---
title: "GET /v1/Leads/User/{portalId}"
method: GET
path: "/v1/Leads/User/{portalId}"
tags: ["Leads"]
---

# GET /v1/Leads/User/{portalId}

`GET /v1/Leads/User/{portalId}`

## Path parameters

- `portalId` integer, required

## Query parameters

- `numberOfDays` integer

## Response `200`

List of leads

- AdaptekApiApplicationLeadsPersonLeadDto[]
  - `agencyId` integer
  - `agencyName` string, nullable
  - `agentId` integer
  - `agentName` string, nullable
  - `externalAgentId` string, nullable
  - `leadId` string, nullable
  - `firstName` string, nullable
  - `fmoId` string, nullable
  - `preferredName` string, nullable
  - `lastName` string, nullable
  - `email` string, nullable
  - `emailType` string, nullable
  - `phone` string, nullable
  - `phoneType` string, nullable
  - `zipCode` string, nullable
  - `referrer` string, nullable
  - `inquiryType` string, nullable
  - `browser` string, nullable
  - `dateReceived` string, date-time
  - `dateRetrieved` string, date-time
  - `ipAddress` string, nullable
  - `comraInfo` AdaptekApiApplicationLeadsQueriesGetLeadsColorOfMoneyQAndAModel[], nullable
    - `question` string, nullable
    - `answer` string, nullable
  - `seminarResponse` AdaptekApiApplicationLeadsQueriesGetLeadsPersonSeminarDto
    - `id` integer
    - `personId` integer
    - `seminarDateTime` string, date-time
    - `isGuestAttending` boolean
    - `location` string, nullable
    - `guestName` string, nullable
  - `advisor` AdaptekApiDomainPersonContextEntitiesAdvisor
    - `id` integer
    - `active` boolean, nullable
    - `externalId` string, nullable
    - `holdingCompanyId` integer
    - `firstName` string, nullable
    - `lastName` string, nullable
    - `isActive` boolean
    - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany
      - `id` integer
      - `name` string, nullable
      - `holdingCompanyId` integer, nullable
      - `bd` boolean, nullable
      - `ria` boolean, nullable
      - `ins` boolean, nullable
      - `tax` boolean, nullable
      - `trst` boolean, nullable
      - `mrtg` boolean, nullable
      - `agency` boolean, nullable
      - `isActive` boolean
      - `fmoId` integer
      - `fmo` AdaptekApiDomainPersonContextEntitiesFMO
        - `id` integer
        - `name` string, nullable
        - `isActive` boolean
        - `holdingCompanies` AdaptekApiDomainPersonContextEntitiesHoldingCompany[], nullable
        - `apiKey` AdaptekApiDomainPersonContextEntitiesApiKey[], nullable
          - `id` string, uuid
          - `fmoId` integer, nullable
          - `holdingCompanyId` integer, nullable
          - `fmo` AdaptekApiDomainPersonContextEntitiesFMO — recursive
          - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany — recursive
      - `people` AdaptekApiDomainPersonContextEntitiesPerson[], nullable
        - `id` integer
        - `importNumber` integer
        - `externalIdentifier` string, nullable
        - `holdingCompanyId` integer
        - `confirmationNeededTypeId` integer, nullable
        - `personTitleTypeId` integer, nullable
        - `firstName` string, nullable
        - `middleName` string, nullable
        - `lastName` string, nullable
        - `personSuffixTypeId` integer, nullable
        - `personStatusTypeId` integer
        - `personSourceTypeId` integer, nullable
        - `genderTypeId` integer
        - `dateOfBirth` string, date-time, nullable
        - `ssn` string, nullable
        - `greeting` string, nullable
        - `entity` string, nullable
        - `driversLicenseNumber` string, nullable
        - `driversLicenseStateOrProvinceId` integer, nullable
        - `driversLicenseExpirationDate` string, date-time, nullable
        - `driversLicenseIssueDate` string, date-time, nullable
        - `isCitizen` boolean
        - `remarks` string, nullable
        - `isDeleted` boolean
        - `riskTolerance` integer, nullable
        - `profilePicturePath` string, nullable
        - `age` integer, nullable
        - `maritalStatusTypeId` integer
        - `dateCreated` string, date-time
        - `deceasedDate` string, date-time, nullable
        - `lifeExpectancy` number, double, nullable
        - `textOptionsViewed` boolean
        - `overallCoding` string, nullable
        - `overallService` string, nullable
        - `overallLevel` string, nullable
        - `createdByUserId` integer, nullable
        - `createdByPersonId` integer, nullable
        - `overallCodingChangedBy` integer, nullable
        - `overallCodingDateChanged` string, date-time, nullable
        - `salesforcePersonId` string, nullable
        - `salesforceContactId` string, nullable
        - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany — recursive
        - `emailAddresses` AdaptekApiDomainPersonContextEntitiesPersonEmailAddress[], nullable
          - `id` integer
          - `externalIdentifier` string, nullable
          - `personId` integer
          - `emailAddressTypeId` integer
          - `emailAddress` string, nullable
          - `isUnsubscribedFromCampaigns` boolean
          - `isUndeliverable` boolean
          - `undeliverableReason` string, nullable
          - `isPreferred` boolean
          - `remarks` string, nullable
          - `isDeleted` boolean
          - `dateModified` string, date-time
          - `importNumber` integer
          - `isValidated` boolean
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `emailAddressTypeEntity` AdaptekApiDomainPersonContextEntitiesEmailAddressTypeEntity
            - `id` integer
            - `name` string, nullable
        - `electronicContacts` AdaptekApiDomainPersonContextEntitiesPersonElectronicContact[], nullable
          - `id` integer
          - `personID` integer
          - `externalIdentifier` string, nullable
          - `electronicContactTypeID` integer
          - `electronicContact` string, nullable
          - `isPreferred` boolean
          - `remarks` string, nullable
          - `isDeleted` boolean
          - `importNumber` integer
          - `dateModified` string, date-time
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `disciplines` AdaptekApiDomainPersonContextEntitiesPersonDiscipline[], nullable
          - `id` integer
          - `personId` integer
          - `holdingCompanyId` integer
          - `discipline` string, nullable
          - `status` string, nullable
          - `service` string, nullable
          - `level` string, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `disciplineAdvisors` AdaptekApiDomainPersonContextEntitiesPersonDisciplineAdvisor[], nullable
            - `id` integer
            - `personDisciplineId` integer
            - `advisorId` integer
            - `discipline` AdaptekApiDomainPersonContextEntitiesPersonDiscipline — recursive
            - `advisor` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
        - `personMergeStatusTo` AdaptekApiDomainPersonContextEntitiesPersonMergeStatus[], nullable
          - `id` integer
          - `mergeToPersonId` integer
          - `mergeFromPersonId` integer
          - `queuedDate` string, date-time
          - `completedDate` string, date-time, nullable
          - `failedDate` string, date-time, nullable
          - `mergeJson` string, nullable
          - `toPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `fromPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `personMergeStatusFrom` AdaptekApiDomainPersonContextEntitiesPersonMergeStatus[], nullable
          - `id` integer
          - `mergeToPersonId` integer
          - `mergeFromPersonId` integer
          - `queuedDate` string, date-time
          - `completedDate` string, date-time, nullable
          - `failedDate` string, date-time, nullable
          - `mergeJson` string, nullable
          - `toPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `fromPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `personNotes` AdaptekApiDomainPersonContextEntitiesPersonNote[], nullable
          - `id` integer
          - `holdingCompanyId` integer
          - `consumerId` integer
          - `note` string, nullable
          - `dateCreated` string, date-time
          - `employeeCreatedId` integer
          - `externalIdentifier` string, nullable
          - `importNumber` integer
          - `disciplineTypeId` integer, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `employeeCreated` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
          - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany — recursive
        - `phoneNumbers` AdaptekApiDomainPersonContextEntitiesPersonPhoneNumber[], nullable
          - `id` integer
          - `isDeleted` boolean
          - `phoneNumber` integer
          - `phoneNumberTypeId` integer
          - `personId` integer
          - `isPreferred` boolean
          - `phoneNumberType` AdaptekApiDomainPersonContextEntitiesPhoneNumberType
            - `id` integer
            - `name` string, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `personSocialSecurity` AdaptekApiDomainPersonContextEntitiesPersonSocialSecurity
          - `personId` integer
          - `overrideLifeExpectancy` boolean
          - `expectedAgeAtDeath` integer, nullable
          - `primaryInsuranceAmount` number, double
          - `currentBenefitAmount` number, double, nullable
          - `benefitFirstReceivedDate` string, date-time, nullable
          - `isAlreadyReceivingBenefits` boolean
          - `ssdiBenefitAmount` number, double, nullable
          - `hasSsdi` boolean
          - `currentAnnualIncome` number, double
          - `socialSecurityBenefitTypeID` 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8
          - `anticipatedBenefitAge` integer
          - `colaAssumption` number, double
          - `includeMedicareEstimates` boolean
          - `exsDateOfBirth` string, date-time, nullable
          - `exsPrimaryInsuranceAmount` number, double
          - `deceasedDateOfBirth` string, date-time, nullable
          - `deceasedPrimaryInsuranceAmount` number, double
          - `spousalSurvivorBenefitAmount` number, double
          - `hasBeenDivorced` boolean
          - `hasBeenWidowed` boolean
          - `hasWorkedAsGovernmentEmployee` boolean
          - `deceasedBenefitAmount` number, double, nullable
          - `deceasedBenefitFirstReceivedDate` string, date-time, nullable
          - `deceasedDateOfDeath` string, date-time, nullable
          - `deceasedReceivingAtDeath` boolean
          - `receivingPensionWithoutSocialSecurity` boolean
          - `currentMarriageStartedAfterSixty` boolean
          - `caseCentralModifiedAgentId` integer, nullable
          - `caseCentralDateModified` string, date-time, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `personRetirement` AdaptekApiDomainPersonContextEntitiesPersonRetirement
          - `personId` integer
          - `desiredRetirementAge` integer
          - `desiredRetirementAnnualIncome` number, double
          - `descriptionOfGoals` string, nullable
          - `isRetired` boolean
          - `actualRetirementAge` integer
          - `intendToWorkInRetirement` boolean
          - `retirementWorkingIncome` number, double
          - `desiredRetirementInflation` number, double
          - `caseCentralModifiedAgentId` integer, nullable
          - `caseCentralDateModified` string, date-time, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `personLead` AdaptekApiDomainPersonContextEntitiesPersonLead
          - `personId` integer
          - `ipAddress` string, nullable
          - `referrer` string, nullable
          - `browser` string, nullable
          - `userId` integer
          - `dateReceived` string, date-time
          - `isProcessed` boolean
          - `mergeToPersonId` integer, nullable
          - `referrerDomainAndPath` string, nullable
          - `spouseId` integer, nullable
