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

"use strict";
export class Contact {
    /** @param {{ContactId?:number,ContactType?:number,FirstName?:string,LastName?:string,Name?:string,Role?:string,Title?:string,EmailWork?:string,EmailPersonal?:string,District?:string,DistrictID?:number,School?:string,SchoolID?:number,State?:string,StateName?:string,StateID?:number,CountyID?:number,County?:string,Phone?:string,Department?:string,Flow?:string,LastContact?:string,DoNotContact?:boolean,Active?:boolean,AgentId?:number,PhoneAlt?:string,PeraContactId?:number,RoomNumber?:string,SourceTypeId?:number,SourceTypeDesc?:string,SourceNote?:string,ContactStatusId?:number,ContactStatusDesc?:string,SSN?:string,DateOfBirth?:string,Deleted?:boolean,IsShared?:boolean,address_line1?:string,address_city?:string,address_state?:string,address_zip?:string,DeletedBy?:string,DeletedDateTimeUtc?:string,HasNBC?:boolean,HasFactFinderSheet?:boolean,MiddleInitial?:string,Tags?:string,DateCreated?:string,PhoneLabel?:string,AltPhoneLabel?:string,Carriers?:string,ContactImage?:string,CompanyAffiliation?:string,AdditionalInformation?:string,HasGiftCard?:boolean,ContactCategory?:number,WritingAgentId?:number,WritingAgentName?:string,MaritalStatus?:string,TotalDebtAmount?:number,NumberOfDebtAccounts?:number,FactFinderCodeId?:number,BusinessName?:string,DBA?:string,ContactGUID?:string,ProjectEndDate?:string,Rate?:number,JobID?:number,JobName?:string,JobCount?:number,Locked?:boolean,LockedByAgentId?:number,LockedTimestamp?:string,Initials?:string,ContactCategoryName?:string,SMSOptIn?:boolean}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {number} */
    ContactId;
    /** @type {number} */
    ContactType;
    /** @type {string} */
    FirstName;
    /** @type {string} */
    LastName;
    /** @type {string} */
    Name;
    /** @type {string} */
    Role;
    /** @type {string} */
    Title;
    /** @type {string} */
    EmailWork;
    /** @type {string} */
    EmailPersonal;
    /** @type {string} */
    District;
    /** @type {number} */
    DistrictID;
    /** @type {string} */
    School;
    /** @type {number} */
    SchoolID;
    /** @type {string} */
    State;
    /** @type {string} */
    StateName;
    /** @type {number} */
    StateID;
    /** @type {number} */
    CountyID;
    /** @type {string} */
    County;
    /** @type {string} */
    Phone;
    /** @type {string} */
    Department;
    /** @type {string} */
    Flow;
    /** @type {string} */
    LastContact;
    /** @type {boolean} */
    DoNotContact;
    /** @type {boolean} */
    Active;
    /** @type {number} */
    AgentId;
    /** @type {string} */
    PhoneAlt;
    /** @type {number} */
    PeraContactId;
    /** @type {string} */
    RoomNumber;
    /** @type {number} */
    SourceTypeId;
    /** @type {string} */
    SourceTypeDesc;
    /** @type {string} */
    SourceNote;
    /** @type {number} */
    ContactStatusId;
    /** @type {string} */
    ContactStatusDesc;
    /** @type {string} */
    SSN;
    /** @type {string} */
    DateOfBirth;
    /** @type {boolean} */
    Deleted;
    /** @type {boolean} */
    IsShared;
    /** @type {string} */
    address_line1;
    /** @type {string} */
    address_city;
    /** @type {string} */
    address_state;
    /** @type {string} */
    address_zip;
    /** @type {string} */
    DeletedBy;
    /** @type {?string} */
    DeletedDateTimeUtc;
    /** @type {boolean} */
    HasNBC;
    /** @type {boolean} */
    HasFactFinderSheet;
    /** @type {string} */
    MiddleInitial;
    /** @type {string} */
    Tags;
    /** @type {string} */
    DateCreated;
    /** @type {string} */
    PhoneLabel;
    /** @type {string} */
    AltPhoneLabel;
    /** @type {string} */
    Carriers;
    /** @type {string} */
    ContactImage;
    /** @type {string} */
    CompanyAffiliation;
    /** @type {string} */
