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  1. SymXchange
  2. API Reference
  3. Persistent
  4. AccountService
  5. Irs

getIrs

PreviousdeleteIrsNextsearchIrs

Last updated 10 months ago

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Perform various get operations on Internal Revenue Service (IRS) records.

Symitar eDocs References: Coming soon.

Operations

  • Operations
  • POSTgetIrsSelectFields
  • POSTgetIrsSelectFieldsFilterChildren
  • POSTgetIrsPagedListSelectFields
  • POSTgetIrsDistributionSelectFields
  • POSTgetIrsDistributionPagedListSelectFields

getIrsSelectFields

post
Authorizations
Body
AccountNumberstringOptional
IrsLocatorintegerOptional
Responses
200
Successful operation.
application/json
post
POST /nexum/627/persistent/account/getIrsSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Authorization: Bearer JWT
Content-Type: application/json
Accept: */*
Content-Length: 688

{
  "Credentials": {
    "UserNumberCredentials": {
      "UserNumber": 1995,
      "Password": "2dfKQYR!TeXJwe"
    }
  },
  "AccountNumber": "text",
  "IrsLocator": 1,
  "SelectableFields": {
    "IncludeAllIrsFields": true,
    "IrsFields": {
      "ActualMaxContribution": true,
      "ContrLastYear": [
        1
      ],
      "ContrThisYear": [
        1
      ],
      "ContributionYear": true,
      "DistrLastYear": [
        1
      ],
      "DistrThisYear": [
        1
      ],
      "FairMarketValueDeath": true,
      "FairMarketValueLastYear": true,
      "IraRmd": true,
      "IrsCode": true,
      "IrsHolderBirthDate": true,
      "IrsHolderSpouseBirthDate": true,
      "IrsPlan": true,
      "LastDistribType": true,
      "Locator": true,
      "MaxContribution": true,
      "MsaHolderCode": true,
      "OpenDate": true,
      "RecordChangeDate": true,
      "RmdTableOption": true,
      "Ssn": true
    }
  },
  "nxAttributes": {
    "customFields": {
      "appId": "glaci"
    }
  }
}
200

Successful operation.

