GetPolicyInvtData Method

The GetPolicyInvtData method retrieves details of the specified contact's policy and investment holdings.

The GetPolicyInvtData method is invoked using the MethodOperation.

Parameters

Name Type Description
ContactID String Required. This is the object ID of the contact.

Examples

Request XML
<request version='1.0'>
    <header>
        <office>myoffice</office>
        <user>jdoe</user>
        <password>password</password>
    </header>
    <method>
        <GetPolicyInvtData>
            <ContactID>Contact.1.18</ContactID>
        </GetPolicyInvtData>
    </method>
</request>

Response XML
<?xml version="1.0" encoding="UTF-8" ?>
<response version="1.0">
    <header>
        <sessionClosed />
    </header>
    <method>
        <GetPolicyInvtData>
            <Contact id="Contact.1.18" _type="obj">
                <FirstName>Essie</FirstName>
                <LastName>Chambers</LastName>
                <Policies _type="objs">
                    <Policy id="Policy.1234577796.2" _type="obj">
                        <CarrierName>Best Insurance</CarrierName>
                        <HoldingType>Life</HoldingType>
                        <PolicyNumber>267435</PolicyNumber>
                        <AnnualPremium>0</AnnualPremium>
                    </Policy>
                </Policies>
                <AcctMasters _type="objs">
                    <AcctMaster id="AcctMaster.1.5" _type="obj">
                        <AcctNumber>2345232354</AcctNumber>
                        <AcctName>TD Ameritrade</AcctName>
                        <AcctType>Individual</AcctType>
                        <HowHeld>Directly Owned</HowHeld>
                        <Owner>Client</Owner>
                        <Status>Active/Open</Status>
                        <Positions _type="objs">
                            <Position id="Position.1.19" _type="obj">
                                <InvestName>NVIDIA CORP COM</InvestName>
                                <HoldingType>Stocks</HoldingType>
                                <PurchaseDate>2016-03-13</PurchaseDate>
                                <MaturityValue>0</MaturityValue>
                                <TaxDeferred>No</TaxDeferred>
                            </Position>
                        </Positions>
                    </AcctMaster>
                </AcctMasters>
            </Contact>
        </GetPolicyInvtData>
    </method>
    <_status>OK</_status>
    <_systime>2017-03-13T22:36:45</_systime>
    <!-Cost 31 mill seconds.   -->
</response>

-- DinosLambropoulos - 13 Mar 2017
Topic revision: 13 Mar 2017, DinosLambropoulos
 

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