Trendsic Platform Service

<back to all web services

SecuritiesListingSummaryRequest

Requires Authentication
Requires any of the roles:Agent, Administrator
The following routes are available for this service:
GET,OPTIONS/v1/SecuritiesSummary/DateRange/{ParamStartDate}/{ParamEndDate}/{AgentID}
GET,OPTIONS/v1/SecuritiesSummary/DateRange/{ParamStartDate}/{ParamEndDate}
using System;
using System.IO;
using System.Collections;
using System.Collections.Generic;
using System.Runtime.Serialization;
using ServiceStack;
using ServiceStack.DataAnnotations;
using CRM.AgencyPlatform.API.Internal;

namespace CRM.AgencyPlatform.API.Internal
{
    public partial class ListingSummary
    {
        public virtual decimal AgentLevel { get; set; }
        public virtual string AgentPoints { get; set; }
        public virtual string AgentPolicyNumbers { get; set; }
        public virtual decimal AgentYTDTotal { get; set; }
        public virtual decimal AgentRTotal { get; set; }
        public virtual decimal AgentOverallTotal { get; set; }
        public virtual decimal AgentNextLevelPrerequired { get; set; }
        public virtual decimal AgentCurrentYTDTotal { get; set; }
        public virtual decimal AgentCurrentRunningTotal { get; set; }
        public virtual decimal AgentLevelCalculatedFromListingPart { get; set; }
        public virtual decimal AgentRequiredBeforeNextLevel { get; set; }
        public virtual decimal AgentAdjustmentTotal { get; set; }
        public virtual decimal AgentCommissionSubtotal { get; set; }
        public virtual decimal AgentBalanceForward { get; set; }
    }

    public partial class ListingSummaryResponse
    {
        public virtual ResponseStatus ResponseStatus { get; set; }
        public virtual List<ListingSummary> ListingSummary { get; set; } = [];
    }

    public partial class SecuritiesListingSummaryRequest
    {
        public virtual List<ListingSummary> ListingSummary { get; set; } = [];
        public virtual int AgentID { get; set; }
        public virtual DateTime ParamStartDate { get; set; }
        public virtual DateTime ParamEndDate { get; set; }
    }

}

C# SecuritiesListingSummaryRequest DTOs

To override the Content-type in your clients, use the HTTP Accept Header, append the .xml suffix or ?format=xml

HTTP + XML

The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.

GET /v1/SecuritiesSummary/DateRange/{ParamStartDate}/{ParamEndDate}/{AgentID} HTTP/1.1 
Host: api.dev.dynamics.trendsic.com 
Accept: application/xml
HTTP/1.1 200 OK
Content-Type: application/xml
Content-Length: length

<ListingSummaryResponse xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CRM.AgencyPlatform.API.Internal">
  <ListingSummary>
    <ListingSummary>
      <AgentAdjustmentTotal>0</AgentAdjustmentTotal>
      <AgentBalanceForward>0</AgentBalanceForward>
      <AgentCommissionSubtotal>0</AgentCommissionSubtotal>
      <AgentCurrentRunningTotal>0</AgentCurrentRunningTotal>
      <AgentCurrentYTDTotal>0</AgentCurrentYTDTotal>
      <AgentLevel>0</AgentLevel>
      <AgentLevelCalculatedFromListingPart>0</AgentLevelCalculatedFromListingPart>
      <AgentNextLevelPrerequired>0</AgentNextLevelPrerequired>
      <AgentOverallTotal>0</AgentOverallTotal>
      <AgentPoints>String</AgentPoints>
      <AgentPolicyNumbers>String</AgentPolicyNumbers>
      <AgentRTotal>0</AgentRTotal>
      <AgentRequiredBeforeNextLevel>0</AgentRequiredBeforeNextLevel>
      <AgentYTDTotal>0</AgentYTDTotal>
    </ListingSummary>
  </ListingSummary>
  <ResponseStatus xmlns:d2p1="http://schemas.servicestack.net/types">
    <d2p1:ErrorCode>String</d2p1:ErrorCode>
    <d2p1:Message>String</d2p1:Message>
    <d2p1:StackTrace>String</d2p1:StackTrace>
    <d2p1:Errors>
      <d2p1:ResponseError>
        <d2p1:ErrorCode>String</d2p1:ErrorCode>
        <d2p1:FieldName>String</d2p1:FieldName>
        <d2p1:Message>String</d2p1:Message>
        <d2p1:Meta xmlns:d5p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
          <d5p1:KeyValueOfstringstring>
            <d5p1:Key>String</d5p1:Key>
            <d5p1:Value>String</d5p1:Value>
          </d5p1:KeyValueOfstringstring>
        </d2p1:Meta>
      </d2p1:ResponseError>
    </d2p1:Errors>
    <d2p1:Meta xmlns:d3p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
      <d3p1:KeyValueOfstringstring>
        <d3p1:Key>String</d3p1:Key>
        <d3p1:Value>String</d3p1:Value>
      </d3p1:KeyValueOfstringstring>
    </d2p1:Meta>
  </ResponseStatus>
</ListingSummaryResponse>