**Requires Authentication**
Requires any of the roles:	Worker, Agent, Administrator

The following routes are available for this service:
GET	/v1/Smartsheets/{AgentID}
GET	/v1/Smartsheets
GET	/v1/Smartsheets/{AgentID}/{SheetType}

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 Attachment
    {
        public virtual Guid AttachmentId { get; set; }
        public virtual string TableName { get; set; }
        public virtual string FieldName { get; set; }
        public virtual int RecordId { get; set; }
        public virtual string AttachmentName { get; set; }
        public virtual string MimeType { get; set; }
        public virtual byte[] AttachmentData { get; set; } = [];
        public virtual double FileSizeInKB { get; set; }
        public virtual DateTime CreatedDate { get; set; }
        public virtual string CreatedBy { get; set; }
        public virtual bool NeedsOCR { get; set; }
        public virtual DateTime OCRDate { get; set; }
        public virtual bool IsSecurities { get; set; }
        public virtual string AWSKey { get; set; }
        public virtual string PresignedUrl { 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 SmartsheetsFlow
    {
        public virtual int ID { get; set; }
        public virtual string FirstName { get; set; }
        public virtual string LastName { get; set; }
        public virtual string PolicyNumber { get; set; }
        public virtual string PolicyType { get; set; }
        public virtual string AppDate { get; set; }
        public virtual string AgentName { get; set; }
        public virtual int? AgentID { get; set; }
        public virtual string SRAStartDate { get; set; }
        public virtual string Phase { get; set; }
        public virtual string ModalPremium { get; set; }
        public virtual string Frequency { get; set; }
        public virtual string AnnualPremium { get; set; }
        public virtual string District { get; set; }
        public virtual string SS { get; set; }
        public virtual string Carrier { get; set; }
        public virtual string Notes { get; set; }
        public virtual string TPA { get; set; }
        public virtual bool Flagged { get; set; }
        public virtual bool Deleted { get; set; }
        public virtual string ModifiedBy { get; set; }
        public virtual string TransactionId { get; set; }
        public virtual bool HasChange { get; set; }
        public virtual bool HasConversation { get; set; }
        public virtual bool HasAgentMsg { get; set; }
        public virtual bool HasAdminMsg { get; set; }
        public virtual List<Attachment> Attachment { get; set; } = [];
        public virtual List<Reminder> Reminder { get; set; } = [];
        public virtual string Agents { get; set; }
        public virtual bool HasOCR { get; set; }
        public virtual Guid PolicyAssociateId { get; set; }
        public virtual bool HasRequiredDocuments { get; set; }
        public virtual string Phone { get; set; }
        public virtual string EmailAddress { get; set; }
        public virtual string ApprovedDate { get; set; }
        public virtual string ApprovedBy { get; set; }
    }

    public partial class SmartsheetsIssuedClosed
    {
        public virtual string Type { get; set; }
        public virtual int ID { get; set; }
        public virtual bool Flagged { get; set; }
        public virtual string Phase { get; set; }
        public virtual string FirstName { get; set; }
        public virtual string LastName { get; set; }
        public virtual string PolicyNumber { get; set; }
        public virtual string AgentName { get; set; }
        public virtual string Notes { get; set; }
        public virtual bool Deleted { get; set; }
        public virtual string ModifiedBy { get; set; }
        public virtual bool HasChange { get; set; }
        public virtual bool HasConversation { get; set; }
        public virtual bool HasAgentMsg { get; set; }
        public virtual bool HasAdminMsg { get; set; }
        public virtual List<Attachment> Attachment { get; set; } = [];
        public virtual List<Reminder> Reminder { get; set; } = [];
        public virtual bool HasOCR { get; set; }
        public virtual string AppDate { get; set; }
        public virtual string TransactionId { get; set; }
    }

    public partial class SmartsheetsLife
    {
        public virtual int ID { get; set; }
        public virtual string FirstName { get; set; }
        public virtual string LastName { get; set; }
        public virtual string PolicyNumber { get; set; }
        public virtual string PolicyType { get; set; }
        public virtual string CPT { get; set; }
        public virtual string AppDate { get; set; }
        public virtual string AgentName { get; set; }
        public virtual int? AgentID { get; set; }
        public virtual string Phase { get; set; }
        public virtual string Notes { get; set; }
        public virtual string TransferAmount { get; set; }
        public virtual string AccountNumber { get; set; }
        public virtual bool Deleted { get; set; }
        public virtual string ModifiedBy { get; set; }
        public virtual bool Flagged { get; set; }
        public virtual string TransactionId { get; set; }
        public virtual string FaceValue { get; set; }
        public virtual bool HasChange { get; set; }
        public virtual bool HasConversation { get; set; }
        public virtual bool HasAgentMsg { get; set; }
        public virtual bool HasAdminMsg { get; set; }
        public virtual List<Attachment> Attachment { get; set; } = [];
        public virtual List<Reminder> Reminder { get; set; } = [];
        public virtual string Agents { get; set; }
        public virtual bool HasOCR { get; set; }
        public virtual Guid PolicyAssociateId { get; set; }
        public virtual bool HasRequiredDocuments { get; set; }
        public virtual string Phone { get; set; }
        public virtual string EmailAddress { get; set; }
        public virtual string ApprovedDate { get; set; }
        public virtual string ApprovedBy { get; set; }
    }

