| Requires any of the roles: | Agent, Administrator, Agent, Administrator |
| POST,PUT,OPTIONS | /v1/FactFinderDebt | ||
|---|---|---|---|
| GET | /v1/FactFinderDebt/{ContactId}/Validate |
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 Contact:
contact_id: int = 0
contact_type: int = 0
first_name: Optional[str] = None
last_name: Optional[str] = None
name: Optional[str] = None
role: Optional[str] = None
title: Optional[str] = None
email_work: Optional[str] = None
email_personal: Optional[str] = None
district: Optional[str] = None
district_i_d: int = 0
school: Optional[str] = None
school_i_d: int = 0
state: Optional[str] = None
state_name: Optional[str] = None
state_i_d: int = 0
county_i_d: int = 0
county: Optional[str] = None
phone: Optional[str] = None
department: Optional[str] = None
flow: Optional[str] = None
last_contact: datetime.datetime = datetime.datetime(1, 1, 1)
do_not_contact: bool = False
active: bool = False
agent_id: int = 0
phone_alt: Optional[str] = None
pera_contact_id: int = 0
room_number: Optional[str] = None
source_type_id: int = 0
source_type_desc: Optional[str] = None
source_note: Optional[str] = None
contact_status_id: int = 0
contact_status_desc: Optional[str] = None
ssn: Optional[str] = None
date_of_birth: datetime.datetime = datetime.datetime(1, 1, 1)
deleted: bool = False
is_shared: bool = False
address_line1: Optional[str] = None
address_city: Optional[str] = None
address_state: Optional[str] = None
address_zip: Optional[str] = None
deleted_by: Optional[str] = None
deleted_date_time_utc: Optional[datetime.datetime] = None
has_n_b_c: bool = False
has_fact_finder_sheet: bool = False
middle_initial: Optional[str] = None
tags: Optional[str] = None
date_created: datetime.datetime = datetime.datetime(1, 1, 1)
phone_label: Optional[str] = None
alt_phone_label: Optional[str] = None
carriers: Optional[str] = None
contact_image: Optional[str] = None
company_affiliation: Optional[str] = None
additional_information: Optional[str] = None
has_gift_card: bool = False
contact_category: int = 0
writing_agent_id: int = 0
writing_agent_name: Optional[str] = None
marital_status: Optional[str] = None
total_debt_amount: Decimal = decimal.Decimal(0)
number_of_debt_accounts: int = 0
fact_finder_code_id: int = 0
business_name: Optional[str] = None
dba: Optional[str] = None
contact_g_u_i_d: Optional[str] = None
project_end_date: datetime.datetime = datetime.datetime(1, 1, 1)
rate: int = 0
job_i_d: int = 0
job_name: Optional[str] = None
job_count: int = 0
locked: bool = False
locked_by_agent_id: int = 0
locked_timestamp: datetime.datetime = datetime.datetime(1, 1, 1)
initials: Optional[str] = None
contact_category_name: Optional[str] = None
sms_opt_in: bool = False
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FactFinderDebt:
fact_finder_debt_id: int = 0
contact_id: int = 0
own_home: Optional[bool] = None
home_value: Optional[Decimal] = None
other_property: Optional[bool] = None
other_property_value: Optional[Decimal] = None
first_car: Optional[bool] = None
first_car_value: Optional[Decimal] = None
second_car: Optional[bool] = None
second_car_value: Optional[Decimal] = None
boat_rv: Optional[bool] = None
boat_rv_value: Optional[Decimal] = None
stocks401k_other: Optional[bool] = None
stocks401k_other_value: Optional[Decimal] = None
home_rent_insurance: Optional[bool] = None
home_rent_insurance_value: Optional[Decimal] = None
child_alimony_support: Optional[bool] = None
child_alimony_support_value: Optional[Decimal] = None
childcare_related: Optional[bool] = None
childcare_related_value: Optional[Decimal] = None
life_insurance: Optional[bool] = None
life_policy_amount: Optional[Decimal] = None
life_insurance_monthly: Optional[Decimal] = None
mortgage_rent_expense: Optional[Decimal] = None
property_tax_expense: Optional[Decimal] = None
car_payment_first_expense: Optional[Decimal] = None
car_payment_second_expense: Optional[Decimal] = None
rv_payment_expense: Optional[Decimal] = None
savings_payment_expense: Optional[Decimal] = None
home_insurance_expense: Optional[Decimal] = None
groceries_expense: Optional[Decimal] = None
entertainment_expense: Optional[Decimal] = None
life_insurance_cost_expense: Optional[Decimal] = None
gas_electricity_expense: Optional[Decimal] = None
water_trash_sewer_expense: Optional[Decimal] = None
telephone_cell_expense: Optional[Decimal] = None
