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Client Class | |
Inheritance HierarchyASI.TAM.API.Data.UI.Account.ClientClient
Assembly: ASI.TAM.API.Data.UI.Account.Client (in ASI.TAM.API.Data.UI.Account.Client.dll) Version: 2021.1.0.1
SyntaxThe Client type exposes the following members.
Properties| Name | Description | |
|---|---|---|
 | AccountName |
If blank on insert, defaults based on business prefix, name and suffix. Created in Epic SDK V4.1. Sometimes Required |
| AccountSourceID |
Use the AccountSource lookup for a list of valid values. Created in Epic SDK 2018. |
| AccountValue |
Used to expose properties contained in the Account tab. Created in Epic SDK V4.1. |
| AdditionalContactFirst |
Ignored for business clients. Created in Epic SDK V4.1. |
| AdditionalContactLast |
Ignored for business clients. Created in Epic SDK V4.1. |
| AdditionalContactMiddle |
Ignored for business clients. Created in Epic SDK V4.1. |
| AdditionalContactPrefix |
Ignored for business clients. Created in Epic SDK V4.1. |
| AdditionalContactSuffix |
Ignored for business clients. Created in Epic SDK V4.1. |
| BillingValue |
Used to expose properties contained in the Billing tab. Created in Epic SDK V4.1. |
| BusinessName |
Ignored for individual clients. On insert, BusinessName is required for business clients. Created in Epic SDK V4.1. |
| BusinessPrefix |
Auto-validated only for individual clients. Created in Epic SDK V4.1. |
| BusinessSuffix |
Auto-validated only for individual clients. Created in Epic SDK V4.1. |
| CategoriesHistoryValue |
Used to expose properties contained in the Code/History tab. Created in Epic SDK V4.1. |
| ClientGUID |
Returns the client GUID for e-trading integration purposes. Read-only. Ignored on Update and Insert. Created in Epic SDK 2018. |
| ClientID |
Unique identifier used to specify client. Created in Epic SDK V4.1. Sometimes Required |
| ClientLookupCode |
If blank on insert, defaults to a generated value based on the last name for individual clients or acccount name for business clients. Occassionally the defaulted name will be in use, in which case a unique one will need to be entered manually. Created in Epic SDK V4.1. Sometimes Required |
| ConfidentialClientAccessValue |
Used to expose properties contained in the Confidential Client Access tab. Created in Epic SDK 2016. |
| DoNotPurge |
Do Not Purge Created in Epic SDK 2018. |
| DUNS |
Ignored for individual clients. Created in Epic SDK V4.1. |
| EmployeeBenefitsValue |
Used to expose properties contained in the Employee Benefits tab. Created in Epic SDK 2021. |
| FormatOption |
Format Option Created in Epic SDK V4.1. |
| InActivateOption |
Used to inactivate or reactivate a client. Created in Epic SDK V4.1. |
| InActivateReason |
Inactivate reason is required when inactivating a client. Ignored otherwise. Created in Epic SDK V4.1. |
| IsAgriculture |
Is Agriculture Created in Epic SDK V5.0. |
| IsBenefits |
Is Benefits Created in Epic SDK V4.1. |
| IsBonds |
Is Bonds Created in Epic SDK V4.1. |
| IsCommercial |
Is Commercial Created in Epic SDK V4.1. |
| IsFinancialServices |
Is Financial Services Created in Epic SDK V4.1. |
| IsLifeAndHealth |
Is Life And Health Created in Epic SDK V4.1. |
| IsOther |
Is Other Created in Epic SDK V4.1. |
| IsPersonal |
Is Personal Created in Epic SDK V4.1. |
| IsProspectFlag |
Sets whether client is a prospect. Otherwise insured. Created in Epic SDK V4.1. |
| PersonGUID |
Unique GUID that identifies the person associated to the individual contact that is automatically inserted when inserting a Client. Created in Epic SDK 2020. |
| PrimaryContactCallPermission |
If blank on Insert, defaults to 'Did Not Obtain'. Ignored for individual clients. Created in Epic SDK V4.1. |
| PrimaryContactCountryCode |
Ignored for individual clients. Created in Epic SDK V5.0. |
| PrimaryContactEmail |
Only valid on Insert. Created in Epic SDK V4.1. |
| PrimaryContactEmailDescription |
Only valid on Insert. Created in Epic SDK 2018. |
| PrimaryContactExtension |
Ignored for individual clients. Created in Epic SDK V4.1. |
| PrimaryContactFirst |
Primary Contact First Created in Epic SDK V4.1. |
| PrimaryContactLast |
Required for individual clients. Created in Epic SDK V4.1. |
| PrimaryContactMiddle |
Primary Contact Middle Created in Epic SDK V4.1. |
| PrimaryContactNumber |
Ignored for individual clients. Created in Epic SDK V4.1. |
| PrimaryContactNumberType |
Ignored for individual clients. Created in Epic SDK V4.1. |
| PrimaryContactPrefix |
Primary Contact Prefix Created in Epic SDK V4.1. |
| PrimaryContactSuffix |
Primary Contact Suffix Created in Epic SDK V4.1. |
| ServicingContacts |
Used to expose properties contained in the Servicing tab. Created in Epic SDK V4.1. |
| Timestamp |
Used to prevent overwriting previously saved data. Created in Epic SDK V4.1. |
See Also