{
  "Irs": {
    "ActualMaxContribution": 1,
    "ContrLastYear": [
      {
        "EntryId": 1,
        "ContrLastYear": 1
      }
    ],
    "ContrThisYear": [
      {
        "EntryId": 1,
        "ContrThisYear": 1
      }
    ],
    "ContributionYear": 1,
    "DistrLastYear": [
      {
        "EntryId": 1,
        "DistrLastYear": 1
      }
    ],
    "DistrThisYear": [
      {
        "EntryId": 1,
        "DistrThisYear": 1
      }
    ],
    "FairMarketValueDeath": 1,
    "FairMarketValueLastYear": 1,
    "IraRmd": 1,
    "IrsCode": 1,
    "IrsDistributionList": {
      "hasReachedMaximumListSize": true,
      "IrsDistribution": [
        {
          "Amount": 1,
          "DestinationAccount": "text",
          "DestinationId": "text",
          "DistributionCode": 1,
          "DistributionDay1": 1,
          "DistributionDay2": 1,
          "DistributionFreq": 1,
          "DistributionMethod": 1,
          "EffectiveDate": "2025-05-19",
          "ExpirationDate": "2025-05-19",
          "FedWholdAmount": 1,
          "FedWholdCode": 1,
          "FedWholdPercent": 1,
          "LastDistributnAmt": 1,
          "LastDistributnDate": "2025-05-19",
          "Locator": 1,
          "NextDistributnDate": "2025-05-19",
          "RecordChangeDate": "2025-05-19",
          "RegE": 1,
          "SourceId": [
            {
              "EntryId": 1,
              "SourceId": "text"
            }
          ],
          "StateWholdAmount": 1,
          "StateWholdCode": 1,
          "StateWholdPercent": 1,
          "Type": 1
        }
      ]
    },
    "IrsHolderBirthDate": "2025-05-19",
    "IrsHolderSpouseBirthDate": "2025-05-19",
    "IrsNameList": {
      "hasReachedMaximumListSize": true,
      "IrsName": [
        {
          "ActiveDuty": 1,
          "ActiveDutySeparationDate": "2025-05-19",
          "ActiveDutyStartDate": "2025-05-19",
          "ActiveDutyVerificationDate": "2025-05-19",
          "AddrCreateDate": "2025-05-19",
          "AddrDisconnectDate": "2025-05-19",
          "AddrExpDate": "2025-05-19",
          "AddrFmLastDate": "2025-05-19",
          "AddrFmLastPurgeDate": "2025-05-19",
          "AddrRecordChangeDate": "2025-05-19",
          "AddressType": 1,
          "AltEmail": "text",
          "BeneficialOwner": 1,
          "BeneficialPercent": 1,
          "BeneficiaryPercent": 1,
          "BirthDate": "2025-05-19",
          "CarrierRoute": "text",
          "Chapter4StatusCode": "text",
          "City": "text",
          "Confidential": 1,
          "Country": "text",
          "CountryCode": "text",
          "CrAddrChgDate": "2025-05-19",
          "CrNameChgDate": "2025-05-19",
          "CrSsnChgDate": "2025-05-19",
          "CreditReportAddrIndicator": "text",
          "CreditReportAddrIndicatorDate": "2025-05-19",
          "CreditReportConsumerInfo": "text",
          "CreditReportConsumerInfoDate": "2025-05-19",
          "CtrExempt": 1,
          "CurrGrossMonthPay": 1,
          "CurrMonthPayChgDate": "2025-05-19",
          "CurrNetMonthPay": 1,
          "DbaExtendedName": "text",
          "DbaFirst": "text",
          "DbaLast": "text",
          "DbaLongName": "text",
          "DbaMiddle": "text",
          "DbaNameFormat": 1,
          "DbaShortName": "text",
          "DbaSuffix": "text",
          "DbaTitle": "text",
          "DeathDate": "2025-05-19",
          "EcoaCode": 1,
          "EffectiveDate": "2025-05-19",
          "Email": "text",
          "EmployerName": "text",
          "ExpirationDate": "2025-05-19",
          "ExtendedName": "text",
          "ExtraAddress": "text",
          "ExtraInfo": "text",
          "First": "text",
          "FmLastPurgeDate": "2025-05-19",
          "ForeignTin": "text",
          "FormW8OnFile": 1,
          "GIin": "text",
          "Headquarters": 1,
          "HomePhone": "text",
          "IdentDocFlag": [
            {
