| GET,POST,OPTIONS | /v1/FactFinderConfig |
|---|
"use strict";
export class FactFinderConfig {
/** @param {{ei_lastName?:boolean,ei_firstname?:boolean,ei_mi?:boolean,ei_dob?:boolean,ei_age?:boolean,ei_district?:boolean,ei_school?:boolean,ei_room?:boolean,ei_position?:boolean,ei_yearswdist?:boolean,ei_yearswodist?:boolean,ei_pastocc?:boolean,ei_address?:boolean,ei_city?:boolean,ei_state?:boolean,ei_zip?:boolean,ei_cellphone?:boolean,ei_workphone?:boolean,ei_personalemail?:boolean,ei_workemail?:boolean,ei_spousename?:boolean,ei_spousedob?:boolean,ei_spouseage?:boolean,ei_spousecellphone?:boolean,ei_spouseemail?:boolean,ei_spouseoccupation?:boolean,ei_spouseposition?:boolean,ei_spouseyears?:boolean,ei_spousepastocc?:boolean,ei_reasonmeeting?:boolean,emt_workstatus?:boolean,emt_unusedsickdays?:boolean,emt_unusedsickhours?:boolean,emt_cbsdays?:boolean,emt_cbshours?:boolean,emt_dpw?:boolean,emt_hpw?:boolean,emt_mpy?:boolean,emt_numpretaxchecks?:boolean,fin_clientgross?:boolean,fin_clientnet?:boolean,fin_householdgross?:boolean,fin_householdnet?:boolean,fin_desiredretincome?:boolean,fin_estexpenses?:boolean,fin_discincome?:boolean,fin_exptype?:boolean,fin_desc?:boolean,fin_balance?:boolean,fin_interestrate?:boolean,fin_minpayment?:boolean,fin_monthlypayment?:boolean,pen_pensystem?:boolean,pen_penstart?:boolean,pen_servicecredit?:boolean,pen_servicecreditasofdate?:boolean,pen_desiredretdate?:boolean,pen_desiredretage?:boolean,pen_spousalbenefitdesired?:boolean,pen_formula?:boolean,pen_defbalance?:boolean,pen_defspousebalance?:boolean,prot_plife?:boolean,prot_pcarrier?:boolean,prot_pfaceamount?:boolean,prot_pissuedate?:boolean,prot_plifepremium?:boolean,prot_ptype?:boolean,prot_ptypeof?:boolean,prot_pcashvalue?:boolean,prot_slife?:boolean,prot_scarrier?:boolean,prot_sfaceamount?:boolean,prot_sissuedate?:boolean,prot_slifepremium?:boolean,prot_stype?:boolean,prot_stypeof?:boolean,prot_scashvalue?:boolean,prot_pltc?:boolean,prot_pltcpremium?:boolean,prot_pdisability?:boolean,prot_pdisabilitypremium?:boolean,prot_sltc?:boolean,prot_sltcpremium?:boolean,prot_sdisability?:boolean,prot_sdisabilitypremium?:boolean,efi_monthlycontrib?:boolean,efi_fundbalance?:boolean,efi_isthreetosixmonths?:boolean,lta_haveretiresavings?:boolean,lta_priorretireplan?:boolean,lta_havedistplan?:boolean,lta_plantype?:boolean,lta_company?:boolean,lta_contrib?:boolean,lta_balance?:boolean,ira_acctowner?:boolean,ira_company?:boolean,ira_taxcode?:boolean,ira_accounttype?:boolean,ira_acctnumber?:boolean,ira_inception?:boolean,ira_currentvalue?:boolean,ira_monthlycontrib?:boolean,ira_surrcharge?:boolean,ira_surrvalue?:boolean,ira_totalfees?:boolean,ira_tpaok?:boolean,ira_addlformsreq?:boolean,ira_sigreq?:boolean,ira_outstandingloans?:boolean,ira_originalformsreq?:boolean,ira_faxaccepted?:boolean,ira_faxnumber?:boolean,ira_notes?:boolean,ira_mailaddr?:boolean,ira_mailcity?:boolean,ira_mailstate?:boolean,ira_mailzip?:boolean,kcf_name?:boolean,kcf_dob?:boolean,kcf_age?:boolean,kcf_fund?:boolean,kcf_contribution?:boolean,kcf_balance?:boolean,an_notes?:boolean,cr_name?:boolean,cr_campus?:boolean,cr_room?:boolean,cr_phone?:boolean}} [init] */
constructor(init) { Object.assign(this, init) }
/** @type {boolean} */
ei_lastName;
/** @type {boolean} */
ei_firstname;
/** @type {boolean} */
ei_mi;
/** @type {boolean} */
ei_dob;
/** @type {boolean} */
ei_age;
/** @type {boolean} */
ei_district;
/** @type {boolean} */
ei_school;
/** @type {boolean} */
ei_room;
/** @type {boolean} */
ei_position;
/** @type {boolean} */
ei_yearswdist;
/** @type {boolean} */
ei_yearswodist;
/** @type {boolean} */
ei_pastocc;
/** @type {boolean} */
ei_address;
/** @type {boolean} */
ei_city;
/** @type {boolean} */
ei_state;
/** @type {boolean} */
ei_zip;
/** @type {boolean} */
ei_cellphone;
/** @type {boolean} */
ei_workphone;
/** @type {boolean} */
ei_personalemail;
/** @type {boolean} */
ei_workemail;
/** @type {boolean} */
ei_spousename;
/** @type {boolean} */
ei_spousedob;
/** @type {boolean} */
ei_spouseage;
/** @type {boolean} */
ei_spousecellphone;
/** @type {boolean} */
ei_spouseemail;
/** @type {boolean} */
ei_spouseoccupation;
/** @type {boolean} */
ei_spouseposition;
/** @type {boolean} */
ei_spouseyears;
/** @type {boolean} */
ei_spousepastocc;
/** @type {boolean} */
