Trendsic Platform Service

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FactFinderConfigRequest

Requires Authentication
The following routes are available for this service:
GET,POST,OPTIONS/v1/FactFinderConfig
namespace CRM.AgencyPlatform.API.Internal

open System
open System.IO
open System.Collections
open System.Collections.Generic
open System.Runtime.Serialization
open ServiceStack
open ServiceStack.DataAnnotations

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

    [<AllowNullLiteral>]
    type FactFinderConfigRequest() = 
        member val Config:FactFinderConfig = null with get,set

F# FactFinderConfigRequest 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.

POST /v1/FactFinderConfig HTTP/1.1 
Host: api.dev.dynamics.trendsic.com 
Accept: application/xml
Content-Type: application/xml
Content-Length: length

<FactFinderConfigRequest xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CRM.AgencyPlatform.API.Internal">
  <Config>
    <an_notes>false</an_notes>
    <cr_campus>false</cr_campus>
    <cr_name>false</cr_name>
    <cr_phone>false</cr_phone>
    <cr_room>false</cr_room>
    <efi_fundbalance>false</efi_fundbalance>
    <efi_isthreetosixmonths>false</efi_isthreetosixmonths>
    <efi_monthlycontrib>false</efi_monthlycontrib>
    <ei_address>false</ei_address>
    <ei_age>false</ei_age>
    <ei_cellphone>false</ei_cellphone>
    <ei_city>false</ei_city>
    <ei_district>false</ei_district>
    <ei_dob>false</ei_dob>
    <ei_firstname>false</ei_firstname>
    <ei_lastName>false</ei_lastName>
    <ei_mi>false</ei_mi>
    <ei_pastocc>false</ei_pastocc>
    <ei_personalemail>false</ei_personalemail>
    <ei_position>false</ei_position>
    <ei_reasonmeeting>false</ei_reasonmeeting>
    <ei_room>false</ei_room>
    <ei_school>false</ei_school>
    <ei_spouseage>false</ei_spouseage>
    <ei_spousecellphone>false</ei_spousecellphone>
    <ei_spousedob>false</ei_spousedob>
    <ei_spouseemail>false</ei_spouseemail>
    <ei_spousename>false</ei_spousename>
    <ei_spouseoccupation>false</ei_spouseoccupation>
    <ei_spousepastocc>false</ei_spousepastocc>
    <ei_spouseposition>false</ei_spouseposition>
    <ei_spouseyears>false</ei_spouseyears>
    <ei_state>false</ei_state>
    <ei_workemail>false</ei_workemail>
    <ei_workphone>false</ei_workphone>
    <ei_yearswdist>false</ei_yearswdist>
    <ei_yearswodist>false</ei_yearswodist>
    <ei_zip>false</ei_zip>
    <emt_cbsdays>false</emt_cbsdays>
    <emt_cbshours>false</emt_cbshours>
    <emt_dpw>false</emt_dpw>
    <emt_hpw>false</emt_hpw>
    <emt_mpy>false</emt_mpy>
    <emt_numpretaxchecks>false</emt_numpretaxchecks>
    <emt_unusedsickdays>false</emt_unusedsickdays>
    <emt_unusedsickhours>false</emt_unusedsickhours>
    <emt_workstatus>false</emt_workstatus>
    <fin_balance>false</fin_balance>
    <fin_clientgross>false</fin_clientgross>
    <fin_clientnet>false</fin_clientnet>
    <fin_desc>false</fin_desc>
    <fin_desiredretincome>false</fin_desiredretincome>
    <fin_discincome>false</fin_discincome>
    <fin_estexpenses>false</fin_estexpenses>
    <fin_exptype>false</fin_exptype>
    <fin_householdgross>false</fin_householdgross>
    <fin_householdnet>false</fin_householdnet>