              "EntryId": 1,
              "IdentDocFlag": 1
            }
          ],
          "IdentIdDescription": [
            {
              "EntryId": 1,
              "IdentIdDescription": "text"
            }
          ],
          "IdentIdExpireDate": [
            {
              "EntryId": 1,
              "IdentIdExpireDate": "2025-05-19"
            }
          ],
          "IdentIdIssueDate": [
            {
              "EntryId": 1,
              "IdentIdIssueDate": "2025-05-19"
            }
          ],
          "IdentIdNumber": [
            {
              "EntryId": 1,
              "IdentIdNumber": "text"
            }
          ],
          "IdentIdType": [
            {
              "EntryId": 1,
              "IdentIdType": 1
            }
          ],
          "IdentIdVerifyDate": [
            {
              "EntryId": 1,
              "IdentIdVerifyDate": "2025-05-19"
            }
          ],
          "Irs1042SAmendNum": 1,
          "IrsCorrection": 1,
          "IrsCountryCode": "text",
          "Last": "text",
          "LastAddrChgDate": "2025-05-19",
          "LastAddrVerifDate": "2025-05-19",
          "LastFmDate": "2025-05-19",
          "Lei": "text",
          "License": "text",
          "Lob": "text",
          "Locator": 1,
          "LongName": "text",
          "MailOverride": 1,
          "MarketingAddress": 1,
          "MbrActivityDate": "2025-05-19",
          "MbrAddrFileType": 1,
          "MbrAddrNumLink": "text",
          "MbrAddrNumLinkChgDate": "2025-05-19",
          "MbrAddrNumber": "text",
          "MbrCreateDate": "2025-05-19",
          "MbrDisconnectDate": "2025-05-19",
          "MbrExpDate": "2025-05-19",
          "MbrFileType": 1,
          "MbrFmLastDate": "2025-05-19",
          "MbrFmLastPurgeDate": "2025-05-19",
          "MbrRecordChangeDate": "2025-05-19",
          "MbrStatus": 1,
          "MbrStatusFmDate": "2025-05-19",
          "MemberNumLink": "text",
          "MemberNumLinkChgDate": "2025-05-19",
          "MemberNumber": "text",
          "Middle": "text",
          "MobilePhone": "text",
          "MothersMaidenName": "text",
          "NameFormat": 1,
          "NonAcctNameNum": "text",
          "NraExemptionCode": "text",
          "NraTaxRate": 1,
          "Occupation": "text",
          "PagerNumber": "text",
          "PhoneType": 1,
          "PreferredContact": "text",
          "PreferredContactMethod": 1,
          "RecordChangeDate": "2025-05-19",
          "Restrict": 1,
          "Sex": "text",
          "ShortName": "text",
          "Ssn": "text",
          "SsnCertification": 1,
          "SsnOverride": 1,
          "SsnType": 1,
          "State": "text",
          "Street": "text",
          "SubType": 1,
          "SubstantialOwner": 1,
          "Suffix": "text",
          "Title": "text",
          "Type": 1,
          "UsPersonFlag": 1,
          "UserAmount1": 1,
          "UserAmount2": 1,
          "UserChar1": "text",
          "UserChar2": "text",
          "UserChar3": "text",
          "UserChar4": "text",
          "UserDate1": "2025-05-19",
          "UserDate2": "2025-05-19",
          "W8ExpirationDate": "2025-05-19",
          "WorkPhone": "text",
          "WorkPhoneExtension": "text",
          "ZipCode": "text"
        }
      ]
    },
    "IrsPlan": 1,
    "LastDistribType": 1,
    "Locator": 1,
    "MaxContribution": 1,
    "MsaHolderCode": 1,
    "OpenDate": "2025-05-19",
    "RecordChangeDate": "2025-05-19",
    "RmdTableOption": 1,
    "Ssn": "text"
  }
}

getIrsSelectFieldsFilterChildren

post
Authorizations
Body
AccountNumberstringOptional
IrsLocatorintegerOptional
Responses
200
Successful operation.
application/json
post
POST /nexum/627/persistent/account/getIrsSelectFieldsFilterChildren HTTP/1.1
Host: naas.ymcu.libum.io
Authorization: Bearer JWT
Content-Type: application/json
Accept: */*
Content-Length: 4246

