Trendsic Platform Service

FactFinderRequest

**Requires Authentication**
Requires any of the roles:	Agent, Administrator, Agent, Administrator

The following routes are available for this service:
POST,PUT,OPTIONS	/v1/FactFinder

**FactFinderRequest** Parameters:
Name	Parameter	Data Type	Required	Description
FactFinderSheet	body	FactFinderSheetExtended	No
DataEntry	body	bool	No

**FactFinderSheetExtended** Parameters:
Name	Parameter	Data Type	Required
Contact	form	Contact	No
FactFinderSheet	form	FactFinderSheet	No
Spouse	form	ContactSpouse	No
Children	form	List<ContactChild>	No
IncomeSources	form	List<ContactRetirementIncome>	No
AdditionalNotes	form	string	No
Expenses	form	List<ContactExpense>	No
Referrals	form	List<ContactClientReferral>	No
LTAInfo	form	List<ContactLTAInfo>	No
Pensions	form	List<ContactPension>	No

**Contact** Parameters:
Name	Parameter	Data Type	Required
ContactId	form	int	No
ContactType	form	int	No
FirstName	form	string	No
LastName	form	string	No
Name	form	string	No
Role	form	string	No
Title	form	string	No
EmailWork	form	string	No
EmailPersonal	form	string	No
District	form	string	No
DistrictID	form	int	No
School	form	string	No
SchoolID	form	long	No
State	form	string	No
StateName	form	string	No
StateID	form	long	No
CountyID	form	long	No
County	form	string	No
Phone	form	string	No
Department	form	string	No
Flow	form	string	No
LastContact	form	DateTime	No
DoNotContact	form	bool	No
Active	form	bool	No
AgentId	form	int	No
PhoneAlt	form	string	No
PeraContactId	form	int	No
RoomNumber	form	string	No
SourceTypeId	form	int	No
SourceTypeDesc	form	string	No
SourceNote	form	string	No
ContactStatusId	form	int	No
ContactStatusDesc	form	string	No
SSN	form	string	No
DateOfBirth	form	DateTime	No
Deleted	form	bool	No
IsShared	form	bool	No
address_line1	form	string	No
address_city	form	string	No
address_state	form	string	No
address_zip	form	string	No
DeletedBy	form	string	No
DeletedDateTimeUtc	form	DateTime?	No
HasNBC	form	bool	No
HasFactFinderSheet	form	bool	No
MiddleInitial	form	string	No
Tags	form	string	No
DateCreated	form	DateTime	No
PhoneLabel	form	string	No
AltPhoneLabel	form	string	No
Carriers	form	string	No
ContactImage	form	string	No
CompanyAffiliation	form	string	No
AdditionalInformation	form	string	No
HasGiftCard	form	bool	No
ContactCategory	form	int	No
WritingAgentId	form	int	No
WritingAgentName	form	string	No
MaritalStatus	form	string	No
TotalDebtAmount	form	decimal	No
NumberOfDebtAccounts	form	int	No
FactFinderCodeId	form	int	No
BusinessName	form	string	No
DBA	form	string	No
ContactGUID	form	Guid	No
ProjectEndDate	form	DateTime	No
Rate	form	int	No
JobID	form	int	No
JobName	form	string	No
JobCount	form	int	No
Locked	form	bool	No
LockedByAgentId	form	int	No
LockedTimestamp	form	DateTime	No
Initials	form	string	No
ContactCategoryName	form	string	No
SMSOptIn	form	bool	No

