Trendsic Platform Service

FactFinderRequest

**Requires Authentication**
Requires any of the roles:	Agent, Administrator, Agent, Administrator

The following routes are available for this service:
POST,PUT,OPTIONS	/v1/FactFinder

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 Contact() = 
        member val ContactId:Int32 = new Int32() with get,set
        member val ContactType:Int32 = new Int32() with get,set
        member val FirstName:String = null with get,set
        member val LastName:String = null with get,set
        member val Name:String = null with get,set
        member val Role:String = null with get,set
        member val Title:String = null with get,set
        member val EmailWork:String = null with get,set
        member val EmailPersonal:String = null with get,set
        member val District:String = null with get,set
        member val DistrictID:Int32 = new Int32() with get,set
        member val School:String = null with get,set
        member val SchoolID:Int64 = new Int64() with get,set
        member val State:String = null with get,set
        member val StateName:String = null with get,set
        member val StateID:Int64 = new Int64() with get,set
        member val CountyID:Int64 = new Int64() with get,set
        member val County:String = null with get,set
        member val Phone:String = null with get,set
        member val Department:String = null with get,set
        member val Flow:String = null with get,set
        member val LastContact:DateTime = new DateTime() with get,set
        member val DoNotContact:Boolean = new Boolean() with get,set
        member val Active:Boolean = new Boolean() with get,set
        member val AgentId:Int32 = new Int32() with get,set
        member val PhoneAlt:String = null with get,set
        member val PeraContactId:Int32 = new Int32() with get,set
        member val RoomNumber:String = null with get,set
        member val SourceTypeId:Int32 = new Int32() with get,set
        member val SourceTypeDesc:String = null with get,set
        member val SourceNote:String = null with get,set
        member val ContactStatusId:Int32 = new Int32() with get,set
        member val ContactStatusDesc:String = null with get,set
        member val SSN:String = null with get,set
        member val DateOfBirth:DateTime = new DateTime() with get,set
        member val Deleted:Boolean = new Boolean() with get,set
        member val IsShared:Boolean = new Boolean() with get,set
        member val address_line1:String = null with get,set
        member val address_city:String = null with get,set
        member val address_state:String = null with get,set
        member val address_zip:String = null with get,set
        member val DeletedBy:String = null with get,set
        member val DeletedDateTimeUtc:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val HasNBC:Boolean = new Boolean() with get,set
        member val HasFactFinderSheet:Boolean = new Boolean() with get,set
        member val MiddleInitial:String = null with get,set
        member val Tags:String = null with get,set
        member val DateCreated:DateTime = new DateTime() with get,set
        member val PhoneLabel:String = null with get,set
        member val AltPhoneLabel:String = null with get,set
        member val Carriers:String = null with get,set
        member val ContactImage:String = null with get,set
        member val CompanyAffiliation:String = null with get,set
        member val AdditionalInformation:String = null with get,set
        member val HasGiftCard:Boolean = new Boolean() with get,set
        member val ContactCategory:Int32 = new Int32() with get,set
        member val WritingAgentId:Int32 = new Int32() with get,set
        member val WritingAgentName:String = null with get,set
        member val MaritalStatus:String = null with get,set
        member val TotalDebtAmount:Decimal = new Decimal() with get,set
        member val NumberOfDebtAccounts:Int32 = new Int32() with get,set
        member val FactFinderCodeId:Int32 = new Int32() with get,set
        member val BusinessName:String = null with get,set
        member val DBA:String = null with get,set
        member val ContactGUID:Guid = new Guid() with get,set
        member val ProjectEndDate:DateTime = new DateTime() with get,set
        member val Rate:Int32 = new Int32() with get,set
        member val JobID:Int32 = new Int32() with get,set
        member val JobName:String = null with get,set
        member val JobCount:Int32 = new Int32() with get,set
        member val Locked:Boolean = new Boolean() with get,set
        member val LockedByAgentId:Int32 = new Int32() with get,set
        member val LockedTimestamp:DateTime = new DateTime() with get,set
        member val Initials:String = null with get,set
        member val ContactCategoryName:String = null with get,set
        member val SMSOptIn:Boolean = new Boolean() with get,set

