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}

namespace CRM.AgencyPlatform.API.Internal

open System
open System.IO
open System.Collections
open System.Collections.Generic
open System.Runtime.Serialization
open ServiceStack
open ServiceStack.DataAnnotations

    [<AllowNullLiteral>]
    type Attachment() = 
        member val AttachmentId:Guid = new Guid() with get,set
        member val TableName:String = null with get,set
        member val FieldName:String = null with get,set
        member val RecordId:Int32 = new Int32() with get,set
        member val AttachmentName:String = null with get,set
        member val MimeType:String = null with get,set
        member val AttachmentData:Byte[] = [||] with get,set
        member val FileSizeInKB:Double = new Double() with get,set
        member val CreatedDate:DateTime = new DateTime() with get,set
        member val CreatedBy:String = null with get,set
        member val NeedsOCR:Boolean = new Boolean() with get,set
        member val OCRDate:DateTime = new DateTime() with get,set
        member val IsSecurities:Boolean = new Boolean() with get,set
        member val AWSKey:String = null with get,set
        member val PresignedUrl:String = null with get,set

    [<AllowNullLiteral>]
    type Reminder() = 
        member val ReminderId:Guid = new Guid() with get,set
        member val TableName:String = null with get,set
        member val FieldName:String = null with get,set
        member val RecordId:Int32 = new Int32() with get,set
        member val ReminderDate:DateTime = new DateTime() with get,set
        member val ReminderNote:String = null with get,set
        member val CreatedDate:DateTime = new DateTime() with get,set
        member val CreatedBy:String = null with get,set
        member val CompletedDate:DateTime = new DateTime() with get,set

    [<AllowNullLiteral>]
    type SmartsheetsLife() = 
        member val ID:Int32 = new Int32() with get,set
        member val FirstName:String = null with get,set
        member val LastName:String = null with get,set
        member val PolicyNumber:String = null with get,set
        member val PolicyType:String = null with get,set
        member val CPT:String = null with get,set
        member val AppDate:String = null with get,set
        member val AgentName:String = null with get,set
        member val AgentID:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val Phase:String = null with get,set
        member val Notes:String = null with get,set
        member val TransferAmount:String = null with get,set
        member val AccountNumber:String = null with get,set
        member val Deleted:Boolean = new Boolean() with get,set
        member val ModifiedBy:String = null with get,set
        member val Flagged:Boolean = new Boolean() with get,set
        member val TransactionId:String = null with get,set
        member val FaceValue:String = null with get,set
        member val HasChange:Boolean = new Boolean() with get,set
        member val HasConversation:Boolean = new Boolean() with get,set
        member val HasAgentMsg:Boolean = new Boolean() with get,set
        member val HasAdminMsg:Boolean = new Boolean() with get,set
        member val Attachment:ResizeArray<Attachment> = new ResizeArray<Attachment>() with get,set
        member val Reminder:ResizeArray<Reminder> = new ResizeArray<Reminder>() with get,set
        member val Agents:String = null with get,set
        member val HasOCR:Boolean = new Boolean() with get,set
        member val PolicyAssociateId:Guid = new Guid() with get,set
        member val HasRequiredDocuments:Boolean = new Boolean() with get,set
        member val Phone:String = null with get,set
        member val EmailAddress:String = null with get,set
        member val ApprovedDate:String = null with get,set
        member val ApprovedBy:String = null with get,set

    [<AllowNullLiteral>]
    type SmartsheetsFlow() = 
        member val ID:Int32 = new Int32() with get,set
        member val FirstName:String = null with get,set
        member val LastName:String = null with get,set
        member val PolicyNumber:String = null with get,set
        member val PolicyType:String = null with get,set
        member val AppDate:String = null with get,set
        member val AgentName:String = null with get,set
        member val AgentID:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val SRAStartDate:String = null with get,set
        member val Phase:String = null with get,set
        member val ModalPremium:String = null with get,set
        member val Frequency:String = null with get,set
        member val AnnualPremium:String = null with get,set
        member val District:String = null with get,set
        member val SS:String = null with get,set
        member val Carrier:String = null with get,set
        member val Notes:String = null with get,set
        member val TPA:String = null with get,set
        member val Flagged:Boolean = new Boolean() with get,set
        member val Deleted:Boolean = new Boolean() with get,set
        member val ModifiedBy:String = null with get,set
        member val TransactionId:String = null with get,set
        member val HasChange:Boolean = new Boolean() with get,set
        member val HasConversation:Boolean = new Boolean() with get,set
        member val HasAgentMsg:Boolean = new Boolean() with get,set
        member val HasAdminMsg:Boolean = new Boolean() with get,set
        member val Attachment:ResizeArray<Attachment> = new ResizeArray<Attachment>() with get,set
        member val Reminder:ResizeArray<Reminder> = new ResizeArray<Reminder>() with get,set
        member val Agents:String = null with get,set
        member val HasOCR:Boolean = new Boolean() with get,set
        member val PolicyAssociateId:Guid = new Guid() with get,set
        member val HasRequiredDocuments:Boolean = new Boolean() with get,set
        member val Phone:String = null with get,set
        member val EmailAddress:String = null with get,set
        member val ApprovedDate:String = null with get,set
        member val ApprovedBy:String = null with get,set

