POST v1/api/ClientUpdate?caseId={caseId}
Insert or Update Client Information
Request Information
URI Parameters
| Name | Description | Type | Additional information |
|---|---|---|---|
| caseId |
(optional - but recommended) a unique identifier to both group calls, and to tie a Case to an Agency. |
string |
None. |
Body Parameters
ClientInquiryMultipleRequestDto
PartyDto| Name | Description | Type | Additional information |
|---|---|---|---|
| PartyType | PartyTypeEnum |
None. |
|
| Role | PartyRoleEnum |
None. |
|
| RelationshipRole | RelationshipRoleEnum |
None. |
|
| GovtId | string |
None. |
|
| HasDriversLicense | boolean |
None. |
|
| DriversLicenseNumber | string |
None. |
|
| DriversLicenseState | StateCodeEnum |
None. |
|
| Risk | RiskDto |
None. |
|
| OrganizationName | string |
None. |
|
| TrustName | string |
None. |
|
| Agent | AgentDto |
None. |
|
| Person | PartyPersonDto |
None. |
|
| BankInfo | BankInformationDto |
None. |
|
| CreditCardInfo | CreditCardAccountInfo |
None. |
|
| Attachments | Collection of PartyAttachmentDto |
None. |
|
| IDReferenceNo | string |
None. |
Request Formats
application/json
Sample:
REQUEST
{
"PartyType": "PERSON",
"Role": "INSURED",
"GovtId": "111112222",
"HasDriversLicense": true,
"DriversLicenseNumber": "S10234950",
"DriversLicenseState": "MA",
"Person": {
"BestMethodOfContact": "HOMEPHONE",
"LegalResident":true,
"AddressType": "HOME",
"State": "MA",
"Country": "US",
"FirstName": "Judy",
"LastName": "Taylor",
"BirthDate": "1964-02-13",
"Smoker": "Never",
"Gender": "Female",
"Name": "Judy Taylor",
"Address1": "359 WILLOW WAY N",
"City": "ALEXANDER CITY",
"PostalCode": "35010-6259",
"Email": "hcansee@aol.com",
"HomePhone": "(617) 987-3214",
"MaritalStatus": "MARRIED",
}
}
Response Information
Resource Description
ClientUpdateResponseDto
ClientUpdateResponseDto| Name | Description | Type | Additional information |
|---|---|---|---|
| ClientNumber | string |
None. |
Response Formats
application/json
Sample:
RESPONSE
{
"ClientNumber":"1409993919"
}