    [<AllowNullLiteral>]
    type FactFinderSheet() = 
        member val FactFinderSheetId:Int32 = new Int32() with get,set
        member val ContactId:Int32 = new Int32() with get,set
        member val EmploymentYears:String = null with get,set
        member val PastOccupations:String = null with get,set
        member val ClientGrossMthlyIncome:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val ClientNetMthlyIncome:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val HouseholdGrossMthlyIncome:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val HouseholdNetMthlyIncome:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val EstimatedExpenses:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val DiscretionaryIncome:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val DesiredRetirementIncome:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val RetirementGoals:String = null with get,set
        member val EmergencyFundMthlyContrib:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val EmergencyFundBalance:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val EmergencyFundComplete:Nullable<Boolean> = new Nullable<Boolean>() with get,set
        member val WorkStatus:String = null with get,set
        member val UnusedSickDays:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val UnusedSickHours:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val ContractBaseServPerYrDays:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val ContractBaseServPerYrHours:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val DaysPerWeek:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val HoursPerWeek:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val MonthsPerYear:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val NumPreTaxChecksPerYr:Nullable<Int32> = new Nullable<Int32>() with get,set
        member val YearsWithOtherDistricts:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val PrimaryLifeInsurance:Nullable<Boolean> = new Nullable<Boolean>() with get,set
        member val PLICarrier:String = null with get,set
        member val PLIFaceAmount:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val PLIIssueDate:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val PLIPremium:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val PLIType:String = null with get,set
        member val PLITypeOf:String = null with get,set
        member val PLICashValue:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val SpouseLifeInsurance:Nullable<Boolean> = new Nullable<Boolean>() with get,set
        member val SLICarrier:String = null with get,set
        member val SLIFaceAmount:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val SLIIssueDate:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val SLIPremium:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val SLIType:String = null with get,set
        member val SLITypeOf:String = null with get,set
        member val SLICashValue:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val PrimaryLTCInsurance:Nullable<Boolean> = new Nullable<Boolean>() with get,set
        member val PLTCPremium:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val PrimaryDisabilityInsurance:Nullable<Boolean> = new Nullable<Boolean>() with get,set
        member val PDIPremium:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val SpouseLTCInsurance:Nullable<Boolean> = new Nullable<Boolean>() with get,set
        member val SLTCPremium:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val SpouseDisabilityInsurance:Nullable<Boolean> = new Nullable<Boolean>() with get,set
        member val SDIPremium:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val HasRetirementSavings:Nullable<Boolean> = new Nullable<Boolean>() with get,set
        member val HasPriorEmploymentRetirementSavings:Nullable<Boolean> = new Nullable<Boolean>() with get,set
        member val HasDistributionPlan:Nullable<Boolean> = new Nullable<Boolean>() with get,set

    [<AllowNullLiteral>]
    type ContactSpouse() = 
        member val ContactSpouseId:Int32 = new Int32() with get,set
        member val ContactId:Int32 = new Int32() with get,set
        member val Name:String = null with get,set
        member val DOB:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val Cell:String = null with get,set
        member val Employer:String = null with get,set
        member val Years:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val Position:String = null with get,set
        member val Email:String = null with get,set
        member val PastOccupations:String = null with get,set

    [<AllowNullLiteral>]
    type ContactChild() = 
        member val ContactChildId:Int32 = new Int32() with get,set
        member val ContactId:Int32 = new Int32() with get,set
        member val Name:String = null with get,set
        member val DOB:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val Fund:String = null with get,set
        member val Contribution:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val Balance:Nullable<Decimal> = new Nullable<Decimal>() with get,set

