HTTP + JSV
The following are sample HTTP requests and responses.
The placeholders shown need to be replaced with actual values.
POST /jsv/reply/CaseDesignRequest HTTP/1.1
Host: api.responsible-advisor.com
Content-Type: text/jsv
Content-Length: length
{
CaseDesign:
{
Id: 0,
FactFinder_Id: 0,
YearsToFundRetirement: 0,
ParentsWillRefinanceHome: False,
AssetsRetainedNotes: String,
UnfundedHealthCareCost: 0,
DateCreated: 0001-01-01,
DateModified: 0001-01-01,
LastUserUpdated: String,
HaltAllStudentIncome: False,
OneTimeContribution: 0,
PayingForCollegeAfter:
{
Id: 0,
CaseDesignId: 0,
Parent2Employed: False,
PartTimeFullTime: String,
ExpectedIncome: 0,
ExpectedStartDate: 0001-01-01,
PlanningOn2Plus2: False,
AnnualBaseCosts: 0,
EducationalInstitutionId: 0,
MonthlyCollegePledge: 0,
OkayWithStudentLoans: False,
OkayWithParentLoans: False,
AfterEFCFafsaFields: String,
InstituionalProfileEFC: String,
Notes: String,
DateCreated: 0001-01-01,
DateModified: 0001-01-01,
CreatedBy: String,
UpdatedBy: String
},
CaseDesignOptimizedProperty:
{
Id: 0,
CaseDesignId: 0,
RentOrOwn: String,
HomeInsuranceProvider: String,
AutoInsuranceProvider: String,
UmbrellaPolicy: String,
RentersInsurance: String,
ProvideReviewOfProcess: String,
HomeAddress: String,
HomeCity: String,
HomeState: String,
HomeZipCode: String,
CurrentHomeValue: 0,
TypeOfMortgage: String,
YearsLeftOnMortgage: 0,
BalanceOwed: 0,
MortgageInterestRate: 0,
MonthlyPayment: 0,
ExtraPayment: 0,
PlannedLengthOfStay: 0,
EquityCapAmount: 0,
AmountLoaned: 0,
InterestRate: 0,
HELOCMonthlyPayment: 0,
DateModified: 0001-01-01,
DateCreated: 0001-01-01,
LastUpdateUser: String,
UpdatedBy: String,
CreatedBy: String
},
OptimizedProperties:
[
{
Id: 0,
CaseDesignId: 0,
PropertyName: String,
PropertyValue: 0,
Payment: 0,
YearsLeft: 0,
InterestRate: 0,
BalanceOwed: 0,
PercentOwnedByFamily: 0,
DateModified: 0001-01-01,
DateCreated: 0001-01-01,
UpdatedBy: String,
CreatedBy: String
}
],
ExpectedStrategies:
[
{
Id: 0,
CaseDesignId: 0,
SectionName: String,
Label: String,
ValueA: String,
FactFinder_Parent_id: 0,
FactFinderParent:
{
ParentId: 0,
FactFinderId: 0,
ParentNumber: 0,
MotherFather: String,
Name: String,
DOB: 0001-01-01,
PhoneNumber: String,
Email: String,
HaveWillOrTrust: False,
LastWillTrustReviewDate: 0001-01-01,
CurrentAge: 0,
PersonalHealthRating: 0,
FinancialHealthRating: 0,
NumberOfSiblings: 0,
HaveLongTermCarePlan: False,
HaveLegacyPlan: False,
Notes: String,
Employer: String,
Title: String,
YearsOfService: 0,
CurrentAnnualIncome: 0,
Bonus: 0,
BonusNotAvailable: False,
PreviousEmployer: String,
PreviousYearsOfService: 0,
IsVeteran: False,
AmountOfGIBillCollegeBenefits: 0,
OtherIncomeDisability: 0,
OtherIncomeDisabilityNotAvailable: False,
OtherIncomeNonTaxable: 0,
OtherIncomeNonTaxableNotAvailable: False,
OtherIncomeTaxable: 0,
OtherIncomeTaxableNotAvailable: False,
OtherIncomeTrust: 0,
OtherIncomeTrustNotAvailable: False,
OtherIncomeBusiness: 0,
OtherIncomeBusinessNotAvailable: False,
OtherIncomeRental: 0,
OtherIncomeRentalNotAvailable: False,
W2_Box1: 0,
W2_Box12a: 0,
W2_Box12a_Code: String,
W2_Box12b: 0,
W2_Box12b_Code: String,
W2_Box12c: 0,
W2_Box12c_Code: String,
W2_Box12d: 0,
W2_Box12d_Code: String,
Pension_LumpSum: 0,
Pension_AnnualBenefit: 0,
Pension_Age: 0,
SocialSecurity: 0,
CheckingSavings: 0,
CheckingSavingsMonthlyCont: 0,
IdealEmergencyFund: 0,
CurrentEmergencyFund: 0,
Priorities_PayForCollegeStrategy: 0,
Priorities_AffordingUnfundedFutureHealthcareCost: 0,
