| 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 .jsv suffix or ?format=jsv
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.dynamics.trendsic.com
Accept: text/jsv
Content-Type: text/jsv
Content-Length: length
{
Config:
{
ei_lastName: False,
ei_firstname: False,
ei_mi: False,
ei_dob: False,
ei_age: False,
ei_district: False,
ei_school: False,
ei_room: False,
ei_position: False,
ei_yearswdist: False,
ei_yearswodist: False,
ei_pastocc: False,
ei_address: False,
ei_city: False,
ei_state: False,
ei_zip: False,
ei_cellphone: False,
ei_workphone: False,
ei_personalemail: False,
ei_workemail: False,
ei_spousename: False,
ei_spousedob: False,
ei_spouseage: False,
ei_spousecellphone: False,
ei_spouseemail: False,
ei_spouseoccupation: False,
ei_spouseposition: False,
ei_spouseyears: False,
ei_spousepastocc: False,
ei_reasonmeeting: False,
emt_workstatus: False,
emt_unusedsickdays: False,
emt_unusedsickhours: False,
emt_cbsdays: False,
emt_cbshours: False,
emt_dpw: False,
emt_hpw: False,
emt_mpy: False,
emt_numpretaxchecks: False,
fin_clientgross: False,
fin_clientnet: False,
fin_householdgross: False,
fin_householdnet: False,
fin_desiredretincome: False,
fin_estexpenses: False,
fin_discincome: False,
fin_exptype: False,
fin_desc: False,
fin_balance: False,
fin_interestrate: False,
fin_minpayment: False,
fin_monthlypayment: False,
pen_pensystem: False,
pen_penstart: False,
pen_servicecredit: False,
pen_servicecreditasofdate: False,
pen_desiredretdate: False,
pen_desiredretage: False,
pen_spousalbenefitdesired: False,
pen_formula: False,
pen_defbalance: False,
pen_defspousebalance: False,
prot_plife: False,
prot_pcarrier: False,
prot_pfaceamount: False,
prot_pissuedate: False,
prot_plifepremium: False,
prot_ptype: False,
prot_ptypeof: False,
prot_pcashvalue: False,
prot_slife: False,
prot_scarrier: False,
prot_sfaceamount: False,
prot_sissuedate: False,
prot_slifepremium: False,
prot_stype: False,
prot_stypeof: False,
prot_scashvalue: False,
prot_pltc: False,
prot_pltcpremium: False,
prot_pdisability: False,
prot_pdisabilitypremium: False,
prot_sltc: False,
prot_sltcpremium: False,
prot_sdisability: False,
prot_sdisabilitypremium: False,
efi_monthlycontrib: False,
efi_fundbalance: False,
efi_isthreetosixmonths: False,
lta_haveretiresavings: False,
lta_priorretireplan: False,
lta_havedistplan: False,
lta_plantype: False,
lta_company: False,
lta_contrib: False,
lta_balance: False,
ira_acctowner: False,
ira_company: False,
ira_taxcode: False,
ira_accounttype: False,
ira_acctnumber: False,
ira_inception: False,
ira_currentvalue: False,
ira_monthlycontrib: False,
ira_surrcharge: False,
ira_surrvalue: False,
ira_totalfees: False,
ira_tpaok: False,
ira_addlformsreq: False,
ira_sigreq: False,
ira_outstandingloans: False,
ira_originalformsreq: False,
ira_faxaccepted: False,
ira_faxnumber: False,
ira_notes: False,
ira_mailaddr: False,
ira_mailcity: False,
ira_mailstate: False,
ira_mailzip: False,
kcf_name: False,
kcf_dob: False,
kcf_age: False,
kcf_fund: False,
kcf_contribution: False,
kcf_balance: False,
an_notes: False,
cr_name: False,
cr_campus: False,
cr_room: False,
cr_phone: False
}
}