    [<AllowNullLiteral>]
    type ContactRetirementIncome() = 
        member val ContactRetirementIncomeId:Int32 = new Int32() with get,set
        member val ContactId:Int32 = new Int32() with get,set
        member val AccountOwner:String = null with get,set
        member val AccountType:String = null with get,set
        member val Carrier:String = null with get,set
        member val TotalValue:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val SurrValue:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val DateOfIssue:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val Fees:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val PolicyNum:String = null with get,set
        member val Contrib:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val EmpNotes:String = null with get,set
        member val TaxCode:String = null with get,set
        member val SurrCharge:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val ThirdPrtyPprwrkOK:Nullable<Boolean> = new Nullable<Boolean>() with get,set
        member val AddlFormsReqd:Nullable<Boolean> = new Nullable<Boolean>() with get,set
        member val OriginalFormsReqd:Nullable<Boolean> = new Nullable<Boolean>() with get,set
        member val SignatureGuarReqd:Nullable<Boolean> = new Nullable<Boolean>() with get,set
        member val FaxAccepted:Nullable<Boolean> = new Nullable<Boolean>() with get,set
        member val FaxNumber:String = null with get,set
        member val MailingAddr:String = null with get,set
        member val MailingCity:String = null with get,set
        member val MailingState:String = null with get,set
        member val MailingZip:String = null with get,set
        member val HasOutstandingLoans:Nullable<Boolean> = new Nullable<Boolean>() with get,set

    [<AllowNullLiteral>]
    type ContactExpense() = 
        member val ContactExpenseId:Int32 = new Int32() with get,set
        member val ContactId:Int32 = new Int32() with get,set
        member val ExpenseType:String = null with get,set
        member val Description:String = null with get,set
        member val Balance:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val InterestRate:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val MinimumPayment:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val MonthlyPayment:Nullable<Decimal> = new Nullable<Decimal>() with get,set

    [<AllowNullLiteral>]
    type ContactClientReferral() = 
        member val ContactClientReferralId:Int32 = new Int32() with get,set
        member val ContactId:Int32 = new Int32() with get,set
        member val Name:String = null with get,set
        member val Campus:String = null with get,set
        member val Room:String = null with get,set
        member val Phone:String = null with get,set

    [<AllowNullLiteral>]
    type ContactLTAInfo() = 
        member val ContactLTAInfoId:Int32 = new Int32() with get,set
        member val ContactId:Int32 = new Int32() with get,set
        member val PlanType:String = null with get,set
        member val Company:String = null with get,set
        member val Contribution:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val Balance:Nullable<Decimal> = new Nullable<Decimal>() with get,set

    [<AllowNullLiteral>]
    type ContactPension() = 
        member val ContactPensionId:Int32 = new Int32() with get,set
        member val ContactId:Int32 = new Int32() with get,set
        member val PensionSystem:String = null with get,set
        member val PensionStartDate:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val ServiceCredit:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val ServiceCreditAsOfDate:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val DesiredRetirementDate:Nullable<DateTime> = new Nullable<DateTime>() with get,set
        member val DesiredRetirementAge:Int32 = new Int32() with get,set
        member val SpousalBenefitDesired:Nullable<Boolean> = new Nullable<Boolean>() with get,set
        member val FormulaPercent:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val FormulaAt:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val DefinedBenefitBalance:Nullable<Decimal> = new Nullable<Decimal>() with get,set
        member val DefinedBenefitSpouseBalance:Nullable<Decimal> = new Nullable<Decimal>() with get,set

    [<AllowNullLiteral>]
    type FactFinderSheetExtended() = 
        member val Contact:Contact = null with get,set
        member val FactFinderSheet:FactFinderSheet = null with get,set
        member val Spouse:ContactSpouse = null with get,set
        member val Children:ResizeArray<ContactChild> = new ResizeArray<ContactChild>() with get,set
        member val IncomeSources:ResizeArray<ContactRetirementIncome> = new ResizeArray<ContactRetirementIncome>() with get,set
        member val AdditionalNotes:String = null with get,set
        member val Expenses:ResizeArray<ContactExpense> = new ResizeArray<ContactExpense>() with get,set
        member val Referrals:ResizeArray<ContactClientReferral> = new ResizeArray<ContactClientReferral>() with get,set
        member val LTAInfo:ResizeArray<ContactLTAInfo> = new ResizeArray<ContactLTAInfo>() with get,set
        member val Pensions:ResizeArray<ContactPension> = new ResizeArray<ContactPension>() with get,set

