 | |
Broker Properties | |
The Broker type exposes the following members.
Properties| Name | Description | |
|---|---|---|
 | AccountingValue |
Used to expose properties contained in the accounting tab. Created in Epic SDK V6.0. |
| AccountName |
If blank, defaults based on the business name. Although, if the name created exceeds 100 characters an error will display. Created in Epic SDK V6.0. Sometimes Required |
| AccountValue |
Used to expose properties contained in the account tab. Created in Epic SDK V6.0. |
| ActivationReason |
Required if ActivationStatus changed to Inactive. Created in Epic SDK V6.0. |
| ActivationStatus |
Used to activate or inactivate. {Active/Inactive} Created in Epic SDK V6.0. |
| BillingValue |
Used to expose properties contained in the billing tab. Created in Epic SDK V6.0. |
| BrokerGUID |
Returns the broker GUID. Read-only. Ignored on Update and Insert. Created in Epic SDK 2020. |
| BrokerID |
Unique identifier used to specify broker. Created in Epic SDK V6.0. Sometimes Required |
| BusinessName |
If AccountName is unspecified, then BusinessName is required. Created in Epic SDK V6.0. |
| BusinessPrefix |
Business Prefix Created in Epic SDK V6.0. |
| BusinessSuffix |
Business Suffix Created in Epic SDK V6.0. |
| CategoriesHistoryValue |
Used to expose properties contained in the categories/history tab. Created in Epic SDK V6.0. |
| ComplianceIdentificationNumbersValue |
Used to expose properties contained in the compliance/identification numbers tab. Created in Epic SDK 2014. |
| DoNotPurge |
Do Not Purge Created in Epic SDK 2019. Sometimes Required |
| IsAgriculture |
Is Agriculture Created in Epic SDK 2021. |
| IsBenefits |
Is Benefits Created in Epic SDK 2021. |
| IsBonds |
Is Bonds Created in Epic SDK 2021. |
| IsCommercial |
Is Commercial Created in Epic SDK 2021. |
| IsFinancialServices |
Is Financial Services Created in Epic SDK 2021. |
| IsLifeAndHealth |
Is Life And Health Created in Epic SDK 2021. |
| IsOther |
Is Other Created in Epic SDK 2021. |
| IsPersonal |
Is Personal Created in Epic SDK 2021. |
| LookupCode |
If blank on insert, defaults similar to Epic. If a unique value cannot be defaulted an error will display. Created in Epic SDK V6.0. Sometimes Required |
| PrimaryContactEmail |
Primary Contact Email Created in Epic SDK V6.0. |
| PrimaryContactFirst |
Primary Contact First Created in Epic SDK V6.0. |
| PrimaryContactLast |
Primary Contact Last Created in Epic SDK V6.0. |
| PrimaryContactMiddle |
Primary Contact Middle Created in Epic SDK V6.0. |
| PrimaryContactPhoneCountryCode |
Country code is ignored if corresponding number is not entered. Created in Epic SDK V6.0. |
| PrimaryContactPhoneExtension |
Primary Contact Phone Extension Created in Epic SDK V6.0. |
| PrimaryContactPhoneNumber |
Primary Contact Phone Number Created in Epic SDK V6.0. |
| PrimaryContactPhoneType |
If blank on insert, defaults to Residence. Created in Epic SDK V6.0. |
| PrimaryContactPrefix |
Primary Contact Prefix Created in Epic SDK V6.0. |
| PrimaryContactSuffix |
Primary Contact Suffix Created in Epic SDK V6.0. |
| SalesValue |
Used to expose properties contained in the Sales tab. Created in Epic SDK 2016. |
| Timestamp |
Used to prevent overwriting previously saved data. Created in Epic SDK V6.0. |
See Also