Priorities_NotBeingBurdenToChildrenInRetirement: 0,
Priorities_LoweringFutureTaxObligations: 0,
Priorities_BuildingRetirementNextEgg: 0,
Priorities_ProtectingSavingsFromFutureMarketDownturnsAndCrashes: 0,
Priorities_ReducingParentDebtDuringCollege: 0,
Priorities_BuildingKeepingEmergencyFund: 0,
Priorities_LeavingLegacy: 0,
Priorities_Other: 0,
Priorities_OtherExplanation: String,
Priorities_BestThingWeTalkedAboutToday: String,
UnfundedHealthCareCost: 0,
FSAHSA_Option: String,
FSAHSA_AnnualContributions: 0,
FSAHSA_AnnualCap: 0,
EstimatedAnnualSocialSecurityBenefit: 0,
BusinessValue: 0,
RetirementPlans:
[
{
RetirementPlanId: 0,
FactFinderId: 0,
ParentNumber: 0,
QualifiedPlan: False,
RetirementPlanTypeId: 0,
Value: 0,
AnnualContribution: 0,
AnnualIncomeYield: 0,
CompanyMatch: 0,
ManagedBy: String,
ExpectedRateOfReturn: 0,
NotAvailable: False,
RetirementPlanType:
{
Id: 0,
Name: String,
Description: String,
TaxableDistributions: False,
AnnualContributionLimits: 0,
RequiredDistribution: 0,
RequiredDistributionAge: 0,
EmployerMatching: False,
DefinedBenefitPlan: False,
AdjustsWithInflation: False,
EarlyWithdrawalPenaltyPercent: 0,
CatchupContributionMinimumAge: 0,
CatchupContributionAnnualLimit: 0,
HasCashBalance: False,
Qualified: False,
Portable: False,
LifetimeBenefit: False,
DateModified: 0001-01-01,
DateCreated: 0001-01-01,
CreatedBy: String,
LastUpdatedBy: String
}
}
]
},
ValueB: String,
ValueC: String,
ValueD: String,
SourceId: 0,
DateCreated: 0001-01-01,
DateModified: 0001-01-01
}
],
CollegePrices:
[
{
Id: 0,
CaseDesignId: 0,
StudentId: 0,
SectionName: String,
Student:
{
StudentId: 0,
FactFinderId: 0,
Name: String,
DOB: 0001-01-01,
GraduationYear: 0,
YearsInCollege: 0,
GPA: 0,
ACT: 0,
SAT: 0,
Tuition: 0,
ActivitiesAnnualCosts: 0,
Gender: String,
Notes: String,
HighSchoolStudent:
{
StudentId: 0,
FactFinderId: 0,
PSATYearTaken: String,
PSATScore: 0,
APClassesTaken: 0,
APClassesWillTake: 0,
APClassesTotalOffered: 0,
HighSchool: String,
ExtracurricularActivities: String,
AreaOfStudyMajor: String,
CollegesOfInterest: String,
OkayWithCommunityCollege: False,
Geographical: String,
PublicPrivate: String,
SizeOfSchool: String,
StudentAnnualIncome: 0,
StudentAnnualIncomeNotAvailable: False,
CurrentFAFSALimit: 0,
NeedHelpEssayCoach: False,
NeedHelpCareerCoach: False,
NeedHelpAdmissionsCounselor: False,
NeedHelpToastmasters: False,
NeedHelpACTSATPreparation: False,
Notes: String
},
CollegePrices:
[
{
Id: 0,
CaseDesignId: 0,
StudentId: 0,
SectionName: String,
Student:
{
StudentId: 0,
FactFinderId: 0,
Name: String,
DOB: 0001-01-01,
GraduationYear: 0,
YearsInCollege: 0,
GPA: 0,
ACT: 0,
SAT: 0,
Tuition: 0,
ActivitiesAnnualCosts: 0,
Gender: String,
Notes: String,
HighSchoolStudent:
{
StudentId: 0,
FactFinderId: 0,
PSATYearTaken: String,
PSATScore: 0,
APClassesTaken: 0,
APClassesWillTake: 0,
APClassesTotalOffered: 0,
HighSchool: String,
ExtracurricularActivities: String,
AreaOfStudyMajor: String,
CollegesOfInterest: String,
OkayWithCommunityCollege: False,
Geographical: String,
PublicPrivate: String,
SizeOfSchool: String,
StudentAnnualIncome: 0,
StudentAnnualIncomeNotAvailable: False,
CurrentFAFSALimit: 0,
NeedHelpEssayCoach: False,
NeedHelpCareerCoach: False,
NeedHelpAdmissionsCounselor: False,
NeedHelpToastmasters: False,
NeedHelpACTSATPreparation: False,
Notes: String
},
CollegePrices:
[
{
Id: 0,
CaseDesignId: 0,
StudentId: 0,
SectionName: String,
Student:
{
StudentId: 0,
FactFinderId: 0,
Name: String,
DOB: 0001-01-01,
GraduationYear: 0,