    <fin_interestrate>false</fin_interestrate>
    <fin_minpayment>false</fin_minpayment>
    <fin_monthlypayment>false</fin_monthlypayment>
    <ira_accounttype>false</ira_accounttype>
    <ira_acctnumber>false</ira_acctnumber>
    <ira_acctowner>false</ira_acctowner>
    <ira_addlformsreq>false</ira_addlformsreq>
    <ira_company>false</ira_company>
    <ira_currentvalue>false</ira_currentvalue>
    <ira_faxaccepted>false</ira_faxaccepted>
    <ira_faxnumber>false</ira_faxnumber>
    <ira_inception>false</ira_inception>
    <ira_mailaddr>false</ira_mailaddr>
    <ira_mailcity>false</ira_mailcity>
    <ira_mailstate>false</ira_mailstate>
    <ira_mailzip>false</ira_mailzip>
    <ira_monthlycontrib>false</ira_monthlycontrib>
    <ira_notes>false</ira_notes>
    <ira_originalformsreq>false</ira_originalformsreq>
    <ira_outstandingloans>false</ira_outstandingloans>
    <ira_sigreq>false</ira_sigreq>
    <ira_surrcharge>false</ira_surrcharge>
    <ira_surrvalue>false</ira_surrvalue>
    <ira_taxcode>false</ira_taxcode>
    <ira_totalfees>false</ira_totalfees>
    <ira_tpaok>false</ira_tpaok>
    <kcf_age>false</kcf_age>
    <kcf_balance>false</kcf_balance>
    <kcf_contribution>false</kcf_contribution>
    <kcf_dob>false</kcf_dob>
    <kcf_fund>false</kcf_fund>
    <kcf_name>false</kcf_name>
    <lta_balance>false</lta_balance>
    <lta_company>false</lta_company>
    <lta_contrib>false</lta_contrib>
    <lta_havedistplan>false</lta_havedistplan>
    <lta_haveretiresavings>false</lta_haveretiresavings>
    <lta_plantype>false</lta_plantype>
    <lta_priorretireplan>false</lta_priorretireplan>
    <pen_defbalance>false</pen_defbalance>
    <pen_defspousebalance>false</pen_defspousebalance>
    <pen_desiredretage>false</pen_desiredretage>
    <pen_desiredretdate>false</pen_desiredretdate>
    <pen_formula>false</pen_formula>
    <pen_penstart>false</pen_penstart>
    <pen_pensystem>false</pen_pensystem>
    <pen_servicecredit>false</pen_servicecredit>
    <pen_servicecreditasofdate>false</pen_servicecreditasofdate>
    <pen_spousalbenefitdesired>false</pen_spousalbenefitdesired>
    <prot_pcarrier>false</prot_pcarrier>
    <prot_pcashvalue>false</prot_pcashvalue>
    <prot_pdisability>false</prot_pdisability>
    <prot_pdisabilitypremium>false</prot_pdisabilitypremium>
    <prot_pfaceamount>false</prot_pfaceamount>
    <prot_pissuedate>false</prot_pissuedate>
    <prot_plife>false</prot_plife>
    <prot_plifepremium>false</prot_plifepremium>
    <prot_pltc>false</prot_pltc>
    <prot_pltcpremium>false</prot_pltcpremium>
    <prot_ptype>false</prot_ptype>
    <prot_ptypeof>false</prot_ptypeof>
    <prot_scarrier>false</prot_scarrier>
    <prot_scashvalue>false</prot_scashvalue>
    <prot_sdisability>false</prot_sdisability>
    <prot_sdisabilitypremium>false</prot_sdisabilitypremium>
    <prot_sfaceamount>false</prot_sfaceamount>
    <prot_sissuedate>false</prot_sissuedate>
    <prot_slife>false</prot_slife>
    <prot_slifepremium>false</prot_slifepremium>
    <prot_sltc>false</prot_sltc>
    <prot_sltcpremium>false</prot_sltcpremium>
    <prot_stype>false</prot_stype>
    <prot_stypeof>false</prot_stypeof>
  </Config>
</FactFinderConfigRequest>