Bombshell Agency Platform Service

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FactFinderCreateContactRequest

The following routes are available for this service:
POST,OPTIONS/v1/FactFinder/CreateContact/{ContactClientReferralId}

To override the Content-type in your clients HTTP Accept Header, append the .json suffix or ?format=json

To embed the response in a jsonp callback, append ?callback=myCallback

HTTP + JSON

The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.

POST /json/oneway/FactFinderCreateContactRequest HTTP/1.1 
Host: api.responsible-advisor.com 
Content-Type: application/json
Content-Length: length

{"FactFinder":{"FactFinderId":0,"ContactId":0,"FamilyName":"String","Advocate1":"String","Advocate1AgentId":0,"Advocate2":"String","Advocate2AgentId":0,"MeetingDate":"0001-01-01T00:00:00.0000000+00:00","CaseNumber":"String","EventTitle":"String","Notes":"String","SubmitToCaseDesignSpecialistDate":"0001-01-01T00:00:00.0000000+00:00","MaritalStatus":"String","MarriedMonthYear":"String","NumberOfPeopleInHousehold":0,"ChildrenOver18":false,"TaxRefundAmount":0,"TaxRefundAmountNotAvailable":false,"TaxRefundPurpose":"String","ChildSupportPaid":0,"ChildSupportReceived":0,"ChildSupportReducedYear":0,"ChildSupportReducedAmount":0,"DivorcedEstimatedAnnualIncomeNonCustodialParent":0,"DivorcedPercentTimeKidsStayWithNonCustodialParent":0,"DivorcedIsCustodyAgreement5050Joint":false,"HowAreTaxesFiled":"String","Form1040_Line1_WagesSalariesTips":0,"Form1040_Line9_BusinessDeductions":0,"Form1040_Line7_AdjustedGrossIncome":0,"Form1040_Line15_TaxesDue":0,"Form1040_Line17_Credits":0,"Form1040_Line19_Refund":0,"Form1040_RentalSCorp":false,"Form1040_RentalSCorp_Amount":0,"Form1040_Line5a":0,"Form1040_Line5b":0,"Form1040_Line4a":0,"Form1040_Line4b":0,"Form1040_Line4b_Explanation":"String","Form1040_Line4c":0,"Form1040_Line4d":0,"Form1040_Line4d_Explanation":"String","Tax_ParentsReceivingFoodStampsReduceFreeLunchWICTANF":false,"Tax_ParentsDidCanFileIRSForm1040AOr1040EZ":false,"Tax_AnyParentsReceivingMedicaidBenefitsOrSupplementalSecurityIncome":false,"Tax_AnyParentsDislocatedWorker":false,"ResidenceHomeAutoProvider":"String","ResidenceHomeAutoUmbrellaPolicy":false,"ResidenceHomeAutoPolicyReview":false,"ResidenceHomeAddress":"String","ResidenceCity":"String","ResidenceState":"String","ResidenceZipCode":"String","ResidenceCurrentValue":0,"ResidenceCurrentValueNotAvailable":false,"ResidenceBalanceOwed":0,"ResidenceYearsLeftOnMortgage":0,"ResidenceTypeOfMortgage":"String","ResidenceMortgageInterestRate":0,"ResidenceMonthlyPayment":0,"ResidenceExtraPayment":0,"ResidenceYearsPlanningLiveCurrentAddress":0,"Residence_LOC2ndMortgage_EquityCapAmount":0,"Residence_LOC2ndMortgage_EquityCapAmountNotAvailable":false,"Residence_LOC2ndMortgage_AmountLoaned":0,"Residence_LOC2ndMortgage_InterestRate":0,"Residence_LOC2ndMortgage_MonthlyPayment":0,"Residence_Notes":"String","NextMeetingDateTimeOffSet":"0001-01-01T00:00:00.0000000+00:00","NextMeetingLocation":"String","Parent1_IsLongTermCarePlanningImportant":false,"Parent2_IsLongTermCarePlanningImportant":false,"InsuranceNotes":"String","CollegePlan_529":false,"CollegePlan_UGMA":false,"CollegePlan_UTMA":false,"CollegePlan_KidsWillWork":false,"CollegePlan_ParentLoans":false,"CollegePlan_HomeEquity":false,"CollegePlan_NonQualified":false,"CollegePlan_IRARoth":false,"CollegePlan_2ndParentBackToWork":false,"CollegePlan_2ndParentBackToWorkFullPartTime":"String","CollegePlan_2ndParentBackToWorkExpectedIncome":0,"CollegePlan_2ndParentBackToWorkWhen":"0001-01-01T00:00:00.0000000","CollegePlan_CommunityCollegeForTwoYears":false,"CollegePlan_CommunityCollegeForTwoYearsWho":"String","CollegePlan_AnnualBasisCostToUse":"String","CollegePlan_TargetUniversity":"String","CollegePlan_AdditionalMonthlyIncomePledge":0,"CollegePlan_OkWithStudentLoans":false,"CollegePlan_OkWithParentLoans":false,"CollegePlan_Notes":"String","RetirementGoals_AgePlanToRetireParent1":0,"RetirementGoals_AgePlanToRetireParent2":0,"RetirementGoals_PlansWhenYouRetire":"String","RetirementGoals_AnnualRetirementIncomeNeededInTodaysDollars":0,"RetirementGoals_AnnualRetirementExpensesInTodaysDollars":0,"RetirementGoals_AnyPlansForFuturePurchases":"String","RetirementGoals_LeaveLegacy_YourChildren":false,"RetirementGoals_LeaveLegacy_YourGrandchildren":false,"RetirementGoals_LeaveLegacy_YourChurch":false,"RetirementGoals_LeaveLegacy_FavoriteCharity":false,"RetirementGoals_LeaveLegacy_FavoriteCharityExplanation":"String","RetirementGoals_LeaveLegacy_YourAlmaMater":false,"RetirementGoals_LeaveLegacy_YourAlmaMaterExplanation":"String","RetirementGoals_LeaveLegacy_Other":false,"RetirementGoals_LeaveLegacy_OtherExplanation":"String","RetirementGoals_Notes":"String","EstimatedSocialSecurityIncomeMonthly":0,"Priorities_AchiveAllGoalsMeanToYourFamily":"String","Priorities_WillYouWorkWithUsToDevelopPlan":false,"FactFinderLifeInsurancePlans":[{"LifeInsuranceId":0,"FactFinderId":0,"Type":"String","InsuredName":"String","DeathBenefit":0,"CashValue":0,"MonthlyPremium":0,"Company":"String","ExpirationDate":"0001-01-01T00:00:00.0000000","NotAvailable":false,"CreditedRate":0,"FeePercentage":0}],"FactFinderDebts":[{"DebtId":0,"FactFinderId":0,"TypeOfDebt":"String","Balance":0,"InterestRate":0,"MinimumMonthlyPayment":0,"ActualMonthlyPayment":0,"StartDate":"0001-01-01T00:00:00.0000000","TermInYears":0,"Notes":"String","ProjectedEndDateOriginal":"0001-01-01T00:00:00.0000000","ProjectedEndDateRecalculated":"0001-01-01T00:00:00.0000000"}],"Parents":[{"ParentId":0,"FactFinderId":0,"ParentNumber":0,"MotherFather":"String","Name":"String","DOB":"0001-01-01T00:00:00.0000000","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