The following are sample HTTP requests and responses.
The placeholders shown need to be replaced with actual values.
POST /jsv/oneway/FactFinderCreateContactRequest HTTP/1.1
Host: api.responsible-advisor.com
Content-Type: text/jsv
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: 0001-01-01,
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: 0001-01-01,
NotAvailable: False,
CreditedRate: 0,
FeePercentage: 0
}
],
FactFinderDebts:
[
{
DebtId: 0,
FactFinderId: 0,
TypeOfDebt: String,
Balance: 0,
InterestRate: 0,
MinimumMonthlyPayment: 0,
ActualMonthlyPayment: 0,
StartDate: 0001-01-01,
TermInYears: 0,
Notes: String,
ProjectedEndDateOriginal: 0001-01-01,
ProjectedEndDateRecalculated: 0001-01-01
}
],
Parents:
[
{
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
}
}
]
}
],
Students:
[
{
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
}
}
],
Properties:
[
{
PropertyId: 0,
FactFinderId: 0,
Where: String,
Value: 0,
BalanceOwed: 0,
YearsLeft: 0,
Payment: 0,
InterestRate: 0,
ExtraPayment: 0,
SingleOwner: False,
PercentOwnedByFamily: 0,
Notes: String,
NotAvailable: False
}
],
ResidencePropertyTaxes: 0,
ResidenceHomeownersInsurance: 0
},
FactFinderSheet:
{
Contact:
{
ContactId: 0,
ContactType: 0,
FirstName: String,
LastName: String,
Title: String,
EmailWork: String,
EmailPersonal: String,
District: String,
DistrictID: 0,
School: String,
SchoolID: 0,
State: String,
StateName: String,
StateID: 0,
CountyID: 0,
County: String,
Phone: String,
Department: String,
Flow: String,
LastContact: 0001-01-01,
DoNotContact: False,
AgentId: 0,
PhoneAlt: String,
PeraContactId: 0,
RoomNumber: String,
SourceTypeId: 0,
SourceTypeDesc: String,
SourceNote: String,
ContactStatusId: 0,
ContactStatusDesc: String,
SSN: String,
DateOfBirth: 0001-01-01,
Deleted: False,
IsShared: False,
address_line1: String,
address_city: String,
address_state: String,
address_zip: String,
DeletedBy: String,
DeletedDateTimeUtc: 0001-01-01,
HasNBC: False,
HasFactFinderSheet: False,
MiddleInitial: String,
Tags: String,
DateCreated: 0001-01-01,
PhoneLabel: String,
AltPhoneLabel: String,
Carriers: String,
ContactImage: String,
CompanyAffiliation: String,
AdditionalInformation: String,
ContactCategory: 0,
WritingAgentId: 0,
WritingAgentName: String,
MaritalStatus: String,
TotalDebtAmount: 0,
NumberOfDebtAccounts: 0,
ContactGUID: 00000000000000000000000000000000,
CaseDesignId: 0
},
FactFinderSheet:
{
FactFinderSheetId: 0,
ContactId: 0,
FactFinderId: 0,
EmploymentYears: String,
PastOccupations: String,
ClientGrossMthlyIncome: 0,
ClientNetMthlyIncome: 0,
HouseholdGrossMthlyIncome: 0,
HouseholdNetMthlyIncome: 0,
EstimatedExpenses: 0,
DiscretionaryIncome: 0,
DesiredRetirementIncome: 0,
RetirementGoals: String,
EmergencyFundMthlyContrib: 0,
EmergencyFundBalance: 0,
EmergencyFundComplete: False,
WorkStatus: String,
UnusedSickDays: 0,
UnusedSickHours: 0,
ContractBaseServPerYrDays: 0,
ContractBaseServPerYrHours: 0,
DaysPerWeek: 0,
HoursPerWeek: 0,
MonthsPerYear: 0,
NumPreTaxChecksPerYr: 0,
YearsWithOtherDistricts: 0,
PrimaryLifeInsurance: False,
PLICarrier: String,
PLIFaceAmount: 0,
PLIIssueDate: 0001-01-01,
PLIPremium: 0,
PLIType: String,
PLITypeOf: String,
PLICashValue: 0,
SpouseLifeInsurance: False,
SLICarrier: String,
SLIFaceAmount: 0,
SLIIssueDate: 0001-01-01,
SLIPremium: 0,
SLIType: String,
SLITypeOf: String,
SLICashValue: 0,
PrimaryLTCInsurance: False,
PLTCPremium: 0,
PrimaryDisabilityInsurance: False,
PDIPremium: 0,
SpouseLTCInsurance: False,
SLTCPremium: 0,
SpouseDisabilityInsurance: False,
SDIPremium: 0,
HasRetirementSavings: False,
HasPriorEmploymentRetirementSavings: False,
HasDistributionPlan: False,
RecordedMeeting: False,
ExpectedRetirementAge: 0,
Kids: String,
RetirementAccountBeneficiary: String,
NeedToKnowHowThisAllWorks: False,
SpouseIncome: 0,
HasPayStub: False,
IsInterestedInAdditionalIncome: False,
ExpectedSocialSecurityAge: 0,
ExpectedSocialSecurityAmount: 0,
KnowPensionIncomeWhenRetire: False,
NeedRetirementIncomeQualifier: String,
