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,
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,
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CurrentSavingsFees: String,
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NewSavingsMonthlyContribution: 0,
NewSavingsGuarantees: String,
NewSavingsIncome: String,
NewSavingsFees: String,
NewSavingsBonus: String,
EstimatedPensionAgeOne: 0,
EstimatedPensionAgeTwo: 0,
EstimatedPensionGap: 0,
EstimatedPensionFactorIncomeFrom: String,
MonthlyContributionToAssets: 0
}
},
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