POST v1/api/ClientUpdate?caseId={caseId}

Insert or Update Client Information

Request Information

URI Parameters

NameDescriptionTypeAdditional 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
NameDescriptionTypeAdditional 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
NameDescriptionTypeAdditional information
ClientNumber

string

None.

Response Formats

application/json

Sample:
RESPONSE
{
    "ClientNumber":"1409993919"
}