    public partial class SmartsheetsRequest
    {
        public virtual int AgentID { get; set; }
        public virtual string SheetType { get; set; }
    }

    public partial class SmartsheetsResponse
    {
        public virtual ResponseStatus ResponseStatus { get; set; }
        public virtual List<SmartsheetsLife> Life { get; set; } = [];
        public virtual List<SmartsheetsFlow> Flow { get; set; } = [];
        public virtual List<SmartsheetsTransfer> Transfer { get; set; } = [];
        public virtual List<SmartsheetsIssuedClosed> IssuedClosed { get; set; } = [];
    }

    public partial class SmartsheetsTransfer
    {
        public virtual int ID { get; set; }
        public virtual bool Flagged { get; set; }
        public virtual string Phase { get; set; }
        public virtual string FirstName { get; set; }
        public virtual string LastName { get; set; }
        public virtual string PolicyNumber { get; set; }
        public virtual string PolicyType { get; set; }
        public virtual string AppDate { get; set; }
        public virtual string AgentName { get; set; }
        public virtual int? AgentID { get; set; }
        public virtual string RegionalOffice { get; set; }
        public virtual string TransferAmount { get; set; }
        public virtual string TransferringCompany { get; set; }
        public virtual string AccountNumber { get; set; }
        public virtual string SS { get; set; }
        public virtual string Notes { get; set; }
        public virtual bool Deleted { get; set; }
        public virtual string ModifiedBy { get; set; }
        public virtual string TransactionId { get; set; }
        public virtual bool HasChange { get; set; }
        public virtual bool HasConversation { get; set; }
        public virtual bool HasAgentMsg { get; set; }
        public virtual bool HasAdminMsg { get; set; }
        public virtual List<Attachment> Attachment { get; set; } = [];
        public virtual List<Reminder> Reminder { get; set; } = [];
        public virtual string Agents { get; set; }
        public virtual bool HasOCR { get; set; }
        public virtual Guid PolicyAssociateId { get; set; }
        public virtual bool HasRequiredDocuments { get; set; }
        public virtual string Phone { get; set; }
        public virtual string EmailAddress { get; set; }
        public virtual string ApprovedDate { get; set; }
        public virtual string ApprovedBy { get; set; }
    }

}

C# SmartsheetsRequest 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.

GET /v1/Smartsheets/{AgentID} HTTP/1.1 
Host: api.dev.dynamics.trendsic.com 
Accept: text/jsv