          - `dateRetrieved` string, date-time, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `advisor` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
          - `retrievedLeads` AdaptekApiDomainPersonContextEntitiesPersonLeadApiKeyRetrieval[], nullable
            - `id` integer
            - `apiKeyId` string, uuid
            - `personLeadId` integer
            - `dateRetrieved` string, date-time
        - `spouseLead` AdaptekApiDomainPersonContextEntitiesPersonLead
          - `personId` integer
          - `ipAddress` string, nullable
          - `referrer` string, nullable
          - `browser` string, nullable
          - `userId` integer
          - `dateReceived` string, date-time
          - `isProcessed` boolean
          - `mergeToPersonId` integer, nullable
          - `referrerDomainAndPath` string, nullable
          - `spouseId` integer, nullable
          - `dateRetrieved` string, date-time, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `advisor` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
          - `retrievedLeads` AdaptekApiDomainPersonContextEntitiesPersonLeadApiKeyRetrieval[], nullable
            - `id` integer
            - `apiKeyId` string, uuid
            - `personLeadId` integer
            - `dateRetrieved` string, date-time
        - `addresses` AdaptekApiDomainPersonContextEntitiesPersonPhysicalAddress[], nullable
          - `id` integer
          - `personId` integer
          - `isPreferred` boolean
          - `isDeleted` boolean
          - `physicalAddressId` integer
          - `physicalAddressTypeId` integer
          - `physicalAddressType` AdaptekApiDomainPersonContextEntitiesPhysicalAddressType
            - `id` integer
            - `name` string, nullable
          - `physicalAddress` AdaptekApiDomainPersonContextEntitiesPhysicalAddress
            - `id` integer
            - `street` string, nullable
            - `street2` string, nullable
            - `city` string, nullable
            - `zipCode` integer
            - `stateOrProvinceId` 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | 32 | 33 | 34 | 35 | 36 | 37 | 38 | 39 | 40 | 41 | 42 | 43 | 44 | 45 | 46 | 47 | 48 | 49 | 50 | 51 | 52 | 53 | 54 | 55 | 56
            - `personPhysicalAddress` AdaptekApiDomainPersonContextEntitiesPersonPhysicalAddress — recursive
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `vaultUser` AdaptekApiDomainPersonContextEntitiesPersonVaultUser
          - `personId` integer
          - `username` string, nullable
          - `dateConfirmed` string, date-time, nullable
          - `isAccountSetup` boolean
          - `isDeleted` boolean
          - `has2FA` boolean
          - `is2FADismissed` boolean
          - `dateCreated` string, date-time
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personVaultUserLogins` AdaptekApiDomainPersonContextEntitiesPersonVaultUserLogon[], nullable
            - `id` integer
            - `personVaultUserId` integer
            - `logonDateTime` string, date-time
            - `personVaultUser` AdaptekApiDomainPersonContextEntitiesPersonVaultUser — recursive
          - `personVaultUser2FA` AdaptekApiDomainPersonContextEntitiesPersonVaultUser2FA[], nullable
            - `id` integer
            - `personVaultUserId` integer
            - `contactValue` string, nullable
            - `vault2FAAuthTypeId` 1 | 2
            - `dateVerified` string, date-time
            - `personVaultUser` AdaptekApiDomainPersonContextEntitiesPersonVaultUser — recursive
        - `colorOfMoneyScores` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScore[], nullable
          - `id` integer
          - `personId` integer
          - `colorOfMoneyVersionId` integer
          - `score` integer
          - `dateCompleted` string, date-time
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `spouseId` integer, nullable
          - `personColorOfMoneyScoreAnswer` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScoreAnswer[], nullable
            - `id` integer
            - `colorOfMoneyQuestionOptionId` integer
            - `personColorOfMoneyScoreId` integer
            - `personColorOfMoneyScore` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScore — recursive
        - `spouseColorOfMoneyScores` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScore[], nullable
          - `id` integer
          - `personId` integer
          - `colorOfMoneyVersionId` integer
          - `score` integer
          - `dateCompleted` string, date-time
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `spouseId` integer, nullable
          - `personColorOfMoneyScoreAnswer` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScoreAnswer[], nullable
            - `id` integer
            - `colorOfMoneyQuestionOptionId` integer
            - `personColorOfMoneyScoreId` integer
            - `personColorOfMoneyScore` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScore — recursive
        - `strategyAssessments` AdaptekApiDomainPersonContextEntitiesPersonStrategyAssessment[], nullable
          - `id` integer
          - `personId` integer
          - `dateStarted` string, date-time
          - `dateCompleted` string, date-time, nullable
          - `hasCompletedComra` boolean
          - `hasCompletedHousehold` boolean
          - `hasCompletedIncome` boolean
          - `hasCompletedCompass` boolean
          - `strategyAssessmentSectionId` integer
          - `strategyAssessmentTypeId` integer
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `myMarriageDetails` AdaptekApiDomainPersonContextEntitiesPersonRelationshipMarriageDetail[], nullable
          - `person1Id` integer
          - `person2Id` integer
          - `relationshipTypeId` integer
          - `startDate` string, date-time, nullable
          - `endDate` string, date-time, nullable
          - `personRelationshipMarriageEndTypeId` integer, nullable
          - `person1` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `person2` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personRelationship` AdaptekApiDomainPersonContextEntitiesPersonRelationship
            - `person1Id` integer
            - `person2Id` integer
            - `relationshipTypeId` integer
            - `externalIdentifier` string, nullable
            - `remarks` string, nullable
            - `isDeleted` boolean
            - `importNumber` integer
            - `person1` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `person2` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `marriageDetail` AdaptekApiDomainPersonContextEntitiesPersonRelationshipMarriageDetail — recursive
        - `myRelationships` AdaptekApiDomainPersonContextEntitiesPersonRelationship[], nullable
          - `person1Id` integer
          - `person2Id` integer
          - `relationshipTypeId` integer
          - `externalIdentifier` string, nullable
          - `remarks` string, nullable
          - `isDeleted` boolean
          - `importNumber` integer
          - `person1` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `person2` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `marriageDetail` AdaptekApiDomainPersonContextEntitiesPersonRelationshipMarriageDetail
            - `person1Id` integer
            - `person2Id` integer
            - `relationshipTypeId` integer
            - `startDate` string, date-time, nullable
            - `endDate` string, date-time, nullable
            - `personRelationshipMarriageEndTypeId` integer, nullable
            - `person1` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `person2` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `personRelationship` AdaptekApiDomainPersonContextEntitiesPersonRelationship — recursive
        - `actOnTwo` AdaptekApiDomainPersonContextEntitiesPersonActOn
          - `personId` integer
          - `actOnContactId` string, nullable
          - `firstName` string, nullable
          - `lastName` string, nullable
          - `preferredName` string, nullable
          - `email` string, nullable
          - `emailType` string, nullable
          - `phone` string, nullable
          - `phoneType` string, nullable
          - `zipCode` string, nullable
          - `spouseFirstName` string, nullable
          - `spouseLastName` string, nullable
          - `spousePreferred` string, nullable
          - `spouseEmail` string, nullable
          - `spouseEmailType` string, nullable
          - `spousePhone` string, nullable
          - `spousePhoneType` string, nullable
          - `spouseZip` string, nullable
          - `loggedIntoVault` boolean
          - `verifiedEmailAddress` boolean
          - `finishedVaultSetup` boolean
          - `comraCompleted` boolean
          - `hasCompletedComra` boolean
          - `hasCompletedIncome` boolean
          - `hasCompletedCompass` boolean
          - `saCompleted` boolean
          - `vaultLeadUrl` string, nullable
          - `lastUpdated` string, date-time
          - `lastSynced` string, date-time, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `talkdesk` AdaptekApiDomainPersonContextEntitiesPersonTalkdesk
          - `personId` integer
          - `name` string, nullable
          - `email` string, nullable
          - `phone` string, nullable
          - `zipCode` string, nullable
          - `lastUpdated` string, date-time
          - `lastSynced` string, date-time, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `personInformationRequest` AdaptekApiDomainPersonContextEntitiesPersonInformationRequest
          - `personId` integer
          - `agentId` integer, nullable
          - `dateUpdated` string, date-time
          - `ssmax` boolean, nullable
          - `custodialCare` boolean, nullable
          - `retirementCompass` boolean, nullable
          - `foundMoney` boolean, nullable
          - `financialOverview` boolean, nullable
          - `userUpdated` integer, nullable
          - `personUpdated` integer, nullable
          - `dateCreated` string, date-time
          - `dateReferralAgentAdded` string, date-time, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `personInquiryTypes` AdaptekApiDomainPersonContextEntitiesPersonInquiryType[], nullable
          - `id` integer
          - `personId` integer
          - `inquiryTypeId` integer
          - `isHidden` boolean
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `inquiryType` AdaptekApiDomainPersonContextEntitiesInquiryType
            - `id` integer
            - `name` string, nullable
            - `personInquiryTypes` AdaptekApiDomainPersonContextEntitiesPersonInquiryType[], nullable
          - `personInquiryTypeHistory` AdaptekApiDomainPersonContextEntitiesPersonInquiryTypeHistory[], nullable
            - `id` integer
            - `personInquiryTypeId` integer
            - `agencyId` integer, nullable
            - `dateReceived` string, date-time
            - `personCreatedId` integer, nullable
            - `employeeCreatedId` integer, nullable
            - `personCreated` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `personInquiryType` AdaptekApiDomainPersonContextEntitiesPersonInquiryType — recursive
        - `personInquiryTypeHistories` AdaptekApiDomainPersonContextEntitiesPersonInquiryTypeHistory[], nullable
          - `id` integer
          - `personInquiryTypeId` integer
          - `agencyId` integer, nullable
          - `dateReceived` string, date-time
          - `personCreatedId` integer, nullable
          - `employeeCreatedId` integer, nullable
          - `personCreated` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personInquiryType` AdaptekApiDomainPersonContextEntitiesPersonInquiryType
            - `id` integer
            - `personId` integer
            - `inquiryTypeId` integer
            - `isHidden` boolean
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `inquiryType` AdaptekApiDomainPersonContextEntitiesInquiryType
              - …