NeedRetirementIncomeAmount: 0,
SurvivorshipOption: String,
HomeRentOrOwn: String,
HomeMonthlyPayment: 0,
HomeMortgageBalance: 0,
HomeMonthlyExpenses: 0,
CCDebtPersonalLoansNumCards: 0,
CCDebtPersonalLoansTotalBalance: 0,
CCDebtPersonalLoansMonthlyPayment: 0,
MedicalDebtNumDebts: 0,
MedicalDebtTotalBalance: 0,
MedicalDebtMonthlyPayment: 0,
StudentLoansNumPrivateLoans: 0,
StudentLoansNumFedLoans: 0,
StudentLoansTotalBalance: 0,
StudentLoansMonthlyPayment: 0,
TaxDebtTotalAmount: 0,
TaxDebtMonthlyPayment: 0,
TaxDebtAvgTaxRefund: 0,
ImpactIfYouSpousePassedAway: String,
ImpactIfYouSpouseIllInjuredUnableToWork: String,
InterestedInPlanToHelpSecureFuture: False,
AdditionalIncomeIfYouSpousePassedAway: 0,
NextAppt1Date: 0001-01-01,
NextAppt2Date: 0001-01-01,
NextApptNotes: String,
AgreeToAnswerCallOrCallBack: False,
AgreeToMeetOnceYear: False,
AgreeToIntroduceToFriendsFamily: False
},
Spouse:
{
ContactSpouseId: 0,
ContactId: 0,
Name: String,
DOB: 0001-01-01,
Cell: String,
Employer: String,
Years: 0,
Position: String,
Email: String,
PastOccupations: String
},
Children:
[
{
ContactChildId: 0,
ContactId: 0,
Name: String,
DOB: 0001-01-01,
Fund: String,
Contribution: 0,
Balance: 0
}
],
IncomeSources:
[
{
ContactRetirementIncomeId: 0,
ContactId: 0,
AccountOwner: String,
AccountType: String,
Carrier: String,
TotalValue: 0,
SurrValue: 0,
DateOfIssue: 0001-01-01,
Fees: 0,
PolicyNum: String,
Contrib: 0,
EmpNotes: String,
TaxCode: String,
SurrCharge: 0,
ThirdPrtyPprwrkOK: False,
AddlFormsReqd: False,
OriginalFormsReqd: False,
SignatureGuarReqd: False,
FaxAccepted: False,
FaxNumber: String,
MailingAddr: String,
MailingCity: String,
MailingState: String,
MailingZip: String,
HasOutstandingLoans: False
}
],
AdditionalNotes: String,
Expenses:
[
{
ContactExpenseId: 0,
ContactId: 0,
ExpenseType: String,
Description: String,
Balance: 0,
InterestRate: 0,
MinimumPayment: 0,
MonthlyPayment: 0
}
],
Referrals:
[
{
ContactClientReferralId: 0,
ContactId: 0,
Name: String,
Campus: String,
Room: String,
Phone: String,
ReferralContactId: 0
}
],
LTAInfo:
[
{
ContactLTAInfoId: 0,
ContactId: 0,
PlanType: String,
Company: String,
Contribution: 0,
Balance: 0,
SavingFor: String,
ContributionText: String
}
],
Pensions:
[
{
ContactPensionId: 0,
ContactId: 0,
PensionSystem: String,
PensionStartDate: 0001-01-01,
ServiceCredit: 0,
ServiceCreditAsOfDate: 0001-01-01,
DesiredRetirementDate: 0001-01-01,
DesiredRetirementAge: 0,
SpousalBenefitDesired: False,
FormulaPercent: 0,
FormulaAt: 0,
DefinedBenefitBalance: 0,
DefinedBenefitSpouseBalance: 0
}
],
Insurances:
[
{
ContactInsuranceId: 0,
ContactId: 0,
Company: String,
CoverageAmount: 0,
Payment: 0,
IssueDate: 0001-01-01,
CashValue: 0,
LivingBenefits: False
}
],
ReferralContacts:
[
{
ContactId: 0,
ContactType: 0,
FirstName: String,
LastName: String,
Title: String,
EmailWork: String,
EmailPersonal: String,
District: String,
DistrictID: 0,
School: String,
SchoolID: 0,
State: String,
StateName: String,
StateID: 0,
CountyID: 0,
County: String,
Phone: String,
Department: String,
Flow: String,
LastContact: 0001-01-01,
DoNotContact: False,
AgentId: 0,
PhoneAlt: String,
PeraContactId: 0,
RoomNumber: String,
SourceTypeId: 0,
SourceTypeDesc: String,
SourceNote: String,
ContactStatusId: 0,
ContactStatusDesc: String,
SSN: String,
DateOfBirth: 0001-01-01,
Deleted: False,
IsShared: False,
address_line1: String,
address_city: String,
address_state: String,
address_zip: String,
DeletedBy: String,
DeletedDateTimeUtc: 0001-01-01,
HasNBC: False,
HasFactFinderSheet: False,
MiddleInitial: String,
Tags: String,
DateCreated: 0001-01-01,
PhoneLabel: String,
AltPhoneLabel: String,
Carriers: String,
ContactImage: String,
CompanyAffiliation: String,
AdditionalInformation: String,
ContactCategory: 0,
WritingAgentId: 0,
WritingAgentName: String,
MaritalStatus: String,
TotalDebtAmount: 0,
NumberOfDebtAccounts: 0,
ContactGUID: 00000000000000000000000000000000,
CaseDesignId: 0
}
],
FactFinderId: 0,
CaseDesignId: 0
},
ContactClientReferralId: 0
}