**FactFinderSheet** Parameters:
Name	Parameter	Data Type	Required
FactFinderSheetId	form	int	No
ContactId	form	int	No
EmploymentYears	form	string	No
PastOccupations	form	string	No
ClientGrossMthlyIncome	form	decimal?	No
ClientNetMthlyIncome	form	decimal?	No
HouseholdGrossMthlyIncome	form	decimal?	No
HouseholdNetMthlyIncome	form	decimal?	No
EstimatedExpenses	form	decimal?	No
DiscretionaryIncome	form	decimal?	No
DesiredRetirementIncome	form	decimal?	No
RetirementGoals	form	string	No
EmergencyFundMthlyContrib	form	decimal?	No
EmergencyFundBalance	form	decimal?	No
EmergencyFundComplete	form	bool?	No
WorkStatus	form	string	No
UnusedSickDays	form	decimal?	No
UnusedSickHours	form	decimal?	No
ContractBaseServPerYrDays	form	decimal?	No
ContractBaseServPerYrHours	form	decimal?	No
DaysPerWeek	form	decimal?	No
HoursPerWeek	form	decimal?	No
MonthsPerYear	form	decimal?	No
NumPreTaxChecksPerYr	form	int?	No
YearsWithOtherDistricts	form	decimal?	No
PrimaryLifeInsurance	form	bool?	No
PLICarrier	form	string	No
PLIFaceAmount	form	decimal?	No
PLIIssueDate	form	DateTime?	No
PLIPremium	form	decimal?	No
PLIType	form	string	No
PLITypeOf	form	string	No
PLICashValue	form	decimal?	No
SpouseLifeInsurance	form	bool?	No
SLICarrier	form	string	No
SLIFaceAmount	form	decimal?	No
SLIIssueDate	form	DateTime?	No
SLIPremium	form	decimal?	No
SLIType	form	string	No
SLITypeOf	form	string	No
SLICashValue	form	decimal?	No
PrimaryLTCInsurance	form	bool?	No
PLTCPremium	form	decimal?	No
PrimaryDisabilityInsurance	form	bool?	No
PDIPremium	form	decimal?	No
SpouseLTCInsurance	form	bool?	No
SLTCPremium	form	decimal?	No
SpouseDisabilityInsurance	form	bool?	No
SDIPremium	form	decimal?	No
HasRetirementSavings	form	bool?	No
HasPriorEmploymentRetirementSavings	form	bool?	No
HasDistributionPlan	form	bool?	No

**ContactSpouse** Parameters:
Name	Parameter	Data Type	Required
ContactSpouseId	form	int	No
ContactId	form	int	No
Name	form	string	No
DOB	form	DateTime?	No
Cell	form	string	No
Employer	form	string	No
Years	form	decimal?	No
Position	form	string	No
Email	form	string	No
PastOccupations	form	string	No

**ContactChild** Parameters:
Name	Parameter	Data Type	Required
ContactChildId	form	int	No
ContactId	form	int	No
Name	form	string	No
DOB	form	DateTime?	No
Fund	form	string	No
Contribution	form	decimal?	No
Balance	form	decimal?	No

**ContactRetirementIncome** Parameters:
Name	Parameter	Data Type	Required
ContactRetirementIncomeId	form	int	No
ContactId	form	int	No
AccountOwner	form	string	No
AccountType	form	string	No
Carrier	form	string	No
TotalValue	form	decimal?	No
SurrValue	form	decimal?	No
DateOfIssue	form	DateTime?	No
Fees	form	decimal?	No
PolicyNum	form	string	No
Contrib	form	decimal?	No
EmpNotes	form	string	No
TaxCode	form	string	No
SurrCharge	form	decimal?	No
ThirdPrtyPprwrkOK	form	bool?	No
AddlFormsReqd	form	bool?	No
OriginalFormsReqd	form	bool?	No
SignatureGuarReqd	form	bool?	No
FaxAccepted	form	bool?	No
FaxNumber	form	string	No
MailingAddr	form	string	No
MailingCity	form	string	No
MailingState	form	string	No
MailingZip	form	string	No
HasOutstandingLoans	form	bool?	No

**ContactExpense** Parameters:
Name	Parameter	Data Type	Required
ContactExpenseId	form	int	No
ContactId	form	int	No
ExpenseType	form	string	No
Description	form	string	No
Balance	form	decimal?	No
InterestRate	form	decimal?	No
MinimumPayment	form	decimal?	No
MonthlyPayment	form	decimal?	No

**ContactClientReferral** Parameters:
Name	Parameter	Data Type	Required
ContactClientReferralId	form	int	No
ContactId	form	int	No
Name	form	string	No
Campus	form	string	No
Room	form	string	No
Phone	form	string	No

**ContactLTAInfo** Parameters:
Name	Parameter	Data Type	Required
ContactLTAInfoId	form	int	No
ContactId	form	int	No
PlanType	form	string	No
Company	form	string	No
Contribution	form	decimal?	No
Balance	form	decimal?	No

