GuidesiMIS ProfessionaliMIS EnterpriseClient Support
HomeGuidesAPI ReferenceChangelogDiscussions
GuidesiMIS ProfessionaliMIS EnterpriseClient SupportLog In
Guides
These docs are for v20.3.44. Click to read the latest docs for v20.3.192.

Individual

Person, Party

Suggest Edits

Create an individual

Example of creating a new individual and setting their communication preference and address.

using Asi.Soa.ClientServices;
using Asi.Soa.Membership.DataContracts;

EntityManager entityManager = new EntityManager();

// Create a new person
var personData = new PersonData
{
  PersonName = new PersonNameData {FirstName = "George", LastName = "Smith"},
  Addresses = new FullAddressDataCollection
  {
    new FullAddressData
    {
      AddressPurpose = "Address",
      CommunicationPreferences = new CommunicationPreferenceDataCollection
      {
        new CommunicationPreferenceData
        {
          Reason = "mail"
        }
      },
      Address = new AddressData
      {
        AddressLines = new AddressLineDataCollection {"14211 South First"},
        CityName = "Austin",
        CountrySubEntityCode = "TX",
        CountyCode = "US",
        PostalCode = "78759"
      }
    }
  }
};

// Save
var results = entityManager.Add(personData);
if (results.IsValid)
{
  personData = results.Entity;
  Console.WriteLine("Person - Id: {0}, Name: {1}", personData.PartyId, personData.Name);
}
else
{
  Console.WriteLine(results.ValidationResults.Summary);
}

using System;
using System.Net.Http;
using System.Text;
using Newtonsoft.Json;

namespace RestDemo
{
    public class Program
    {
        public void CreateAnIndividualRestfulExample()
        {
            // Instantiate new Party object to be used in REST call to the Party service 
            var partyModel = new PartyModel
            {
                Type = "Asi.Soa.Membership.DataContracts.PersonData, Asi.Soa.Membership.Contracts",
                PersonName = new PersonName
                {
                    Type = "Asi.Soa.Membership.DataContracts.PersonNameData, Asi.Soa.Membership.Contracts",
                    FirstName = "George",
                    InformalName = "William",
                    LastName = "Milburn",
                    NamePrefix = "Mr."
                }
            };

            // Serialize above object to JSON, create HTTP content to be used in POST call
            var jsonObject = JsonConvert.SerializeObject(partyModel, Formatting.None,
                new JsonSerializerSettings {NullValueHandling = NullValueHandling.Ignore});
            var httpContent = new StringContent(jsonObject, Encoding.UTF8, "application/json");
          
            HttpClient client = new HttpClient();

            /*
            Add proper authorization header to new HttpClient above 
            before making below request, see 
            https://developer.imis.com/v0.1/docs/accessing-the-rest-api#section-direct-access-oauth-20 
            for an example of how to perform this in C# project
            */

            var party = client.PostAsync("api/party", httpContent).Result;

            if (party != null && party.IsSuccessStatusCode)
            {
                Console.WriteLine("Party: {0}", party.Content.ReadAsStringAsync().Result);
            }
        }
    }

    internal class PartyModel
    {
        [JsonProperty("$type")]
        public string Type { get; set; }

        public string PartyId { get; set; }

        public PersonName PersonName { get; set; }

        public PrimaryOrganization PrimaryOrganization { get; set; }
    }
  
    internal class PrimaryOrganization
    {
        [JsonProperty("$type")]
        public string Type { get; set; }

        public string OrganizationPartyId { get; set; }

        public string Name { get; set; }

        public string Title { get; set; }
    }

    internal class PersonName
    {
        [JsonProperty("$type")]
        public string Type { get; set; }

