| GET,POST,OPTIONS | /v1/FactFinderConfig |
|---|
import datetime
import decimal
from marshmallow.fields import *
from servicestack import *
from typing import *
from dataclasses import dataclass, field
from dataclasses_json import dataclass_json, LetterCase, Undefined, config
from enum import Enum, IntEnum
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FactFinderConfig:
ei_last_name: bool = False
ei_firstname: bool = False
ei_mi: bool = False
ei_dob: bool = False
ei_age: bool = False
ei_district: bool = False
ei_school: bool = False
ei_room: bool = False
ei_position: bool = False
ei_yearswdist: bool = False
ei_yearswodist: bool = False
ei_pastocc: bool = False
ei_address: bool = False
ei_city: bool = False
ei_state: bool = False
ei_zip: bool = False
ei_cellphone: bool = False
ei_workphone: bool = False
ei_personalemail: bool = False
ei_workemail: bool = False
ei_spousename: bool = False
ei_spousedob: bool = False
ei_spouseage: bool = False
ei_spousecellphone: bool = False
ei_spouseemail: bool = False
ei_spouseoccupation: bool = False
ei_spouseposition: bool = False
ei_spouseyears: bool = False
ei_spousepastocc: bool = False
ei_reasonmeeting: bool = False
emt_workstatus: bool = False
emt_unusedsickdays: bool = False
emt_unusedsickhours: bool = False
emt_cbsdays: bool = False
emt_cbshours: bool = False
emt_dpw: bool = False
emt_hpw: bool = False
emt_mpy: bool = False
emt_numpretaxchecks: bool = False
fin_clientgross: bool = False
fin_clientnet: bool = False
fin_householdgross: bool = False
fin_householdnet: bool = False
fin_desiredretincome: bool = False
fin_estexpenses: bool = False
fin_discincome: bool = False
fin_exptype: bool = False
fin_desc: bool = False
fin_balance: bool = False
fin_interestrate: bool = False
fin_minpayment: bool = False
fin_monthlypayment: bool = False
pen_pensystem: bool = False
pen_penstart: bool = False
pen_servicecredit: bool = False
pen_servicecreditasofdate: bool = False
pen_desiredretdate: bool = False
pen_desiredretage: bool = False
pen_spousalbenefitdesired: bool = False
pen_formula: bool = False
pen_defbalance: bool = False
pen_defspousebalance: bool = False
prot_plife: bool = False
prot_pcarrier: bool = False
prot_pfaceamount: bool = False
prot_pissuedate: bool = False
prot_plifepremium: bool = False
prot_ptype: bool = False
prot_ptypeof: bool = False
prot_pcashvalue: bool = False
prot_slife: bool = False
prot_scarrier: bool = False
prot_sfaceamount: bool = False
prot_sissuedate: bool = False
prot_slifepremium: bool = False
prot_stype: bool = False
prot_stypeof: bool = False
prot_scashvalue: bool = False
prot_pltc: bool = False
prot_pltcpremium: bool = False
prot_pdisability: bool = False
prot_pdisabilitypremium: bool = False
prot_sltc: bool = False
prot_sltcpremium: bool = False
prot_sdisability: bool = False
prot_sdisabilitypremium: bool = False
efi_monthlycontrib: bool = False
efi_fundbalance: bool = False
efi_isthreetosixmonths: bool = False
lta_haveretiresavings: bool = False
lta_priorretireplan: bool = False
lta_havedistplan: bool = False
lta_plantype: bool = False
lta_company: bool = False
lta_contrib: bool = False
lta_balance: bool = False
ira_acctowner: bool = False
ira_company: bool = False
ira_taxcode: bool = False
ira_accounttype: bool = False
ira_acctnumber: bool = False
ira_inception: bool = False
ira_currentvalue: bool = False
ira_monthlycontrib: bool = False
ira_surrcharge: bool = False
ira_surrvalue: bool = False
ira_totalfees: bool = False
ira_tpaok: bool = False
ira_addlformsreq: bool = False
ira_sigreq: bool = False
ira_outstandingloans: bool = False
ira_originalformsreq: bool = False
ira_faxaccepted: bool = False
ira_faxnumber: bool = False
ira_notes: bool = False
ira_mailaddr: bool = False
ira_mailcity: bool = False
ira_mailstate: bool = False
ira_mailzip: bool = False
kcf_name: bool = False
kcf_dob: bool = False
kcf_age: bool = False
kcf_fund: bool = False
kcf_contribution: bool = False
kcf_balance: bool = False
an_notes: bool = False
cr_name: bool = False
cr_campus: bool = False
cr_room: bool = False
cr_phone: bool = False
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FactFinderConfigRequest:
config: Optional[FactFinderConfig] = None
Python 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>