v1

latestOpenAPI 3.0.12026-08-06207388629.3 KB

SalesForce

Create/Update a financial account from Salesforce

post/v1/SalesForce/financialaccount

Request body

accountIdinteger nullable

salesforceAccountIdstring nullable

accountNamestring nullable

ownerIdinteger

jointOwnerIdinteger nullable

agentIdinteger

recordTypestring nullable

taxTypestring nullable

productTypestring nullable

issueDatestring date-time nullable

currentValuenumber double

valueDatestring date-time nullable

surrenderValuenumber double nullable

incomeRiderValuenumber double nullable

deathBenefitValuenumber double nullable

costBasisnumber double nullable

isDeletedboolean

sourcestring nullable

isManualEntryboolean

Response

Financial Account sync successful

isSuccessfulboolean

idinteger

errorMessagestring nullable