Trendsic Platform Service

<back to all web services

FactFinderConfigRequest

Requires Authentication
The following routes are available for this service:
GET,POST,OPTIONS/v1/FactFinderConfig
Imports System
Imports System.IO
Imports System.Collections
Imports System.Collections.Generic
Imports System.Runtime.Serialization
Imports ServiceStack
Imports ServiceStack.DataAnnotations
Imports CRM.AgencyPlatform.API.Internal

Namespace Global

    Namespace CRM.AgencyPlatform.API.Internal

        Public Partial Class FactFinderConfig
            Public Overridable Property ei_lastName As Boolean
            Public Overridable Property ei_firstname As Boolean
            Public Overridable Property ei_mi As Boolean
            Public Overridable Property ei_dob As Boolean
            Public Overridable Property ei_age As Boolean
            Public Overridable Property ei_district As Boolean
            Public Overridable Property ei_school As Boolean
            Public Overridable Property ei_room As Boolean
            Public Overridable Property ei_position As Boolean
            Public Overridable Property ei_yearswdist As Boolean
            Public Overridable Property ei_yearswodist As Boolean
            Public Overridable Property ei_pastocc As Boolean
            Public Overridable Property ei_address As Boolean
            Public Overridable Property ei_city As Boolean
            Public Overridable Property ei_state As Boolean
            Public Overridable Property ei_zip As Boolean
            Public Overridable Property ei_cellphone As Boolean
            Public Overridable Property ei_workphone As Boolean
            Public Overridable Property ei_personalemail As Boolean
            Public Overridable Property ei_workemail As Boolean
            Public Overridable Property ei_spousename As Boolean
            Public Overridable Property ei_spousedob As Boolean
            Public Overridable Property ei_spouseage As Boolean
            Public Overridable Property ei_spousecellphone As Boolean
            Public Overridable Property ei_spouseemail As Boolean
            Public Overridable Property ei_spouseoccupation As Boolean
            Public Overridable Property ei_spouseposition As Boolean
            Public Overridable Property ei_spouseyears As Boolean
            Public Overridable Property ei_spousepastocc As Boolean
            Public Overridable Property ei_reasonmeeting As Boolean
            Public Overridable Property emt_workstatus As Boolean
            Public Overridable Property emt_unusedsickdays As Boolean
            Public Overridable Property emt_unusedsickhours As Boolean
            Public Overridable Property emt_cbsdays As Boolean
            Public Overridable Property emt_cbshours As Boolean
            Public Overridable Property emt_dpw As Boolean
            Public Overridable Property emt_hpw As Boolean
            Public Overridable Property emt_mpy As Boolean
            Public Overridable Property emt_numpretaxchecks As Boolean
            Public Overridable Property fin_clientgross As Boolean
            Public Overridable Property fin_clientnet As Boolean
            Public Overridable Property fin_householdgross As Boolean
            Public Overridable Property fin_householdnet As Boolean
            Public Overridable Property fin_desiredretincome As Boolean
            Public Overridable Property fin_estexpenses As Boolean
            Public Overridable Property fin_discincome As Boolean
            Public Overridable Property fin_exptype As Boolean
            Public Overridable Property fin_desc As Boolean
            Public Overridable Property fin_balance As Boolean
            Public Overridable Property fin_interestrate As Boolean
            Public Overridable Property fin_minpayment As Boolean
            Public Overridable Property fin_monthlypayment As Boolean
            Public Overridable Property pen_pensystem As Boolean
            Public Overridable Property pen_penstart As Boolean
            Public Overridable Property pen_servicecredit As Boolean
            Public Overridable Property pen_servicecreditasofdate As Boolean
            Public Overridable Property pen_desiredretdate As Boolean
            Public Overridable Property pen_desiredretage As Boolean
            Public Overridable Property pen_spousalbenefitdesired As Boolean
            Public Overridable Property pen_formula As Boolean
            Public Overridable Property pen_defbalance As Boolean
            Public Overridable Property pen_defspousebalance As Boolean
            Public Overridable Property prot_plife As Boolean
