These methods execute directly to the SRT web based middle tier and return objects. They return data that comes from the database and/or are calculated by business logic.

The following operations are supported. For a formal definition, please review the Service Description.

• ExecuteLegacyAPICall
  Execute a middle tier API call and returns XML. Newer calls return SOAP. The API call values can be found in documentation supplied with the developers toolkit.
• ExecuteLegacyAPICallVoice
  For voice only... Execute a middle tier API call and returns XML. Newer calls return SOAP. The API call values can be found in documentation supplied with the developers toolkit.
• GetContributionsBySource
  Returns a list of Sources with contribution information for the provided date range
• GetKleinStrategy
  Returns Klein strategy data for the provided user
• GetOperatorSessionID
  Retrieve a sessionID for an operator.
• GetParticipantWelcomeInfo
  Returns information about the user for the welcome gadget
• GetPerformanceInfo
  Returns performance related info for the provided user
• GetSessionData
  Authenticate a user against the middle tier and retrieve session information
• GetSessionID
  Authenticate a user against the middle tier and retrieve a sessionID
• SrtEndSession
  End sessionId
• UserhasUpdateRights
  Returns True if the User (Plan Sponsor, Financial Advisor, or Participant) has Update rights for that Session
• adviceUpdateBeneficiaries
  Save participant's beneficiaries that come from 3rd party and returns a confirmation number. Business rules: All primary and contingent share percentages must add to 100%. Cannot have contingent beneficiaries without primary ones. Note: Always include the original/unchanged beneficiaries when you save. This way the business rules will be applied correctly.
• adviceUpdateDeferral
  Create a deferral transaction that comes from 3rd party
• adviceUpdateInvestmentElection
  Create investment election changes that come from 3rd party
• adviceUpdateRealignment
  Create a realignment that comes from 3rd party
• createTransfer
  Create Many to Many Transfer
• getASIPlanSettings
  Returns Plan ASI settings
• getASISettings
  Returns Participant ASI settings
• getAllParticipantStatements
  Get All eStatements available for the desired Plan and SSN.
• getBeneficiaries
  Get participant's beneficiaries
• getCompensationAndMatchProvisions
  Get match and compensation details for Maximize Your Match CTA for vWise per participant.
• getInvestmentAttributes
  Get investment attributes
• getLoanPaymentOptions
  Get loan payment options
• getModelDetail
  Get model details for an operator.
• getModels
  Get models for an operator.
• getPartPlanListBalance
  Returns a list of plans for a Participant with Balance and Vested Balance
• getPartSchwabSDBAEAOData
  Returns SDDA electronic Account Open Data
• getPartSynoptic
  Get participant summary information
• getPlanDetail
  Get plan details for an operator.
• getPlanSynoptic
  Get plan summary information.
• getPlans
  Get plans for an operator.
• getSDBAInfo
  Get participant's SDBA Info
• getTermRehireDates
  Get all termination and rehire dates for a participant
• getTransactionHistory
  Get transaction history. Dates are in the format yyyy-mm-dd.
• getTransactionHistoryRollup
  Get transaction history rollup
• getTransfersData
  Get transfers data
• getVwiseParticipantDetails
  Get list of Participants for each Vwise Plan for PowerView / IRIO
• getVwisePlanDetails
  Get Vwise Plans for PowerView / IRIO
• getWebSkinByID
  Get Web Skin Data
• loanReportOptionsSet
  Set loan report options
• saveBeneficiaries
  Save participant's beneficiaries and returns a confirmation number. Business rules: All primary and contingent share percentages must add to 100%. Cannot have contingent beneficiaries without primary ones. Note: Always include the original/unchanged beneficiaries when you save. This way the business rules will be applied correctly.
• setTermRehireDates
  Updates the termination and rehire dates of a participant
• srtCompleteLoanRequest
  Complete Loan Request
• srtCreateLoanShell
  Create Loan Shell
• srtGetAllParticipantLoans
  Get all participant loans
• srtGetLoanReasons
  Get loan rejection and action reasons
• srtGetParticipantLoanReport
  Get participant loan report
• srtSetLoanAction
  Set loan action
• updateAutoEnrollmentComplete
  Marks the auto enrollment process as complete
• updateElectronicDeliveryPreference
  Update the electronic delivery preferences of a participant.
• updateElectronicDeliveryPreferenceEx
  Update the electronic delivery preferences of a participant. Deprecated. Use updateElectronicDeliveryPreference.
• updatePartASISettings
  Updates participant ASI settings
• updatePartPhones
  Update the phone numbers of a participant.