Trendsic Platform Service

FactFinderConfigRequest

The following routes are available for this service:
GET,POST,OPTIONS	/v1/FactFinderConfig

**FactFinderConfigRequest** Parameters:
Name	Parameter	Data Type	Required	Description
Config	body	FactFinderConfig	No

**FactFinderConfig** Parameters:
Name	Parameter	Data Type	Required
ei_lastName	form	bool	No
ei_firstname	form	bool	No
ei_mi	form	bool	No
ei_dob	form	bool	No
ei_age	form	bool	No
ei_district	form	bool	No
ei_school	form	bool	No
ei_room	form	bool	No
ei_position	form	bool	No
ei_yearswdist	form	bool	No
ei_yearswodist	form	bool	No
ei_pastocc	form	bool	No
ei_address	form	bool	No
ei_city	form	bool	No
ei_state	form	bool	No
ei_zip	form	bool	No
ei_cellphone	form	bool	No
ei_workphone	form	bool	No
ei_personalemail	form	bool	No
ei_workemail	form	bool	No
ei_spousename	form	bool	No
ei_spousedob	form	bool	No
ei_spouseage	form	bool	No
ei_spousecellphone	form	bool	No
ei_spouseemail	form	bool	No
ei_spouseoccupation	form	bool	No
ei_spouseposition	form	bool	No
ei_spouseyears	form	bool	No
ei_spousepastocc	form	bool	No
ei_reasonmeeting	form	bool	No
emt_workstatus	form	bool	No
emt_unusedsickdays	form	bool	No
emt_unusedsickhours	form	bool	No
emt_cbsdays	form	bool	No
emt_cbshours	form	bool	No
emt_dpw	form	bool	No
emt_hpw	form	bool	No
emt_mpy	form	bool	No
emt_numpretaxchecks	form	bool	No
fin_clientgross	form	bool	No
fin_clientnet	form	bool	No
fin_householdgross	form	bool	No
fin_householdnet	form	bool	No
fin_desiredretincome	form	bool	No
fin_estexpenses	form	bool	No
fin_discincome	form	bool	No
fin_exptype	form	bool	No
fin_desc	form	bool	No
fin_balance	form	bool	No
fin_interestrate	form	bool	No
fin_minpayment	form	bool	No
fin_monthlypayment	form	bool	No
pen_pensystem	form	bool	No
pen_penstart	form	bool	No
pen_servicecredit	form	bool	No
pen_servicecreditasofdate	form	bool	No
pen_desiredretdate	form	bool	No
pen_desiredretage	form	bool	No
pen_spousalbenefitdesired	form	bool	No
pen_formula	form	bool	No
pen_defbalance	form	bool	No
pen_defspousebalance	form	bool	No
prot_plife	form	bool	No
prot_pcarrier	form	bool	No
prot_pfaceamount	form	bool	No
prot_pissuedate	form	bool	No
prot_plifepremium	form	bool	No
prot_ptype	form	bool	No
prot_ptypeof	form	bool	No
prot_pcashvalue	form	bool	No
prot_slife	form	bool	No
prot_scarrier	form	bool	No
prot_sfaceamount	form	bool	No
prot_sissuedate	form	bool	No
prot_slifepremium	form	bool	No
prot_stype	form	bool	No
prot_stypeof	form	bool	No
prot_scashvalue	form	bool	No
prot_pltc	form	bool	No
prot_pltcpremium	form	bool	No
prot_pdisability	form	bool	No
prot_pdisabilitypremium	form	bool	No
prot_sltc	form	bool	No
prot_sltcpremium	form	bool	No
prot_sdisability	form	bool	No
prot_sdisabilitypremium	form	bool	No
efi_monthlycontrib	form	bool	No
efi_fundbalance	form	bool	No
efi_isthreetosixmonths	form	bool	No
lta_haveretiresavings	form	bool	No
lta_priorretireplan	form	bool	No
lta_havedistplan	form	bool	No
lta_plantype	form	bool	No
lta_company	form	bool	No
lta_contrib	form	bool	No
lta_balance	form	bool	No
ira_acctowner	form	bool	No
ira_company	form	bool	No
ira_taxcode	form	bool	No
ira_accounttype	form	bool	No
ira_acctnumber	form	bool	No
ira_inception	form	bool	No
ira_currentvalue	form	bool	No
ira_monthlycontrib	form	bool	No
ira_surrcharge	form	bool	No
ira_surrvalue	form	bool	No
ira_totalfees	form	bool	No
ira_tpaok	form	bool	No
ira_addlformsreq	form	bool	No
ira_sigreq	form	bool	No
ira_outstandingloans	form	bool	No
ira_originalformsreq	form	bool	No
ira_faxaccepted	form	bool	No
ira_faxnumber	form	bool	No
ira_notes	form	bool	No
ira_mailaddr	form	bool	No
ira_mailcity	form	bool	No
ira_mailstate	form	bool	No
ira_mailzip	form	bool	No
kcf_name	form	bool	No
kcf_dob	form	bool	No
kcf_age	form	bool	No
kcf_fund	form	bool	No
kcf_contribution	form	bool	No
kcf_balance	form	bool	No
an_notes	form	bool	No
cr_name	form	bool	No
cr_campus	form	bool	No
cr_room	form	bool	No
cr_phone	form	bool	No

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
	}
}