    AdditionalInformation;
    /** @type {boolean} */
    HasGiftCard;
    /** @type {number} */
    ContactCategory;
    /** @type {number} */
    WritingAgentId;
    /** @type {string} */
    WritingAgentName;
    /** @type {string} */
    MaritalStatus;
    /** @type {number} */
    TotalDebtAmount;
    /** @type {number} */
    NumberOfDebtAccounts;
    /** @type {number} */
    FactFinderCodeId;
    /** @type {string} */
    BusinessName;
    /** @type {string} */
    DBA;
    /** @type {string} */
    ContactGUID;
    /** @type {string} */
    ProjectEndDate;
    /** @type {number} */
    Rate;
    /** @type {number} */
    JobID;
    /** @type {string} */
    JobName;
    /** @type {number} */
    JobCount;
    /** @type {boolean} */
    Locked;
    /** @type {number} */
    LockedByAgentId;
    /** @type {string} */
    LockedTimestamp;
    /** @type {string} */
    Initials;
    /** @type {string} */
    ContactCategoryName;
    /** @type {boolean} */
    SMSOptIn;
}
export class FactFinderSheet {
    /** @param {{FactFinderSheetId?:number,ContactId?:number,EmploymentYears?:string,PastOccupations?:string,ClientGrossMthlyIncome?:number,ClientNetMthlyIncome?:number,HouseholdGrossMthlyIncome?:number,HouseholdNetMthlyIncome?:number,EstimatedExpenses?:number,DiscretionaryIncome?:number,DesiredRetirementIncome?:number,RetirementGoals?:string,EmergencyFundMthlyContrib?:number,EmergencyFundBalance?:number,EmergencyFundComplete?:boolean,WorkStatus?:string,UnusedSickDays?:number,UnusedSickHours?:number,ContractBaseServPerYrDays?:number,ContractBaseServPerYrHours?:number,DaysPerWeek?:number,HoursPerWeek?:number,MonthsPerYear?:number,NumPreTaxChecksPerYr?:number,YearsWithOtherDistricts?:number,PrimaryLifeInsurance?:boolean,PLICarrier?:string,PLIFaceAmount?:number,PLIIssueDate?:string,PLIPremium?:number,PLIType?:string,PLITypeOf?:string,PLICashValue?:number,SpouseLifeInsurance?:boolean,SLICarrier?:string,SLIFaceAmount?:number,SLIIssueDate?:string,SLIPremium?:number,SLIType?:string,SLITypeOf?:string,SLICashValue?:number,PrimaryLTCInsurance?:boolean,PLTCPremium?:number,PrimaryDisabilityInsurance?:boolean,PDIPremium?:number,SpouseLTCInsurance?:boolean,SLTCPremium?:number,SpouseDisabilityInsurance?:boolean,SDIPremium?:number,HasRetirementSavings?:boolean,HasPriorEmploymentRetirementSavings?:boolean,HasDistributionPlan?:boolean}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {number} */
    FactFinderSheetId;
    /** @type {number} */
    ContactId;
    /** @type {string} */
    EmploymentYears;
    /** @type {string} */
    PastOccupations;
    /** @type {?number} */
    ClientGrossMthlyIncome;
    /** @type {?number} */
    ClientNetMthlyIncome;
    /** @type {?number} */
    HouseholdGrossMthlyIncome;
    /** @type {?number} */
    HouseholdNetMthlyIncome;
    /** @type {?number} */
    EstimatedExpenses;
    /** @type {?number} */
    DiscretionaryIncome;
    /** @type {?number} */
    DesiredRetirementIncome;
    /** @type {string} */
    RetirementGoals;
    /** @type {?number} */
    EmergencyFundMthlyContrib;
    /** @type {?number} */
    EmergencyFundBalance;
    /** @type {?boolean} */
    EmergencyFundComplete;
    /** @type {string} */
    WorkStatus;
    /** @type {?number} */
    UnusedSickDays;
    /** @type {?number} */
    UnusedSickHours;
    /** @type {?number} */
    ContractBaseServPerYrDays;
    /** @type {?number} */
    ContractBaseServPerYrHours;
    /** @type {?number} */
    DaysPerWeek;
    /** @type {?number} */
    HoursPerWeek;
    /** @type {?number} */
    MonthsPerYear;
    /** @type {?number} */
    NumPreTaxChecksPerYr;
    /** @type {?number} */
    YearsWithOtherDistricts;
    /** @type {?boolean} */
    PrimaryLifeInsurance;
    /** @type {string} */
    PLICarrier;
    /** @type {?number} */
    PLIFaceAmount;
    /** @type {?string} */
    PLIIssueDate;
    /** @type {?number} */
