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

updateIrs

PrevioussearchIrsNextLoan

Last updated 10 months ago

Was this helpful?

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

Symitar eDocs References: Coming soon.

Operations

  • Operations
  • POSTupdateIrsByID
  • POSTupdateIrsDistributionByID

updateIrsByID

post
Authorizations
Body
AccountNumberstringOptional
IrsLocatorintegerOptional
Responses
200
Successful operation.
application/json
post
POST /nexum/627/persistent/account/updateIrsByID HTTP/1.1
Host: naas.ymcu.libum.io
Authorization: Bearer JWT
Content-Type: application/json
Accept: */*
Content-Length: 758

{
  "Credentials": {
    "UserNumberCredentials": {
      "UserNumber": 1995,
      "Password": "2dfKQYR!TeXJwe"
    }
  },
  "AccountNumber": "text",
  "IrsLocator": 1,
  "IrsFields": {
    "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,
    "IrsHolderBirthDate": "2025-05-19",
    "IrsHolderSpouseBirthDate": "2025-05-19",
    "IrsPlan": 1,
    "LastDistribType": 1,
    "Locator": 1,
    "MaxContribution": 1,
    "MsaHolderCode": 1,
    "OpenDate": "2025-05-19",
    "RecordChangeDate": "2025-05-19",
    "RmdTableOption": 1,
    "Ssn": "text"
  },
  "nxAttributes": {
    "customFields": {
      "appId": "glaci"
    }
  }
}
200

Successful operation.

{
  "UpdateStatus": {
    "isAllFieldsUpdateSuccess": true,
    "FailedUpdateStatus": {
      "Record": "text",
      "ErrorCode": "text",
      "ErrorMessage": "text",
      "PrimaryKeyField": [
        {
          "Name": "text",
          "Value": "text"
        }
      ]
    }
  }
}

updateIrsDistributionByID

post
Authorizations
Body
AccountNumberstringOptional
IrsLocatorintegerOptional
IrsDistributionLocatorintegerOptional
Responses
200
Successful operation.
application/json
post
POST /nexum/627/persistent/account/updateIrsDistributionByID HTTP/1.1
Host: naas.ymcu.libum.io
Authorization: Bearer JWT
Content-Type: application/json
Accept: */*
Content-Length: 773

{
  "Credentials": {
    "UserNumberCredentials": {
      "UserNumber": 1995,
      "Password": "2dfKQYR!TeXJwe"
    }
  },
  "AccountNumber": "text",
  "IrsLocator": 1,
  "IrsDistributionLocator": 1,
  "IrsDistributionFields": {
    "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
  },
  "nxAttributes": {
    "customFields": {
      "appId": "glaci"
    }
  }
}
200

Successful operation.

{
  "UpdateStatus": {
    "isAllFieldsUpdateSuccess": true,
    "FailedUpdateStatus": {
      "Record": "text",
      "ErrorCode": "text",
      "ErrorMessage": "text",
      "PrimaryKeyField": [
        {
          "Name": "text",
          "Value": "text"
        }
      ]
    }
  }
}