        public string FirstName { get; set; }

        public string InformalName { get; set; }

        public string LastName { get; set; }

        public string NamePrefix { get; set; }
    }
}

/*
Party: {  
   "$type":"Asi.Soa.Membership.DataContracts.PersonData, Asi.Contracts",
   "PersonName":{  
      "$type":"Asi.Soa.Membership.DataContracts.PersonNameData, Asi.Contracts",
      "FirstName":"George",
      "InformalName":"William",
      "LastName":"Milburn",
      "NamePrefix":"Mr.",
      "FullName":"Mr. George Milburn"
   },
   "AdditionalAttributes":{  
      "$type":"Asi.Soa.Core.DataContracts.GenericPropertyDataCollection, Asi.Contracts",
      "$values":[  
         {  
            "$type":"Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts",
            "Name":"CustomerTypeDescription",
            "Value":"Non Member"
         },
         {  
            "$type":"Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts",
            "Name":"IsMemberRecord",
            "Value":{  
               "$type":"System.Boolean",
               "$value":false
            }
         },
         {  
            "$type":"Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts",
            "Name":"CustomerTypeCode",
            "Value":"NM"
         },
         {  
            "$type":"Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts",
            "Name":"IsMember",
            "Value":{  
               "$type":"System.Boolean",
               "$value":false
            }
         },
         {  
            "$type":"Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts",
            "Name":"IsInactiveMember",
            "Value":{  
               "$type":"System.Boolean",
               "$value":false
            }
         },
         {  
            "$type":"Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts",
            "Name":"AllowAdvanceRenewal",
            "Value":{  
               "$type":"System.Boolean",
               "$value":false
            }
         },
         {  
            "$type":"Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts",
            "Name":"JoinDate",
            "Value":"0001-01-01T00:00:00"
         }
      ]
   },
   "Addresses":{  
      "$type":"Asi.Soa.Membership.DataContracts.FullAddressDataCollection, Asi.Contracts",
      "$values":[  
         {  
            "$type":"Asi.Soa.Membership.DataContracts.FullAddressData, Asi.Contracts",
            "AdditionalLines":{  
               "$type":"Asi.Soa.Membership.DataContracts.AddressLineDataCollection, Asi.Contracts",
               "$values":[  

               ]
            },
            "Address":{  
               "$type":"Asi.Soa.Membership.DataContracts.AddressData, Asi.Contracts",
               "AddressId":"13663",
               "VerificationStatus":0
            },
            "AddresseeText":"Mr. George Milburn\r\n",
            "AddressPurpose":"Address",
            "CommunicationPreferences":{  
               "$type":"Asi.Soa.Membership.DataContracts.CommunicationPreferenceDataCollection, Asi.Contracts",
               "$values":[  
                  {  
                     "$type":"Asi.Soa.Membership.DataContracts.CommunicationPreferenceData, Asi.Contracts",
                     "Reason":"default"
                  },
                  {  
                     "$type":"Asi.Soa.Membership.DataContracts.CommunicationPreferenceData, Asi.Contracts",
                     "Reason":"mail"
                  },
                  {  
                     "$type":"Asi.Soa.Membership.DataContracts.CommunicationPreferenceData, Asi.Contracts",
                     "Reason":"bill"
                  },
                  {  
                     "$type":"Asi.Soa.Membership.DataContracts.CommunicationPreferenceData, Asi.Contracts",
                     "Reason":"ship"
                  }
               ]
            },
            "FullAddressId":"13663",
            "Salutation":{  
               "$type":"Asi.Soa.Membership.DataContracts.PartySalutationData, Asi.Contracts",
               "SalutationMethod":{  
                  "$type":"Asi.Soa.Membership.DataContracts.PartySalutationMethodSummaryData, Asi.Contracts",
                  "PartySalutationMethodId":"main"
               },
               "Text":"Mr. George Milburn"
            },
            "DisplayName":"William"
         }
      ]
   },
   "AlternateIds":{  
      "$type":"Asi.Soa.Core.DataContracts.AlternateIdDataCollection, Asi.Contracts",
      "$values":[  
         {  
            "$type":"Asi.Soa.Core.DataContracts.AlternateIdData, Asi.Contracts",
            "Id":"23188",
            "IdType":"Id"
         }
      ]
   },
   "FinancialInformation":{  
      "$type":"Asi.Soa.Membership.DataContracts.FinancialInformationData, Asi.Contracts"
   },
   "Salutations":{  
      "$type":"Asi.Soa.Membership.DataContracts.PartySalutationDataCollection, Asi.Contracts",
      "$values":[  

      ]
   },
   "SocialNetworks":{  
      "$type":"Asi.Soa.Membership.DataContracts.PartySocialNetworkDataCollection, Asi.Contracts",
      "$values":[  

      ]
   },
   "CommunicationTypePreferences":{  
      "$type":"Asi.Soa.Membership.DataContracts.PartyCommunicationTypePreferenceDataCollection, Asi.Contracts",
      "$values":[  

