Trendsic Platform Service

<back to all web services

FactFinderConfigRequest

Requires Authentication
The following routes are available for this service:
GET,POST,OPTIONS/v1/FactFinderConfig
"use strict";
export class FactFinderConfig {
    /** @param {{ei_lastName?:boolean,ei_firstname?:boolean,ei_mi?:boolean,ei_dob?:boolean,ei_age?:boolean,ei_district?:boolean,ei_school?:boolean,ei_room?:boolean,ei_position?:boolean,ei_yearswdist?:boolean,ei_yearswodist?:boolean,ei_pastocc?:boolean,ei_address?:boolean,ei_city?:boolean,ei_state?:boolean,ei_zip?:boolean,ei_cellphone?:boolean,ei_workphone?:boolean,ei_personalemail?:boolean,ei_workemail?:boolean,ei_spousename?:boolean,ei_spousedob?:boolean,ei_spouseage?:boolean,ei_spousecellphone?:boolean,ei_spouseemail?:boolean,ei_spouseoccupation?:boolean,ei_spouseposition?:boolean,ei_spouseyears?:boolean,ei_spousepastocc?:boolean,ei_reasonmeeting?:boolean,emt_workstatus?:boolean,emt_unusedsickdays?:boolean,emt_unusedsickhours?:boolean,emt_cbsdays?:boolean,emt_cbshours?:boolean,emt_dpw?:boolean,emt_hpw?:boolean,emt_mpy?:boolean,emt_numpretaxchecks?:boolean,fin_clientgross?:boolean,fin_clientnet?:boolean,fin_householdgross?:boolean,fin_householdnet?:boolean,fin_desiredretincome?:boolean,fin_estexpenses?:boolean,fin_discincome?:boolean,fin_exptype?:boolean,fin_desc?:boolean,fin_balance?:boolean,fin_interestrate?:boolean,fin_minpayment?:boolean,fin_monthlypayment?:boolean,pen_pensystem?:boolean,pen_penstart?:boolean,pen_servicecredit?:boolean,pen_servicecreditasofdate?:boolean,pen_desiredretdate?:boolean,pen_desiredretage?:boolean,pen_spousalbenefitdesired?:boolean,pen_formula?:boolean,pen_defbalance?:boolean,pen_defspousebalance?:boolean,prot_plife?:boolean,prot_pcarrier?:boolean,prot_pfaceamount?:boolean,prot_pissuedate?:boolean,prot_plifepremium?:boolean,prot_ptype?:boolean,prot_ptypeof?:boolean,prot_pcashvalue?:boolean,prot_slife?:boolean,prot_scarrier?:boolean,prot_sfaceamount?:boolean,prot_sissuedate?:boolean,prot_slifepremium?:boolean,prot_stype?:boolean,prot_stypeof?:boolean,prot_scashvalue?:boolean,prot_pltc?:boolean,prot_pltcpremium?:boolean,prot_pdisability?:boolean,prot_pdisabilitypremium?:boolean,prot_sltc?:boolean,prot_sltcpremium?:boolean,prot_sdisability?:boolean,prot_sdisabilitypremium?:boolean,efi_monthlycontrib?:boolean,efi_fundbalance?:boolean,efi_isthreetosixmonths?:boolean,lta_haveretiresavings?:boolean,lta_priorretireplan?:boolean,lta_havedistplan?:boolean,lta_plantype?:boolean,lta_company?:boolean,lta_contrib?:boolean,lta_balance?:boolean,ira_acctowner?:boolean,ira_company?:boolean,ira_taxcode?:boolean,ira_accounttype?:boolean,ira_acctnumber?:boolean,ira_inception?:boolean,ira_currentvalue?:boolean,ira_monthlycontrib?:boolean,ira_surrcharge?:boolean,ira_surrvalue?:boolean,ira_totalfees?:boolean,ira_tpaok?:boolean,ira_addlformsreq?:boolean,ira_sigreq?:boolean,ira_outstandingloans?:boolean,ira_originalformsreq?:boolean,ira_faxaccepted?:boolean,ira_faxnumber?:boolean,ira_notes?:boolean,ira_mailaddr?:boolean,ira_mailcity?:boolean,ira_mailstate?:boolean,ira_mailzip?:boolean,kcf_name?:boolean,kcf_dob?:boolean,kcf_age?:boolean,kcf_fund?:boolean,kcf_contribution?:boolean,kcf_balance?:boolean,an_notes?:boolean,cr_name?:boolean,cr_campus?:boolean,cr_room?:boolean,cr_phone?:boolean}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {boolean} */
