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