            - `personInquiryTypeHistory` AdaptekApiDomainPersonContextEntitiesPersonInquiryTypeHistory[], nullable
        - `seminarResponses` AdaptekApiDomainPersonContextEntitiesPersonSeminar[], nullable
          - `id` integer
          - `personId` integer
          - `seminarDateTime` string, date-time
          - `isGuestAttending` boolean
          - `location` string, nullable
          - `guestName` string, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
      - `advisors` AdaptekApiDomainPersonContextEntitiesAdvisor[], nullable
      - `personNotes` AdaptekApiDomainPersonContextEntitiesPersonNote[], nullable
        - `id` integer
        - `holdingCompanyId` integer
        - `consumerId` integer
        - `note` string, nullable
        - `dateCreated` string, date-time
        - `employeeCreatedId` integer
        - `externalIdentifier` string, nullable
        - `importNumber` integer
        - `disciplineTypeId` integer, nullable
        - `person` AdaptekApiDomainPersonContextEntitiesPerson
          - `id` integer
          - `importNumber` integer
          - `externalIdentifier` string, nullable
          - `holdingCompanyId` integer
          - `confirmationNeededTypeId` integer, nullable
          - `personTitleTypeId` integer, nullable
          - `firstName` string, nullable
          - `middleName` string, nullable
          - `lastName` string, nullable
          - `personSuffixTypeId` integer, nullable
          - `personStatusTypeId` integer
          - `personSourceTypeId` integer, nullable
          - `genderTypeId` integer
          - `dateOfBirth` string, date-time, nullable
          - `ssn` string, nullable
          - `greeting` string, nullable
          - `entity` string, nullable
          - `driversLicenseNumber` string, nullable
          - `driversLicenseStateOrProvinceId` integer, nullable
          - `driversLicenseExpirationDate` string, date-time, nullable
          - `driversLicenseIssueDate` string, date-time, nullable
          - `isCitizen` boolean
          - `remarks` string, nullable
          - `isDeleted` boolean
          - `riskTolerance` integer, nullable
          - `profilePicturePath` string, nullable
          - `age` integer, nullable
          - `maritalStatusTypeId` integer
          - `dateCreated` string, date-time
          - `deceasedDate` string, date-time, nullable
          - `lifeExpectancy` number, double, nullable
          - `textOptionsViewed` boolean
          - `overallCoding` string, nullable
          - `overallService` string, nullable
          - `overallLevel` string, nullable
          - `createdByUserId` integer, nullable
          - `createdByPersonId` integer, nullable
          - `overallCodingChangedBy` integer, nullable
          - `overallCodingDateChanged` string, date-time, nullable
          - `salesforcePersonId` string, nullable
          - `salesforceContactId` string, nullable
          - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany — recursive
          - `emailAddresses` AdaptekApiDomainPersonContextEntitiesPersonEmailAddress[], nullable
            - `id` integer
            - `externalIdentifier` string, nullable
            - `personId` integer
            - `emailAddressTypeId` integer
            - `emailAddress` string, nullable
            - `isUnsubscribedFromCampaigns` boolean
            - `isUndeliverable` boolean
            - `undeliverableReason` string, nullable
            - `isPreferred` boolean
            - `remarks` string, nullable
            - `isDeleted` boolean
            - `dateModified` string, date-time
            - `importNumber` integer
            - `isValidated` boolean
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `emailAddressTypeEntity` AdaptekApiDomainPersonContextEntitiesEmailAddressTypeEntity
              - …
          - `electronicContacts` AdaptekApiDomainPersonContextEntitiesPersonElectronicContact[], nullable
            - `id` integer
            - `personID` integer
            - `externalIdentifier` string, nullable
            - `electronicContactTypeID` integer
            - `electronicContact` string, nullable
            - `isPreferred` boolean
            - `remarks` string, nullable
            - `isDeleted` boolean
            - `importNumber` integer
            - `dateModified` string, date-time
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `disciplines` AdaptekApiDomainPersonContextEntitiesPersonDiscipline[], nullable
            - `id` integer
            - `personId` integer
            - `holdingCompanyId` integer
            - `discipline` string, nullable
            - `status` string, nullable
            - `service` string, nullable
            - `level` string, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `disciplineAdvisors` AdaptekApiDomainPersonContextEntitiesPersonDisciplineAdvisor[], nullable
              - …
          - `personMergeStatusTo` AdaptekApiDomainPersonContextEntitiesPersonMergeStatus[], nullable
            - `id` integer
            - `mergeToPersonId` integer
            - `mergeFromPersonId` integer
            - `queuedDate` string, date-time
            - `completedDate` string, date-time, nullable
            - `failedDate` string, date-time, nullable
            - `mergeJson` string, nullable
            - `toPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `fromPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personMergeStatusFrom` AdaptekApiDomainPersonContextEntitiesPersonMergeStatus[], nullable
            - `id` integer
            - `mergeToPersonId` integer
            - `mergeFromPersonId` integer
            - `queuedDate` string, date-time
            - `completedDate` string, date-time, nullable
            - `failedDate` string, date-time, nullable
            - `mergeJson` string, nullable
            - `toPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `fromPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personNotes` AdaptekApiDomainPersonContextEntitiesPersonNote[], nullable
          - `phoneNumbers` AdaptekApiDomainPersonContextEntitiesPersonPhoneNumber[], nullable
            - `id` integer
            - `isDeleted` boolean
            - `phoneNumber` integer
            - `phoneNumberTypeId` integer
            - `personId` integer
            - `isPreferred` boolean
            - `phoneNumberType` AdaptekApiDomainPersonContextEntitiesPhoneNumberType
              - …
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personSocialSecurity` AdaptekApiDomainPersonContextEntitiesPersonSocialSecurity
            - `personId` integer
            - `overrideLifeExpectancy` boolean
            - `expectedAgeAtDeath` integer, nullable
            - `primaryInsuranceAmount` number, double
            - `currentBenefitAmount` number, double, nullable
            - `benefitFirstReceivedDate` string, date-time, nullable
            - `isAlreadyReceivingBenefits` boolean
            - `ssdiBenefitAmount` number, double, nullable
            - `hasSsdi` boolean
            - `currentAnnualIncome` number, double
            - `socialSecurityBenefitTypeID` 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8
            - `anticipatedBenefitAge` integer
            - `colaAssumption` number, double
            - `includeMedicareEstimates` boolean
            - `exsDateOfBirth` string, date-time, nullable
            - `exsPrimaryInsuranceAmount` number, double
            - `deceasedDateOfBirth` string, date-time, nullable
            - `deceasedPrimaryInsuranceAmount` number, double
            - `spousalSurvivorBenefitAmount` number, double
            - `hasBeenDivorced` boolean
            - `hasBeenWidowed` boolean
            - `hasWorkedAsGovernmentEmployee` boolean
            - `deceasedBenefitAmount` number, double, nullable
            - `deceasedBenefitFirstReceivedDate` string, date-time, nullable
            - `deceasedDateOfDeath` string, date-time, nullable
            - `deceasedReceivingAtDeath` boolean
            - `receivingPensionWithoutSocialSecurity` boolean
            - `currentMarriageStartedAfterSixty` boolean
            - `caseCentralModifiedAgentId` integer, nullable
            - `caseCentralDateModified` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personRetirement` AdaptekApiDomainPersonContextEntitiesPersonRetirement
            - `personId` integer
            - `desiredRetirementAge` integer
            - `desiredRetirementAnnualIncome` number, double
            - `descriptionOfGoals` string, nullable
            - `isRetired` boolean
            - `actualRetirementAge` integer
            - `intendToWorkInRetirement` boolean
            - `retirementWorkingIncome` number, double
            - `desiredRetirementInflation` number, double
            - `caseCentralModifiedAgentId` integer, nullable
            - `caseCentralDateModified` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personLead` AdaptekApiDomainPersonContextEntitiesPersonLead
            - `personId` integer
            - `ipAddress` string, nullable
            - `referrer` string, nullable
            - `browser` string, nullable
            - `userId` integer
            - `dateReceived` string, date-time
            - `isProcessed` boolean
            - `mergeToPersonId` integer, nullable
            - `referrerDomainAndPath` string, nullable
            - `spouseId` integer, nullable
            - `dateRetrieved` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `advisor` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
            - `retrievedLeads` AdaptekApiDomainPersonContextEntitiesPersonLeadApiKeyRetrieval[], nullable
              - …
          - `spouseLead` AdaptekApiDomainPersonContextEntitiesPersonLead
            - `personId` integer
            - `ipAddress` string, nullable
            - `referrer` string, nullable
            - `browser` string, nullable
            - `userId` integer
            - `dateReceived` string, date-time
            - `isProcessed` boolean
            - `mergeToPersonId` integer, nullable
            - `referrerDomainAndPath` string, nullable
            - `spouseId` integer, nullable
            - `dateRetrieved` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `advisor` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
            - `retrievedLeads` AdaptekApiDomainPersonContextEntitiesPersonLeadApiKeyRetrieval[], nullable
              - …
          - `addresses` AdaptekApiDomainPersonContextEntitiesPersonPhysicalAddress[], nullable
            - `id` integer
            - `personId` integer
            - `isPreferred` boolean
            - `isDeleted` boolean
            - `physicalAddressId` integer
            - `physicalAddressTypeId` integer
            - `physicalAddressType` AdaptekApiDomainPersonContextEntitiesPhysicalAddressType
              - …
            - `physicalAddress` AdaptekApiDomainPersonContextEntitiesPhysicalAddress
              - …
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `vaultUser` AdaptekApiDomainPersonContextEntitiesPersonVaultUser
            - `personId` integer
            - `username` string, nullable
            - `dateConfirmed` string, date-time, nullable
            - `isAccountSetup` boolean
            - `isDeleted` boolean
            - `has2FA` boolean
            - `is2FADismissed` boolean
            - `dateCreated` string, date-time
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `personVaultUserLogins` AdaptekApiDomainPersonContextEntitiesPersonVaultUserLogon[], nullable
              - …
            - `personVaultUser2FA` AdaptekApiDomainPersonContextEntitiesPersonVaultUser2FA[], nullable
              - …
          - `colorOfMoneyScores` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScore[], nullable
            - `id` integer
            - `personId` integer
            - `colorOfMoneyVersionId` integer
            - `score` integer