      ]
   },
   "SortIsOverridden":false,
   "UpdateInformation":{  
      "$type":"Asi.Soa.Core.DataContracts.EntityUpdateInformationData, Asi.Contracts",
      "CreatedBy":"BRIANM",
      "CreatedOn":"2017-12-18T13:41:12.873",
      "UpdatedBy":"BRIANM",
      "UpdatedOn":"2017-12-18T13:41:12.873"
   },
   "PartyId":"23188",
   "Id":"23188",
   "UniformId":"f8bd1fd7-7524-4fd5-8654-4346159a173b",
   "Status":{  
      "$type":"Asi.Soa.Membership.DataContracts.PartyStatusData, Asi.Contracts",
      "PartyStatusId":"A",
      "Name":"Active",
      "Description":"Active"
   },
   "Name":"Mr. George Milburn",
   "Sort":"Milburn, George"
}
*/

Modify an individual's address

using System.Linq;
using Asi.Soa.ClientServices;
using Asi.Soa.Core.DataContracts;
using Asi.Soa.Membership.DataContracts;

EntityManager entityManager = new EntityManager();

// New values to update a party
var newMailAddress1 = "14233 Third Street";
var newEmailAddress = "[email protected]";

// Create a new person
var personData = new PersonData
{
  PersonName = new PersonNameData {FirstName = "Steve", LastName = "Smith"},
  Addresses = new FullAddressDataCollection
  {
    new FullAddressData
    {
      AddressPurpose = "Address",
      CommunicationPreferences = new CommunicationPreferenceDataCollection
      {
        new CommunicationPreferenceData
        {
          Reason = "mail"
        }
      },
      Address = new AddressData
      {
        AddressLines = new AddressLineDataCollection {"14211 Second Street"},
        CityName = "Austin",
        CountrySubEntityCode = "TX",
        CountyCode = "US",
        PostalCode = "78758"
      }
    }
  }
};

personData.GetPreferredAddress("mail").Email = "[email protected]";

// Save 
var results = entityManager.Add(personData);
if (!results.IsValid)
{
  Console.WriteLine(results.ValidationResults.Summary);
  return;
}

// Get the new person
PartyData partyData = results.Entity;

// Find the preferred mailing address
FullAddressData mailAddress =
  partyData.Addresses.FirstOrDefault(address => address.CommunicationPreferences.Contains("mail"));

// All records should have a mailing address, even if it's blank - but just in case, we can create a new object if it's null
if (partyData.Addresses == null)
  partyData.Addresses = new FullAddressDataCollection();

if (mailAddress == null)
  mailAddress = new FullAddressData
{
  CommunicationPreferences =
    new CommunicationPreferenceDataCollection {new CommunicationPreferenceData {Reason = "mail"}}
};

if (mailAddress.Address == null)
  mailAddress.Address = new AddressData();

if (mailAddress.Address.AddressLines == null)
  mailAddress.Address.AddressLines = new AddressLineDataCollection();

// Assign the new mailing address
if (mailAddress.Address.AddressLines.Count < 1)
  mailAddress.Address.AddressLines.Add(newMailAddress1);
else
  mailAddress.Address.AddressLines[0] = newMailAddress1;

// Assign the new email address
mailAddress.Email = newEmailAddress;

// Update party
results = new ValidateResultsData<PersonData>(entityManager.Update(partyData));
if (results.IsValid)
{
  partyData = results.Entity;
  Console.WriteLine("Person - Id: {0}, Name: {1}", partyData.PartyId, partyData.Name);
}
else
{
  Console.WriteLine(results.ValidationResults.Summary);
}

using System;
using System.Linq;
using Asi.Soa.ClientServices;
using Asi.Soa.Core.DataContracts;
using Asi.Soa.Membership.DataContracts;

EntityManager entityManager = new EntityManager();

// Create values to update a party
var newCustomIdTypeName = "CustomId";
var newCustomId = Guid.NewGuid().ToString().Substring(1, 5);
var newMajorKey = Guid.NewGuid().ToString().Substring(1, 15);
var newCustomerType = "M";
var newJoinDate = new DateTime(2016, 1, 1);
var newParentPartyId = "101"; // Existing parent company Id
var newBillingCateogry = "1"; // Code for "Billing category 1"

