Trendsic Platform Service

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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}

export class Attachment
{
    public AttachmentId: string;
    public TableName: string;
    public FieldName: string;
    public RecordId: number;
    public AttachmentName: string;
    public MimeType: string;
    public AttachmentData: string = [];
    public FileSizeInKB: number;
    public CreatedDate: string;
    public CreatedBy: string;
    public NeedsOCR: boolean;
    public OCRDate: string;
    public IsSecurities: boolean;
    public AWSKey: string;
    public PresignedUrl: string;

    public constructor(init?: Partial<Attachment>) { (Object as any).assign(this, init); }
}

export class Reminder
{
    public ReminderId: string;
    public TableName: string;
    public FieldName: string;
    public RecordId: number;
    public ReminderDate: string;
    public ReminderNote: string;
    public CreatedDate: string;
    public CreatedBy: string;
    public CompletedDate: string;

    public constructor(init?: Partial<Reminder>) { (Object as any).assign(this, init); }
}

export class SmartsheetsLife
{
    public ID: number;
    public FirstName: string;
    public LastName: string;
    public PolicyNumber: string;
    public PolicyType: string;
    public CPT: string;
    public AppDate: string;
    public AgentName: string;
    public AgentID?: number;
    public Phase: string;
    public Notes: string;
    public TransferAmount: string;
    public AccountNumber: string;
    public Deleted: boolean;
    public ModifiedBy: string;
    public Flagged: boolean;
    public TransactionId: string;
    public FaceValue: string;
    public HasChange: boolean;
    public HasConversation: boolean;
    public HasAgentMsg: boolean;
    public HasAdminMsg: boolean;
    public Attachment: Attachment[] = [];
    public Reminder: Reminder[] = [];
    public Agents: string;
    public HasOCR: boolean;
    public PolicyAssociateId: string;
    public HasRequiredDocuments: boolean;
    public Phone: string;
    public EmailAddress: string;
    public ApprovedDate: string;
    public ApprovedBy: string;

    public constructor(init?: Partial<SmartsheetsLife>) { (Object as any).assign(this, init); }
}

export class SmartsheetsFlow
{
    public ID: number;
    public FirstName: string;
    public LastName: string;
    public PolicyNumber: string;
    public PolicyType: string;
    public AppDate: string;
    public AgentName: string;
    public AgentID?: number;
    public SRAStartDate: string;
    public Phase: string;
    public ModalPremium: string;
    public Frequency: string;
    public AnnualPremium: string;
    public District: string;
    public SS: string;
    public Carrier: string;
    public Notes: string;
    public TPA: string;
    public Flagged: boolean;
    public Deleted: boolean;
    public ModifiedBy: string;
    public TransactionId: string;
    public HasChange: boolean;
    public HasConversation: boolean;
    public HasAgentMsg: boolean;
    public HasAdminMsg: boolean;
    public Attachment: Attachment[] = [];
    public Reminder: Reminder[] = [];
    public Agents: string;
    public HasOCR: boolean;
    public PolicyAssociateId: string;
    public HasRequiredDocuments: boolean;
    public Phone: string;
    public EmailAddress: string;
    public ApprovedDate: string;
    public ApprovedBy: string;

    public constructor(init?: Partial<SmartsheetsFlow>) { (Object as any).assign(this, init); }
}

export class SmartsheetsTransfer
{
    public ID: number;
    public Flagged: boolean;
    public Phase: string;
    public FirstName: string;
    public LastName: string;
    public PolicyNumber: string;
    public PolicyType: string;
    public AppDate: string;
    public AgentName: string;
    public AgentID?: number;
    public RegionalOffice: string;
    public TransferAmount: string;
    public TransferringCompany: string;
    public AccountNumber: string;
    public SS: string;
    public Notes: string;
    public Deleted: boolean;
    public ModifiedBy: string;
    public TransactionId: string;
    public HasChange: boolean;
    public HasConversation: boolean;
    public HasAgentMsg: boolean;
    public HasAdminMsg: boolean;
    public Attachment: Attachment[] = [];
    public Reminder: Reminder[] = [];
    public Agents: string;
    public HasOCR: boolean;
    public PolicyAssociateId: string;
    public HasRequiredDocuments: boolean;
    public Phone: string;
    public EmailAddress: string;
    public ApprovedDate: string;
    public ApprovedBy: string;

    public constructor(init?: Partial<SmartsheetsTransfer>) { (Object as any).assign(this, init); }
}

export class SmartsheetsIssuedClosed
{
    public Type: string;
    public ID: number;
    public Flagged: boolean;
    public Phase: string;
    public FirstName: string;
    public LastName: string;
    public PolicyNumber: string;
    public AgentName: string;
    public Notes: string;
    public Deleted: boolean;
    public ModifiedBy: string;
    public HasChange: boolean;
    public HasConversation: boolean;
    public HasAgentMsg: boolean;
    public HasAdminMsg: boolean;
    public Attachment: Attachment[] = [];
    public Reminder: Reminder[] = [];
    public HasOCR: boolean;
    public AppDate: string;
    public TransactionId: string;

    public constructor(init?: Partial<SmartsheetsIssuedClosed>) { (Object as any).assign(this, init); }
}

export class SmartsheetsResponse
{
    public ResponseStatus: ResponseStatus;
    public Life: SmartsheetsLife[] = [];
    public Flow: SmartsheetsFlow[] = [];
    public Transfer: SmartsheetsTransfer[] = [];
    public IssuedClosed: SmartsheetsIssuedClosed[] = [];

    public constructor(init?: Partial<SmartsheetsResponse>) { (Object as any).assign(this, init); }
}

export class SmartsheetsRequest
{
    public AgentID: number;
    public SheetType: string;

    public constructor(init?: Partial<SmartsheetsRequest>) { (Object as any).assign(this, init); }
}

TypeScript 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
		}
	]
}