            - `dateCompleted` string, date-time
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouseId` integer, nullable
            - `personColorOfMoneyScoreAnswer` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScoreAnswer[], nullable
              - …
          - `spouseColorOfMoneyScores` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScore[], nullable
            - `id` integer
            - `personId` integer
            - `colorOfMoneyVersionId` integer
            - `score` integer
            - `dateCompleted` string, date-time
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouseId` integer, nullable
            - `personColorOfMoneyScoreAnswer` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScoreAnswer[], nullable
              - …
          - `strategyAssessments` AdaptekApiDomainPersonContextEntitiesPersonStrategyAssessment[], nullable
            - `id` integer
            - `personId` integer
            - `dateStarted` string, date-time
            - `dateCompleted` string, date-time, nullable
            - `hasCompletedComra` boolean
            - `hasCompletedHousehold` boolean
            - `hasCompletedIncome` boolean
            - `hasCompletedCompass` boolean
            - `strategyAssessmentSectionId` integer
            - `strategyAssessmentTypeId` integer
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `myMarriageDetails` AdaptekApiDomainPersonContextEntitiesPersonRelationshipMarriageDetail[], nullable
            - `person1Id` integer
            - `person2Id` integer
            - `relationshipTypeId` integer
            - `startDate` string, date-time, nullable
            - `endDate` string, date-time, nullable
            - `personRelationshipMarriageEndTypeId` integer, nullable
            - `person1` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `person2` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `personRelationship` AdaptekApiDomainPersonContextEntitiesPersonRelationship
              - …
          - `myRelationships` AdaptekApiDomainPersonContextEntitiesPersonRelationship[], nullable
            - `person1Id` integer
            - `person2Id` integer
            - `relationshipTypeId` integer
            - `externalIdentifier` string, nullable
            - `remarks` string, nullable
            - `isDeleted` boolean
            - `importNumber` integer
            - `person1` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `person2` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `marriageDetail` AdaptekApiDomainPersonContextEntitiesPersonRelationshipMarriageDetail
              - …
          - `actOnTwo` AdaptekApiDomainPersonContextEntitiesPersonActOn
            - `personId` integer
            - `actOnContactId` string, nullable
            - `firstName` string, nullable
            - `lastName` string, nullable
            - `preferredName` string, nullable
            - `email` string, nullable
            - `emailType` string, nullable
            - `phone` string, nullable
            - `phoneType` string, nullable
            - `zipCode` string, nullable
            - `spouseFirstName` string, nullable
            - `spouseLastName` string, nullable
            - `spousePreferred` string, nullable
            - `spouseEmail` string, nullable
            - `spouseEmailType` string, nullable
            - `spousePhone` string, nullable
            - `spousePhoneType` string, nullable
            - `spouseZip` string, nullable
            - `loggedIntoVault` boolean
            - `verifiedEmailAddress` boolean
            - `finishedVaultSetup` boolean
            - `comraCompleted` boolean
            - `hasCompletedComra` boolean
            - `hasCompletedIncome` boolean
            - `hasCompletedCompass` boolean
            - `saCompleted` boolean
            - `vaultLeadUrl` string, nullable
            - `lastUpdated` string, date-time
            - `lastSynced` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `talkdesk` AdaptekApiDomainPersonContextEntitiesPersonTalkdesk
            - `personId` integer
            - `name` string, nullable
            - `email` string, nullable
            - `phone` string, nullable
            - `zipCode` string, nullable
            - `lastUpdated` string, date-time
            - `lastSynced` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personInformationRequest` AdaptekApiDomainPersonContextEntitiesPersonInformationRequest
            - `personId` integer
            - `agentId` integer, nullable
            - `dateUpdated` string, date-time
            - `ssmax` boolean, nullable
            - `custodialCare` boolean, nullable
            - `retirementCompass` boolean, nullable
            - `foundMoney` boolean, nullable
            - `financialOverview` boolean, nullable
            - `userUpdated` integer, nullable
            - `personUpdated` integer, nullable
            - `dateCreated` string, date-time
            - `dateReferralAgentAdded` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personInquiryTypes` AdaptekApiDomainPersonContextEntitiesPersonInquiryType[], nullable
            - `id` integer
            - `personId` integer
            - `inquiryTypeId` integer
            - `isHidden` boolean
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `inquiryType` AdaptekApiDomainPersonContextEntitiesInquiryType
              - …
            - `personInquiryTypeHistory` AdaptekApiDomainPersonContextEntitiesPersonInquiryTypeHistory[], nullable
              - …
          - `personInquiryTypeHistories` AdaptekApiDomainPersonContextEntitiesPersonInquiryTypeHistory[], nullable
            - `id` integer
            - `personInquiryTypeId` integer
            - `agencyId` integer, nullable
            - `dateReceived` string, date-time
            - `personCreatedId` integer, nullable
            - `employeeCreatedId` integer, nullable
            - `personCreated` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `personInquiryType` AdaptekApiDomainPersonContextEntitiesPersonInquiryType
              - …
          - `seminarResponses` AdaptekApiDomainPersonContextEntitiesPersonSeminar[], nullable
            - `id` integer
            - `personId` integer
            - `seminarDateTime` string, date-time
            - `isGuestAttending` boolean
            - `location` string, nullable
            - `guestName` string, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `employeeCreated` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
        - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany — recursive
      - `apiKey` AdaptekApiDomainPersonContextEntitiesApiKey[], nullable
        - `id` string, uuid
        - `fmoId` integer, nullable
        - `holdingCompanyId` integer, nullable
        - `fmo` AdaptekApiDomainPersonContextEntitiesFMO
          - `id` integer
          - `name` string, nullable
          - `isActive` boolean
          - `holdingCompanies` AdaptekApiDomainPersonContextEntitiesHoldingCompany[], nullable
          - `apiKey` AdaptekApiDomainPersonContextEntitiesApiKey[], nullable
        - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany — recursive
      - `personSourceType` AdaptekApiDomainPersonContextEntitiesPersonSourceType[], nullable
        - `id` integer
        - `importNumber` integer
        - `externalIdentifier` string, nullable
        - `holdingCompanyId` integer, nullable
        - `name` string, nullable
        - `isGlobal` boolean
        - `isDeleted` boolean
        - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany — recursive
        - `person` AdaptekApiDomainPersonContextEntitiesPerson[], nullable
          - `id` integer
          - `importNumber` integer
          - `externalIdentifier` string, nullable
          - `holdingCompanyId` integer
          - `confirmationNeededTypeId` integer, nullable
          - `personTitleTypeId` integer, nullable
          - `firstName` string, nullable
          - `middleName` string, nullable
          - `lastName` string, nullable
          - `personSuffixTypeId` integer, nullable
          - `personStatusTypeId` integer
          - `personSourceTypeId` integer, nullable
          - `genderTypeId` integer
          - `dateOfBirth` string, date-time, nullable
          - `ssn` string, nullable
          - `greeting` string, nullable
          - `entity` string, nullable
          - `driversLicenseNumber` string, nullable
          - `driversLicenseStateOrProvinceId` integer, nullable
          - `driversLicenseExpirationDate` string, date-time, nullable
          - `driversLicenseIssueDate` string, date-time, nullable
          - `isCitizen` boolean
          - `remarks` string, nullable
          - `isDeleted` boolean
          - `riskTolerance` integer, nullable
          - `profilePicturePath` string, nullable
          - `age` integer, nullable
          - `maritalStatusTypeId` integer
          - `dateCreated` string, date-time
          - `deceasedDate` string, date-time, nullable
          - `lifeExpectancy` number, double, nullable
          - `textOptionsViewed` boolean
          - `overallCoding` string, nullable
          - `overallService` string, nullable
          - `overallLevel` string, nullable
          - `createdByUserId` integer, nullable
          - `createdByPersonId` integer, nullable
          - `overallCodingChangedBy` integer, nullable
          - `overallCodingDateChanged` string, date-time, nullable
          - `salesforcePersonId` string, nullable
          - `salesforceContactId` string, nullable
          - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany — recursive
          - `emailAddresses` AdaptekApiDomainPersonContextEntitiesPersonEmailAddress[], nullable
            - `id` integer
            - `externalIdentifier` string, nullable
            - `personId` integer
            - `emailAddressTypeId` integer
            - `emailAddress` string, nullable
            - `isUnsubscribedFromCampaigns` boolean
            - `isUndeliverable` boolean
            - `undeliverableReason` string, nullable
            - `isPreferred` boolean
            - `remarks` string, nullable
            - `isDeleted` boolean
            - `dateModified` string, date-time
            - `importNumber` integer
            - `isValidated` boolean
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `emailAddressTypeEntity` AdaptekApiDomainPersonContextEntitiesEmailAddressTypeEntity
              - …
          - `electronicContacts` AdaptekApiDomainPersonContextEntitiesPersonElectronicContact[], nullable
            - `id` integer
            - `personID` integer
            - `externalIdentifier` string, nullable
            - `electronicContactTypeID` integer
            - `electronicContact` string, nullable
            - `isPreferred` boolean
            - `remarks` string, nullable
            - `isDeleted` boolean
            - `importNumber` integer
            - `dateModified` string, date-time
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `disciplines` AdaptekApiDomainPersonContextEntitiesPersonDiscipline[], nullable
            - `id` integer
            - `personId` integer
            - `holdingCompanyId` integer
            - `discipline` string, nullable
            - `status` string, nullable
            - `service` string, nullable
            - `level` string, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `disciplineAdvisors` AdaptekApiDomainPersonContextEntitiesPersonDisciplineAdvisor[], nullable
              - …
          - `personMergeStatusTo` AdaptekApiDomainPersonContextEntitiesPersonMergeStatus[], nullable
            - `id` integer
            - `mergeToPersonId` integer
            - `mergeFromPersonId` integer
            - `queuedDate` string, date-time
            - `completedDate` string, date-time, nullable
            - `failedDate` string, date-time, nullable