            Public Overridable Property prot_pcarrier As Boolean
            Public Overridable Property prot_pfaceamount As Boolean
            Public Overridable Property prot_pissuedate As Boolean
            Public Overridable Property prot_plifepremium As Boolean
            Public Overridable Property prot_ptype As Boolean
            Public Overridable Property prot_ptypeof As Boolean
            Public Overridable Property prot_pcashvalue As Boolean
            Public Overridable Property prot_slife As Boolean
            Public Overridable Property prot_scarrier As Boolean
            Public Overridable Property prot_sfaceamount As Boolean
            Public Overridable Property prot_sissuedate As Boolean
            Public Overridable Property prot_slifepremium As Boolean
            Public Overridable Property prot_stype As Boolean
            Public Overridable Property prot_stypeof As Boolean
            Public Overridable Property prot_scashvalue As Boolean
            Public Overridable Property prot_pltc As Boolean
            Public Overridable Property prot_pltcpremium As Boolean
            Public Overridable Property prot_pdisability As Boolean
            Public Overridable Property prot_pdisabilitypremium As Boolean
            Public Overridable Property prot_sltc As Boolean
            Public Overridable Property prot_sltcpremium As Boolean
            Public Overridable Property prot_sdisability As Boolean
            Public Overridable Property prot_sdisabilitypremium As Boolean
            Public Overridable Property efi_monthlycontrib As Boolean
            Public Overridable Property efi_fundbalance As Boolean
            Public Overridable Property efi_isthreetosixmonths As Boolean
            Public Overridable Property lta_haveretiresavings As Boolean
            Public Overridable Property lta_priorretireplan As Boolean
            Public Overridable Property lta_havedistplan As Boolean
            Public Overridable Property lta_plantype As Boolean
            Public Overridable Property lta_company As Boolean
            Public Overridable Property lta_contrib As Boolean
            Public Overridable Property lta_balance As Boolean
            Public Overridable Property ira_acctowner As Boolean
            Public Overridable Property ira_company As Boolean
            Public Overridable Property ira_taxcode As Boolean
            Public Overridable Property ira_accounttype As Boolean
            Public Overridable Property ira_acctnumber As Boolean
            Public Overridable Property ira_inception As Boolean
            Public Overridable Property ira_currentvalue As Boolean
            Public Overridable Property ira_monthlycontrib As Boolean
            Public Overridable Property ira_surrcharge As Boolean
            Public Overridable Property ira_surrvalue As Boolean
            Public Overridable Property ira_totalfees As Boolean
            Public Overridable Property ira_tpaok As Boolean
            Public Overridable Property ira_addlformsreq As Boolean
            Public Overridable Property ira_sigreq As Boolean
            Public Overridable Property ira_outstandingloans As Boolean
            Public Overridable Property ira_originalformsreq As Boolean
            Public Overridable Property ira_faxaccepted As Boolean
            Public Overridable Property ira_faxnumber As Boolean
            Public Overridable Property ira_notes As Boolean
            Public Overridable Property ira_mailaddr As Boolean
            Public Overridable Property ira_mailcity As Boolean
            Public Overridable Property ira_mailstate As Boolean
            Public Overridable Property ira_mailzip As Boolean
            Public Overridable Property kcf_name As Boolean
            Public Overridable Property kcf_dob As Boolean
            Public Overridable Property kcf_age As Boolean
            Public Overridable Property kcf_fund As Boolean
            Public Overridable Property kcf_contribution As Boolean
            Public Overridable Property kcf_balance As Boolean
            Public Overridable Property an_notes As Boolean
            Public Overridable Property cr_name As Boolean
            Public Overridable Property cr_campus As Boolean
            Public Overridable Property cr_room As Boolean
            Public Overridable Property cr_phone As Boolean
        End Class

        Public Partial Class FactFinderConfigRequest
            Public Overridable Property Config As FactFinderConfig
        End Class
    End Namespace
End Namespace

VB.NET FactFinderConfigRequest 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/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>