    ei_lastName;
    /** @type {boolean} */
    ei_firstname;
    /** @type {boolean} */
    ei_mi;
    /** @type {boolean} */
    ei_dob;
    /** @type {boolean} */
    ei_age;
    /** @type {boolean} */
    ei_district;
    /** @type {boolean} */
    ei_school;
    /** @type {boolean} */
    ei_room;
    /** @type {boolean} */
    ei_position;
    /** @type {boolean} */
    ei_yearswdist;
    /** @type {boolean} */
    ei_yearswodist;
    /** @type {boolean} */
    ei_pastocc;
    /** @type {boolean} */
    ei_address;
    /** @type {boolean} */
    ei_city;
    /** @type {boolean} */
    ei_state;
    /** @type {boolean} */
    ei_zip;
    /** @type {boolean} */
    ei_cellphone;
    /** @type {boolean} */
    ei_workphone;
    /** @type {boolean} */
    ei_personalemail;
    /** @type {boolean} */
    ei_workemail;
    /** @type {boolean} */
    ei_spousename;
    /** @type {boolean} */
    ei_spousedob;
    /** @type {boolean} */
    ei_spouseage;
    /** @type {boolean} */
    ei_spousecellphone;
    /** @type {boolean} */
    ei_spouseemail;
    /** @type {boolean} */
    ei_spouseoccupation;
    /** @type {boolean} */
    ei_spouseposition;
    /** @type {boolean} */
    ei_spouseyears;
    /** @type {boolean} */
    ei_spousepastocc;
    /** @type {boolean} */
    ei_reasonmeeting;
    /** @type {boolean} */
    emt_workstatus;
    /** @type {boolean} */
    emt_unusedsickdays;
    /** @type {boolean} */
    emt_unusedsickhours;
    /** @type {boolean} */
    emt_cbsdays;
    /** @type {boolean} */
    emt_cbshours;
    /** @type {boolean} */
    emt_dpw;
    /** @type {boolean} */
    emt_hpw;
    /** @type {boolean} */
    emt_mpy;
    /** @type {boolean} */
    emt_numpretaxchecks;
    /** @type {boolean} */
    fin_clientgross;
    /** @type {boolean} */
    fin_clientnet;
    /** @type {boolean} */
    fin_householdgross;
    /** @type {boolean} */
    fin_householdnet;
    /** @type {boolean} */
    fin_desiredretincome;
    /** @type {boolean} */
    fin_estexpenses;
    /** @type {boolean} */
    fin_discincome;
    /** @type {boolean} */
    fin_exptype;
    /** @type {boolean} */
    fin_desc;
    /** @type {boolean} */
    fin_balance;
    /** @type {boolean} */
    fin_interestrate;
    /** @type {boolean} */
    fin_minpayment;
    /** @type {boolean} */
    fin_monthlypayment;
    /** @type {boolean} */
    pen_pensystem;
    /** @type {boolean} */
    pen_penstart;
    /** @type {boolean} */
    pen_servicecredit;
    /** @type {boolean} */
    pen_servicecreditasofdate;
    /** @type {boolean} */
    pen_desiredretdate;
    /** @type {boolean} */
    pen_desiredretage;
    /** @type {boolean} */
    pen_spousalbenefitdesired;
    /** @type {boolean} */
    pen_formula;
    /** @type {boolean} */
    pen_defbalance;
    /** @type {boolean} */
    pen_defspousebalance;
    /** @type {boolean} */
    prot_plife;
    /** @type {boolean} */
    prot_pcarrier;
    /** @type {boolean} */
    prot_pfaceamount;
    /** @type {boolean} */
    prot_pissuedate;
    /** @type {boolean} */
    prot_plifepremium;
    /** @type {boolean} */
    prot_ptype;
    /** @type {boolean} */
    prot_ptypeof;