            - `mergeJson` string, nullable
            - `toPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `fromPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personMergeStatusFrom` AdaptekApiDomainPersonContextEntitiesPersonMergeStatus[], nullable
            - `id` integer
            - `mergeToPersonId` integer
            - `mergeFromPersonId` integer
            - `queuedDate` string, date-time
            - `completedDate` string, date-time, nullable
            - `failedDate` string, date-time, nullable
            - `mergeJson` string, nullable
            - `toPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `fromPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personNotes` AdaptekApiDomainPersonContextEntitiesPersonNote[], nullable
            - `id` integer
            - `holdingCompanyId` integer
            - `consumerId` integer
            - `note` string, nullable
            - `dateCreated` string, date-time
            - `employeeCreatedId` integer
            - `externalIdentifier` string, nullable
            - `importNumber` integer
            - `disciplineTypeId` integer, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `employeeCreated` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
            - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany — recursive
          - `phoneNumbers` AdaptekApiDomainPersonContextEntitiesPersonPhoneNumber[], nullable
            - `id` integer
            - `isDeleted` boolean
            - `phoneNumber` integer
            - `phoneNumberTypeId` integer
            - `personId` integer
            - `isPreferred` boolean
            - `phoneNumberType` AdaptekApiDomainPersonContextEntitiesPhoneNumberType
              - …
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personSocialSecurity` AdaptekApiDomainPersonContextEntitiesPersonSocialSecurity
            - `personId` integer
            - `overrideLifeExpectancy` boolean
            - `expectedAgeAtDeath` integer, nullable
            - `primaryInsuranceAmount` number, double
            - `currentBenefitAmount` number, double, nullable
            - `benefitFirstReceivedDate` string, date-time, nullable
            - `isAlreadyReceivingBenefits` boolean
            - `ssdiBenefitAmount` number, double, nullable
            - `hasSsdi` boolean
            - `currentAnnualIncome` number, double
            - `socialSecurityBenefitTypeID` 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8
            - `anticipatedBenefitAge` integer
            - `colaAssumption` number, double
            - `includeMedicareEstimates` boolean
            - `exsDateOfBirth` string, date-time, nullable
            - `exsPrimaryInsuranceAmount` number, double
            - `deceasedDateOfBirth` string, date-time, nullable
            - `deceasedPrimaryInsuranceAmount` number, double
            - `spousalSurvivorBenefitAmount` number, double
            - `hasBeenDivorced` boolean
            - `hasBeenWidowed` boolean
            - `hasWorkedAsGovernmentEmployee` boolean
            - `deceasedBenefitAmount` number, double, nullable
            - `deceasedBenefitFirstReceivedDate` string, date-time, nullable
            - `deceasedDateOfDeath` string, date-time, nullable
            - `deceasedReceivingAtDeath` boolean
            - `receivingPensionWithoutSocialSecurity` boolean
            - `currentMarriageStartedAfterSixty` boolean
            - `caseCentralModifiedAgentId` integer, nullable
            - `caseCentralDateModified` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personRetirement` AdaptekApiDomainPersonContextEntitiesPersonRetirement
            - `personId` integer
            - `desiredRetirementAge` integer
            - `desiredRetirementAnnualIncome` number, double
            - `descriptionOfGoals` string, nullable
            - `isRetired` boolean
            - `actualRetirementAge` integer
            - `intendToWorkInRetirement` boolean
            - `retirementWorkingIncome` number, double
            - `desiredRetirementInflation` number, double
            - `caseCentralModifiedAgentId` integer, nullable
            - `caseCentralDateModified` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personLead` AdaptekApiDomainPersonContextEntitiesPersonLead
            - `personId` integer
            - `ipAddress` string, nullable
            - `referrer` string, nullable
            - `browser` string, nullable
            - `userId` integer
            - `dateReceived` string, date-time
            - `isProcessed` boolean
            - `mergeToPersonId` integer, nullable
            - `referrerDomainAndPath` string, nullable
            - `spouseId` integer, nullable
            - `dateRetrieved` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `advisor` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
            - `retrievedLeads` AdaptekApiDomainPersonContextEntitiesPersonLeadApiKeyRetrieval[], nullable
              - …
          - `spouseLead` AdaptekApiDomainPersonContextEntitiesPersonLead
            - `personId` integer
            - `ipAddress` string, nullable
            - `referrer` string, nullable
            - `browser` string, nullable
            - `userId` integer
            - `dateReceived` string, date-time
            - `isProcessed` boolean
            - `mergeToPersonId` integer, nullable
            - `referrerDomainAndPath` string, nullable
            - `spouseId` integer, nullable
            - `dateRetrieved` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `advisor` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
            - `retrievedLeads` AdaptekApiDomainPersonContextEntitiesPersonLeadApiKeyRetrieval[], nullable
              - …
          - `addresses` AdaptekApiDomainPersonContextEntitiesPersonPhysicalAddress[], nullable
            - `id` integer
            - `personId` integer
            - `isPreferred` boolean
            - `isDeleted` boolean
            - `physicalAddressId` integer
            - `physicalAddressTypeId` integer
            - `physicalAddressType` AdaptekApiDomainPersonContextEntitiesPhysicalAddressType
              - …
            - `physicalAddress` AdaptekApiDomainPersonContextEntitiesPhysicalAddress
              - …
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `vaultUser` AdaptekApiDomainPersonContextEntitiesPersonVaultUser
            - `personId` integer
            - `username` string, nullable
            - `dateConfirmed` string, date-time, nullable
            - `isAccountSetup` boolean
            - `isDeleted` boolean
            - `has2FA` boolean
            - `is2FADismissed` boolean
            - `dateCreated` string, date-time
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `personVaultUserLogins` AdaptekApiDomainPersonContextEntitiesPersonVaultUserLogon[], nullable
              - …
            - `personVaultUser2FA` AdaptekApiDomainPersonContextEntitiesPersonVaultUser2FA[], nullable
              - …
          - `colorOfMoneyScores` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScore[], nullable
            - `id` integer
            - `personId` integer
            - `colorOfMoneyVersionId` integer
            - `score` integer
            - `dateCompleted` string, date-time
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouseId` integer, nullable
            - `personColorOfMoneyScoreAnswer` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScoreAnswer[], nullable
              - …
          - `spouseColorOfMoneyScores` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScore[], nullable
            - `id` integer
            - `personId` integer
            - `colorOfMoneyVersionId` integer
            - `score` integer
            - `dateCompleted` string, date-time
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouseId` integer, nullable
            - `personColorOfMoneyScoreAnswer` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScoreAnswer[], nullable
              - …
          - `strategyAssessments` AdaptekApiDomainPersonContextEntitiesPersonStrategyAssessment[], nullable
            - `id` integer
            - `personId` integer
            - `dateStarted` string, date-time
            - `dateCompleted` string, date-time, nullable
            - `hasCompletedComra` boolean
            - `hasCompletedHousehold` boolean
            - `hasCompletedIncome` boolean
            - `hasCompletedCompass` boolean
            - `strategyAssessmentSectionId` integer
            - `strategyAssessmentTypeId` integer
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `myMarriageDetails` AdaptekApiDomainPersonContextEntitiesPersonRelationshipMarriageDetail[], nullable
            - `person1Id` integer
            - `person2Id` integer
            - `relationshipTypeId` integer
            - `startDate` string, date-time, nullable
            - `endDate` string, date-time, nullable
            - `personRelationshipMarriageEndTypeId` integer, nullable
            - `person1` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `person2` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `personRelationship` AdaptekApiDomainPersonContextEntitiesPersonRelationship
              - …
          - `myRelationships` AdaptekApiDomainPersonContextEntitiesPersonRelationship[], nullable
            - `person1Id` integer
            - `person2Id` integer
            - `relationshipTypeId` integer
            - `externalIdentifier` string, nullable
            - `remarks` string, nullable
            - `isDeleted` boolean
            - `importNumber` integer
            - `person1` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `person2` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `marriageDetail` AdaptekApiDomainPersonContextEntitiesPersonRelationshipMarriageDetail
              - …
          - `actOnTwo` AdaptekApiDomainPersonContextEntitiesPersonActOn
            - `personId` integer
            - `actOnContactId` string, nullable
            - `firstName` string, nullable
            - `lastName` string, nullable
            - `preferredName` string, nullable
            - `email` string, nullable
            - `emailType` string, nullable
            - `phone` string, nullable
            - `phoneType` string, nullable
            - `zipCode` string, nullable
            - `spouseFirstName` string, nullable
            - `spouseLastName` string, nullable
            - `spousePreferred` string, nullable
            - `spouseEmail` string, nullable
            - `spouseEmailType` string, nullable
            - `spousePhone` string, nullable
            - `spousePhoneType` string, nullable
            - `spouseZip` string, nullable
            - `loggedIntoVault` boolean
            - `verifiedEmailAddress` boolean
            - `finishedVaultSetup` boolean
            - `comraCompleted` boolean
            - `hasCompletedComra` boolean
            - `hasCompletedIncome` boolean
            - `hasCompletedCompass` boolean
            - `saCompleted` boolean
            - `vaultLeadUrl` string, nullable
            - `lastUpdated` string, date-time
            - `lastSynced` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `talkdesk` AdaptekApiDomainPersonContextEntitiesPersonTalkdesk
            - `personId` integer
            - `name` string, nullable
            - `email` string, nullable
            - `phone` string, nullable
            - `zipCode` string, nullable
            - `lastUpdated` string, date-time
            - `lastSynced` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personInformationRequest` AdaptekApiDomainPersonContextEntitiesPersonInformationRequest
            - `personId` integer
            - `agentId` integer, nullable
            - `dateUpdated` string, date-time
            - `ssmax` boolean, nullable
            - `custodialCare` boolean, nullable
            - `retirementCompass` boolean, nullable