ei_reasonmeeting;
/** @type {boolean} */
emt_workstatus;
/** @type {boolean} */
emt_unusedsickdays;
/** @type {boolean} */
emt_unusedsickhours;
/** @type {boolean} */
emt_cbsdays;
/** @type {boolean} */
emt_cbshours;
/** @type {boolean} */
emt_dpw;
/** @type {boolean} */
emt_hpw;
/** @type {boolean} */
emt_mpy;
/** @type {boolean} */
emt_numpretaxchecks;
/** @type {boolean} */
fin_clientgross;
/** @type {boolean} */
fin_clientnet;
/** @type {boolean} */
fin_householdgross;
/** @type {boolean} */
fin_householdnet;
/** @type {boolean} */
fin_desiredretincome;
/** @type {boolean} */
fin_estexpenses;
/** @type {boolean} */
fin_discincome;
/** @type {boolean} */
fin_exptype;
/** @type {boolean} */
fin_desc;
/** @type {boolean} */
fin_balance;
/** @type {boolean} */
fin_interestrate;
/** @type {boolean} */
fin_minpayment;
/** @type {boolean} */
fin_monthlypayment;
/** @type {boolean} */
pen_pensystem;
/** @type {boolean} */
pen_penstart;
/** @type {boolean} */
pen_servicecredit;
/** @type {boolean} */
pen_servicecreditasofdate;
/** @type {boolean} */
pen_desiredretdate;
/** @type {boolean} */
pen_desiredretage;
/** @type {boolean} */
pen_spousalbenefitdesired;
/** @type {boolean} */
pen_formula;
/** @type {boolean} */
pen_defbalance;
/** @type {boolean} */
pen_defspousebalance;
/** @type {boolean} */
prot_plife;
/** @type {boolean} */
prot_pcarrier;
/** @type {boolean} */
prot_pfaceamount;
/** @type {boolean} */
prot_pissuedate;
/** @type {boolean} */
prot_plifepremium;
/** @type {boolean} */
prot_ptype;
/** @type {boolean} */
prot_ptypeof;
/** @type {boolean} */
prot_pcashvalue;
/** @type {boolean} */
prot_slife;
/** @type {boolean} */
prot_scarrier;
/** @type {boolean} */
prot_sfaceamount;
/** @type {boolean} */
prot_sissuedate;
/** @type {boolean} */
prot_slifepremium;
/** @type {boolean} */
prot_stype;
/** @type {boolean} */
prot_stypeof;
/** @type {boolean} */
prot_scashvalue;
/** @type {boolean} */
prot_pltc;
/** @type {boolean} */
prot_pltcpremium;
/** @type {boolean} */
prot_pdisability;
/** @type {boolean} */
prot_pdisabilitypremium;
/** @type {boolean} */
prot_sltc;
/** @type {boolean} */
prot_sltcpremium;
/** @type {boolean} */
prot_sdisability;
/** @type {boolean} */
prot_sdisabilitypremium;
/** @type {boolean} */
efi_monthlycontrib;
/** @type {boolean} */
efi_fundbalance;
/** @type {boolean} */
efi_isthreetosixmonths;
/** @type {boolean} */
lta_haveretiresavings;
/** @type {boolean} */
lta_priorretireplan;
/** @type {boolean} */
lta_havedistplan;
/** @type {boolean} */
lta_plantype;
/** @type {boolean} */
lta_company;
/** @type {boolean} */
lta_contrib;
/** @type {boolean} */
lta_balance;
/** @type {boolean} */
ira_acctowner;
/** @type {boolean} */
ira_company;
/** @type {boolean} */
ira_taxcode;
/** @type {boolean} */
ira_accounttype;
/** @type {boolean} */
ira_acctnumber;
/** @type {boolean} */
ira_inception;
/** @type {boolean} */
ira_currentvalue;
/** @type {boolean} */
ira_monthlycontrib;
/** @type {boolean} */
ira_surrcharge;
/** @type {boolean} */
ira_surrvalue;
/** @type {boolean} */
ira_totalfees;
/** @type {boolean} */
ira_tpaok;
/** @type {boolean} */
ira_addlformsreq;
/** @type {boolean} */
ira_sigreq;
/** @type {boolean} */
ira_outstandingloans;
/** @type {boolean} */
ira_originalformsreq;
/** @type {boolean} */
ira_faxaccepted;
/** @type {boolean} */
ira_faxnumber;
/** @type {boolean} */
ira_notes;
/** @type {boolean} */
ira_mailaddr;
/** @type {boolean} */
ira_mailcity;
/** @type {boolean} */
ira_mailstate;
/** @type {boolean} */
ira_mailzip;
/** @type {boolean} */
kcf_name;
/** @type {boolean} */
kcf_dob;
/** @type {boolean} */
kcf_age;
/** @type {boolean} */
kcf_fund;
/** @type {boolean} */
kcf_contribution;
/** @type {boolean} */
kcf_balance;
/** @type {boolean} */
an_notes;
/** @type {boolean} */
cr_name;
/** @type {boolean} */
cr_campus;
/** @type {boolean} */
cr_room;
/** @type {boolean} */
cr_phone;
}
export class FactFinderConfigRequest {
/** @param {{Config?:FactFinderConfig}} [init] */
constructor(init) { Object.assign(this, init) }
/** @type {FactFinderConfig} */
Config;
}
JavaScript FactFinderConfigRequest DTOs
To override the Content-type in your clients, use the HTTP Accept Header, append the .xml suffix or ?format=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>