YearsInCollege: 0,
GPA: 0,
ACT: 0,
SAT: 0,
Tuition: 0,
ActivitiesAnnualCosts: 0,
Gender: String,
Notes: String,
HighSchoolStudent:
{
StudentId: 0,
FactFinderId: 0,
PSATYearTaken: String,
PSATScore: 0,
APClassesTaken: 0,
APClassesWillTake: 0,
APClassesTotalOffered: 0,
HighSchool: String,
ExtracurricularActivities: String,
AreaOfStudyMajor: String,
CollegesOfInterest: String,
OkayWithCommunityCollege: False,
Geographical: String,
PublicPrivate: String,
SizeOfSchool: String,
StudentAnnualIncome: 0,
StudentAnnualIncomeNotAvailable: False,
CurrentFAFSALimit: 0,
NeedHelpEssayCoach: False,
NeedHelpCareerCoach: False,
NeedHelpAdmissionsCounselor: False,
NeedHelpToastmasters: False,
NeedHelpACTSATPreparation: False,
Notes: String
},
FactFinderStudentColleges:
[
{
Id: 0,
StudentId: 0,
EducationalInstitutionId: 0,
Priority: 0,
EducationalInstitution:
{
Id: 0,
DapipId: String,
OpeId: String,
IpedsUnitIds: String,
LocationName: String,
ParentName: String,
ParentDapipId: String,
LocationType: String,
Address: String,
GeneralPhone: String,
AdminName: String,
AdminPhone: String,
AdminEmail: String,
Fax: String,
UpdateDate: 0001-01-01,
Updatedby: String,
DateCreated: 0001-01-01,
GiftingPercentage: 0,
CostOfAttendancePerSemester: 0,
ProfileEFCCalculation: False,
CreatedBy: String
}
}
],
FactFinderCollegeSavingsPlans:
[
{
CollegeFundingId: 0,
FactFinderId: 0,
StudentId: 0,
TypeOfPlan: String,
Value: 0,
MonthlyContribution: 0,
Notes: String,
NotAvailable: False
}
],
TargetSchool:
{
Id: 0,
DapipId: String,
OpeId: String,
IpedsUnitIds: String,
LocationName: String,
ParentName: String,
ParentDapipId: String,
LocationType: String,
Address: String,
GeneralPhone: String,
AdminName: String,
AdminPhone: String,
AdminEmail: String,
Fax: String,
UpdateDate: 0001-01-01,
Updatedby: String,
DateCreated: 0001-01-01,
GiftingPercentage: 0,
CostOfAttendancePerSemester: 0,
ProfileEFCCalculation: False,
CreatedBy: String
}
},
Price: 0,
CommunityCollege: False,
DateCreated: 0001-01-01,
DateModified: 0001-01-01
}
],
FactFinderStudentColleges:
[
{
Id: 0,
StudentId: 0,
EducationalInstitutionId: 0,
Priority: 0,
EducationalInstitution:
{
Id: 0,
DapipId: String,
OpeId: String,
IpedsUnitIds: String,
LocationName: String,
ParentName: String,
ParentDapipId: String,
LocationType: String,
Address: String,
GeneralPhone: String,
AdminName: String,
AdminPhone: String,
AdminEmail: String,
Fax: String,
UpdateDate: 0001-01-01,
Updatedby: String,
DateCreated: 0001-01-01,
GiftingPercentage: 0,
CostOfAttendancePerSemester: 0,
ProfileEFCCalculation: False,
CreatedBy: String
}
}
],
FactFinderCollegeSavingsPlans:
[
{
CollegeFundingId: 0,
FactFinderId: 0,
StudentId: 0,
TypeOfPlan: String,
Value: 0,
MonthlyContribution: 0,
Notes: String,
NotAvailable: False
}
],
TargetSchool:
{
Id: 0,
DapipId: String,
OpeId: String,
IpedsUnitIds: String,
LocationName: String,
ParentName: String,
ParentDapipId: String,
LocationType: String,
Address: String,
GeneralPhone: String,
AdminName: String,
AdminPhone: String,
AdminEmail: String,
Fax: String,
UpdateDate: 0001-01-01,
Updatedby: String,
DateCreated: 0001-01-01,
GiftingPercentage: 0,
CostOfAttendancePerSemester: 0,
ProfileEFCCalculation: False,
CreatedBy: String
}
},
Price: 0,
CommunityCollege: False,
DateCreated: 0001-01-01,
DateModified: 0001-01-01
}
],
FactFinderStudentColleges:
[
{
Id: 0,
StudentId: 0,
EducationalInstitutionId: 0,
Priority: 0,
EducationalInstitution:
{
Id: 0,
DapipId: String,
OpeId: String,
IpedsUnitIds: String,
LocationName: String,
