Trendsic Platform Service

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FactFinderConfigRequest

Requires Authentication
The following routes are available for this service:
GET,POST,OPTIONS/v1/FactFinderConfig
import java.math.*
import java.util.*
import java.io.InputStream
import net.servicestack.client.*


open class FactFinderConfigRequest
{
    open var Config:FactFinderConfig? = null
}

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

Kotlin 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>