v1

latestSwagger 2.02026-07-14151135197.2 KB
FactFinders

Description: This operation retrieves all Fact Finders for the specified householdId, or if null, all households associated with the user.<br /> Purpose: Provides access to the Fact Finder including status.

get/api/FactFinders

Query parameters

householdIdinteger

The ID of the household used to retrieve the fact finders. If not set, uses all households associated with the user

Response

Success

countryCode'UnitedStates' | 'Canada'
createdstring date-time
factFinderIdinteger
householdIdinteger
lastStatusUpdatestring date-time
planIdinteger
planLevel'Level2' | 'Level1'
status'New' | 'InProgress' | 'ClientSubmitted' | 'AdvisorAccepted' | 'Canceled' | 'Draft' | 'Deleted'