**ContactPension** Parameters:
Name	Parameter	Data Type	Required
ContactPensionId	form	int	No
ContactId	form	int	No
PensionSystem	form	string	No
PensionStartDate	form	DateTime?	No
ServiceCredit	form	decimal?	No
ServiceCreditAsOfDate	form	DateTime?	No
DesiredRetirementDate	form	DateTime?	No
DesiredRetirementAge	form	int	No
SpousalBenefitDesired	form	bool?	No
FormulaPercent	form	decimal?	No
FormulaAt	form	decimal?	No
DefinedBenefitBalance	form	decimal?	No
DefinedBenefitSpouseBalance	form	decimal?	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/FactFinder HTTP/1.1 
Host: api.dev.dynamics.trendsic.com 
Accept: application/xml
Content-Type: application/xml
Content-Length: length

<FactFinderRequest xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CRM.AgencyPlatform.API.Internal">
  <DataEntry>false</DataEntry>
  <FactFinderSheet>
    <AdditionalNotes>String</AdditionalNotes>
    <Children>
      <ContactChild>
        <Balance>0</Balance>
        <ContactChildId>0</ContactChildId>
        <ContactId>0</ContactId>
        <Contribution>0</Contribution>
        <DOB>0001-01-01T00:00:00</DOB>
        <Fund>String</Fund>
        <Name>String</Name>
      </ContactChild>
    </Children>
    <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>
    <Expenses>
      <ContactExpense>
        <Balance>0</Balance>
        <ContactExpenseId>0</ContactExpenseId>
        <ContactId>0</ContactId>
        <Description>String</Description>
        <ExpenseType>String</ExpenseType>
        <InterestRate>0</InterestRate>
        <MinimumPayment>0</MinimumPayment>
        <MonthlyPayment>0</MonthlyPayment>
      </ContactExpense>
    </Expenses>
    <FactFinderSheet>
      <ClientGrossMthlyIncome>0</ClientGrossMthlyIncome>
      <ClientNetMthlyIncome>0</ClientNetMthlyIncome>
      <ContactId>0</ContactId>
      <ContractBaseServPerYrDays>0</ContractBaseServPerYrDays>
      <ContractBaseServPerYrHours>0</ContractBaseServPerYrHours>
      <DaysPerWeek>0</DaysPerWeek>
      <DesiredRetirementIncome>0</DesiredRetirementIncome>
      <DiscretionaryIncome>0</DiscretionaryIncome>
      <EmergencyFundBalance>0</EmergencyFundBalance>
      <EmergencyFundComplete>false</EmergencyFundComplete>
      <EmergencyFundMthlyContrib>0</EmergencyFundMthlyContrib>
      <EmploymentYears>String</EmploymentYears>
      <EstimatedExpenses>0</EstimatedExpenses>
      <FactFinderSheetId>0</FactFinderSheetId>
      <HasDistributionPlan>false</HasDistributionPlan>
      <HasPriorEmploymentRetirementSavings>false</HasPriorEmploymentRetirementSavings>
      <HasRetirementSavings>false</HasRetirementSavings>
      <HoursPerWeek>0</HoursPerWeek>
      <HouseholdGrossMthlyIncome>0</HouseholdGrossMthlyIncome>
      <HouseholdNetMthlyIncome>0</HouseholdNetMthlyIncome>
      <MonthsPerYear>0</MonthsPerYear>
      <NumPreTaxChecksPerYr>0</NumPreTaxChecksPerYr>
      <PDIPremium>0</PDIPremium>
      <PLICarrier>String</PLICarrier>
      <PLICashValue>0</PLICashValue>
      <PLIFaceAmount>0</PLIFaceAmount>
      <PLIIssueDate>0001-01-01T00:00:00</PLIIssueDate>
      <PLIPremium>0</PLIPremium>
      <PLIType>String</PLIType>
      <PLITypeOf>String</PLITypeOf>
      <PLTCPremium>0</PLTCPremium>
      <PastOccupations>String</PastOccupations>
      <PrimaryDisabilityInsurance>false</PrimaryDisabilityInsurance>
      <PrimaryLTCInsurance>false</PrimaryLTCInsurance>
      <PrimaryLifeInsurance>false</PrimaryLifeInsurance>