// Create a new person
var personData = new PersonData
{
  PersonName = new PersonNameData {FirstName = "Steve", LastName = "Smith"},
  Addresses = new FullAddressDataCollection
  {
    new FullAddressData
    {
      AddressPurpose = "Address",
      CommunicationPreferences = new CommunicationPreferenceDataCollection
      {
        new CommunicationPreferenceData
        {
          Reason = "mail"
        }
      },
      Address = new AddressData
      {
        AddressLines = new AddressLineDataCollection {"14211 Second Street"},
        CityName = "Austin",
        CountrySubEntityCode = "TX",
        CountyCode = "US",
        PostalCode = "78758"
      }
    }
  }
};

// Save 
var results = entityManager.Add(personData);
if (!results.IsValid)
{
  Console.WriteLine(results.ValidationResults.Summary);
  return;
}

PartyData partyData = results.Entity;

// Make changes to person
if (partyData.AdditionalAttributes == null)
  partyData.AdditionalAttributes = new GenericPropertyDataCollection();

// Alternate Ids can contain any custom ids you need - these are stored in Name_AlternateId
var customParty = partyData.AlternateIds.FirstOrDefault(altId =>
                                                        altId.IdType.Equals(newCustomIdTypeName, StringComparison.InvariantCultureIgnoreCase));

var originalCustomPartyId = customParty?.Id;
if (originalCustomPartyId != null)
{
  foreach (var ai in partyData.AlternateIds.Where(ai =>
                                                  ai.IdType.Equals(newCustomIdTypeName, StringComparison.OrdinalIgnoreCase)))
  {
    ai.Id = newCustomId;
    break;
  }
}
else
{
  partyData.AlternateIds.Add(new AlternateIdData(newCustomIdTypeName, newCustomId));
}

partyData.AdditionalAttributes.SetPropertyValue("MajorKey", newMajorKey);
partyData.AdditionalAttributes.SetPropertyValue("CustomerTypeCode", newCustomerType);
partyData.AdditionalAttributes.SetPropertyValue("JoinDate", newJoinDate);
partyData.AdditionalAttributes.SetPropertyValue("ParentPartyId", newParentPartyId);
partyData.AdditionalAttributes.SetPropertyValue("BillingCategory", newBillingCateogry);

// Update
results = new ValidateResultsData<PersonData>(entityManager.Update(partyData));
if (results.IsValid)
{
  partyData = results.Entity;
  Console.WriteLine("Person - Id: {0}, Name: {1}", partyData.PartyId, partyData.Name);
}
else
{
  Console.WriteLine(results.ValidationResults.Summary);
}

using System;
using System.Net.Http;
using System.Text;
using Newtonsoft.Json;

namespace RestDemo
{
    public class Program
    {
        public void ModifyAnIndividualNamePrefixRestfulExample()
        {
          // Instantiate new Party object to be used in REST call to the Party service 
          var partyModel = new PartyModel
          {
            Type = "Asi.Soa.Membership.DataContracts.PersonData, Asi.Soa.Membership.Contracts",
            PersonName = new PersonName
            {
              Type = "Asi.Soa.Membership.DataContracts.PersonNameData, Asi.Soa.Membership.Contracts",
              FirstName = "George",
              InformalName = "William",
              LastName = "Milburn",
              NamePrefix = "Mr."
            }
          };

          // Serialize above object to JSON, create HTTP content to be used in POST call
          var jsonObject = JsonConvert.SerializeObject(partyModel, Formatting.None,
                                                       new JsonSerializerSettings {NullValueHandling = NullValueHandling.Ignore});
          var httpContent = new StringContent(jsonObject, Encoding.UTF8, "application/json");

          HttpClient client = new HttpClient();