ParentName: String,
ParentDapipId: String,
LocationType: String,
Address: String,
GeneralPhone: String,
AdminName: String,
AdminPhone: String,
AdminEmail: String,
Fax: String,
UpdateDate: 0001-01-01,
Updatedby: String,
DateCreated: 0001-01-01,
GiftingPercentage: 0,
CostOfAttendancePerSemester: 0,
ProfileEFCCalculation: False,
CreatedBy: String
}
}
],
FactFinderCollegeSavingsPlans:
[
{
CollegeFundingId: 0,
FactFinderId: 0,
StudentId: 0,
TypeOfPlan: String,
Value: 0,
MonthlyContribution: 0,
Notes: String,
NotAvailable: False
}
],
TargetSchool:
{
Id: 0,
DapipId: String,
OpeId: String,
IpedsUnitIds: String,
LocationName: String,
ParentName: String,
ParentDapipId: String,
LocationType: String,
Address: String,
GeneralPhone: String,
AdminName: String,
AdminPhone: String,
AdminEmail: String,
Fax: String,
UpdateDate: 0001-01-01,
Updatedby: String,
DateCreated: 0001-01-01,
GiftingPercentage: 0,
CostOfAttendancePerSemester: 0,
ProfileEFCCalculation: False,
CreatedBy: String
}
},
Price: 0,
CommunityCollege: False,
DateCreated: 0001-01-01,
DateModified: 0001-01-01
}
],
FundingLevels:
[
{
Id: 0,
CaseDesignId: 0,
SectionName: String,
StudentId: 0,
Student:
{
StudentId: 0,
FactFinderId: 0,
Name: String,
DOB: 0001-01-01,
GraduationYear: 0,
YearsInCollege: 0,
GPA: 0,
ACT: 0,
SAT: 0,
Tuition: 0,
ActivitiesAnnualCosts: 0,
Gender: String,
Notes: String,
HighSchoolStudent:
{
StudentId: 0,
FactFinderId: 0,
PSATYearTaken: String,
PSATScore: 0,
APClassesTaken: 0,
APClassesWillTake: 0,
APClassesTotalOffered: 0,
HighSchool: String,
ExtracurricularActivities: String,
AreaOfStudyMajor: String,
CollegesOfInterest: String,
OkayWithCommunityCollege: False,
Geographical: String,
PublicPrivate: String,
SizeOfSchool: String,
StudentAnnualIncome: 0,
StudentAnnualIncomeNotAvailable: False,
CurrentFAFSALimit: 0,
NeedHelpEssayCoach: False,
NeedHelpCareerCoach: False,
NeedHelpAdmissionsCounselor: False,
NeedHelpToastmasters: False,
NeedHelpACTSATPreparation: False,
Notes: String
},
CollegePrices:
[
{
Id: 0,
CaseDesignId: 0,
StudentId: 0,
SectionName: String,
Student:
{
StudentId: 0,
FactFinderId: 0,
Name: String,
DOB: 0001-01-01,
GraduationYear: 0,
YearsInCollege: 0,
GPA: 0,
ACT: 0,
SAT: 0,
Tuition: 0,
ActivitiesAnnualCosts: 0,
Gender: String,
Notes: String,
HighSchoolStudent:
{
StudentId: 0,
FactFinderId: 0,
PSATYearTaken: String,
PSATScore: 0,
APClassesTaken: 0,
APClassesWillTake: 0,
APClassesTotalOffered: 0,
HighSchool: String,
ExtracurricularActivities: String,
AreaOfStudyMajor: String,
CollegesOfInterest: String,
OkayWithCommunityCollege: False,
Geographical: String,
PublicPrivate: String,
SizeOfSchool: String,
StudentAnnualIncome: 0,
StudentAnnualIncomeNotAvailable: False,
CurrentFAFSALimit: 0,
NeedHelpEssayCoach: False,
NeedHelpCareerCoach: False,
NeedHelpAdmissionsCounselor: False,
NeedHelpToastmasters: False,
NeedHelpACTSATPreparation: False,
Notes: String
},
CollegePrices:
[
{
Id: 0,
CaseDesignId: 0,
StudentId: 0,
SectionName: String,
Student:
{
StudentId: 0,
FactFinderId: 0,
Name: String,
DOB: 0001-01-01,
GraduationYear: 0,
YearsInCollege: 0,
GPA: 0,
ACT: 0,
SAT: 0,
Tuition: 0,
ActivitiesAnnualCosts: 0,
Gender: String,
Notes: String,
HighSchoolStudent:
{
StudentId: 0,
FactFinderId: 0,
PSATYearTaken: String,
PSATScore: 0,
APClassesTaken: 0,
APClassesWillTake: 0,
APClassesTotalOffered: 0,
HighSchool: String,
ExtracurricularActivities: String,
AreaOfStudyMajor: String,
CollegesOfInterest: String,
OkayWithCommunityCollege: False,
Geographical: String,
