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Assets & Liabilities by ContactID Fetch '/contacts/{contactid}/assets-liabilities'

This article will walk you through the Assets & Liabilities fetch method. The purpose of this method is to return all of the assets and liabilities page information for a specific contact.

 

Assets & Liabilities Fetch

Method Type: GET

returns a full list of a contact's Assets and Liabilities.

'/contacts/{contactid}/assets-liabilities'

 

The URI '/contacts/{contactid}/assets-liabilities', when paired with the Method Type 'GET', returns a List of Assets and Liabilities for a specific Contact.

A popular Contact used for testing in our test database is 'Mary Investor'. So we will use her ContactID in the URI below.

'contacts/{contactid}/assets-liabilities'

https://api2.redtailtechnology.com/crm/v1/rest/contacts/384843/assets-liabilities

 

The following tables represent the possible values for Asset Types and Liabilitiy Types.

Liability Types
TypeID
Type
1
Auto Loan
2
Credit Card Debt    
3
Mortgage
4
Other
5
Personal Loan
Asset Types
TypeID
Type
1
Checking Account
2
Savings Account
3
Money Markey
4
CD
5
T-Bill
6
Stock
7
Mutual FUnd
8
Real Estate
9
Other
10
Bond
11
Automobile
12
Managed Accounts    
13
IRA
14
Pension
15
Annuity
16
Collectables
17
401(k)
18
Life Insurance

 

Below is a sample request in C# using our URI, sample credentials, and the method type. The content type "text/json" work equally well.

 

HttpWebRequest req = (HttpWebRequest)HttpWebRequest.Create("https://api2.redtailtechnology.com/crm/v1/rest/contacts/384843/assets-liabilities");
req.Headers[System.Net.HttpRequestHeader.Authorization] = "Basic " + Convert.ToBase64String(System.Text.Encoding.Default.GetBytes("6C135EDF-C37C-4039-AEF3-5DFC079F9E6A:Statementone:sonedemo"));
req.Method = "GET";
req.ContentType = "text/xml";

//and here's the response stream.
HttpWebResponse resp = (HttpWebResponse)req.GetResponse();
System.IO.StreamReader sr = new System.IO.StreamReader(resp.GetResponseStream());

 

The corresponding response(xml) will be similar to the following.

 

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