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
PartyDtoName | 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
ClientUpdateResponseDtoName | Description | Type | Additional information |
---|---|---|---|
ClientNumber | string |
None. |
Response Formats
application/json
Sample:
RESPONSE { "ClientNumber":"1409993919" }