Bombshell Agency Platform Service

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FactFinderCreateAttachmentRequest

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

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

HTTP + JSV

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

POST /jsv/reply/FactFinderCreateAttachmentRequest HTTP/1.1 
Host: api2.exactmedicare.com 
Content-Type: text/jsv
Content-Length: length

{
	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,
			SharedWithAgent: String,
			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,
			HasGiftCard: False,
			ContactCategory: 0,
			WritingAgentId: 0,
			WritingAgentName: String,
			MaritalStatus: String,
			TotalDebtAmount: 0,
			NumberOfDebtAccounts: 0,
			ModifiedByUserId: 00000000000000000000000000000000,
			ModifiedDate: 0001-01-01,
			ModifiedAction: String,
			SourceOfModification: String,
			FactFinderCodeId: 0,
			ContactGUID: 00000000000000000000000000000000,
			Licensed: False,
			OutstandContactId: 0,
			Licenses: 
			[
				{
					Id: 0,
					AgentId: 0,
					ContactId: 0,
					AgentRegistrationTempId: 0,
					LicenseTypeId: 0,
					SecurityLicenseTypeId: 0,
					LicenseTypeName: String,
					SecuritiesLicenseTypeName: String,
					LicenseState: String,
					LicenseNumber: String,
					Temporary: False,
					DateCreated: 0001-01-01,
					DateModified: 0001-01-01,
					DateAcquired: 0001-01-01,
					ExpirationDate: 0001-01-01,
					IsResident: False
				}
			],
			ActivityIds: 
			[
				0
			],
			Policies: {},
			TagList: {},
			NextAppointmentDate: 0001-01-01
		},
		FactFinderSheet: 
		{
			FactFinderSheetId: 0,
			ContactId: 0,
			EmploymentYears: String,
			PastOccupations: String,
			ClientGrossMthlyIncome: 0,
			ClientNetMthlyIncome: 0,
			HouseholdGrossMthlyIncome: 0,
			HouseholdNetMthlyIncome: 0,
			EstimatedExpenses: 0,
			DiscretionaryIncome: 0,
			DesiredMthlyRetirementIncome: 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,
			SpouseGrossAnnualIncome: 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,
			AdditionalNotes: String,
			DebtIsALotOfPressure: False,
			Employer: String,
			ClientGrossAnnualIncome: 0,
			SpouseGrossMthlyIncome: 0,
			EmploymentPosition: String,
			IncomeNotes: String
		},
		Spouse: 
		{
			ContactSpouseId: 0,
			ContactId: 0,
			Name: String,
			DOB: 0001-01-01,
			Cell: String,
			Employer: String,
			EmploymentYears: 0,
			EmploymentPosition: String,
			Email: String,
			PastOccupations: String,
			ExpectedSocialSecurityAge: 0,
			ExpectedSocialSecurityAmount: 0
		},
		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
			}
		],
		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,
				GiftCardNumber: String,
				ReferralContactId: 0,
				EmailAddress: String,
				Notes: String
			}
		],
		LTAInfo: 
		[
			{
				ContactLTAInfoId: 0,
				ContactId: 0,
				PlanType: String,
				Company: String,
				Contribution: 0,
				Balance: 0,
				SavingFor: String,
				ContributionText: String,
				ContributionAmount: 0,
				ContributionStartDate: 0001-01-01
			}
		],
		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,
				SharedWithAgent: String,
				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,
				HasGiftCard: False,
				ContactCategory: 0,
				WritingAgentId: 0,
				WritingAgentName: String,
				MaritalStatus: String,
				TotalDebtAmount: 0,
				NumberOfDebtAccounts: 0,
				ModifiedByUserId: 00000000000000000000000000000000,
				ModifiedDate: 0001-01-01,
				ModifiedAction: String,
				SourceOfModification: String,
				FactFinderCodeId: 0,
				ContactGUID: 00000000000000000000000000000000,
				Licensed: False,
				OutstandContactId: 0,
				Licenses: 
				[
					{
						Id: 0,
						AgentId: 0,
						ContactId: 0,
						AgentRegistrationTempId: 0,
						LicenseTypeId: 0,
						SecurityLicenseTypeId: 0,
						LicenseTypeName: String,
						SecuritiesLicenseTypeName: String,
						LicenseState: String,
						LicenseNumber: String,
						Temporary: False,
						DateCreated: 0001-01-01,
						DateModified: 0001-01-01,
						DateAcquired: 0001-01-01,
						ExpirationDate: 0001-01-01,
						IsResident: False
					}
				],
				ActivityIds: 
				[
					0
				],
				Policies: {},
				TagList: {},
				NextAppointmentDate: 0001-01-01
			}
		],
		PresentationDetails: 
		{
			ContactPresentationDetailsId: 0,
			ContactId: 0,
			CurrentLifeInsurancePlan: String,
			CurrentNaturalPassing: String,
			CurrentAccidentalPassing: String,
			CurrentChronicIllness: String,
			CurrentCriticalIllness: String,
			CurrentTerminalIllness: String,
			CurrentCriticalInjury: String,
			CurrentLifeInsuranceType: String,
			CurrentLifeInsuranceLength: 0,
			CurrentLifeInsuranceGuarantee: String,
			CurrentLifeInsurancePremium: 0,
			OptionOneLifeInsurancePlan: String,
			OptionOneNaturalPassing: String,
			OptionOneAccidentalPassing: String,
			OptionOneChronicIllness: String,
			OptionOneCriticalIllness: String,
			OptionOneTerminalIllness: String,
			OptionOneCriticalInjury: String,
			OptionOneLifeInsuranceType: String,
			OptionOneLifeInsuranceLength: 0,
			OptionOneLifeInsuranceGuarantee: String,
			OptionOneLifeInsurancePremium: 0,
			OptionTwoLifeInsurancePlan: String,
			OptionTwoNaturalPassing: String,
			OptionTwoAccidentalPassing: String,
			OptionTwoChronicIllness: String,
			OptionTwoCriticalIllness: String,
			OptionTwoTerminalIllness: String,
			OptionTwoCriticalInjury: String,
			OptionTwoLifeInsuranceType: String,
			OptionTwoLifeInsuranceLength: 0,
			OptionTwoLifeInsuranceGuarantee: String,
			OptionTwoLifeInsurancePremium: 0,
			CurrentTaxCode: String,
			CurrentSavingsCompany: String,
			CurrentVehicle: String,
			CurrentSavingsBalance: 0,
			CurrentSavingsMonthlyContribution: 0,
			CurrentSavingsGuarantees: String,
			CurrentSavingsIncome: String,
			CurrentSavingsFees: String,
			CurrentSavingsBonus: String,
			NewTaxCode: String,
			NewSavingsCompany: String,
			NewVehicle: String,
			NewSavingsBalance: 0,
			NewSavingsMonthlyContribution: 0,
			NewSavingsGuarantees: String,
			NewSavingsIncome: String,
			NewSavingsFees: String,
			NewSavingsBonus: String,
			EstimatedPensionAgeOne: 0,
			EstimatedPensionAgeTwo: 0,
			EstimatedPensionGap: 0,
			EstimatedPensionFactorIncomeFrom: String,
			MonthlyContributionToAssets: 0
		}
	},
	AttachmentName: String
}
HTTP/1.1 200 OK
Content-Type: text/jsv
Content-Length: length