    PLIPremium;
    /** @type {string} */
    PLIType;
    /** @type {string} */
    PLITypeOf;
    /** @type {?number} */
    PLICashValue;
    /** @type {?boolean} */
    SpouseLifeInsurance;
    /** @type {string} */
    SLICarrier;
    /** @type {?number} */
    SLIFaceAmount;
    /** @type {?string} */
    SLIIssueDate;
    /** @type {?number} */
    SLIPremium;
    /** @type {string} */
    SLIType;
    /** @type {string} */
    SLITypeOf;
    /** @type {?number} */
    SLICashValue;
    /** @type {?boolean} */
    PrimaryLTCInsurance;
    /** @type {?number} */
    PLTCPremium;
    /** @type {?boolean} */
    PrimaryDisabilityInsurance;
    /** @type {?number} */
    PDIPremium;
    /** @type {?boolean} */
    SpouseLTCInsurance;
    /** @type {?number} */
    SLTCPremium;
    /** @type {?boolean} */
    SpouseDisabilityInsurance;
    /** @type {?number} */
    SDIPremium;
    /** @type {?boolean} */
    HasRetirementSavings;
    /** @type {?boolean} */
    HasPriorEmploymentRetirementSavings;
    /** @type {?boolean} */
    HasDistributionPlan;
}
export class ContactSpouse {
    /** @param {{ContactSpouseId?:number,ContactId?:number,Name?:string,DOB?:string,Cell?:string,Employer?:string,Years?:number,Position?:string,Email?:string,PastOccupations?:string}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {number} */
    ContactSpouseId;
    /** @type {number} */
    ContactId;
    /** @type {string} */
    Name;
    /** @type {?string} */
    DOB;
    /** @type {string} */
    Cell;
    /** @type {string} */
    Employer;
    /** @type {?number} */
    Years;
    /** @type {string} */
    Position;
    /** @type {string} */
    Email;
    /** @type {string} */
    PastOccupations;
}
export class ContactChild {
    /** @param {{ContactChildId?:number,ContactId?:number,Name?:string,DOB?:string,Fund?:string,Contribution?:number,Balance?:number}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {number} */
    ContactChildId;
    /** @type {number} */
    ContactId;
    /** @type {string} */
    Name;
    /** @type {?string} */
    DOB;
    /** @type {string} */
    Fund;
    /** @type {?number} */
    Contribution;
    /** @type {?number} */
    Balance;
}
export class ContactRetirementIncome {
    /** @param {{ContactRetirementIncomeId?:number,ContactId?:number,AccountOwner?:string,AccountType?:string,Carrier?:string,TotalValue?:number,SurrValue?:number,DateOfIssue?:string,Fees?:number,PolicyNum?:string,Contrib?:number,EmpNotes?:string,TaxCode?:string,SurrCharge?:number,ThirdPrtyPprwrkOK?:boolean,AddlFormsReqd?:boolean,OriginalFormsReqd?:boolean,SignatureGuarReqd?:boolean,FaxAccepted?:boolean,FaxNumber?:string,MailingAddr?:string,MailingCity?:string,MailingState?:string,MailingZip?:string,HasOutstandingLoans?:boolean}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {number} */
    ContactRetirementIncomeId;
    /** @type {number} */
    ContactId;
    /** @type {string} */
    AccountOwner;
    /** @type {string} */
    AccountType;
    /** @type {string} */
    Carrier;
    /** @type {?number} */
    TotalValue;
    /** @type {?number} */
    SurrValue;
    /** @type {?string} */
    DateOfIssue;
    /** @type {?number} */
    Fees;
    /** @type {string} */
    PolicyNum;
    /** @type {?number} */
    Contrib;
    /** @type {string} */
    EmpNotes;
    /** @type {string} */
    TaxCode;
    /** @type {?number} */
    SurrCharge;
    /** @type {?boolean} */
    ThirdPrtyPprwrkOK;
    /** @type {?boolean} */
    AddlFormsReqd;
    /** @type {?boolean} */
    OriginalFormsReqd;
    /** @type {?boolean} */
    SignatureGuarReqd;
    /** @type {?boolean} */
    FaxAccepted;
    /** @type {string} */
    FaxNumber;
    /** @type {string} */
    MailingAddr;
    /** @type {string} */
    MailingCity;
    /** @type {string} */
    MailingState;
    /** @type {string} */
    MailingZip;