    [<AllowNullLiteral>]
    type FactFinderRequest() = 
        member val FactFinderSheet:FactFinderSheetExtended = null with get,set
        member val DataEntry:Boolean = new Boolean() with get,set

F# FactFinderRequest 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/FactFinder HTTP/1.1 
Host: api.dev.dynamics.trendsic.com 
Accept: application/xml
Content-Type: application/xml
Content-Length: length

<FactFinderRequest xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CRM.AgencyPlatform.API.Internal">
  <DataEntry>false</DataEntry>
  <FactFinderSheet>
    <AdditionalNotes>String</AdditionalNotes>
    <Children>
      <ContactChild>
        <Balance>0</Balance>
        <ContactChildId>0</ContactChildId>
        <ContactId>0</ContactId>
        <Contribution>0</Contribution>
        <DOB>0001-01-01T00:00:00</DOB>
        <Fund>String</Fund>
        <Name>String</Name>
      </ContactChild>
    </Children>
    <Contact>
      <Active>false</Active>
      <AdditionalInformation>String</AdditionalInformation>
      <AgentId>0</AgentId>
      <AltPhoneLabel>String</AltPhoneLabel>
      <BusinessName>String</BusinessName>
      <Carriers>String</Carriers>
      <CompanyAffiliation>String</CompanyAffiliation>
      <ContactCategory>0</ContactCategory>
      <ContactCategoryName>String</ContactCategoryName>
      <ContactGUID>00000000-0000-0000-0000-000000000000</ContactGUID>
      <ContactId>0</ContactId>
      <ContactImage>String</ContactImage>
      <ContactStatusDesc>String</ContactStatusDesc>
      <ContactStatusId>0</ContactStatusId>
      <ContactType>0</ContactType>
      <County>String</County>
      <CountyID>0</CountyID>
      <DBA>String</DBA>
      <DateCreated>0001-01-01T00:00:00</DateCreated>
      <DateOfBirth>0001-01-01T00:00:00</DateOfBirth>
      <Deleted>false</Deleted>
      <DeletedBy>String</DeletedBy>
      <DeletedDateTimeUtc>0001-01-01T00:00:00</DeletedDateTimeUtc>
      <Department>String</Department>
      <District>String</District>
      <DistrictID>0</DistrictID>
      <DoNotContact>false</DoNotContact>
      <EmailPersonal>String</EmailPersonal>
      <EmailWork>String</EmailWork>
      <FactFinderCodeId>0</FactFinderCodeId>
      <FirstName>String</FirstName>
      <Flow>String</Flow>
      <HasFactFinderSheet>false</HasFactFinderSheet>
      <HasGiftCard>false</HasGiftCard>
      <HasNBC>false</HasNBC>
      <Initials>String</Initials>
      <IsShared>false</IsShared>
      <JobCount>0</JobCount>
      <JobID>0</JobID>
      <JobName>String</JobName>
      <LastContact>0001-01-01T00:00:00</LastContact>
      <LastName>String</LastName>
      <Locked>false</Locked>
      <LockedByAgentId>0</LockedByAgentId>
      <LockedTimestamp>0001-01-01T00:00:00</LockedTimestamp>
      <MaritalStatus>String</MaritalStatus>
      <MiddleInitial>String</MiddleInitial>
      <Name>String</Name>
      <NumberOfDebtAccounts>0</NumberOfDebtAccounts>
      <PeraContactId>0</PeraContactId>
      <Phone>String</Phone>
      <PhoneAlt>String</PhoneAlt>
      <PhoneLabel>String</PhoneLabel>
      <ProjectEndDate>0001-01-01T00:00:00</ProjectEndDate>
      <Rate>0</Rate>
      <Role>String</Role>
      <RoomNumber>String</RoomNumber>
      <SMSOptIn>false</SMSOptIn>
      <SSN>String</SSN>