          /*
          Add proper authorization header to new HttpClient above 
          before making below request, see 
          https://developer.imis.com/v0.1/docs/accessing-the-rest-api#section-direct-access-oauth-20 
          for an example of how to perform this in C# project
          */

          var party = RestfulCodeExamplesTestHelper.Client.PostAsync("api/party", httpContent).Result;

          if (party != null && party.IsSuccessStatusCode)
          {
            Console.WriteLine("Party: {0}", party.Content.ReadAsStringAsync().Result);
          }
      }
    }

    internal class PartyModel
    {
        [JsonProperty("$type")]
        public string Type { get; set; }

        public string PartyId { get; set; }

        public PersonName PersonName { get; set; }

        public PrimaryOrganization PrimaryOrganization { get; set; }
    }

    internal class PersonName
    {
        [JsonProperty("$type")]
        public string Type { get; set; }

        public string FirstName { get; set; }

        public string InformalName { get; set; }

        public string LastName { get; set; }

        public string NamePrefix { get; set; }
    }
}

/*
Party: {  
   "$type":"Asi.Soa.Membership.DataContracts.PersonData, Asi.Contracts",
   "PersonName":{  
      "$type":"Asi.Soa.Membership.DataContracts.PersonNameData, Asi.Contracts",
      "FirstName":"George",
      "LastName":"Milburn",
      "NamePrefix":"Dr.",
      "FullName":"Mr. George Milburn"
   },
   "PrimaryOrganization":{  
      "$type":"Asi.Soa.Membership.DataContracts.PrimaryOrganizationInformationData, Asi.Contracts",
      "OrganizationPartyId":"19762",
      "Name":"Western Municipalities"
   },
   "AdditionalAttributes":{  
      "$type":"Asi.Soa.Core.DataContracts.GenericPropertyDataCollection, Asi.Contracts",
      "$values":[  
         {  
            "$type":"Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts",
            "Name":"CustomerTypeDescription",
            "Value":"Staff"
         },
         {  
            "$type":"Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts",
            "Name":"IsMemberRecord",
            "Value":{  
               "$type":"System.Boolean",
               "$value":false
            }
         },
         {  
            "$type":"Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts",
            "Name":"CustomerTypeCode",
            "Value":"STF"
         },
         {  
            "$type":"Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts",
            "Name":"IsMember",
            "Value":{  
               "$type":"System.Boolean",
               "$value":false
            }
         },
         {  
            "$type":"Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts",
            "Name":"IsInactiveMember",
            "Value":{  
               "$type":"System.Boolean",
               "$value":false
            }
         },
         {  
            "$type":"Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts",
            "Name":"AllowAdvanceRenewal",
            "Value":{  
               "$type":"System.Boolean",
               "$value":false
            }
         },
         {  
            "$type":"Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts",
            "Name":"JoinDate",
            "Value":"0001-01-01T00:00:00"
         },
         {  
            "$type":"Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts",
            "Name":"ParentPartyId",
            "Value":"19762"
         }
      ]
   },
   "Addresses":{  
      "$type":"Asi.Soa.Membership.DataContracts.FullAddressDataCollection, Asi.Contracts",
      "$values":[  
         {  
            "$type":"Asi.Soa.Membership.DataContracts.FullAddressData, Asi.Contracts",
            "AdditionalLines":{  
               "$type":"Asi.Soa.Membership.DataContracts.AddressLineDataCollection, Asi.Contracts",
               "$values":[  

               ]
            },
            "Address":{  
               "$type":"Asi.Soa.Membership.DataContracts.AddressData, Asi.Contracts",
               "AddressId":"8444",
               "AddressLines":{  
                  "$type":"Asi.Soa.Membership.DataContracts.AddressLineDataCollection, Asi.Contracts",
                  "$values":[  
                     "500 Lake Cliff Dr"
                  ]
               },
               "CityName":"Boulder",
               "CountryCode":"US",
               "CountryName":"United States",
               "CountrySubEntityCode":"CO",
               "CountrySubEntityName":"Colorado",
               "FullAddress":"500 Lake Cliff Dr\rBoulder, CO  80303\rUNITED STATES",
               "PostalCode":"80303",
               "VerificationStatus":0
            },
            "AddresseeText":"Mr. George Milburn\r\n500 Lake Cliff Dr\rBoulder, CO  80303\rUNITED STATES",
            "AddressPurpose":"Address",
            "CommunicationPreferences":{  
               "$type":"Asi.Soa.Membership.DataContracts.CommunicationPreferenceDataCollection, Asi.Contracts",
               "$values":[  
                  {  
                     "$type":"Asi.Soa.Membership.DataContracts.CommunicationPreferenceData, Asi.Contracts",
                     "Reason":"default"
                  },
                  {  
                     "$type":"Asi.Soa.Membership.DataContracts.CommunicationPreferenceData, Asi.Contracts",
                     "Reason":"mail"
                  },
                  {  
                     "$type":"Asi.Soa.Membership.DataContracts.CommunicationPreferenceData, Asi.Contracts",
                     "Reason":"bill"
                  },
                  {  
                     "$type":"Asi.Soa.Membership.DataContracts.CommunicationPreferenceData, Asi.Contracts",
                     "Reason":"ship"
                  }
               ]
            },
            "Email":"[email protected]",
            "Fax":"(516) 987-0000",
            "FullAddressId":"8444",
            "Note":"P.S.I. Code 9450",
            "Phone":"(720) 535-4390",
            "Salutation":{  
               "$type":"Asi.Soa.Membership.DataContracts.PartySalutationData, Asi.Contracts",
               "SalutationMethod":{  
                  "$type":"Asi.Soa.Membership.DataContracts.PartySalutationMethodSummaryData, Asi.Contracts",
                  "PartySalutationMethodId":"main"
               },
               "Text":"Mr. George Milburn"
            },
            "DisplayName":"William",
            "DisplayOrganizationName":"Western Municipalities"
         },
         {  
            "$type":"Asi.Soa.Membership.DataContracts.FullAddressData, Asi.Contracts",
            "AdditionalLines":{  
               "$type":"Asi.Soa.Membership.DataContracts.AddressLineDataCollection, Asi.Contracts",
               "$values":[  