            - `foundMoney` boolean, nullable
            - `financialOverview` boolean, nullable
            - `userUpdated` integer, nullable
            - `personUpdated` integer, nullable
            - `dateCreated` string, date-time
            - `dateReferralAgentAdded` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personInquiryTypes` AdaptekApiDomainPersonContextEntitiesPersonInquiryType[], nullable
            - `id` integer
            - `personId` integer
            - `inquiryTypeId` integer
            - `isHidden` boolean
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `inquiryType` AdaptekApiDomainPersonContextEntitiesInquiryType
              - …
            - `personInquiryTypeHistory` AdaptekApiDomainPersonContextEntitiesPersonInquiryTypeHistory[], nullable
              - …
          - `personInquiryTypeHistories` AdaptekApiDomainPersonContextEntitiesPersonInquiryTypeHistory[], nullable
            - `id` integer
            - `personInquiryTypeId` integer
            - `agencyId` integer, nullable
            - `dateReceived` string, date-time
            - `personCreatedId` integer, nullable
            - `employeeCreatedId` integer, nullable
            - `personCreated` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `personInquiryType` AdaptekApiDomainPersonContextEntitiesPersonInquiryType
              - …
          - `seminarResponses` AdaptekApiDomainPersonContextEntitiesPersonSeminar[], nullable
            - `id` integer
            - `personId` integer
            - `seminarDateTime` string, date-time
            - `isGuestAttending` boolean
            - `location` string, nullable
            - `guestName` string, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
      - `companies` AdaptekApiDomainPersonContextEntitiesCompany[], nullable
        - `id` integer
        - `companyName` string, nullable
        - `holdingCompanyId` integer
        - `companyType` string, nullable
        - `externalId` string, nullable
        - `importNum` integer, nullable
        - `byAllAccountsId` integer, nullable
        - `deleted` boolean, nullable
        - `isApproved` boolean, nullable
        - `isGlobal` boolean, nullable
        - `remarks` string, nullable
        - `isIns` boolean
        - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany — recursive
    - `disciplineAdvisors` AdaptekApiDomainPersonContextEntitiesPersonDisciplineAdvisor[], nullable
      - `id` integer
      - `personDisciplineId` integer
      - `advisorId` integer
      - `discipline` AdaptekApiDomainPersonContextEntitiesPersonDiscipline
        - `id` integer
        - `personId` integer
        - `holdingCompanyId` integer
        - `discipline` string, nullable
        - `status` string, nullable
        - `service` string, nullable
        - `level` string, nullable
        - `person` AdaptekApiDomainPersonContextEntitiesPerson
          - `id` integer
          - `importNumber` integer
          - `externalIdentifier` string, nullable
          - `holdingCompanyId` integer
          - `confirmationNeededTypeId` integer, nullable
          - `personTitleTypeId` integer, nullable
          - `firstName` string, nullable
          - `middleName` string, nullable
          - `lastName` string, nullable
          - `personSuffixTypeId` integer, nullable
          - `personStatusTypeId` integer
          - `personSourceTypeId` integer, nullable
          - `genderTypeId` integer
          - `dateOfBirth` string, date-time, nullable
          - `ssn` string, nullable
          - `greeting` string, nullable
          - `entity` string, nullable
          - `driversLicenseNumber` string, nullable
          - `driversLicenseStateOrProvinceId` integer, nullable
          - `driversLicenseExpirationDate` string, date-time, nullable
          - `driversLicenseIssueDate` string, date-time, nullable
          - `isCitizen` boolean
          - `remarks` string, nullable
          - `isDeleted` boolean
          - `riskTolerance` integer, nullable
          - `profilePicturePath` string, nullable
          - `age` integer, nullable
          - `maritalStatusTypeId` integer
          - `dateCreated` string, date-time
          - `deceasedDate` string, date-time, nullable
          - `lifeExpectancy` number, double, nullable
          - `textOptionsViewed` boolean
          - `overallCoding` string, nullable
          - `overallService` string, nullable
          - `overallLevel` string, nullable
          - `createdByUserId` integer, nullable
          - `createdByPersonId` integer, nullable
          - `overallCodingChangedBy` integer, nullable
          - `overallCodingDateChanged` string, date-time, nullable
          - `salesforcePersonId` string, nullable
          - `salesforceContactId` string, nullable
          - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany
            - `id` integer
            - `name` string, nullable
            - `holdingCompanyId` integer, nullable
            - `bd` boolean, nullable
            - `ria` boolean, nullable
            - `ins` boolean, nullable
            - `tax` boolean, nullable
            - `trst` boolean, nullable
            - `mrtg` boolean, nullable
            - `agency` boolean, nullable
            - `isActive` boolean
            - `fmoId` integer
            - `fmo` AdaptekApiDomainPersonContextEntitiesFMO
              - …
            - `people` AdaptekApiDomainPersonContextEntitiesPerson[], nullable
            - `advisors` AdaptekApiDomainPersonContextEntitiesAdvisor[], nullable
            - `personNotes` AdaptekApiDomainPersonContextEntitiesPersonNote[], nullable
              - …
            - `apiKey` AdaptekApiDomainPersonContextEntitiesApiKey[], nullable
              - …
            - `personSourceType` AdaptekApiDomainPersonContextEntitiesPersonSourceType[], nullable
              - …
            - `companies` AdaptekApiDomainPersonContextEntitiesCompany[], nullable
              - …
          - `emailAddresses` AdaptekApiDomainPersonContextEntitiesPersonEmailAddress[], nullable
            - `id` integer
            - `externalIdentifier` string, nullable
            - `personId` integer
            - `emailAddressTypeId` integer
            - `emailAddress` string, nullable
            - `isUnsubscribedFromCampaigns` boolean
            - `isUndeliverable` boolean
            - `undeliverableReason` string, nullable
            - `isPreferred` boolean
            - `remarks` string, nullable
            - `isDeleted` boolean
            - `dateModified` string, date-time
            - `importNumber` integer
            - `isValidated` boolean
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `emailAddressTypeEntity` AdaptekApiDomainPersonContextEntitiesEmailAddressTypeEntity
              - …
          - `electronicContacts` AdaptekApiDomainPersonContextEntitiesPersonElectronicContact[], nullable
            - `id` integer
            - `personID` integer
            - `externalIdentifier` string, nullable
            - `electronicContactTypeID` integer
            - `electronicContact` string, nullable
            - `isPreferred` boolean
            - `remarks` string, nullable
            - `isDeleted` boolean
            - `importNumber` integer
            - `dateModified` string, date-time
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `disciplines` AdaptekApiDomainPersonContextEntitiesPersonDiscipline[], nullable
          - `personMergeStatusTo` AdaptekApiDomainPersonContextEntitiesPersonMergeStatus[], nullable
            - `id` integer
            - `mergeToPersonId` integer
            - `mergeFromPersonId` integer
            - `queuedDate` string, date-time
            - `completedDate` string, date-time, nullable
            - `failedDate` string, date-time, nullable
            - `mergeJson` string, nullable
            - `toPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `fromPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personMergeStatusFrom` AdaptekApiDomainPersonContextEntitiesPersonMergeStatus[], nullable
            - `id` integer
            - `mergeToPersonId` integer
            - `mergeFromPersonId` integer
            - `queuedDate` string, date-time
            - `completedDate` string, date-time, nullable
            - `failedDate` string, date-time, nullable
            - `mergeJson` string, nullable
            - `toPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `fromPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personNotes` AdaptekApiDomainPersonContextEntitiesPersonNote[], nullable
            - `id` integer
            - `holdingCompanyId` integer
            - `consumerId` integer
            - `note` string, nullable
            - `dateCreated` string, date-time
            - `employeeCreatedId` integer
            - `externalIdentifier` string, nullable
            - `importNumber` integer
            - `disciplineTypeId` integer, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `employeeCreated` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
            - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany
              - …
          - `phoneNumbers` AdaptekApiDomainPersonContextEntitiesPersonPhoneNumber[], nullable
            - `id` integer
            - `isDeleted` boolean
            - `phoneNumber` integer
            - `phoneNumberTypeId` integer
            - `personId` integer
            - `isPreferred` boolean
            - `phoneNumberType` AdaptekApiDomainPersonContextEntitiesPhoneNumberType
              - …
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personSocialSecurity` AdaptekApiDomainPersonContextEntitiesPersonSocialSecurity
            - `personId` integer
            - `overrideLifeExpectancy` boolean
            - `expectedAgeAtDeath` integer, nullable
            - `primaryInsuranceAmount` number, double
            - `currentBenefitAmount` number, double, nullable
            - `benefitFirstReceivedDate` string, date-time, nullable
            - `isAlreadyReceivingBenefits` boolean
            - `ssdiBenefitAmount` number, double, nullable
            - `hasSsdi` boolean
            - `currentAnnualIncome` number, double
            - `socialSecurityBenefitTypeID` 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8
            - `anticipatedBenefitAge` integer
            - `colaAssumption` number, double
            - `includeMedicareEstimates` boolean
            - `exsDateOfBirth` string, date-time, nullable
            - `exsPrimaryInsuranceAmount` number, double
            - `deceasedDateOfBirth` string, date-time, nullable
            - `deceasedPrimaryInsuranceAmount` number, double
            - `spousalSurvivorBenefitAmount` number, double
            - `hasBeenDivorced` boolean
            - `hasBeenWidowed` boolean
            - `hasWorkedAsGovernmentEmployee` boolean
            - `deceasedBenefitAmount` number, double, nullable
            - `deceasedBenefitFirstReceivedDate` string, date-time, nullable
            - `deceasedDateOfDeath` string, date-time, nullable
            - `deceasedReceivingAtDeath` boolean
            - `receivingPensionWithoutSocialSecurity` boolean
            - `currentMarriageStartedAfterSixty` boolean
            - `caseCentralModifiedAgentId` integer, nullable
            - `caseCentralDateModified` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personRetirement` AdaptekApiDomainPersonContextEntitiesPersonRetirement
            - `personId` integer
            - `desiredRetirementAge` integer
            - `desiredRetirementAnnualIncome` number, double
            - `descriptionOfGoals` string, nullable
            - `isRetired` boolean
            - `actualRetirementAge` integer
            - `intendToWorkInRetirement` boolean
            - `retirementWorkingIncome` number, double