{
  "Credentials": {
    "UserNumberCredentials": {
      "UserNumber": 1995,
      "Password": "2dfKQYR!TeXJwe"
    }
  },
  "AccountNumber": "text",
  "IrsLocator": 1,
  "SelectableFields": {
    "IncludeAllIrsFields": true,
    "IrsFields": {
      "ActualMaxContribution": true,
      "ContrLastYear": [
        1
      ],
      "ContrThisYear": [
        1
      ],
      "ContributionYear": true,
      "DistrLastYear": [
        1
      ],
      "DistrThisYear": [
        1
      ],
      "FairMarketValueDeath": true,
      "FairMarketValueLastYear": true,
      "IraRmd": true,
      "IrsCode": true,
      "IrsHolderBirthDate": true,
      "IrsHolderSpouseBirthDate": true,
      "IrsPlan": true,
      "LastDistribType": true,
      "Locator": true,
      "MaxContribution": true,
      "MsaHolderCode": true,
      "OpenDate": true,
      "RecordChangeDate": true,
      "RmdTableOption": true,
      "Ssn": true
    },
    "IrsDistributionSelectableFields": {
      "IncludeAllIrsDistributionFields": true,
      "IrsDistributionFields": {
        "Amount": true,
        "DestinationAccount": true,
        "DestinationId": true,
        "DistributionCode": true,
        "DistributionDay1": true,
        "DistributionDay2": true,
        "DistributionFreq": true,
        "DistributionMethod": true,
        "EffectiveDate": true,
        "ExpirationDate": true,
        "FedWholdAmount": true,
        "FedWholdCode": true,
        "FedWholdPercent": true,
        "LastDistributnAmt": true,
        "LastDistributnDate": true,
        "Locator": true,
        "NextDistributnDate": true,
        "RecordChangeDate": true,
        "RegE": true,
        "SourceId": [
          1
        ],
        "StateWholdAmount": true,
        "StateWholdCode": true,
        "StateWholdPercent": true,
        "Type": true
      }
    },
    "IrsNameSelectableFields": {
      "IncludeAllIrsNameFields": true,
      "IrsNameFields": {
        "ActiveDuty": true,
        "ActiveDutySeparationDate": true,
        "ActiveDutyStartDate": true,
        "ActiveDutyVerificationDate": true,
        "AddrCreateDate": true,
        "AddrDisconnectDate": true,
        "AddrExpDate": true,
        "AddrFmLastDate": true,
        "AddrFmLastPurgeDate": true,
        "AddrRecordChangeDate": true,
        "AddressType": true,
        "AltEmail": true,
        "BeneficialOwner": true,
        "BeneficialPercent": true,
        "BeneficiaryPercent": true,
        "BirthDate": true,
        "CarrierRoute": true,
        "Chapter4StatusCode": true,
        "City": true,
        "Confidential": true,
        "Country": true,
        "CountryCode": true,
        "CrAddrChgDate": true,
        "CrNameChgDate": true,
        "CrSsnChgDate": true,
        "CreditReportAddrIndicator": true,
        "CreditReportAddrIndicatorDate": true,
        "CreditReportConsumerInfo": true,
        "CreditReportConsumerInfoDate": true,
        "CtrExempt": true,
        "CurrGrossMonthPay": true,
        "CurrMonthPayChgDate": true,
        "CurrNetMonthPay": true,
        "DbaExtendedName": true,
        "DbaFirst": true,
        "DbaLast": true,
        "DbaLongName": true,
        "DbaMiddle": true,
        "DbaNameFormat": true,
        "DbaShortName": true,
        "DbaSuffix": true,
        "DbaTitle": true,
        "DeathDate": true,
        "EcoaCode": true,
        "EffectiveDate": true,
        "Email": true,
        "EmployerName": true,
        "ExpirationDate": true,
        "ExtendedName": true,
        "ExtraAddress": true,
        "ExtraInfo": true,
        "First": true,
        "FmLastPurgeDate": true,
        "ForeignTin": true,
        "FormW8OnFile": true,
        "GIin": true,
        "Headquarters": true,
        "HomePhone": true,
        "IdentDocFlag": [
          1
        ],
        "IdentIdDescription": [
          1
        ],
        "IdentIdExpireDate": [
          1
        ],
        "IdentIdIssueDate": [
          1
        ],
        "IdentIdNumber": [
          1
        ],
        "IdentIdType": [
          1
        ],
        "IdentIdVerifyDate": [
          1
        ],
        "Irs1042SAmendNum": true,
        "IrsCorrection": true,
        "IrsCountryCode": true,
        "Last": true,
        "LastAddrChgDate": true,
        "LastAddrVerifDate": true,
        "LastFmDate": true,
        "Lei": true,
        "License": true,
        "Lob": true,
        "Locator": true,
        "LongName": true,
        "MailOverride": true,
        "MarketingAddress": true,
        "MbrActivityDate": true,
        "MbrAddrFileType": true,
        "MbrAddrNumLink": true,
        "MbrAddrNumLinkChgDate": true,
        "MbrAddrNumber": true,
        "MbrCreateDate": true,
        "MbrDisconnectDate": true,
        "MbrExpDate": true,
        "MbrFileType": true,
        "MbrFmLastDate": true,
        "MbrFmLastPurgeDate": true,
        "MbrRecordChangeDate": true,
        "MbrStatus": true,
        "MbrStatusFmDate": true,
        "MemberNumLink": true,
        "MemberNumLinkChgDate": true,
        "MemberNumber": true,
        "Middle": true,
        "MobilePhone": true,
        "MothersMaidenName": true,
        "NameFormat": true,
        "NonAcctNameNum": true,
        "NraExemptionCode": true,
        "NraTaxRate": true,
        "Occupation": true,
        "PagerNumber": true,
        "PhoneType": true,
        "PreferredContact": true,
        "PreferredContactMethod": true,
        "RecordChangeDate": true,
        "Restrict": true,
        "Sex": true,
        "ShortName": true,
        "Ssn": true,
        "SsnCertification": true,
        "SsnOverride": true,
        "SsnType": true,
        "State": true,
        "Street": true,
        "SubType": true,
        "SubstantialOwner": true,
        "Suffix": true,
        "Title": true,
        "Type": true,
        "UsPersonFlag": true,
        "UserAmount1": true,
        "UserAmount2": true,
        "UserChar1": true,
        "UserChar2": true,
        "UserChar3": true,
        "UserChar4": true,
        "UserDate1": true,
        "UserDate2": true,
        "W8ExpirationDate": true,
        "WorkPhone": true,
        "WorkPhoneExtension": true,
        "ZipCode": true
      }
    }
  },
  "ChildrenSearchFilter": {
    "IrsDistributionFilter": {
      "Query": "text"
    },
    "IrsNameFilter": {
      "Query": "text"
    }
  },
  "nxAttributes": {
    "customFields": {
      "appId": "glaci"
    }
  }
}
200