cable_internet_expense: Optional[Decimal] = None
auto_expense_gas_expense: Optional[Decimal] = None
auto_insurance_expense: Optional[Decimal] = None
medical_expense: Optional[Decimal] = None
miscellaneous_expense: Optional[Decimal] = None
family_friend_loans_expense: Optional[Decimal] = None
what_bank: Optional[str] = None
bank_debt: Optional[bool] = None
credit_union: Optional[bool] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContactSpouse:
contact_spouse_id: int = 0
contact_id: int = 0
name: Optional[str] = None
dob: Optional[datetime.datetime] = None
cell: Optional[str] = None
employer: Optional[str] = None
years: Optional[Decimal] = None
position: Optional[str] = None
email: Optional[str] = None
past_occupations: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContactCreditor:
contact_creditor_id: int = 0
contact_id: int = 0
creditor_name: Optional[str] = None
name_on_account: Optional[str] = None
account_number: Optional[str] = None
current_balance: Optional[Decimal] = None
minimum_payment: Optional[Decimal] = None
has_co_signer: bool = False
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FactFinderDebtExtended:
contact: Optional[Contact] = None
fact_finder_debt: Optional[FactFinderDebt] = None
spouse: Optional[ContactSpouse] = None
creditors: List[ContactCreditor] = field(default_factory=list)
additional_notes: Optional[str] = None
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FactFinderDebtRequest:
fact_finder_debt: Optional[FactFinderDebtExtended] = None
data_entry: bool = False
contact_id: int = 0
Python FactFinderDebtRequest 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/FactFinderDebt HTTP/1.1
Host: api.dev.dynamics.trendsic.com
Accept: application/xml
Content-Type: application/xml
Content-Length: length
<FactFinderDebtRequest xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CRM.AgencyPlatform.API.Internal">
<ContactId>0</ContactId>
<DataEntry>false</DataEntry>
<FactFinderDebt>
<AdditionalNotes>String</AdditionalNotes>
<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>
<Creditors>
<ContactCreditor>
<AccountNumber>String</AccountNumber>
<ContactCreditorId>0</ContactCreditorId>
<ContactId>0</ContactId>
<CreditorName>String</CreditorName>
<CurrentBalance>0</CurrentBalance>
<HasCoSigner>false</HasCoSigner>
<MinimumPayment>0</MinimumPayment>
<NameOnAccount>String</NameOnAccount>
</ContactCreditor>
</Creditors>
<FactFinderDebt>
<AutoExpenseGasExpense>0</AutoExpenseGasExpense>
<AutoInsuranceExpense>0</AutoInsuranceExpense>
<BankDebt>false</BankDebt>
<BoatRv>false</BoatRv>
<BoatRvValue>0</BoatRvValue>
<CableInternetExpense>0</CableInternetExpense>
<CarPaymentFirstExpense>0</CarPaymentFirstExpense>
<CarPaymentSecondExpense>0</CarPaymentSecondExpense>
<ChildAlimonySupport>false</ChildAlimonySupport>
<ChildAlimonySupportValue>0</ChildAlimonySupportValue>
<ChildcareRelated>false</ChildcareRelated>
<ChildcareRelatedValue>0</ChildcareRelatedValue>
<ContactId>0</ContactId>
<CreditUnion>false</CreditUnion>
<EntertainmentExpense>0</EntertainmentExpense>
<FactFinderDebtId>0</FactFinderDebtId>
<FamilyFriendLoansExpense>0</FamilyFriendLoansExpense>
<FirstCar>false</FirstCar>
<FirstCarValue>0</FirstCarValue>
<GasElectricityExpense>0</GasElectricityExpense>
<GroceriesExpense>0</GroceriesExpense>
<HomeInsuranceExpense>0</HomeInsuranceExpense>
<HomeRentInsurance>false</HomeRentInsurance>
<HomeRentInsuranceValue>0</HomeRentInsuranceValue>
<HomeValue>0</HomeValue>
<LifeInsurance>false</LifeInsurance>
<LifeInsuranceCostExpense>0</LifeInsuranceCostExpense>
<LifeInsuranceMonthly>0</LifeInsuranceMonthly>
<LifePolicyAmount>0</LifePolicyAmount>
<MedicalExpense>0</MedicalExpense>
<MiscellaneousExpense>0</MiscellaneousExpense>
<MortgageRentExpense>0</MortgageRentExpense>
<OtherProperty>false</OtherProperty>
<OtherPropertyValue>0</OtherPropertyValue>
<OwnHome>false</OwnHome>
<PropertyTaxExpense>0</PropertyTaxExpense>
<RVPaymentExpense>0</RVPaymentExpense>
<SavingsPaymentExpense>0</SavingsPaymentExpense>
<SecondCar>false</SecondCar>
<SecondCarValue>0</SecondCarValue>
<Stocks401kOther>false</Stocks401kOther>
<Stocks401kOtherValue>0</Stocks401kOtherValue>
<TelephoneCellExpense>0</TelephoneCellExpense>
<WaterTrashSewerExpense>0</WaterTrashSewerExpense>
<WhatBank>String</WhatBank>
</FactFinderDebt>
<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>
</FactFinderDebt>
</FactFinderDebtRequest>