      <School>String</School>
      <SchoolID>0</SchoolID>
      <SourceNote>String</SourceNote>
      <SourceTypeDesc>String</SourceTypeDesc>
      <SourceTypeId>0</SourceTypeId>
      <State>String</State>
      <StateID>0</StateID>
      <StateName>String</StateName>
      <Tags>String</Tags>
      <Title>String</Title>
      <TotalDebtAmount>0</TotalDebtAmount>
      <WritingAgentId>0</WritingAgentId>
      <WritingAgentName>String</WritingAgentName>
      <address_city>String</address_city>
      <address_line1>String</address_line1>
      <address_state>String</address_state>
      <address_zip>String</address_zip>
    </Contact>
    <Expenses>
      <ContactExpense>
        <Balance>0</Balance>
        <ContactExpenseId>0</ContactExpenseId>
        <ContactId>0</ContactId>
        <Description>String</Description>
        <ExpenseType>String</ExpenseType>
        <InterestRate>0</InterestRate>
        <MinimumPayment>0</MinimumPayment>
        <MonthlyPayment>0</MonthlyPayment>
      </ContactExpense>
    </Expenses>
    <FactFinderSheet>
      <ClientGrossMthlyIncome>0</ClientGrossMthlyIncome>
      <ClientNetMthlyIncome>0</ClientNetMthlyIncome>
      <ContactId>0</ContactId>
      <ContractBaseServPerYrDays>0</ContractBaseServPerYrDays>
      <ContractBaseServPerYrHours>0</ContractBaseServPerYrHours>
      <DaysPerWeek>0</DaysPerWeek>
      <DesiredRetirementIncome>0</DesiredRetirementIncome>
      <DiscretionaryIncome>0</DiscretionaryIncome>
      <EmergencyFundBalance>0</EmergencyFundBalance>
      <EmergencyFundComplete>false</EmergencyFundComplete>
      <EmergencyFundMthlyContrib>0</EmergencyFundMthlyContrib>
      <EmploymentYears>String</EmploymentYears>
      <EstimatedExpenses>0</EstimatedExpenses>
      <FactFinderSheetId>0</FactFinderSheetId>
      <HasDistributionPlan>false</HasDistributionPlan>
      <HasPriorEmploymentRetirementSavings>false</HasPriorEmploymentRetirementSavings>
      <HasRetirementSavings>false</HasRetirementSavings>
      <HoursPerWeek>0</HoursPerWeek>
      <HouseholdGrossMthlyIncome>0</HouseholdGrossMthlyIncome>
      <HouseholdNetMthlyIncome>0</HouseholdNetMthlyIncome>
      <MonthsPerYear>0</MonthsPerYear>
      <NumPreTaxChecksPerYr>0</NumPreTaxChecksPerYr>
      <PDIPremium>0</PDIPremium>
      <PLICarrier>String</PLICarrier>
      <PLICashValue>0</PLICashValue>
      <PLIFaceAmount>0</PLIFaceAmount>
      <PLIIssueDate>0001-01-01T00:00:00</PLIIssueDate>
      <PLIPremium>0</PLIPremium>
      <PLIType>String</PLIType>
      <PLITypeOf>String</PLITypeOf>
      <PLTCPremium>0</PLTCPremium>
      <PastOccupations>String</PastOccupations>
      <PrimaryDisabilityInsurance>false</PrimaryDisabilityInsurance>
      <PrimaryLTCInsurance>false</PrimaryLTCInsurance>
      <PrimaryLifeInsurance>false</PrimaryLifeInsurance>
      <RetirementGoals>String</RetirementGoals>
      <SDIPremium>0</SDIPremium>
      <SLICarrier>String</SLICarrier>
      <SLICashValue>0</SLICashValue>
      <SLIFaceAmount>0</SLIFaceAmount>
      <SLIIssueDate>0001-01-01T00:00:00</SLIIssueDate>
      <SLIPremium>0</SLIPremium>
      <SLIType>String</SLIType>
      <SLITypeOf>String</SLITypeOf>
      <SLTCPremium>0</SLTCPremium>
      <SpouseDisabilityInsurance>false</SpouseDisabilityInsurance>