      <RetirementGoals>String</RetirementGoals>
      <SDIPremium>0</SDIPremium>
      <SLICarrier>String</SLICarrier>
      <SLICashValue>0</SLICashValue>
      <SLIFaceAmount>0</SLIFaceAmount>
      <SLIIssueDate>0001-01-01T00:00:00</SLIIssueDate>
      <SLIPremium>0</SLIPremium>
      <SLIType>String</SLIType>
      <SLITypeOf>String</SLITypeOf>
      <SLTCPremium>0</SLTCPremium>
      <SpouseDisabilityInsurance>false</SpouseDisabilityInsurance>
      <SpouseLTCInsurance>false</SpouseLTCInsurance>
      <SpouseLifeInsurance>false</SpouseLifeInsurance>
      <UnusedSickDays>0</UnusedSickDays>
      <UnusedSickHours>0</UnusedSickHours>
      <WorkStatus>String</WorkStatus>
      <YearsWithOtherDistricts>0</YearsWithOtherDistricts>
    </FactFinderSheet>
    <IncomeSources>
      <ContactRetirementIncome>
        <AccountOwner>String</AccountOwner>
        <AccountType>String</AccountType>
        <AddlFormsReqd>false</AddlFormsReqd>
        <Carrier>String</Carrier>
        <ContactId>0</ContactId>
        <ContactRetirementIncomeId>0</ContactRetirementIncomeId>
        <Contrib>0</Contrib>
        <DateOfIssue>0001-01-01T00:00:00</DateOfIssue>
        <EmpNotes>String</EmpNotes>
        <FaxAccepted>false</FaxAccepted>
        <FaxNumber>String</FaxNumber>
        <Fees>0</Fees>
        <HasOutstandingLoans>false</HasOutstandingLoans>
        <MailingAddr>String</MailingAddr>
        <MailingCity>String</MailingCity>
        <MailingState>String</MailingState>
        <MailingZip>String</MailingZip>
        <OriginalFormsReqd>false</OriginalFormsReqd>
        <PolicyNum>String</PolicyNum>
        <SignatureGuarReqd>false</SignatureGuarReqd>
        <SurrCharge>0</SurrCharge>
        <SurrValue>0</SurrValue>
        <TaxCode>String</TaxCode>
        <ThirdPrtyPprwrkOK>false</ThirdPrtyPprwrkOK>
        <TotalValue>0</TotalValue>
      </ContactRetirementIncome>
    </IncomeSources>
    <LTAInfo>
      <ContactLTAInfo>
        <Balance>0</Balance>
        <Company>String</Company>
        <ContactId>0</ContactId>
        <ContactLTAInfoId>0</ContactLTAInfoId>
        <Contribution>0</Contribution>
        <PlanType>String</PlanType>
      </ContactLTAInfo>
    </LTAInfo>
    <Pensions>
      <ContactPension>
        <ContactId>0</ContactId>
        <ContactPensionId>0</ContactPensionId>
        <DefinedBenefitBalance>0</DefinedBenefitBalance>
        <DefinedBenefitSpouseBalance>0</DefinedBenefitSpouseBalance>
        <DesiredRetirementAge>0</DesiredRetirementAge>
        <DesiredRetirementDate>0001-01-01T00:00:00</DesiredRetirementDate>
        <FormulaAt>0</FormulaAt>
        <FormulaPercent>0</FormulaPercent>
        <PensionStartDate>0001-01-01T00:00:00</PensionStartDate>
        <PensionSystem>String</PensionSystem>
        <ServiceCredit>0</ServiceCredit>
        <ServiceCreditAsOfDate>0001-01-01T00:00:00</ServiceCreditAsOfDate>
        <SpousalBenefitDesired>false</SpousalBenefitDesired>
      </ContactPension>
    </Pensions>
    <Referrals>
      <ContactClientReferral>
        <Campus>String</Campus>
        <ContactClientReferralId>0</ContactClientReferralId>
        <ContactId>0</ContactId>
        <Name>String</Name>
        <Phone>String</Phone>
        <Room>String</Room>
      </ContactClientReferral>
    </Referrals>
    <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>
  </FactFinderSheet>
</FactFinderRequest>