PublicPrivate: String,
SizeOfSchool: String,
StudentAnnualIncome: 0,
StudentAnnualIncomeNotAvailable: False,
CurrentFAFSALimit: 0,
NeedHelpEssayCoach: False,
NeedHelpCareerCoach: False,
NeedHelpAdmissionsCounselor: False,
NeedHelpToastmasters: False,
NeedHelpACTSATPreparation: False,
Notes: String
},
CollegePrices:
[
{
Id: 0,
CaseDesignId: 0,
StudentId: 0,
SectionName: String,
Price: 0,
CommunityCollege: False,
DateCreated: 0001-01-01,
DateModified: 0001-01-01
}
],
FactFinderStudentColleges:
[
{
Id: 0,
StudentId: 0,
EducationalInstitutionId: 0,
Priority: 0,
EducationalInstitution:
{
Id: 0,
DapipId: String,
OpeId: String,
IpedsUnitIds: String,
LocationName: String,
ParentName: String,
ParentDapipId: String,
LocationType: String,
Address: String,
GeneralPhone: String,
AdminName: String,
AdminPhone: String,
AdminEmail: String,
Fax: String,
UpdateDate: 0001-01-01,
Updatedby: String,
DateCreated: 0001-01-01,
GiftingPercentage: 0,
CostOfAttendancePerSemester: 0,
ProfileEFCCalculation: False,
CreatedBy: String
}
}
],
FactFinderCollegeSavingsPlans:
[
{
CollegeFundingId: 0,
FactFinderId: 0,
StudentId: 0,
TypeOfPlan: String,
Value: 0,
MonthlyContribution: 0,
Notes: String,
NotAvailable: False
}
],
TargetSchool:
{
Id: 0,
DapipId: String,
OpeId: String,
IpedsUnitIds: String,
LocationName: String,
ParentName: String,
ParentDapipId: String,
LocationType: String,
Address: String,
GeneralPhone: String,
AdminName: String,
AdminPhone: String,
AdminEmail: String,
Fax: String,
UpdateDate: 0001-01-01,
Updatedby: String,
DateCreated: 0001-01-01,
GiftingPercentage: 0,
CostOfAttendancePerSemester: 0,
ProfileEFCCalculation: False,
CreatedBy: String
}
},
Price: 0,
CommunityCollege: False,
DateCreated: 0001-01-01,
DateModified: 0001-01-01
}
],
FactFinderStudentColleges:
[
{
Id: 0,
StudentId: 0,
EducationalInstitutionId: 0,
Priority: 0,
EducationalInstitution:
{
Id: 0,
DapipId: String,
OpeId: String,
IpedsUnitIds: String,
LocationName: String,
ParentName: String,
ParentDapipId: String,
LocationType: String,
Address: String,
GeneralPhone: String,
AdminName: String,
AdminPhone: String,
AdminEmail: String,
Fax: String,
UpdateDate: 0001-01-01,
Updatedby: String,
DateCreated: 0001-01-01,
GiftingPercentage: 0,
CostOfAttendancePerSemester: 0,
ProfileEFCCalculation: False,
CreatedBy: String
}
}
],
FactFinderCollegeSavingsPlans:
[
{
CollegeFundingId: 0,
FactFinderId: 0,
StudentId: 0,
TypeOfPlan: String,
Value: 0,
MonthlyContribution: 0,
Notes: String,
NotAvailable: False
}
],
TargetSchool:
{
Id: 0,
DapipId: String,
OpeId: String,
IpedsUnitIds: String,
LocationName: String,
ParentName: String,
ParentDapipId: String,
LocationType: String,
Address: String,
GeneralPhone: String,
AdminName: String,
AdminPhone: String,
AdminEmail: String,
Fax: String,
UpdateDate: 0001-01-01,
Updatedby: String,
DateCreated: 0001-01-01,
GiftingPercentage: 0,
CostOfAttendancePerSemester: 0,
ProfileEFCCalculation: False,
CreatedBy: String
}
},
Price: 0,
CommunityCollege: False,
DateCreated: 0001-01-01,
DateModified: 0001-01-01
}
],
FactFinderStudentColleges:
[
{
Id: 0,
StudentId: 0,
EducationalInstitutionId: 0,
Priority: 0,
EducationalInstitution:
{
Id: 0,
DapipId: String,
OpeId: String,
IpedsUnitIds: String,
LocationName: String,
ParentName: String,
ParentDapipId: String,
LocationType: String,
Address: String,
GeneralPhone: String,
AdminName: String,
AdminPhone: String,
AdminEmail: String,
Fax: String,
UpdateDate: 0001-01-01,
Updatedby: String,
DateCreated: 0001-01-01,