Successful operation.

{
  "Irs": {
    "ActualMaxContribution": 1,
    "ContrLastYear": [
      {
        "EntryId": 1,
        "ContrLastYear": 1
      }
    ],
    "ContrThisYear": [
      {
        "EntryId": 1,
        "ContrThisYear": 1
      }
    ],
    "ContributionYear": 1,
    "DistrLastYear": [
      {
        "EntryId": 1,
        "DistrLastYear": 1
      }
    ],
    "DistrThisYear": [
      {
        "EntryId": 1,
        "DistrThisYear": 1
      }
    ],
    "FairMarketValueDeath": 1,
    "FairMarketValueLastYear": 1,
    "IraRmd": 1,
    "IrsCode": 1,
    "IrsDistributionList": {
      "hasReachedMaximumListSize": true,
      "IrsDistribution": [
        {
          "Amount": 1,
          "DestinationAccount": "text",
          "DestinationId": "text",
          "DistributionCode": 1,
          "DistributionDay1": 1,
          "DistributionDay2": 1,
          "DistributionFreq": 1,
          "DistributionMethod": 1,
          "EffectiveDate": "2025-05-19",
          "ExpirationDate": "2025-05-19",
          "FedWholdAmount": 1,
          "FedWholdCode": 1,
          "FedWholdPercent": 1,
          "LastDistributnAmt": 1,
          "LastDistributnDate": "2025-05-19",
          "Locator": 1,
          "NextDistributnDate": "2025-05-19",
          "RecordChangeDate": "2025-05-19",
          "RegE": 1,
          "SourceId": [
            {
              "EntryId": 1,
              "SourceId": "text"
            }
          ],
          "StateWholdAmount": 1,
          "StateWholdCode": 1,
          "StateWholdPercent": 1,
          "Type": 1
        }
      ]
    },
    "IrsHolderBirthDate": "2025-05-19",
    "IrsHolderSpouseBirthDate": "2025-05-19",
    "IrsNameList": {
      "hasReachedMaximumListSize": true,
      "IrsName": [
        {
          "ActiveDuty": 1,
          "ActiveDutySeparationDate": "2025-05-19",
          "ActiveDutyStartDate": "2025-05-19",
          "ActiveDutyVerificationDate": "2025-05-19",
          "AddrCreateDate": "2025-05-19",
          "AddrDisconnectDate": "2025-05-19",
          "AddrExpDate": "2025-05-19",
          "AddrFmLastDate": "2025-05-19",
          "AddrFmLastPurgeDate": "2025-05-19",
          "AddrRecordChangeDate": "2025-05-19",
          "AddressType": 1,
          "AltEmail": "text",
          "BeneficialOwner": 1,
          "BeneficialPercent": 1,
          "BeneficiaryPercent": 1,
          "BirthDate": "2025-05-19",
          "CarrierRoute": "text",
          "Chapter4StatusCode": "text",
          "City": "text",
          "Confidential": 1,
          "Country": "text",
          "CountryCode": "text",
          "CrAddrChgDate": "2025-05-19",
          "CrNameChgDate": "2025-05-19",
          "CrSsnChgDate": "2025-05-19",
          "CreditReportAddrIndicator": "text",
          "CreditReportAddrIndicatorDate": "2025-05-19",
          "CreditReportConsumerInfo": "text",
          "CreditReportConsumerInfoDate": "2025-05-19",
          "CtrExempt": 1,
          "CurrGrossMonthPay": 1,
          "CurrMonthPayChgDate": "2025-05-19",
          "CurrNetMonthPay": 1,
          "DbaExtendedName": "text",
          "DbaFirst": "text",
          "DbaLast": "text",
          "DbaLongName": "text",
          "DbaMiddle": "text",
          "DbaNameFormat": 1,
          "DbaShortName": "text",
          "DbaSuffix": "text",
          "DbaTitle": "text",
          "DeathDate": "2025-05-19",
          "EcoaCode": 1,
          "EffectiveDate": "2025-05-19",
          "Email": "text",
          "EmployerName": "text",
          "ExpirationDate": "2025-05-19",
          "ExtendedName": "text",
          "ExtraAddress": "text",
          "ExtraInfo": "text",
          "First": "text",
          "FmLastPurgeDate": "2025-05-19",
          "ForeignTin": "text",
          "FormW8OnFile": 1,
          "GIin": "text",
          "Headquarters": 1,
          "HomePhone": "text",
          "IdentDocFlag": [
            {
              "EntryId": 1,
              "IdentDocFlag": 1
            }
          ],
          "IdentIdDescription": [
            {
              "EntryId": 1,
              "IdentIdDescription": "text"
            }
          ],
          "IdentIdExpireDate": [
            {
              "EntryId": 1,
              "IdentIdExpireDate": "2025-05-19"
            }
          ],
          "IdentIdIssueDate": [
            {
              "EntryId": 1,
              "IdentIdIssueDate": "2025-05-19"
            }
          ],
          "IdentIdNumber": [
            {
              "EntryId": 1,
              "IdentIdNumber": "text"
            }
          ],
          "IdentIdType": [
            {
              "EntryId": 1,
              "IdentIdType": 1
            }
          ],
          "IdentIdVerifyDate": [
            {
              "EntryId": 1,
              "IdentIdVerifyDate": "2025-05-19"
            }
          ],
          "Irs1042SAmendNum": 1,
          "IrsCorrection": 1,
          "IrsCountryCode": "text",
          "Last": "text",
          "LastAddrChgDate": "2025-05-19",
          "LastAddrVerifDate": "2025-05-19",
          "LastFmDate": "2025-05-19",
          "Lei": "text",
          "License": "text",
          "Lob": "text",
          "Locator": 1,
          "LongName": "text",
          "MailOverride": 1,
          "MarketingAddress": 1,
          "MbrActivityDate": "2025-05-19",
          "MbrAddrFileType": 1,
          "MbrAddrNumLink": "text",
          "MbrAddrNumLinkChgDate": "2025-05-19",
          "MbrAddrNumber": "text",
          "MbrCreateDate": "2025-05-19",
          "MbrDisconnectDate": "2025-05-19",
          "MbrExpDate": "2025-05-19",
          "MbrFileType": 1,
          "MbrFmLastDate": "2025-05-19",
          "MbrFmLastPurgeDate": "2025-05-19",
          "MbrRecordChangeDate": "2025-05-19",
          "MbrStatus": 1,
          "MbrStatusFmDate": "2025-05-19",
          "MemberNumLink": "text",
          "MemberNumLinkChgDate": "2025-05-19",
          "MemberNumber": "text",
          "Middle": "text",
          "MobilePhone": "text",
          "MothersMaidenName": "text",
          "NameFormat": 1,
          "NonAcctNameNum": "text",
          "NraExemptionCode": "text",
          "NraTaxRate": 1,
          "Occupation": "text",
          "PagerNumber": "text",
          "PhoneType": 1,
          "PreferredContact": "text",
          "PreferredContactMethod": 1,
          "RecordChangeDate": "2025-05-19",
          "Restrict": 1,
          "Sex": "text",
          "ShortName": "text",
          "Ssn": "text",
          "SsnCertification": 1,
          "SsnOverride": 1,
          "SsnType": 1,
          "State": "text",
          "Street": "text",
          "SubType": 1,
          "SubstantialOwner": 1,
          "Suffix": "text",
          "Title": "text",
          "Type": 1,
          "UsPersonFlag": 1,
          "UserAmount1": 1,
          "UserAmount2": 1,
          "UserChar1": "text",
          "UserChar2": "text",
          "UserChar3": "text",
          "UserChar4": "text",
          "UserDate1": "2025-05-19",
          "UserDate2": "2025-05-19",
          "W8ExpirationDate": "2025-05-19",
          "WorkPhone": "text",
          "WorkPhoneExtension": "text",
          "ZipCode": "text"
        }
      ]
    },
    "IrsPlan": 1,
    "LastDistribType": 1,
    "Locator": 1,
    "MaxContribution": 1,
    "MsaHolderCode": 1,
    "OpenDate": "2025-05-19",
    "RecordChangeDate": "2025-05-19",
    "RmdTableOption": 1,
    "Ssn": "text"
  }
}

getIrsPagedListSelectFields

post
Authorizations
Body
AccountNumberstringOptional
Responses
200
Successful operation.
application/json
post
POST /nexum/627/persistent/account/getIrsPagedListSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Authorization: Bearer JWT
Content-Type: application/json
Accept: */*
Content-Length: 767