    [<AllowNullLiteral>]
    type SmartsheetsTransfer() = 
        member val ID:Int32 = new Int32() with get,set
        member val Flagged:Boolean = new Boolean() with get,set
        member val Phase:String = null with get,set
        member val FirstName:String = null with get,set
        member val LastName:String = null with get,set
        member val PolicyNumber:String = null with get,set
        member val PolicyType:String = null with get,set
        member val AppDate:String = null with get,set
        member val AgentName:String = null with get,set
        member val AgentID:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val RegionalOffice:String = null with get,set
        member val TransferAmount:String = null with get,set
        member val TransferringCompany:String = null with get,set
        member val AccountNumber:String = null with get,set
        member val SS:String = null with get,set
        member val Notes:String = null with get,set
        member val Deleted:Boolean = new Boolean() with get,set
        member val ModifiedBy:String = null with get,set
        member val TransactionId:String = null with get,set
        member val HasChange:Boolean = new Boolean() with get,set
        member val HasConversation:Boolean = new Boolean() with get,set
        member val HasAgentMsg:Boolean = new Boolean() with get,set
        member val HasAdminMsg:Boolean = new Boolean() with get,set
        member val Attachment:ResizeArray<Attachment> = new ResizeArray<Attachment>() with get,set
        member val Reminder:ResizeArray<Reminder> = new ResizeArray<Reminder>() with get,set
        member val Agents:String = null with get,set
        member val HasOCR:Boolean = new Boolean() with get,set
        member val PolicyAssociateId:Guid = new Guid() with get,set
        member val HasRequiredDocuments:Boolean = new Boolean() with get,set
        member val Phone:String = null with get,set
        member val EmailAddress:String = null with get,set
        member val ApprovedDate:String = null with get,set
        member val ApprovedBy:String = null with get,set

    [<AllowNullLiteral>]
    type SmartsheetsIssuedClosed() = 
        member val Type:String = null with get,set
        member val ID:Int32 = new Int32() with get,set
        member val Flagged:Boolean = new Boolean() with get,set
        member val Phase:String = null with get,set
        member val FirstName:String = null with get,set
        member val LastName:String = null with get,set
        member val PolicyNumber:String = null with get,set
        member val AgentName:String = null with get,set
        member val Notes:String = null with get,set
        member val Deleted:Boolean = new Boolean() with get,set
        member val ModifiedBy:String = null with get,set
        member val HasChange:Boolean = new Boolean() with get,set
        member val HasConversation:Boolean = new Boolean() with get,set
        member val HasAgentMsg:Boolean = new Boolean() with get,set
        member val HasAdminMsg:Boolean = new Boolean() with get,set
        member val Attachment:ResizeArray<Attachment> = new ResizeArray<Attachment>() with get,set
        member val Reminder:ResizeArray<Reminder> = new ResizeArray<Reminder>() with get,set
        member val HasOCR:Boolean = new Boolean() with get,set
        member val AppDate:String = null with get,set
        member val TransactionId:String = null with get,set

    [<AllowNullLiteral>]
    type SmartsheetsResponse() = 
        member val ResponseStatus:ResponseStatus = null with get,set
        member val Life:ResizeArray<SmartsheetsLife> = new ResizeArray<SmartsheetsLife>() with get,set
        member val Flow:ResizeArray<SmartsheetsFlow> = new ResizeArray<SmartsheetsFlow>() with get,set
        member val Transfer:ResizeArray<SmartsheetsTransfer> = new ResizeArray<SmartsheetsTransfer>() with get,set
        member val IssuedClosed:ResizeArray<SmartsheetsIssuedClosed> = new ResizeArray<SmartsheetsIssuedClosed>() with get,set

    [<AllowNullLiteral>]
    type SmartsheetsRequest() = 
        member val AgentID:Int32 = new Int32() with get,set
        member val SheetType:String = null with get,set

F# 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
		}
	]
}