GiftingPercentage: 0,
CostOfAttendancePerSemester: 0,
ProfileEFCCalculation: False,
CreatedBy: String
}
}
],
FactFinderCollegeSavingsPlans:
[
{
CollegeFundingId: 0,
FactFinderId: 0,
StudentId: 0,
TypeOfPlan: String,
Value: 0,
MonthlyContribution: 0,
Notes: String,
NotAvailable: False
}
],
TargetSchool:
{
Id: 0,
DapipId: String,
OpeId: String,
IpedsUnitIds: String,
LocationName: String,
ParentName: String,
ParentDapipId: String,
LocationType: String,
Address: String,
GeneralPhone: String,
AdminName: String,
AdminPhone: String,
AdminEmail: String,
Fax: String,
UpdateDate: 0001-01-01,
Updatedby: String,
DateCreated: 0001-01-01,
GiftingPercentage: 0,
CostOfAttendancePerSemester: 0,
ProfileEFCCalculation: False,
CreatedBy: String
}
},
FundingAmount: 0,
AcademicYear: 0,
DateCreated: 0001-01-01,
DateModified: 0001-01-01
}
],
FuturePurchases:
[
{
Id: 0,
CaseDesignId: 0,
Description: String,
SectionName: String,
PurchaseAmount: 0,
PurchaseYear: 0,
DateCreated: 0001-01-01,
DateModified: 0001-01-01
}
],
Notes:
[
{
Id: 0,
NoteTypeId: Agent_Appointment_Counts,
TableName: String,
FieldName: String,
RecordId: 0,
NoteText: String,
DateCreated: 0001-01-01,
CreatedBy: String,
DateUpdated: 0001-01-01,
UpdatedBy: String,
NoteType:
{
NoteTypeId: Agent_Appointment_Counts,
NotetypeDescription: String,
TableNameId: 0,
TableName: String,
FieldNameId: 0,
FieldName: String
}
}
],
Sources:
[
{
Id: 0,
Name: String,
Description: String,
Available: False,
IsRetirementPlan: False,
ReducesAGI: False,
Monthly: False,
IsBalance: False,
AvailabilityOffsetDays: 0,
DateCreated: 0001-01-01,
DateUpdated: 0001-01-01,
UpdatedBy: String,
CreatedBy: String
}
],
CaseDesignFundingSources:
[
{
Id: 0,
CaseDesignId: 0,
FundingSourceId: 0,
OtherSourceDescription: String,
Available: False,
AmountAvailable: 0,
AmountAllocated: 0,
Parent1PercentAllocated: 0,
Parent2PercentAllocated: 0,
PercentageDollarAmount: String,
DateAvailable: 0001-01-01,
EndingDate: 0001-01-01,
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Form1040_Line1_WagesSalariesTips: 0,
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averageCollegeCostPerStudent: 0,
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stateAbbr: String,
stateName: String,
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assetProtectionAllowancesStudent:
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assetProtectionAllowancesParent:
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FactFinder:
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Form1040_Line1_WagesSalariesTips: 0,
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Form1040_Line7_AdjustedGrossIncome: 0,
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Form1040_RentalSCorp: False,
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Residence_LOC2ndMortgage_EquityCapAmountNotAvailable: False,
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Residence_LOC2ndMortgage_MonthlyPayment: 0,
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CollegePlan_AnnualBasisCostToUse: String,
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RetirementGoals_AnyPlansForFuturePurchases: String,
RetirementGoals_LeaveLegacy_YourChildren: False,
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RetirementGoals_LeaveLegacy_FavoriteCharityExplanation: String,
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averageAnnualReturn: 0,
averageCollegeCostPerStudent: 0,
inflation: 0,
inflationIncrement: 0,
defaultGiftingPercentage: 0,