{
  "Credentials": {
    "UserNumberCredentials": {
      "UserNumber": 1995,
      "Password": "2dfKQYR!TeXJwe"
    }
  },
  "AccountNumber": "text",
  "PagingRequestContext": {
    "NumberOfRecordsToReturn": 1,
    "NumberOfRecordsToSkip": 1,
    "Token": "text"
  },
  "SelectableFields": {
    "IncludeAllIrsFields": true,
    "IrsFields": {
      "ActualMaxContribution": true,
      "ContrLastYear": [
        1
      ],
      "ContrThisYear": [
        1
      ],
      "ContributionYear": true,
      "DistrLastYear": [
        1
      ],
      "DistrThisYear": [
        1
      ],
      "FairMarketValueDeath": true,
      "FairMarketValueLastYear": true,
      "IraRmd": true,
      "IrsCode": true,
      "IrsHolderBirthDate": true,
      "IrsHolderSpouseBirthDate": true,
      "IrsPlan": true,
      "LastDistribType": true,
      "Locator": true,
      "MaxContribution": true,
      "MsaHolderCode": true,
      "OpenDate": true,
      "RecordChangeDate": true,
      "RmdTableOption": true,
      "Ssn": true
    }
  },
  "nxAttributes": {
    "customFields": {
      "appId": "glaci"
    }
  }
}
200

Successful operation.