    /** @type {boolean} */
    prot_pcashvalue;
    /** @type {boolean} */
    prot_slife;
    /** @type {boolean} */
    prot_scarrier;
    /** @type {boolean} */
    prot_sfaceamount;
    /** @type {boolean} */
    prot_sissuedate;
    /** @type {boolean} */
    prot_slifepremium;
    /** @type {boolean} */
    prot_stype;
    /** @type {boolean} */
    prot_stypeof;
    /** @type {boolean} */
    prot_scashvalue;
    /** @type {boolean} */
    prot_pltc;
    /** @type {boolean} */
    prot_pltcpremium;
    /** @type {boolean} */
    prot_pdisability;
    /** @type {boolean} */
    prot_pdisabilitypremium;
    /** @type {boolean} */
    prot_sltc;
    /** @type {boolean} */
    prot_sltcpremium;
    /** @type {boolean} */
    prot_sdisability;
    /** @type {boolean} */
    prot_sdisabilitypremium;
    /** @type {boolean} */
    efi_monthlycontrib;
    /** @type {boolean} */
    efi_fundbalance;
    /** @type {boolean} */
    efi_isthreetosixmonths;
    /** @type {boolean} */
    lta_haveretiresavings;
    /** @type {boolean} */
    lta_priorretireplan;
    /** @type {boolean} */
    lta_havedistplan;
    /** @type {boolean} */
    lta_plantype;
    /** @type {boolean} */
    lta_company;
    /** @type {boolean} */
    lta_contrib;
    /** @type {boolean} */
    lta_balance;
    /** @type {boolean} */
    ira_acctowner;
    /** @type {boolean} */
    ira_company;
    /** @type {boolean} */
    ira_taxcode;
    /** @type {boolean} */
    ira_accounttype;
    /** @type {boolean} */
    ira_acctnumber;
    /** @type {boolean} */
    ira_inception;
    /** @type {boolean} */
    ira_currentvalue;
    /** @type {boolean} */
    ira_monthlycontrib;
    /** @type {boolean} */
    ira_surrcharge;
    /** @type {boolean} */
    ira_surrvalue;
    /** @type {boolean} */
    ira_totalfees;
    /** @type {boolean} */
    ira_tpaok;
    /** @type {boolean} */
    ira_addlformsreq;
    /** @type {boolean} */
    ira_sigreq;
    /** @type {boolean} */
    ira_outstandingloans;
    /** @type {boolean} */
    ira_originalformsreq;
    /** @type {boolean} */
    ira_faxaccepted;
    /** @type {boolean} */
    ira_faxnumber;
    /** @type {boolean} */
    ira_notes;
    /** @type {boolean} */
    ira_mailaddr;
    /** @type {boolean} */
    ira_mailcity;
    /** @type {boolean} */
    ira_mailstate;
    /** @type {boolean} */
    ira_mailzip;
    /** @type {boolean} */
    kcf_name;
    /** @type {boolean} */
    kcf_dob;
    /** @type {boolean} */
    kcf_age;
    /** @type {boolean} */
    kcf_fund;
    /** @type {boolean} */
    kcf_contribution;
    /** @type {boolean} */
    kcf_balance;
    /** @type {boolean} */
    an_notes;
    /** @type {boolean} */
    cr_name;
    /** @type {boolean} */
    cr_campus;
    /** @type {boolean} */
    cr_room;
    /** @type {boolean} */
    cr_phone;
}
export class FactFinderConfigRequest {
    /** @param {{Config?:FactFinderConfig}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {FactFinderConfig} */
    Config;
}

JavaScript FactFinderConfigRequest 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/FactFinderConfig HTTP/1.1 
Host: api.dev.dynamics.trendsic.com 
Accept: text/jsv
Content-Type: text/jsv
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
	}
}