               ]
            },
            "Address":{  
               "$type":"Asi.Soa.Membership.DataContracts.AddressData, Asi.Contracts",
               "AddressId":"13516",
               "AddressLines":{  
                  "$type":"Asi.Soa.Membership.DataContracts.AddressLineDataCollection, Asi.Contracts",
                  "$values":[  
                     "3554 Maple Street"
                  ]
               },
               "CityName":"Edina",
               "CountryCode":"US",
               "CountryName":"United States",
               "CountrySubEntityCode":"MN",
               "CountrySubEntityName":"Minnesota",
               "FullAddress":"3554 Maple Street\rEdina, MN  \rUNITED STATES",
               "VerificationStatus":0
            },
            "AddresseeText":"Mr. George Milburn\r\n3554 Maple Street\rEdina, MN  \rUNITED STATES",
            "AddressPurpose":"Home Address",
            "CommunicationPreferences":{  
               "$type":"Asi.Soa.Membership.DataContracts.CommunicationPreferenceDataCollection, Asi.Contracts",
               "$values":[  

               ]
            },
            "FullAddressId":"13516",
            "Phone":"(917) 555-3434",
            "Salutation":{  
               "$type":"Asi.Soa.Membership.DataContracts.PartySalutationData, Asi.Contracts",
               "SalutationMethod":{  
                  "$type":"Asi.Soa.Membership.DataContracts.PartySalutationMethodSummaryData, Asi.Contracts",
                  "PartySalutationMethodId":"main"
               },
               "Text":"Mr. George Milburn"
            },
            "DisplayName":"William",
            "DisplayOrganizationName":"Western Municipalities"
         }
      ]
   },
   "AlternateIds":{  
      "$type":"Asi.Soa.Core.DataContracts.AlternateIdDataCollection, Asi.Contracts",
      "$values":[  
         {  
            "$type":"Asi.Soa.Core.DataContracts.AlternateIdData, Asi.Contracts",
            "Id":"18052",
            "IdType":"Id"
         }
      ]
   },
   "Emails":{  
      "$type":"Asi.Soa.Membership.DataContracts.EmailDataCollection, Asi.Contracts",
      "$values":[  
         {  
            "$type":"Asi.Soa.Membership.DataContracts.EmailData, Asi.Contracts",
            "Address":"[email protected]",
            "EmailType":"_Primary",
            "IsPrimary":true
         },
         {  
            "$type":"Asi.Soa.Membership.DataContracts.EmailData, Asi.Contracts",
            "Address":"[email protected]",
            "EmailType":"Address"
         }
      ]
   },
   "FinancialInformation":{  
      "$type":"Asi.Soa.Membership.DataContracts.FinancialInformationData, Asi.Contracts"
   },
   "Phones":{  
      "$type":"Asi.Soa.Membership.DataContracts.PhoneDataCollection, Asi.Contracts",
      "$values":[  
         {  
            "$type":"Asi.Soa.Membership.DataContracts.PhoneData, Asi.Contracts",
            "Number":"(720) 535-4390",
            "PhoneType":"_Work Phone"
         },
         {  
            "$type":"Asi.Soa.Membership.DataContracts.PhoneData, Asi.Contracts",
            "Number":"(791) 829-6838",
            "PhoneType":"Mobile"
         },
         {  
            "$type":"Asi.Soa.Membership.DataContracts.PhoneData, Asi.Contracts",
            "Number":"(720) 535-4390",
            "PhoneType":"Address"
         },