            - `desiredRetirementInflation` number, double
            - `caseCentralModifiedAgentId` integer, nullable
            - `caseCentralDateModified` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personLead` AdaptekApiDomainPersonContextEntitiesPersonLead
            - `personId` integer
            - `ipAddress` string, nullable
            - `referrer` string, nullable
            - `browser` string, nullable
            - `userId` integer
            - `dateReceived` string, date-time
            - `isProcessed` boolean
            - `mergeToPersonId` integer, nullable
            - `referrerDomainAndPath` string, nullable
            - `spouseId` integer, nullable
            - `dateRetrieved` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `advisor` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
            - `retrievedLeads` AdaptekApiDomainPersonContextEntitiesPersonLeadApiKeyRetrieval[], nullable
              - …
          - `spouseLead` AdaptekApiDomainPersonContextEntitiesPersonLead
            - `personId` integer
            - `ipAddress` string, nullable
            - `referrer` string, nullable
            - `browser` string, nullable
            - `userId` integer
            - `dateReceived` string, date-time
            - `isProcessed` boolean
            - `mergeToPersonId` integer, nullable
            - `referrerDomainAndPath` string, nullable
            - `spouseId` integer, nullable
            - `dateRetrieved` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `advisor` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
            - `retrievedLeads` AdaptekApiDomainPersonContextEntitiesPersonLeadApiKeyRetrieval[], nullable
              - …
          - `addresses` AdaptekApiDomainPersonContextEntitiesPersonPhysicalAddress[], nullable
            - `id` integer
            - `personId` integer
            - `isPreferred` boolean
            - `isDeleted` boolean
            - `physicalAddressId` integer
            - `physicalAddressTypeId` integer
            - `physicalAddressType` AdaptekApiDomainPersonContextEntitiesPhysicalAddressType
              - …
            - `physicalAddress` AdaptekApiDomainPersonContextEntitiesPhysicalAddress
              - …
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `vaultUser` AdaptekApiDomainPersonContextEntitiesPersonVaultUser
            - `personId` integer
            - `username` string, nullable
            - `dateConfirmed` string, date-time, nullable
            - `isAccountSetup` boolean
            - `isDeleted` boolean
            - `has2FA` boolean
            - `is2FADismissed` boolean
            - `dateCreated` string, date-time
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `personVaultUserLogins` AdaptekApiDomainPersonContextEntitiesPersonVaultUserLogon[], nullable
              - …
            - `personVaultUser2FA` AdaptekApiDomainPersonContextEntitiesPersonVaultUser2FA[], nullable
              - …
          - `colorOfMoneyScores` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScore[], nullable
            - `id` integer
            - `personId` integer
            - `colorOfMoneyVersionId` integer
            - `score` integer
            - `dateCompleted` string, date-time
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouseId` integer, nullable
            - `personColorOfMoneyScoreAnswer` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScoreAnswer[], nullable
              - …
          - `spouseColorOfMoneyScores` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScore[], nullable
            - `id` integer
            - `personId` integer
            - `colorOfMoneyVersionId` integer
            - `score` integer
            - `dateCompleted` string, date-time
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `spouseId` integer, nullable
            - `personColorOfMoneyScoreAnswer` AdaptekApiDomainPersonContextEntitiesPersonColorOfMoneyScoreAnswer[], nullable
              - …
          - `strategyAssessments` AdaptekApiDomainPersonContextEntitiesPersonStrategyAssessment[], nullable
            - `id` integer
            - `personId` integer
            - `dateStarted` string, date-time
            - `dateCompleted` string, date-time, nullable
            - `hasCompletedComra` boolean
            - `hasCompletedHousehold` boolean
            - `hasCompletedIncome` boolean
            - `hasCompletedCompass` boolean
            - `strategyAssessmentSectionId` integer
            - `strategyAssessmentTypeId` integer
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `myMarriageDetails` AdaptekApiDomainPersonContextEntitiesPersonRelationshipMarriageDetail[], nullable
            - `person1Id` integer
            - `person2Id` integer
            - `relationshipTypeId` integer
            - `startDate` string, date-time, nullable
            - `endDate` string, date-time, nullable
            - `personRelationshipMarriageEndTypeId` integer, nullable
            - `person1` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `person2` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `personRelationship` AdaptekApiDomainPersonContextEntitiesPersonRelationship
              - …
          - `myRelationships` AdaptekApiDomainPersonContextEntitiesPersonRelationship[], nullable
            - `person1Id` integer
            - `person2Id` integer
            - `relationshipTypeId` integer
            - `externalIdentifier` string, nullable
            - `remarks` string, nullable
            - `isDeleted` boolean
            - `importNumber` integer
            - `person1` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `person2` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `marriageDetail` AdaptekApiDomainPersonContextEntitiesPersonRelationshipMarriageDetail
              - …
          - `actOnTwo` AdaptekApiDomainPersonContextEntitiesPersonActOn
            - `personId` integer
            - `actOnContactId` string, nullable
            - `firstName` string, nullable
            - `lastName` string, nullable
            - `preferredName` string, nullable
            - `email` string, nullable
            - `emailType` string, nullable
            - `phone` string, nullable
            - `phoneType` string, nullable
            - `zipCode` string, nullable
            - `spouseFirstName` string, nullable
            - `spouseLastName` string, nullable
            - `spousePreferred` string, nullable
            - `spouseEmail` string, nullable
            - `spouseEmailType` string, nullable
            - `spousePhone` string, nullable
            - `spousePhoneType` string, nullable
            - `spouseZip` string, nullable
            - `loggedIntoVault` boolean
            - `verifiedEmailAddress` boolean
            - `finishedVaultSetup` boolean
            - `comraCompleted` boolean
            - `hasCompletedComra` boolean
            - `hasCompletedIncome` boolean
            - `hasCompletedCompass` boolean
            - `saCompleted` boolean
            - `vaultLeadUrl` string, nullable
            - `lastUpdated` string, date-time
            - `lastSynced` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `talkdesk` AdaptekApiDomainPersonContextEntitiesPersonTalkdesk
            - `personId` integer
            - `name` string, nullable
            - `email` string, nullable
            - `phone` string, nullable
            - `zipCode` string, nullable
            - `lastUpdated` string, date-time
            - `lastSynced` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personInformationRequest` AdaptekApiDomainPersonContextEntitiesPersonInformationRequest
            - `personId` integer
            - `agentId` integer, nullable
            - `dateUpdated` string, date-time
            - `ssmax` boolean, nullable
            - `custodialCare` boolean, nullable
            - `retirementCompass` boolean, nullable
            - `foundMoney` boolean, nullable
            - `financialOverview` boolean, nullable
            - `userUpdated` integer, nullable
            - `personUpdated` integer, nullable
            - `dateCreated` string, date-time
            - `dateReferralAgentAdded` string, date-time, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `personInquiryTypes` AdaptekApiDomainPersonContextEntitiesPersonInquiryType[], nullable
            - `id` integer
            - `personId` integer
            - `inquiryTypeId` integer
            - `isHidden` boolean
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `inquiryType` AdaptekApiDomainPersonContextEntitiesInquiryType
              - …
            - `personInquiryTypeHistory` AdaptekApiDomainPersonContextEntitiesPersonInquiryTypeHistory[], nullable
              - …
          - `personInquiryTypeHistories` AdaptekApiDomainPersonContextEntitiesPersonInquiryTypeHistory[], nullable
            - `id` integer
            - `personInquiryTypeId` integer
            - `agencyId` integer, nullable
            - `dateReceived` string, date-time
            - `personCreatedId` integer, nullable
            - `employeeCreatedId` integer, nullable
            - `personCreated` AdaptekApiDomainPersonContextEntitiesPerson — recursive
            - `personInquiryType` AdaptekApiDomainPersonContextEntitiesPersonInquiryType
              - …
          - `seminarResponses` AdaptekApiDomainPersonContextEntitiesPersonSeminar[], nullable
            - `id` integer
            - `personId` integer
            - `seminarDateTime` string, date-time
            - `isGuestAttending` boolean
            - `location` string, nullable
            - `guestName` string, nullable
            - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `disciplineAdvisors` AdaptekApiDomainPersonContextEntitiesPersonDisciplineAdvisor[], nullable
      - `advisor` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
    - `agentRoles` AdaptekApiDomainPersonContextEntitiesAgencyRole[], nullable
      - `id` integer
      - `holdingCompanyId` integer
      - `agentId` integer
      - `advisorId` integer, nullable
      - `role` string, nullable
      - `agent` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
      - `advisor` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
    - `advisorRoles` AdaptekApiDomainPersonContextEntitiesAgencyRole[], nullable
      - `id` integer
      - `holdingCompanyId` integer
      - `agentId` integer
      - `advisorId` integer, nullable
      - `role` string, nullable
      - `agent` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
      - `advisor` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
    - `personNotes` AdaptekApiDomainPersonContextEntitiesPersonNote[], nullable
      - `id` integer
      - `holdingCompanyId` integer
      - `consumerId` integer
      - `note` string, nullable
      - `dateCreated` string, date-time
      - `employeeCreatedId` integer
      - `externalIdentifier` string, nullable
      - `importNumber` integer
      - `disciplineTypeId` integer, nullable
      - `person` AdaptekApiDomainPersonContextEntitiesPerson
        - `id` integer
        - `importNumber` integer
        - `externalIdentifier` string, nullable
        - `holdingCompanyId` integer
        - `confirmationNeededTypeId` integer, nullable
        - `personTitleTypeId` integer, nullable
        - `firstName` string, nullable
        - `middleName` string, nullable
        - `lastName` string, nullable
        - `personSuffixTypeId` integer, nullable
        - `personStatusTypeId` integer
        - `personSourceTypeId` integer, nullable
        - `genderTypeId` integer
        - `dateOfBirth` string, date-time, nullable
        - `ssn` string, nullable
        - `greeting` string, nullable
        - `entity` string, nullable
        - `driversLicenseNumber` string, nullable
        - `driversLicenseStateOrProvinceId` integer, nullable
        - `driversLicenseExpirationDate` string, date-time, nullable