{
	ResponseStatus: 
	{
		ErrorCode: String,
		Message: String,
		StackTrace: String,
		Errors: 
		[
			{
				ErrorCode: String,
				FieldName: String,
				Message: String
			}
		]
	},
	data: 
	{
		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,
			SharedWithAgent: String,
			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,
			HasGiftCard: False,
			ContactCategory: 0,
			WritingAgentId: 0,
			WritingAgentName: String,
			MaritalStatus: String,
			TotalDebtAmount: 0,
			NumberOfDebtAccounts: 0,
			ModifiedByUserId: 00000000000000000000000000000000,
			ModifiedDate: 0001-01-01,
			ModifiedAction: String,
			SourceOfModification: String,
			FactFinderCodeId: 0,
			ContactGUID: 00000000000000000000000000000000,
			Licensed: False,
			OutstandContactId: 0,
			Licenses: 
			[
				{
					Id: 0,
					AgentId: 0,
					ContactId: 0,
					AgentRegistrationTempId: 0,
					LicenseTypeId: 0,
					SecurityLicenseTypeId: 0,
					LicenseTypeName: String,
					SecuritiesLicenseTypeName: String,
					LicenseState: String,
					LicenseNumber: String,
					Temporary: False,
					DateCreated: 0001-01-01,
					DateModified: 0001-01-01,
					DateAcquired: 0001-01-01,
					ExpirationDate: 0001-01-01,
					IsResident: False
				}
			],
			ActivityIds: 
			[
				0
			],
			Policies: {},
			TagList: {},
			NextAppointmentDate: 0001-01-01
		},
		FactFinderSheet: 
		{
			FactFinderSheetId: 0,
			ContactId: 0,
			EmploymentYears: String,
			PastOccupations: String,
			ClientGrossMthlyIncome: 0,
			ClientNetMthlyIncome: 0,
			HouseholdGrossMthlyIncome: 0,
			HouseholdNetMthlyIncome: 0,
			EstimatedExpenses: 0,
			DiscretionaryIncome: 0,
			DesiredMthlyRetirementIncome: 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,
			SpouseGrossAnnualIncome: 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,
			AdditionalNotes: String,
			DebtIsALotOfPressure: False,
			Employer: String,
			ClientGrossAnnualIncome: 0,
			SpouseGrossMthlyIncome: 0,
			EmploymentPosition: String,
			IncomeNotes: String
		},
		Spouse: 
		{
			ContactSpouseId: 0,
			ContactId: 0,
			Name: String,
			DOB: 0001-01-01,
			Cell: String,
			Employer: String,
			EmploymentYears: 0,
			EmploymentPosition: String,
			Email: String,
			PastOccupations: String,
			ExpectedSocialSecurityAge: 0,
			ExpectedSocialSecurityAmount: 0
		},
		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
			}
		],
		Expenses: 
		[
			{
				ContactExpenseId: 0,
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}