PAS


Click here for a complete list of operations.

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.

Test

The test form is only available for requests from the local machine.

SOAP 1.1

The following is a sample SOAP 1.1 request and response. The placeholders shown need to be replaced with actual values.

POST /pas.asmx HTTP/1.1
Host: apa-sdda.retirement.schwabrt.com
Content-Type: text/xml; charset=utf-8
Content-Length: length
SOAPAction: "http://sdda.schwabrt.com/adviceUpdateBeneficiaries"

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <adviceUpdateBeneficiaries xmlns="http://sdda.schwabrt.com/">
      <sessionID>string</sessionID>
      <advisor>string</advisor>
      <beneficiaries>
        <BeneficiaryDTO>
          <ID>int</ID>
          <FirstName>string</FirstName>
          <TrustName>string</TrustName>
          <LastName>string</LastName>
          <OrigFirstName>string</OrigFirstName>
          <OrigTrustName>string</OrigTrustName>
          <OrigLastName>string</OrigLastName>
          <MiddleInitial>string</MiddleInitial>
          <TIN>string</TIN>
          <DateOfBirthTrust>dateTime</DateOfBirthTrust>
          <Relationship>NotSet or Spouse or Child or DomesticPartner or Mother or Father or Brother or Sister or Other</Relationship>
          <IsPrimary>boolean</IsPrimary>
          <OrigIsPrimary>boolean</OrigIsPrimary>
          <Type>Individual or Trust</Type>
          <SharePercentage>double</SharePercentage>
          <OrigSharePercentage>double</OrigSharePercentage>
          <PhoneNumber>string</PhoneNumber>
          <RowStatus>Original or Insert or Update or Delete</RowStatus>
          <Address>
            <ID>int</ID>
            <Address1>string</Address1>
            <Address2>string</Address2>
            <City>string</City>
            <StateCode>string</StateCode>
            <StateName>string</StateName>
            <ZipCode>string</ZipCode>
            <CountryCode>string</CountryCode>
          </Address>
          <IsOLEParticipant>boolean</IsOLEParticipant>
        </BeneficiaryDTO>
        <BeneficiaryDTO>
          <ID>int</ID>
          <FirstName>string</FirstName>
          <TrustName>string</TrustName>
          <LastName>string</LastName>
          <OrigFirstName>string</OrigFirstName>
          <OrigTrustName>string</OrigTrustName>
          <OrigLastName>string</OrigLastName>
          <MiddleInitial>string</MiddleInitial>
          <TIN>string</TIN>
          <DateOfBirthTrust>dateTime</DateOfBirthTrust>
          <Relationship>NotSet or Spouse or Child or DomesticPartner or Mother or Father or Brother or Sister or Other</Relationship>
          <IsPrimary>boolean</IsPrimary>
          <OrigIsPrimary>boolean</OrigIsPrimary>
          <Type>Individual or Trust</Type>
          <SharePercentage>double</SharePercentage>
          <OrigSharePercentage>double</OrigSharePercentage>
          <PhoneNumber>string</PhoneNumber>
          <RowStatus>Original or Insert or Update or Delete</RowStatus>
          <Address>
            <ID>int</ID>
            <Address1>string</Address1>
            <Address2>string</Address2>
            <City>string</City>
            <StateCode>string</StateCode>
            <StateName>string</StateName>
            <ZipCode>string</ZipCode>
            <CountryCode>string</CountryCode>
          </Address>
          <IsOLEParticipant>boolean</IsOLEParticipant>
        </BeneficiaryDTO>
      </beneficiaries>
    </adviceUpdateBeneficiaries>
  </soap:Body>
</soap:Envelope>
HTTP/1.1 200 OK
Content-Type: text/xml; charset=utf-8
Content-Length: length

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <adviceUpdateBeneficiariesResponse xmlns="http://sdda.schwabrt.com/">
      <adviceUpdateBeneficiariesResult>string</adviceUpdateBeneficiariesResult>
    </adviceUpdateBeneficiariesResponse>
  </soap:Body>
</soap:Envelope>