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
		}
	},
	Life: 
	[
		{
			ID: 0,
			FirstName: String,
			LastName: String,
			PolicyNumber: String,
			PolicyType: String,
			CPT: String,
			AppDate: String,
			AgentName: String,
			AgentID: 0,
			Phase: String,
			Notes: String,
			TransferAmount: String,
			AccountNumber: String,
			Deleted: False,
			ModifiedBy: String,
			Flagged: False,
			TransactionId: String,
			FaceValue: String,
			HasChange: False,
			HasConversation: False,
			HasAgentMsg: False,
			HasAdminMsg: False,
			Attachment: 
			[
				{
					AttachmentId: 00000000000000000000000000000000,
					TableName: String,
					FieldName: String,
					RecordId: 0,
					AttachmentName: String,
					MimeType: String,
					AttachmentData: AA==,
					FileSizeInKB: 0,
					CreatedDate: 0001-01-01,
					CreatedBy: String,
					NeedsOCR: False,
					OCRDate: 0001-01-01,
					IsSecurities: False,
					AWSKey: String,
					PresignedUrl: String
				}
			],
			Reminder: 
			[
				{
					ReminderId: 00000000000000000000000000000000,
					TableName: String,
					FieldName: String,
					RecordId: 0,
					ReminderDate: 0001-01-01,
					ReminderNote: String,
					CreatedDate: 0001-01-01,
					CreatedBy: String,
					CompletedDate: 0001-01-01
				}
			],
			Agents: String,
			HasOCR: False,
			PolicyAssociateId: 00000000000000000000000000000000,
			HasRequiredDocuments: False,
			Phone: String,
			EmailAddress: String,
			ApprovedDate: String,
			ApprovedBy: String
		}
	],
	Flow: 
	[
		{
			ID: 0,
			FirstName: String,
			LastName: String,
			PolicyNumber: String,
			PolicyType: String,
			AppDate: String,
			AgentName: String,
			AgentID: 0,
			SRAStartDate: String,
			Phase: String,
			ModalPremium: String,
			Frequency: String,
			AnnualPremium: String,
			District: String,
			SS: String,
			Carrier: String,
			Notes: String,
			TPA: String,
			Flagged: False,
			Deleted: False,
			ModifiedBy: String,
			TransactionId: String,
			HasChange: False,
			HasConversation: False,
			HasAgentMsg: False,
			HasAdminMsg: False,
			Attachment: 
			[
				{
					AttachmentId: 00000000000000000000000000000000,
					TableName: String,
					FieldName: String,
					RecordId: 0,
					AttachmentName: String,
					MimeType: String,
					AttachmentData: AA==,
					FileSizeInKB: 0,
					CreatedDate: 0001-01-01,
					CreatedBy: String,
					NeedsOCR: False,
					OCRDate: 0001-01-01,
					IsSecurities: False,
					AWSKey: String,
					PresignedUrl: String
				}
			],
			Reminder: 
			[
				{
					ReminderId: 00000000000000000000000000000000,
					TableName: String,
					FieldName: String,
					RecordId: 0,
					ReminderDate: 0001-01-01,
					ReminderNote: String,
					CreatedDate: 0001-01-01,
					CreatedBy: String,
					CompletedDate: 0001-01-01
				}
			],
			Agents: String,
			HasOCR: False,
			PolicyAssociateId: 00000000000000000000000000000000,
			HasRequiredDocuments: False,
			Phone: String,
			EmailAddress: String,
			ApprovedDate: String,
			ApprovedBy: String
		}
	],
	Transfer: 
	[
		{
			ID: 0,
			Flagged: False,
			Phase: String,
			FirstName: String,
			LastName: String,
			PolicyNumber: String,
			PolicyType: String,
			AppDate: String,
			AgentName: String,
			AgentID: 0,
			RegionalOffice: String,
			TransferAmount: String,
			TransferringCompany: String,
			AccountNumber: String,
			SS: String,
			Notes: String,
			Deleted: False,
			ModifiedBy: String,
			TransactionId: String,
			HasChange: False,
			HasConversation: False,
			HasAgentMsg: False,
			HasAdminMsg: False,
			Attachment: 
			[
				{
					AttachmentId: 00000000000000000000000000000000,
					TableName: String,
					FieldName: String,
					RecordId: 0,
					AttachmentName: String,
					MimeType: String,
					AttachmentData: AA==,
					FileSizeInKB: 0,
					CreatedDate: 0001-01-01,
					CreatedBy: String,
					NeedsOCR: False,
					OCRDate: 0001-01-01,
					IsSecurities: False,
					AWSKey: String,
					PresignedUrl: String
				}
			],
			Reminder: 
			[
				{
					ReminderId: 00000000000000000000000000000000,
					TableName: String,
					FieldName: String,
					RecordId: 0,
					ReminderDate: 0001-01-01,
					ReminderNote: String,
					CreatedDate: 0001-01-01,
					CreatedBy: String,
					CompletedDate: 0001-01-01
				}
			],
			Agents: String,
			HasOCR: False,
			PolicyAssociateId: 00000000000000000000000000000000,
			HasRequiredDocuments: False,
			Phone: String,
			EmailAddress: String,
			ApprovedDate: String,
			ApprovedBy: String
		}
	],
	IssuedClosed: 
	[
		{
			Type: String,
			ID: 0,
			Flagged: False,
			Phase: String,
			FirstName: String,
			LastName: String,
			PolicyNumber: String,
			AgentName: String,
			Notes: String,
			Deleted: False,
			ModifiedBy: String,
			HasChange: False,
			HasConversation: False,
			HasAgentMsg: False,
			HasAdminMsg: False,
			Attachment: 
			[
				{
					AttachmentId: 00000000000000000000000000000000,
					TableName: String,
					FieldName: String,
					RecordId: 0,
					AttachmentName: String,
					MimeType: String,
					AttachmentData: AA==,
					FileSizeInKB: 0,
					CreatedDate: 0001-01-01,
					CreatedBy: String,
					NeedsOCR: False,
					OCRDate: 0001-01-01,
					IsSecurities: False,
					AWSKey: String,
					PresignedUrl: String
				}
			],
			Reminder: 
			[
				{
					ReminderId: 00000000000000000000000000000000,
					TableName: String,
					FieldName: String,
					RecordId: 0,
					ReminderDate: 0001-01-01,
					ReminderNote: String,
					CreatedDate: 0001-01-01,
					CreatedBy: String,
					CompletedDate: 0001-01-01
				}
			],
			HasOCR: False,
			AppDate: String,
			TransactionId: String
		}
	]
}