Trendsic Platform Service

FactFinderConfigRequest

The following routes are available for this service:
GET,POST,OPTIONS	/v1/FactFinderConfig

**FactFinderConfigRequest** Parameters:
Name	Parameter	Data Type	Required	Description
Config	body	FactFinderConfig	No

**FactFinderConfig** Parameters:
Name	Parameter	Data Type	Required
ei_lastName	form	bool	No
ei_firstname	form	bool	No
ei_mi	form	bool	No
ei_dob	form	bool	No
ei_age	form	bool	No
ei_district	form	bool	No
ei_school	form	bool	No
ei_room	form	bool	No
ei_position	form	bool	No
ei_yearswdist	form	bool	No
ei_yearswodist	form	bool	No
ei_pastocc	form	bool	No
ei_address	form	bool	No
ei_city	form	bool	No
ei_state	form	bool	No
ei_zip	form	bool	No
ei_cellphone	form	bool	No
ei_workphone	form	bool	No
ei_personalemail	form	bool	No
ei_workemail	form	bool	No
ei_spousename	form	bool	No
ei_spousedob	form	bool	No
ei_spouseage	form	bool	No
ei_spousecellphone	form	bool	No
ei_spouseemail	form	bool	No
ei_spouseoccupation	form	bool	No
ei_spouseposition	form	bool	No
ei_spouseyears	form	bool	No
ei_spousepastocc	form	bool	No
ei_reasonmeeting	form	bool	No
emt_workstatus	form	bool	No
emt_unusedsickdays	form	bool	No
emt_unusedsickhours	form	bool	No
emt_cbsdays	form	bool	No
emt_cbshours	form	bool	No
emt_dpw	form	bool	No
emt_hpw	form	bool	No
emt_mpy	form	bool	No
emt_numpretaxchecks	form	bool	No
fin_clientgross	form	bool	No
fin_clientnet	form	bool	No
fin_householdgross	form	bool	No
fin_householdnet	form	bool	No
fin_desiredretincome	form	bool	No
fin_estexpenses	form	bool	No
fin_discincome	form	bool	No
fin_exptype	form	bool	No
fin_desc	form	bool	No
fin_balance	form	bool	No
fin_interestrate	form	bool	No
fin_minpayment	form	bool	No
fin_monthlypayment	form	bool	No
pen_pensystem	form	bool	No
pen_penstart	form	bool	No
pen_servicecredit	form	bool	No
pen_servicecreditasofdate	form	bool	No
pen_desiredretdate	form	bool	No
pen_desiredretage	form	bool	No
pen_spousalbenefitdesired	form	bool	No
pen_formula	form	bool	No
pen_defbalance	form	bool	No
pen_defspousebalance	form	bool	No
prot_plife	form	bool	No
prot_pcarrier	form	bool	No
prot_pfaceamount	form	bool	No
prot_pissuedate	form	bool	No
prot_plifepremium	form	bool	No
prot_ptype	form	bool	No
prot_ptypeof	form	bool	No
prot_pcashvalue	form	bool	No
prot_slife	form	bool	No
prot_scarrier	form	bool	No
prot_sfaceamount	form	bool	No
prot_sissuedate	form	bool	No
prot_slifepremium	form	bool	No
prot_stype	form	bool	No
prot_stypeof	form	bool	No
prot_scashvalue	form	bool	No
prot_pltc	form	bool	No
prot_pltcpremium	form	bool	No
prot_pdisability	form	bool	No
prot_pdisabilitypremium	form	bool	No
prot_sltc	form	bool	No
prot_sltcpremium	form	bool	No
prot_sdisability	form	bool	No
prot_sdisabilitypremium	form	bool	No
efi_monthlycontrib	form	bool	No
efi_fundbalance	form	bool	No
efi_isthreetosixmonths	form	bool	No
lta_haveretiresavings	form	bool	No
lta_priorretireplan	form	bool	No
lta_havedistplan	form	bool	No
lta_plantype	form	bool	No
lta_company	form	bool	No
lta_contrib	form	bool	No
lta_balance	form	bool	No
ira_acctowner	form	bool	No
ira_company	form	bool	No
ira_taxcode	form	bool	No
ira_accounttype	form	bool	No
ira_acctnumber	form	bool	No
ira_inception	form	bool	No
ira_currentvalue	form	bool	No
ira_monthlycontrib	form	bool	No
ira_surrcharge	form	bool	No
ira_surrvalue	form	bool	No
ira_totalfees	form	bool	No
ira_tpaok	form	bool	No
ira_addlformsreq	form	bool	No
ira_sigreq	form	bool	No
ira_outstandingloans	form	bool	No
ira_originalformsreq	form	bool	No
ira_faxaccepted	form	bool	No
ira_faxnumber	form	bool	No
ira_notes	form	bool	No
ira_mailaddr	form	bool	No
ira_mailcity	form	bool	No
ira_mailstate	form	bool	No
ira_mailzip	form	bool	No
kcf_name	form	bool	No
kcf_dob	form	bool	No
kcf_age	form	bool	No
kcf_fund	form	bool	No
kcf_contribution	form	bool	No
kcf_balance	form	bool	No
an_notes	form	bool	No
cr_name	form	bool	No
cr_campus	form	bool	No
cr_room	form	bool	No
cr_phone	form	bool	No

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>