         {  
            "$type":"Asi.Soa.Membership.DataContracts.PhoneData, Asi.Contracts",
            "Number":"(516) 987-0000",
            "PhoneType":"Address Fax"
         },
         {  
            "$type":"Asi.Soa.Membership.DataContracts.PhoneData, Asi.Contracts",
            "Number":"(917) 555-3434",
            "PhoneType":"Home Address"
         }
      ]
   },
   "Salutations":{  
      "$type":"Asi.Soa.Membership.DataContracts.PartySalutationDataCollection, Asi.Contracts",
      "$values":[  
         {  
            "$type":"Asi.Soa.Membership.DataContracts.PartySalutationData, Asi.Contracts",
            "SalutationId":"18052",
            "SalutationMethod":{  
               "$type":"Asi.Soa.Membership.DataContracts.PartySalutationMethodSummaryData, Asi.Contracts",
               "PartySalutationMethodId":"LIST_AS"
            },
            "Text":"Elaine Beauchamp"
         }
      ]
   },
   "SortIsOverridden":false,
   "UpdateInformation":{  
      "$type":"Asi.Soa.Core.DataContracts.EntityUpdateInformationData, Asi.Contracts",
      "CreatedBy":"AMOORE",
      "CreatedOn":"2011-04-07T09:52:19.65",
      "UpdatedBy":"BRIANM",
      "UpdatedOn":"2017-12-18T13:41:18.193"
   },
   "PartyId":"18052",
   "UniformId":"e2124f8b-39fa-4690-be19-0cfab0a1def5",
   "Name":"Mr. George Milburn",
   "Sort":"Milburn, George"
}
*/

Get an individual's summary data

using System;
using Asi.Soa.ClientServices;
using Asi.Soa.Core.DataContracts;
using Asi.Soa.Membership.DataContracts;

EntityManager entityManager = new EntityManager();

string partyId = "18043"; // Chris Baker

var findResultsData =
  entityManager.Find(
  new QueryData(PartySummaryData.EntityTypeName)
  .AddCriteria(new CriteriaData("PartyId", OperationData.Equal, partyId))).Result;

if (findResultsData[0] is PartySummaryData partySummaryData)
{
  Console.WriteLine("Party Name: {0}", partySummaryData.Name); // Dr. Chris L. Baker, PhD
  Console.WriteLine("Party Email: {0}", partySummaryData.Email); // [email protected]
}

using System;
using System.Net.Http;

const string partyId = "18052"; // Brian Murphy

HttpClient client = new HttpClient();

/*
Add proper authorization header to new HttpClient above 
before making below request, see 
https://developer.imis.com/v0.1/docs/accessing-the-rest-api#section-direct-access-oauth-20 
for an example of how to perform this in C# project
*/

var partySummary = client.GetAsync($"api/partysummary/{partyId}").Result;

if (partySummary != null)
{
  Console.WriteLine("Party Summary: {0}", partySummary.Content.ReadAsStringAsync().Result);
}

/*
{
    "$type": "Asi.Soa.Membership.DataContracts.PartySummaryData, Asi.Contracts",
    "CityName": "Eden Prairie",
    "CountryName": "United States",
    "CountrySubEntityName": "MN",
    "Email": "[email protected]",
    "Phone": "(516) 987-2222",
    "PartyId": "18052",
    "Id": "18052",
    "UniformId": "e2124f8b-39fa-4690-be19-0cfab0a1def5",
    "Status": {
        "$type": "Asi.Soa.Membership.DataContracts.PartyStatusData, Asi.Contracts",
        "PartyStatusId": "A",
        "Name": "Active",
        "Description": "Active"
    },
    "Name": "Mr. Brian Murphy",
    "Sort": "MURPHY, BRIAN",
    "IsMarkedForDelete": false
}
*/

Updated over 5 years ago

Contact us
Copyright © Advanced Solutions International, All rights reserved.