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defaultRetirementAge: 0,
defaultStudentWorkingYearlyAmount: 0,
defaultMortageRefinanceTerm: 0,
studentLoanIncrements:
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CatchupContributionAnnualLimit: 0,
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Portable: False,
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DebugInfo:
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String: String
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StateIncomeTaxRates:
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stateAbbr: String,
stateName: String,
incomeTaxRate: 0,
incomeGreaterThan: 0,
incomeNotGreaterThan: 0,
taxYear: 0,
socialSecurityBenefitsTaxed: False
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FederalIncomeTaxRates:
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taxYear: 0,
assetProtectionAllowancesStudent:
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assetProtectionAllowancesParent:
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CaseDesignProductDataYears:
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AssetsRetainedNotes: String,
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PartTimeFullTime: String,
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UpdatedBy: String
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RentOrOwn: String,
HomeInsuranceProvider: String,
AutoInsuranceProvider: String,
UmbrellaPolicy: String,
RentersInsurance: String,
ProvideReviewOfProcess: String,
HomeAddress: String,
HomeCity: String,
HomeState: String,
HomeZipCode: String,
CurrentHomeValue: 0,
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DivorcedPercentTimeKidsStayWithNonCustodialParent: 0,
DivorcedIsCustodyAgreement5050Joint: False,
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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,
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Tax_ParentsReceivingFoodStampsReduceFreeLunchWICTANF: False,
Tax_ParentsDidCanFileIRSForm1040AOr1040EZ: False,
Tax_AnyParentsReceivingMedicaidBenefitsOrSupplementalSecurityIncome: False,
Tax_AnyParentsDislocatedWorker: False,
ResidenceHomeAutoProvider: String,
ResidenceHomeAutoUmbrellaPolicy: False,
ResidenceHomeAutoPolicyReview: False,
ResidenceHomeAddress: String,
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ResidenceState: String,
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Residence_LOC2ndMortgage_EquityCapAmount: 0,
Residence_LOC2ndMortgage_EquityCapAmountNotAvailable: False,
Residence_LOC2ndMortgage_AmountLoaned: 0,
Residence_LOC2ndMortgage_InterestRate: 0,
Residence_LOC2ndMortgage_MonthlyPayment: 0,
Residence_Notes: String,
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CollegePlan_UGMA: False,
CollegePlan_UTMA: False,
CollegePlan_KidsWillWork: False,
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CollegePlan_2ndParentBackToWork: False,
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CollegePlan_2ndParentBackToWorkWhen: 0001-01-01,
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CollegePlan_AnnualBasisCostToUse: String,
CollegePlan_TargetUniversity: String,
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RetirementGoals_AgePlanToRetireParent2: 0,
RetirementGoals_PlansWhenYouRetire: String,
RetirementGoals_AnnualRetirementIncomeNeededInTodaysDollars: 0,
RetirementGoals_AnnualRetirementExpensesInTodaysDollars: 0,
RetirementGoals_AnyPlansForFuturePurchases: String,
