Trendsic Platform Service

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FactFinderConfigRequest

Requires Authentication
The following routes are available for this service:
GET,POST,OPTIONS/v1/FactFinderConfig
import datetime
import decimal
from marshmallow.fields import *
from servicestack import *
from typing import *
from dataclasses import dataclass, field
from dataclasses_json import dataclass_json, LetterCase, Undefined, config
from enum import Enum, IntEnum


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FactFinderConfig:
    ei_last_name: bool = False
    ei_firstname: bool = False
    ei_mi: bool = False
    ei_dob: bool = False
    ei_age: bool = False
    ei_district: bool = False
    ei_school: bool = False
    ei_room: bool = False
    ei_position: bool = False
    ei_yearswdist: bool = False
    ei_yearswodist: bool = False
    ei_pastocc: bool = False
    ei_address: bool = False
    ei_city: bool = False
    ei_state: bool = False
    ei_zip: bool = False
    ei_cellphone: bool = False
    ei_workphone: bool = False
    ei_personalemail: bool = False
    ei_workemail: bool = False
    ei_spousename: bool = False
    ei_spousedob: bool = False
    ei_spouseage: bool = False
    ei_spousecellphone: bool = False
    ei_spouseemail: bool = False
    ei_spouseoccupation: bool = False
    ei_spouseposition: bool = False
    ei_spouseyears: bool = False
    ei_spousepastocc: bool = False
    ei_reasonmeeting: bool = False
    emt_workstatus: bool = False
    emt_unusedsickdays: bool = False
    emt_unusedsickhours: bool = False
    emt_cbsdays: bool = False
    emt_cbshours: bool = False
    emt_dpw: bool = False
    emt_hpw: bool = False
    emt_mpy: bool = False
    emt_numpretaxchecks: bool = False
    fin_clientgross: bool = False
    fin_clientnet: bool = False
    fin_householdgross: bool = False
    fin_householdnet: bool = False
    fin_desiredretincome: bool = False
    fin_estexpenses: bool = False
    fin_discincome: bool = False
    fin_exptype: bool = False
    fin_desc: bool = False
    fin_balance: bool = False
    fin_interestrate: bool = False
    fin_minpayment: bool = False
    fin_monthlypayment: bool = False
    pen_pensystem: bool = False
    pen_penstart: bool = False
    pen_servicecredit: bool = False
    pen_servicecreditasofdate: bool = False
    pen_desiredretdate: bool = False
    pen_desiredretage: bool = False
    pen_spousalbenefitdesired: bool = False
    pen_formula: bool = False
    pen_defbalance: bool = False
    pen_defspousebalance: bool = False
    prot_plife: bool = False
    prot_pcarrier: bool = False
    prot_pfaceamount: bool = False
    prot_pissuedate: bool = False
    prot_plifepremium: bool = False
    prot_ptype: bool = False
    prot_ptypeof: bool = False
    prot_pcashvalue: bool = False
    prot_slife: bool = False
    prot_scarrier: bool = False
    prot_sfaceamount: bool = False
    prot_sissuedate: bool = False
    prot_slifepremium: bool = False
    prot_stype: bool = False
    prot_stypeof: bool = False
    prot_scashvalue: bool = False
    prot_pltc: bool = False
    prot_pltcpremium: bool = False
    prot_pdisability: bool = False
    prot_pdisabilitypremium: bool = False
    prot_sltc: bool = False
    prot_sltcpremium: bool = False
    prot_sdisability: bool = False
    prot_sdisabilitypremium: bool = False
    efi_monthlycontrib: bool = False
    efi_fundbalance: bool = False
    efi_isthreetosixmonths: bool = False
    lta_haveretiresavings: bool = False
    lta_priorretireplan: bool = False
    lta_havedistplan: bool = False
    lta_plantype: bool = False
    lta_company: bool = False
    lta_contrib: bool = False
    lta_balance: bool = False
    ira_acctowner: bool = False
    ira_company: bool = False
    ira_taxcode: bool = False
    ira_accounttype: bool = False
    ira_acctnumber: bool = False
    ira_inception: bool = False
    ira_currentvalue: bool = False
    ira_monthlycontrib: bool = False
    ira_surrcharge: bool = False
    ira_surrvalue: bool = False
    ira_totalfees: bool = False
    ira_tpaok: bool = False
    ira_addlformsreq: bool = False
    ira_sigreq: bool = False
    ira_outstandingloans: bool = False
    ira_originalformsreq: bool = False
    ira_faxaccepted: bool = False
    ira_faxnumber: bool = False
    ira_notes: bool = False
    ira_mailaddr: bool = False
    ira_mailcity: bool = False
    ira_mailstate: bool = False
    ira_mailzip: bool = False
    kcf_name: bool = False
    kcf_dob: bool = False
    kcf_age: bool = False
    kcf_fund: bool = False
    kcf_contribution: bool = False
    kcf_balance: bool = False
    an_notes: bool = False
    cr_name: bool = False
    cr_campus: bool = False
    cr_room: bool = False
    cr_phone: bool = False


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FactFinderConfigRequest:
    config: Optional[FactFinderConfig] = None

Python 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
	}
}