    /** @type {?boolean} */
    HasOutstandingLoans;
}
export class ContactExpense {
    /** @param {{ContactExpenseId?:number,ContactId?:number,ExpenseType?:string,Description?:string,Balance?:number,InterestRate?:number,MinimumPayment?:number,MonthlyPayment?:number}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {number} */
    ContactExpenseId;
    /** @type {number} */
    ContactId;
    /** @type {string} */
    ExpenseType;
    /** @type {string} */
    Description;
    /** @type {?number} */
    Balance;
    /** @type {?number} */
    InterestRate;
    /** @type {?number} */
    MinimumPayment;
    /** @type {?number} */
    MonthlyPayment;
}
export class ContactClientReferral {
    /** @param {{ContactClientReferralId?:number,ContactId?:number,Name?:string,Campus?:string,Room?:string,Phone?:string}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {number} */
    ContactClientReferralId;
    /** @type {number} */
    ContactId;
    /** @type {string} */
    Name;
    /** @type {string} */
    Campus;
    /** @type {string} */
    Room;
    /** @type {string} */
    Phone;
}
export class ContactLTAInfo {
    /** @param {{ContactLTAInfoId?:number,ContactId?:number,PlanType?:string,Company?:string,Contribution?:number,Balance?:number}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {number} */
    ContactLTAInfoId;
    /** @type {number} */
    ContactId;
    /** @type {string} */
    PlanType;
    /** @type {string} */
    Company;
    /** @type {?number} */
    Contribution;
    /** @type {?number} */
    Balance;
}
export class ContactPension {
    /** @param {{ContactPensionId?:number,ContactId?:number,PensionSystem?:string,PensionStartDate?:string,ServiceCredit?:number,ServiceCreditAsOfDate?:string,DesiredRetirementDate?:string,DesiredRetirementAge?:number,SpousalBenefitDesired?:boolean,FormulaPercent?:number,FormulaAt?:number,DefinedBenefitBalance?:number,DefinedBenefitSpouseBalance?:number}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {number} */
    ContactPensionId;
    /** @type {number} */
    ContactId;
    /** @type {string} */
    PensionSystem;
    /** @type {?string} */
    PensionStartDate;
    /** @type {?number} */
    ServiceCredit;
    /** @type {?string} */
    ServiceCreditAsOfDate;
    /** @type {?string} */
    DesiredRetirementDate;
    /** @type {number} */
    DesiredRetirementAge;
    /** @type {?boolean} */
    SpousalBenefitDesired;
    /** @type {?number} */
    FormulaPercent;
    /** @type {?number} */
    FormulaAt;
    /** @type {?number} */
    DefinedBenefitBalance;
    /** @type {?number} */
    DefinedBenefitSpouseBalance;
}
export class FactFinderSheetExtended {
    /** @param {{Contact?:Contact,FactFinderSheet?:FactFinderSheet,Spouse?:ContactSpouse,Children?:ContactChild[],IncomeSources?:ContactRetirementIncome[],AdditionalNotes?:string,Expenses?:ContactExpense[],Referrals?:ContactClientReferral[],LTAInfo?:ContactLTAInfo[],Pensions?:ContactPension[]}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {Contact} */
    Contact;
    /** @type {FactFinderSheet} */
    FactFinderSheet;
    /** @type {ContactSpouse} */
    Spouse;
    /** @type {ContactChild[]} */
    Children = [];
    /** @type {ContactRetirementIncome[]} */
    IncomeSources = [];
    /** @type {string} */
    AdditionalNotes;
    /** @type {ContactExpense[]} */
    Expenses = [];
    /** @type {ContactClientReferral[]} */
    Referrals = [];
    /** @type {ContactLTAInfo[]} */
    LTAInfo = [];
    /** @type {ContactPension[]} */
    Pensions = [];
}
export class FactFinderRequest {
    /** @param {{FactFinderSheet?:FactFinderSheetExtended,DataEntry?:boolean}} [init] */
    constructor(init) { Object.assign(this, init) }
    /** @type {FactFinderSheetExtended} */
    FactFinderSheet;
    /** @type {boolean} */
    DataEntry;
}

JavaScript 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>