RetirementGoals_LeaveLegacy_YourChildren: False,
RetirementGoals_LeaveLegacy_YourGrandchildren: False,
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RetirementGoals_LeaveLegacy_FavoriteCharity: False,
RetirementGoals_LeaveLegacy_FavoriteCharityExplanation: String,
RetirementGoals_LeaveLegacy_YourAlmaMater: False,
RetirementGoals_LeaveLegacy_YourAlmaMaterExplanation: String,
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RetirementGoals_Notes: String,
EstimatedSocialSecurityIncomeMonthly: 0,
Priorities_AchiveAllGoalsMeanToYourFamily: String,
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FactFinderLifeInsurancePlans:
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OtherIncomeTaxable: 0,
OtherIncomeTaxableNotAvailable: False,
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Priorities_PayForCollegeStrategy: 0,
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Priorities_ProtectingSavingsFromFutureMarketDownturnsAndCrashes: 0,
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Priorities_BestThingWeTalkedAboutToday: String,
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FSAHSA_AnnualContributions: 0,
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RetirementPlans:
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RetirementPlanType:
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}
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FactFinderStudentColleges:
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FactFinderCollegeSavingsPlans:
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FactFinderStudentColleges:
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FactFinderCollegeSavingsPlans:
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FactFinderStudentColleges:
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FactFinderCollegeSavingsPlans:
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deathAge: 0,
averageAnnualReturn: 0,
averageCollegeCostPerStudent: 0,
inflation: 0,
inflationIncrement: 0,
defaultGiftingPercentage: 0,
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defaultRetirementAge: 0,
defaultStudentWorkingYearlyAmount: 0,
defaultMortageRefinanceTerm: 0,
studentLoanIncrements:
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StateAndOtherTaxAllowances:
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CaseDesignDefaults:
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CaseDesignIULDistributions:
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CaseDesignNonQualifiedAssets:
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RetirementPlanTypes:
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EarlyWithdrawalPenaltyPercent: 0,
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DebugInfo:
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String: String
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StateIncomeTaxRates:
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stateAbbr: String,
stateName: String,
incomeTaxRate: 0,
incomeGreaterThan: 0,
incomeNotGreaterThan: 0,
taxYear: 0,
socialSecurityBenefitsTaxed: False
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FederalIncomeTaxRates:
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taxYear: 0,
assetProtectionAllowancesStudent:
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assetProtectionAllowancesParent:
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CaseDesignProductDataYears:
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}
}