{
  "Irs": [
    {
      "ActualMaxContribution": 1,
      "ContrLastYear": [
        {
          "EntryId": 1,
          "ContrLastYear": 1
        }
      ],
      "ContrThisYear": [
        {
          "EntryId": 1,
          "ContrThisYear": 1
        }
      ],
      "ContributionYear": 1,
      "DistrLastYear": [
        {
          "EntryId": 1,
          "DistrLastYear": 1
        }
      ],
      "DistrThisYear": [
        {
          "EntryId": 1,
          "DistrThisYear": 1
        }
      ],
      "FairMarketValueDeath": 1,
      "FairMarketValueLastYear": 1,
      "IraRmd": 1,
      "IrsCode": 1,
      "IrsDistributionList": {
        "hasReachedMaximumListSize": true,
        "IrsDistribution": [
          {
            "Amount": 1,
            "DestinationAccount": "text",
            "DestinationId": "text",
            "DistributionCode": 1,
            "DistributionDay1": 1,
            "DistributionDay2": 1,
            "DistributionFreq": 1,
            "DistributionMethod": 1,
            "EffectiveDate": "2025-05-19",
            "ExpirationDate": "2025-05-19",
            "FedWholdAmount": 1,
            "FedWholdCode": 1,
            "FedWholdPercent": 1,
            "LastDistributnAmt": 1,
            "LastDistributnDate": "2025-05-19",
            "Locator": 1,
            "NextDistributnDate": "2025-05-19",
            "RecordChangeDate": "2025-05-19",
            "RegE": 1,
            "SourceId": [
              {
                "EntryId": 1,
                "SourceId": "text"
              }
            ],
            "StateWholdAmount": 1,
            "StateWholdCode": 1,
            "StateWholdPercent": 1,
            "Type": 1
          }
        ]
      },
      "IrsHolderBirthDate": "2025-05-19",
      "IrsHolderSpouseBirthDate": "2025-05-19",
      "IrsNameList": {
        "hasReachedMaximumListSize": true,
        "IrsName": [
          {
            "ActiveDuty": 1,
            "ActiveDutySeparationDate": "2025-05-19",
            "ActiveDutyStartDate": "2025-05-19",
            "ActiveDutyVerificationDate": "2025-05-19",
            "AddrCreateDate": "2025-05-19",
            "AddrDisconnectDate": "2025-05-19",
            "AddrExpDate": "2025-05-19",
            "AddrFmLastDate": "2025-05-19",
            "AddrFmLastPurgeDate": "2025-05-19",
            "AddrRecordChangeDate": "2025-05-19",
            "AddressType": 1,
            "AltEmail": "text",
            "BeneficialOwner": 1,
            "BeneficialPercent": 1,
            "BeneficiaryPercent": 1,
            "BirthDate": "2025-05-19",
            "CarrierRoute": "text",
            "Chapter4StatusCode": "text",
            "City": "text",
            "Confidential": 1,
            "Country": "text",
            "CountryCode": "text",
            "CrAddrChgDate": "2025-05-19",
            "CrNameChgDate": "2025-05-19",
            "CrSsnChgDate": "2025-05-19",
            "CreditReportAddrIndicator": "text",
            "CreditReportAddrIndicatorDate": "2025-05-19",
            "CreditReportConsumerInfo": "text",
            "CreditReportConsumerInfoDate": "2025-05-19",
            "CtrExempt": 1,
            "CurrGrossMonthPay": 1,
            "CurrMonthPayChgDate": "2025-05-19",
            "CurrNetMonthPay": 1,
            "DbaExtendedName": "text",
            "DbaFirst": "text",
            "DbaLast": "text",
            "DbaLongName": "text",
            "DbaMiddle": "text",
            "DbaNameFormat": 1,
            "DbaShortName": "text",
            "DbaSuffix": "text",
            "DbaTitle": "text",
            "DeathDate": "2025-05-19",
            "EcoaCode": 1,
            "EffectiveDate": "2025-05-19",
            "Email": "text",
            "EmployerName": "text",
            "ExpirationDate": "2025-05-19",
            "ExtendedName": "text",
            "ExtraAddress": "text",
            "ExtraInfo": "text",
            "First": "text",
            "FmLastPurgeDate": "2025-05-19",
            "ForeignTin": "text",
            "FormW8OnFile": 1,
            "GIin": "text",
            "Headquarters": 1,
            "HomePhone": "text",
            "IdentDocFlag": [
              {
                "EntryId": 1,
                "IdentDocFlag": 1
              }
            ],
            "IdentIdDescription": [
              {
                "EntryId": 1,
                "IdentIdDescription": "text"
              }
            ],
            "IdentIdExpireDate": [
              {
                "EntryId": 1,
                "IdentIdExpireDate": "2025-05-19"
              }
            ],
            "IdentIdIssueDate": [
              {
                "EntryId": 1,
                "IdentIdIssueDate": "2025-05-19"
              }
            ],
            "IdentIdNumber": [
              {
                "EntryId": 1,
                "IdentIdNumber": "text"
              }
            ],
            "IdentIdType": [
              {
                "EntryId": 1,
                "IdentIdType": 1
              }
            ],
            "IdentIdVerifyDate": [
              {
                "EntryId": 1,
                "IdentIdVerifyDate": "2025-05-19"
              }
            ],
            "Irs1042SAmendNum": 1,
            "IrsCorrection": 1,
            "IrsCountryCode": "text",
            "Last": "text",
            "LastAddrChgDate": "2025-05-19",
            "LastAddrVerifDate": "2025-05-19",
            "LastFmDate": "2025-05-19",
            "Lei": "text",
            "License": "text",
            "Lob": "text",
            "Locator": 1,
            "LongName": "text",
            "MailOverride": 1,
            "MarketingAddress": 1,
            "MbrActivityDate": "2025-05-19",
            "MbrAddrFileType": 1,
            "MbrAddrNumLink": "text",
            "MbrAddrNumLinkChgDate": "2025-05-19",
            "MbrAddrNumber": "text",
            "MbrCreateDate": "2025-05-19",
            "MbrDisconnectDate": "2025-05-19",
            "MbrExpDate": "2025-05-19",
            "MbrFileType": 1,
            "MbrFmLastDate": "2025-05-19",
            "MbrFmLastPurgeDate": "2025-05-19",
            "MbrRecordChangeDate": "2025-05-19",
            "MbrStatus": 1,
            "MbrStatusFmDate": "2025-05-19",
            "MemberNumLink": "text",
            "MemberNumLinkChgDate": "2025-05-19",
            "MemberNumber": "text",
            "Middle": "text",
            "MobilePhone": "text",
            "MothersMaidenName": "text",
            "NameFormat": 1,
            "NonAcctNameNum": "text",
            "NraExemptionCode": "text",
            "NraTaxRate": 1,
            "Occupation": "text",
            "PagerNumber": "text",
            "PhoneType": 1,
            "PreferredContact": "text",
            "PreferredContactMethod": 1,
            "RecordChangeDate": "2025-05-19",
            "Restrict": 1,
            "Sex": "text",
            "ShortName": "text",
            "Ssn": "text",
            "SsnCertification": 1,
            "SsnOverride": 1,
            "SsnType": 1,
            "State": "text",
            "Street": "text",
            "SubType": 1,
            "SubstantialOwner": 1,
            "Suffix": "text",
            "Title": "text",
            "Type": 1,
            "UsPersonFlag": 1,
            "UserAmount1": 1,
            "UserAmount2": 1,
            "UserChar1": "text",
            "UserChar2": "text",
            "UserChar3": "text",
            "UserChar4": "text",
            "UserDate1": "2025-05-19",
            "UserDate2": "2025-05-19",
            "W8ExpirationDate": "2025-05-19",
            "WorkPhone": "text",
            "WorkPhoneExtension": "text",
            "ZipCode": "text"
          }
        ]
      },
      "IrsPlan": 1,
      "LastDistribType": 1,
      "Locator": 1,
      "MaxContribution": 1,
      "MsaHolderCode": 1,
      "OpenDate": "2025-05-19",
      "RecordChangeDate": "2025-05-19",
      "RmdTableOption": 1,
      "Ssn": "text"
    }
  ],
  "Token": "text"
}

getIrsDistributionSelectFields

post
Authorizations
Body
AccountNumberstringOptional
IrsLocatorintegerOptional
IrsDistributionLocatorintegerOptional
Responses
200
Successful operation.
application/json
post
POST /nexum/627/persistent/account/getIrsDistributionSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Authorization: Bearer JWT
Content-Type: application/json
Accept: */*
Content-Length: 807