      <SpouseLTCInsurance>false</SpouseLTCInsurance>
      <SpouseLifeInsurance>false</SpouseLifeInsurance>
      <UnusedSickDays>0</UnusedSickDays>
      <UnusedSickHours>0</UnusedSickHours>
      <WorkStatus>String</WorkStatus>
      <YearsWithOtherDistricts>0</YearsWithOtherDistricts>
    </FactFinderSheet>
    <IncomeSources>
      <ContactRetirementIncome>
        <AccountOwner>String</AccountOwner>
        <AccountType>String</AccountType>
        <AddlFormsReqd>false</AddlFormsReqd>
        <Carrier>String</Carrier>
        <ContactId>0</ContactId>
        <ContactRetirementIncomeId>0</ContactRetirementIncomeId>
        <Contrib>0</Contrib>
        <DateOfIssue>0001-01-01T00:00:00</DateOfIssue>
        <EmpNotes>String</EmpNotes>
        <FaxAccepted>false</FaxAccepted>
        <FaxNumber>String</FaxNumber>
        <Fees>0</Fees>
        <HasOutstandingLoans>false</HasOutstandingLoans>
        <MailingAddr>String</MailingAddr>
        <MailingCity>String</MailingCity>
        <MailingState>String</MailingState>
        <MailingZip>String</MailingZip>
        <OriginalFormsReqd>false</OriginalFormsReqd>
        <PolicyNum>String</PolicyNum>
        <SignatureGuarReqd>false</SignatureGuarReqd>
        <SurrCharge>0</SurrCharge>
        <SurrValue>0</SurrValue>
        <TaxCode>String</TaxCode>
        <ThirdPrtyPprwrkOK>false</ThirdPrtyPprwrkOK>
        <TotalValue>0</TotalValue>
      </ContactRetirementIncome>
    </IncomeSources>
    <LTAInfo>
      <ContactLTAInfo>
        <Balance>0</Balance>
        <Company>String</Company>
        <ContactId>0</ContactId>
        <ContactLTAInfoId>0</ContactLTAInfoId>
        <Contribution>0</Contribution>
        <PlanType>String</PlanType>
      </ContactLTAInfo>
    </LTAInfo>
    <Pensions>
      <ContactPension>
        <ContactId>0</ContactId>
        <ContactPensionId>0</ContactPensionId>
        <DefinedBenefitBalance>0</DefinedBenefitBalance>
        <DefinedBenefitSpouseBalance>0</DefinedBenefitSpouseBalance>
        <DesiredRetirementAge>0</DesiredRetirementAge>
        <DesiredRetirementDate>0001-01-01T00:00:00</DesiredRetirementDate>
        <FormulaAt>0</FormulaAt>
        <FormulaPercent>0</FormulaPercent>
        <PensionStartDate>0001-01-01T00:00:00</PensionStartDate>
        <PensionSystem>String</PensionSystem>
        <ServiceCredit>0</ServiceCredit>
        <ServiceCreditAsOfDate>0001-01-01T00:00:00</ServiceCreditAsOfDate>
        <SpousalBenefitDesired>false</SpousalBenefitDesired>
      </ContactPension>
    </Pensions>
    <Referrals>
      <ContactClientReferral>
        <Campus>String</Campus>
        <ContactClientReferralId>0</ContactClientReferralId>
        <ContactId>0</ContactId>
        <Name>String</Name>
        <Phone>String</Phone>
        <Room>String</Room>
      </ContactClientReferral>
    </Referrals>
    <Spouse>
      <Cell>String</Cell>
      <ContactId>0</ContactId>
      <ContactSpouseId>0</ContactSpouseId>
      <DOB>0001-01-01T00:00:00</DOB>
      <Email>String</Email>
      <Employer>String</Employer>
      <Name>String</Name>
      <PastOccupations>String</PastOccupations>
      <Position>String</Position>
      <Years>0</Years>
    </Spouse>
  </FactFinderSheet>
</FactFinderRequest>