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Strategic Allocation Model Methods 'contacts/{contactid}/sam'

This article covers both the GET and PUT methods associated with a Contact Record's 'Strategic Allocation Model'. You can find this portion in the CRM under Contact's Overview ->'Know Your Client'

 

   

Strategic Allocation Model By ContactID Fetch

Method Type: GET

returns the Strategic Allocation Model info associated with a contact record.

'/contacts/{contactid}/sam'

 

Strategic Allocation Model Objectives Fetch

Method Type: GET

returns the list of SAM Objectives for the authenticated user's Database.

'/settings/samobjectives'

 

Strategic Allocation Model By ContactID PUT

Method Type: PUT

Updates the Strategic Allocation Model info associated with a contact record.

'/contacts/{contactid}/sam'

 

Strategic Allocation Model By ContactID Fetch

 The URI '/contacts/{contactid}/sam', when coupled with Method Type 'GET',  returns the Strategic Allocation Model related to a specific contact record.

https://api2.redtailtechnology.com/crm/v1/rest/contacts/{ContactID}/sam

https://api2.redtailtechnology.com/crm/v1/rest/contacts/384843/sam

 

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/sam");
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.

 

Strategic Allocation Model Objectives Fetch

 The URI '/contacts/{contactid}/sam', when coupled with Method Type 'GET',  returns the Strategic Allocation Model related to a specific contact record.

https://api2.redtailtechnology.com/crm/v1/rest/settings/samobjectives

 

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/settings/samobjectives");
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.

 

Strategic Allocation Model by ContactID PUT

With this method you can update the Strategic Allocation Model Record by ContactID

As you know, a PUT method requires a Request Body accompanying the Request Header. (You know this because you've read our 101 article!)

To create a new record, we will specify the ContactID in the URI and supply the required fields in the request body.

 https://api2.redtailtechnology.com/crm/v1/rest/contacts/{contactid}/sam

Horizon Types
S
Short-Term
I
Intermediate
L
Long-Term

 

Risk Tolerance Types
L
Low
M
Moderate
H
High

Request Header example (C#)

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

 

Request Body example (C#)

string reqJSON = "{\"Experience_Funds\":13,\"Experience_Other\":1,\"Experience_Partnerships\":2,\"Experience_Stocks\":3,\"ObjectiveID\":6,\"Horizon\":"I",\"Tolerance\":"H"}"
byte[] reqBody = System.Text.Encoding.ASCII.GetBytes(reqJSON);

//Request Stream
req.GetRequestStream().Write(reqBody, 0, reqBody.Length);

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

 

 

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