{
  "Credentials": {
    "UserNumberCredentials": {
      "UserNumber": 1995,
      "Password": "2dfKQYR!TeXJwe"
    }
  },
  "AccountNumber": "text",
  "IrsLocator": 1,
  "IrsDistributionLocator": 1,
  "SelectableFields": {
    "IncludeAllIrsDistributionFields": true,
    "IrsDistributionFields": {
      "Amount": true,
      "DestinationAccount": true,
      "DestinationId": true,
      "DistributionCode": true,
      "DistributionDay1": true,
      "DistributionDay2": true,
      "DistributionFreq": true,
      "DistributionMethod": true,
      "EffectiveDate": true,
      "ExpirationDate": true,
      "FedWholdAmount": true,
      "FedWholdCode": true,
      "FedWholdPercent": true,
      "LastDistributnAmt": true,
      "LastDistributnDate": true,
      "Locator": true,
      "NextDistributnDate": true,
      "RecordChangeDate": true,
      "RegE": true,
      "SourceId": [
        1
      ],
      "StateWholdAmount": true,
      "StateWholdCode": true,
      "StateWholdPercent": true,
      "Type": true
    }
  },
  "nxAttributes": {
    "customFields": {
      "appId": "glaci"
    }
  }
}
200

Successful operation.

{
  "IrsDistribution": {
    "Amount": 1,
    "DestinationAccount": "text",
    "DestinationId": "text",
    "DistributionCode": 1,
    "DistributionDay1": 1,
    "DistributionDay2": 1,
    "DistributionFreq": 1,
    "DistributionMethod": 1,
    "EffectiveDate": "2025-05-19",
    "ExpirationDate": "2025-05-19",
    "FedWholdAmount": 1,
    "FedWholdCode": 1,
    "FedWholdPercent": 1,
    "LastDistributnAmt": 1,
    "LastDistributnDate": "2025-05-19",
    "Locator": 1,
    "NextDistributnDate": "2025-05-19",
    "RecordChangeDate": "2025-05-19",
    "RegE": 1,
    "SourceId": [
      {
        "EntryId": 1,
        "SourceId": "text"
      }
    ],
    "StateWholdAmount": 1,
    "StateWholdCode": 1,
    "StateWholdPercent": 1,
    "Type": 1
  }
}

getIrsDistributionPagedListSelectFields

post
Authorizations
Body
AccountNumberstringOptional
IrsLocatorintegerOptional
Responses
200
Successful operation.
application/json
post
POST /nexum/627/persistent/account/getIrsDistributionPagedListSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Authorization: Bearer JWT
Content-Type: application/json
Accept: */*
Content-Length: 874

{
  "Credentials": {
    "UserNumberCredentials": {
      "UserNumber": 1995,
      "Password": "2dfKQYR!TeXJwe"
    }
  },
  "AccountNumber": "text",
  "IrsLocator": 1,
  "PagingRequestContext": {
    "NumberOfRecordsToReturn": 1,
    "NumberOfRecordsToSkip": 1,
    "Token": "text"
  },
  "SelectableFields": {
    "IncludeAllIrsDistributionFields": true,
    "IrsDistributionFields": {
      "Amount": true,
      "DestinationAccount": true,
      "DestinationId": true,
      "DistributionCode": true,
      "DistributionDay1": true,
      "DistributionDay2": true,
      "DistributionFreq": true,
      "DistributionMethod": true,
      "EffectiveDate": true,
      "ExpirationDate": true,
      "FedWholdAmount": true,
      "FedWholdCode": true,
      "FedWholdPercent": true,
      "LastDistributnAmt": true,
      "LastDistributnDate": true,
      "Locator": true,
      "NextDistributnDate": true,
      "RecordChangeDate": true,
      "RegE": true,
      "SourceId": [
        1
      ],
      "StateWholdAmount": true,
      "StateWholdCode": true,
      "StateWholdPercent": true,
      "Type": true
    }
  },
  "nxAttributes": {
    "customFields": {
      "appId": "glaci"
    }
  }
}
200

Successful operation.

{
  "IrsDistribution": [
    {
      "Amount": 1,
      "DestinationAccount": "text",
      "DestinationId": "text",
      "DistributionCode": 1,
      "DistributionDay1": 1,
      "DistributionDay2": 1,
      "DistributionFreq": 1,
      "DistributionMethod": 1,
      "EffectiveDate": "2025-05-19",
      "ExpirationDate": "2025-05-19",
      "FedWholdAmount": 1,
      "FedWholdCode": 1,
      "FedWholdPercent": 1,
      "LastDistributnAmt": 1,
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