        - `driversLicenseIssueDate` string, date-time, nullable
        - `isCitizen` boolean
        - `remarks` string, nullable
        - `isDeleted` boolean
        - `riskTolerance` integer, nullable
        - `profilePicturePath` string, nullable
        - `age` integer, nullable
        - `maritalStatusTypeId` integer
        - `dateCreated` string, date-time
        - `deceasedDate` string, date-time, nullable
        - `lifeExpectancy` number, double, nullable
        - `textOptionsViewed` boolean
        - `overallCoding` string, nullable
        - `overallService` string, nullable
        - `overallLevel` string, nullable
        - `createdByUserId` integer, nullable
        - `createdByPersonId` integer, nullable
        - `overallCodingChangedBy` integer, nullable
        - `overallCodingDateChanged` string, date-time, nullable
        - `salesforcePersonId` string, nullable
        - `salesforceContactId` string, nullable
        - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany
          - `id` integer
          - `name` string, nullable
          - `holdingCompanyId` integer, nullable
          - `bd` boolean, nullable
          - `ria` boolean, nullable
          - `ins` boolean, nullable
          - `tax` boolean, nullable
          - `trst` boolean, nullable
          - `mrtg` boolean, nullable
          - `agency` boolean, nullable
          - `isActive` boolean
          - `fmoId` integer
          - `fmo` AdaptekApiDomainPersonContextEntitiesFMO
            - `id` integer
            - `name` string, nullable
            - `isActive` boolean
            - `holdingCompanies` AdaptekApiDomainPersonContextEntitiesHoldingCompany[], nullable
            - `apiKey` AdaptekApiDomainPersonContextEntitiesApiKey[], nullable
              - …
          - `people` AdaptekApiDomainPersonContextEntitiesPerson[], nullable
          - `advisors` AdaptekApiDomainPersonContextEntitiesAdvisor[], nullable
          - `personNotes` AdaptekApiDomainPersonContextEntitiesPersonNote[], nullable
          - `apiKey` AdaptekApiDomainPersonContextEntitiesApiKey[], nullable
            - `id` string, uuid
            - `fmoId` integer, nullable
            - `holdingCompanyId` integer, nullable
            - `fmo` AdaptekApiDomainPersonContextEntitiesFMO
              - …
            - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany — recursive
          - `personSourceType` AdaptekApiDomainPersonContextEntitiesPersonSourceType[], nullable
            - `id` integer
            - `importNumber` integer
            - `externalIdentifier` string, nullable
            - `holdingCompanyId` integer, nullable
            - `name` string, nullable
            - `isGlobal` boolean
            - `isDeleted` boolean
            - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany — recursive
            - `person` AdaptekApiDomainPersonContextEntitiesPerson[], nullable
          - `companies` AdaptekApiDomainPersonContextEntitiesCompany[], nullable
            - `id` integer
            - `companyName` string, nullable
            - `holdingCompanyId` integer
            - `companyType` string, nullable
            - `externalId` string, nullable
            - `importNum` integer, nullable
            - `byAllAccountsId` integer, nullable
            - `deleted` boolean, nullable
            - `isApproved` boolean, nullable
            - `isGlobal` boolean, nullable
            - `remarks` string, nullable
            - `isIns` boolean
            - `holdingCompany` AdaptekApiDomainPersonContextEntitiesHoldingCompany — recursive
        - `emailAddresses` AdaptekApiDomainPersonContextEntitiesPersonEmailAddress[], nullable
          - `id` integer
          - `externalIdentifier` string, nullable
          - `personId` integer
          - `emailAddressTypeId` integer
          - `emailAddress` string, nullable
          - `isUnsubscribedFromCampaigns` boolean
          - `isUndeliverable` boolean
          - `undeliverableReason` string, nullable
          - `isPreferred` boolean
          - `remarks` string, nullable
          - `isDeleted` boolean
          - `dateModified` string, date-time
          - `importNumber` integer
          - `isValidated` boolean
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `emailAddressTypeEntity` AdaptekApiDomainPersonContextEntitiesEmailAddressTypeEntity
            - `id` integer
            - `name` string, nullable
        - `electronicContacts` AdaptekApiDomainPersonContextEntitiesPersonElectronicContact[], nullable
          - `id` integer
          - `personID` integer
          - `externalIdentifier` string, nullable
          - `electronicContactTypeID` integer
          - `electronicContact` string, nullable
          - `isPreferred` boolean
          - `remarks` string, nullable
          - `isDeleted` boolean
          - `importNumber` integer
          - `dateModified` string, date-time
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `disciplines` AdaptekApiDomainPersonContextEntitiesPersonDiscipline[], nullable
          - `id` integer
          - `personId` integer
          - `holdingCompanyId` integer
          - `discipline` string, nullable
          - `status` string, nullable
          - `service` string, nullable
          - `level` string, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `disciplineAdvisors` AdaptekApiDomainPersonContextEntitiesPersonDisciplineAdvisor[], nullable
            - `id` integer
            - `personDisciplineId` integer
            - `advisorId` integer
            - `discipline` AdaptekApiDomainPersonContextEntitiesPersonDiscipline — recursive
            - `advisor` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
        - `personMergeStatusTo` AdaptekApiDomainPersonContextEntitiesPersonMergeStatus[], nullable
          - `id` integer
          - `mergeToPersonId` integer
          - `mergeFromPersonId` integer
          - `queuedDate` string, date-time
          - `completedDate` string, date-time, nullable
          - `failedDate` string, date-time, nullable
          - `mergeJson` string, nullable
          - `toPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `fromPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `personMergeStatusFrom` AdaptekApiDomainPersonContextEntitiesPersonMergeStatus[], nullable
          - `id` integer
          - `mergeToPersonId` integer
          - `mergeFromPersonId` integer
          - `queuedDate` string, date-time
          - `completedDate` string, date-time, nullable
          - `failedDate` string, date-time, nullable
          - `mergeJson` string, nullable
          - `toPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `fromPerson` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `personNotes` AdaptekApiDomainPersonContextEntitiesPersonNote[], nullable
        - `phoneNumbers` AdaptekApiDomainPersonContextEntitiesPersonPhoneNumber[], nullable
          - `id` integer
          - `isDeleted` boolean
          - `phoneNumber` integer
          - `phoneNumberTypeId` integer
          - `personId` integer
          - `isPreferred` boolean
          - `phoneNumberType` AdaptekApiDomainPersonContextEntitiesPhoneNumberType
            - `id` integer
            - `name` string, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `personSocialSecurity` AdaptekApiDomainPersonContextEntitiesPersonSocialSecurity
          - `personId` integer
          - `overrideLifeExpectancy` boolean
          - `expectedAgeAtDeath` integer, nullable
          - `primaryInsuranceAmount` number, double
          - `currentBenefitAmount` number, double, nullable
          - `benefitFirstReceivedDate` string, date-time, nullable
          - `isAlreadyReceivingBenefits` boolean
          - `ssdiBenefitAmount` number, double, nullable
          - `hasSsdi` boolean
          - `currentAnnualIncome` number, double
          - `socialSecurityBenefitTypeID` 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8
          - `anticipatedBenefitAge` integer
          - `colaAssumption` number, double
          - `includeMedicareEstimates` boolean
          - `exsDateOfBirth` string, date-time, nullable
          - `exsPrimaryInsuranceAmount` number, double
          - `deceasedDateOfBirth` string, date-time, nullable
          - `deceasedPrimaryInsuranceAmount` number, double
          - `spousalSurvivorBenefitAmount` number, double
          - `hasBeenDivorced` boolean
          - `hasBeenWidowed` boolean
          - `hasWorkedAsGovernmentEmployee` boolean
          - `deceasedBenefitAmount` number, double, nullable
          - `deceasedBenefitFirstReceivedDate` string, date-time, nullable
          - `deceasedDateOfDeath` string, date-time, nullable
          - `deceasedReceivingAtDeath` boolean
          - `receivingPensionWithoutSocialSecurity` boolean
          - `currentMarriageStartedAfterSixty` boolean
          - `caseCentralModifiedAgentId` integer, nullable
          - `caseCentralDateModified` string, date-time, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `personRetirement` AdaptekApiDomainPersonContextEntitiesPersonRetirement
          - `personId` integer
          - `desiredRetirementAge` integer
          - `desiredRetirementAnnualIncome` number, double
          - `descriptionOfGoals` string, nullable
          - `isRetired` boolean
          - `actualRetirementAge` integer
          - `intendToWorkInRetirement` boolean
          - `retirementWorkingIncome` number, double
          - `desiredRetirementInflation` number, double
          - `caseCentralModifiedAgentId` integer, nullable
          - `caseCentralDateModified` string, date-time, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
        - `personLead` AdaptekApiDomainPersonContextEntitiesPersonLead
          - `personId` integer
          - `ipAddress` string, nullable
          - `referrer` string, nullable
          - `browser` string, nullable
          - `userId` integer
          - `dateReceived` string, date-time
          - `isProcessed` boolean
          - `mergeToPersonId` integer, nullable
          - `referrerDomainAndPath` string, nullable
          - `spouseId` integer, nullable
          - `dateRetrieved` string, date-time, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `advisor` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
          - `retrievedLeads` AdaptekApiDomainPersonContextEntitiesPersonLeadApiKeyRetrieval[], nullable
            - `id` integer
            - `apiKeyId` string, uuid
            - `personLeadId` integer
            - `dateRetrieved` string, date-time
        - `spouseLead` AdaptekApiDomainPersonContextEntitiesPersonLead
          - `personId` integer
          - `ipAddress` string, nullable
          - `referrer` string, nullable
          - `browser` string, nullable
          - `userId` integer
          - `dateReceived` string, date-time
          - `isProcessed` boolean
          - `mergeToPersonId` integer, nullable
          - `referrerDomainAndPath` string, nullable
          - `spouseId` integer, nullable
          - `dateRetrieved` string, date-time, nullable
          - `person` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `spouse` AdaptekApiDomainPersonContextEntitiesPerson — recursive
          - `advisor` AdaptekApiDomainPersonContextEntitiesAdvisor — recursive
          - `retrievedLeads` AdaptekApiDomainPersonContextEntitiesPersonLeadApiKeyRetrieval[], nullable
            - `id` integer
            - `apiKeyId` string, uuid
            - `personLeadId` integer
            - `dateRetrieved` string, date-time
- … truncated; see the full OpenAPI document linked below

---

[API](https://skmtc.net/adaptek/apis/adaptek-api.md) · [All operations](https://skmtc.net/adaptek/apis/adaptek-api/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/adaptek/adaptek-api/versions/517cf2397b0d/schema)