PAS


Click here for a complete list of operations.

getPartSynoptic

Get participant summary information

Test

To test the operation using the HTTP POST protocol, click the 'Invoke' button.
Parameter Value
sessionID:

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/getPartSynoptic"

<?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>
    <getPartSynoptic xmlns="http://sdda.schwabrt.com/">
      <sessionID>string</sessionID>
    </getPartSynoptic>
  </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>
    <getPartSynopticResponse xmlns="http://sdda.schwabrt.com/">
      <getPartSynopticResult>
        <ID>long</ID>
        <SSN>string</SSN>
        <FirstName>string</FirstName>
        <MiddleName>string</MiddleName>
        <LastName>string</LastName>
        <Name>string</Name>
        <Address1>string</Address1>
        <Address2>string</Address2>
        <Address3>string</Address3>
        <City>string</City>
        <State>string</State>
        <Zip>string</Zip>
        <Age>int</Age>
        <DOB>dateTime</DOB>
        <MaritalStatus>string</MaritalStatus>
        <IsRelation>boolean</IsRelation>
        <Email>string</Email>
        <PhoneNumber>string</PhoneNumber>
        <AlternateUserId>string</AlternateUserId>
        <BenefitStatPreference>int</BenefitStatPreference>
        <PlanCode>string</PlanCode>
        <PlanName>string</PlanName>
        <AccountBalance>decimal</AccountBalance>
        <VestedBalance>decimal</VestedBalance>
        <TerminationDate>dateTime</TerminationDate>
        <HireDate>dateTime</HireDate>
        <ParticipationDate>dateTime</ParticipationDate>
        <ServiceDate>dateTime</ServiceDate>
        <EligibilityDate>dateTime</EligibilityDate>
        <RetirementDate>dateTime</RetirementDate>
        <EarlyRetirementDate>dateTime</EarlyRetirementDate>
        <WithdrawalDate>dateTime</WithdrawalDate>
        <SuspensionDate>dateTime</SuspensionDate>
        <ReinstatementDate>dateTime</ReinstatementDate>
        <AsOfDate>dateTime</AsOfDate>
        <PortfolioInDate>dateTime</PortfolioInDate>
        <PortfolioOutDate>dateTime</PortfolioOutDate>
        <NextRebalDate>dateTime</NextRebalDate>
        <AutoRebalDate>dateTime</AutoRebalDate>
        <DivisionCode>string</DivisionCode>
        <PortfolioId>int</PortfolioId>
        <PortfolioName>string</PortfolioName>
        <StatusCode>string</StatusCode>
        <StatusCodeDesc>string</StatusCodeDesc>
        <PortfolioCycleCode>int</PortfolioCycleCode>
        <PortfolioCycleDesc>string</PortfolioCycleDesc>
        <ElectOutPortfolioId>int</ElectOutPortfolioId>
        <IsTerminated>boolean</IsTerminated>
        <WithSpousalOnFile>char</WithSpousalOnFile>
        <DistSpousalOnFile>char</DistSpousalOnFile>
        <SpousalConsent>string</SpousalConsent>
        <IsSQLPlan>boolean</IsSQLPlan>
        <ACAStatus>int</ACAStatus>
        <Comment1>string</Comment1>
        <Comment2>string</Comment2>
        <Comment3>string</Comment3>
        <ServiceHours>int</ServiceHours>
        <EstatementDefault>Paper or Estatement or EstatementOnly</EstatementDefault>
        <WorkPhoneNumber>string</WorkPhoneNumber>
        <MobilePhoneNumber>string</MobilePhoneNumber>
        <MobileCarrier>string</MobileCarrier>
        <eDeliveryFinancialPreference>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliveryFinancialPreference>
        <eDeliverySecurityPreference>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliverySecurityPreference>
        <eDeliveryPersonalInfoPreference>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliveryPersonalInfoPreference>
        <eDeliveryFinancialConsent>dateTime</eDeliveryFinancialConsent>
        <eDeliverySecurityConsent>dateTime</eDeliverySecurityConsent>
        <eDeliveryPersonalInfoConsent>dateTime</eDeliveryPersonalInfoConsent>
        <eStatementConsent>dateTime</eStatementConsent>
        <eDeliveryDefaultFin>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliveryDefaultFin>
        <eDeliveryDefaultPer>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliveryDefaultPer>
        <eDeliveryDefaultSec>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliveryDefaultSec>
        <eDeliveryFinEnabled>boolean</eDeliveryFinEnabled>
        <eDeliveryPerEnabled>boolean</eDeliveryPerEnabled>
        <eDeliverySecEnabled>boolean</eDeliverySecEnabled>
        <EmailValidationDate>dateTime</EmailValidationDate>
        <eDeliveryFinDisplayPaper>boolean</eDeliveryFinDisplayPaper>
        <eDeliveryFinDisplayEmail>boolean</eDeliveryFinDisplayEmail>
        <eDeliveryFinDisplayText>boolean</eDeliveryFinDisplayText>
        <eDeliveryPerDisplayPaper>boolean</eDeliveryPerDisplayPaper>
        <eDeliveryPerDisplayEmail>boolean</eDeliveryPerDisplayEmail>
        <eDeliveryPerDisplayText>boolean</eDeliveryPerDisplayText>
        <eDeliverySecDisplayPaper>boolean</eDeliverySecDisplayPaper>
        <eDeliverySecDisplayEmail>boolean</eDeliverySecDisplayEmail>
        <eDeliverySecDisplayText>boolean</eDeliverySecDisplayText>
        <eDeliveryFinDisplayOptOut>boolean</eDeliveryFinDisplayOptOut>
        <eDeliveryPerDisplayOptOut>boolean</eDeliveryPerDisplayOptOut>
        <eDeliverySecDisplayOptOut>boolean</eDeliverySecDisplayOptOut>
      </getPartSynopticResult>
    </getPartSynopticResponse>
  </soap:Body>
</soap:Envelope>

HTTP GET

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

GET /pas.asmx/getPartSynoptic?sessionID=string HTTP/1.1
Host: apa-sdda.retirement.schwabrt.com
HTTP/1.1 200 OK
Content-Type: text/xml; charset=utf-8
Content-Length: length

<?xml version="1.0" encoding="utf-8"?>
<PartSynopticDTO xmlns="http://sdda.schwabrt.com/">
  <ID>long</ID>
  <SSN>string</SSN>
  <FirstName>string</FirstName>
  <MiddleName>string</MiddleName>
  <LastName>string</LastName>
  <Name>string</Name>
  <Address1>string</Address1>
  <Address2>string</Address2>
  <Address3>string</Address3>
  <City>string</City>
  <State>string</State>
  <Zip>string</Zip>
  <Age>int</Age>
  <DOB>dateTime</DOB>
  <MaritalStatus>string</MaritalStatus>
  <IsRelation>boolean</IsRelation>
  <Email>string</Email>
  <PhoneNumber>string</PhoneNumber>
  <AlternateUserId>string</AlternateUserId>
  <BenefitStatPreference>int</BenefitStatPreference>
  <PlanCode>string</PlanCode>
  <PlanName>string</PlanName>
  <AccountBalance>decimal</AccountBalance>
  <VestedBalance>decimal</VestedBalance>
  <TerminationDate>dateTime</TerminationDate>
  <HireDate>dateTime</HireDate>
  <ParticipationDate>dateTime</ParticipationDate>
  <ServiceDate>dateTime</ServiceDate>
  <EligibilityDate>dateTime</EligibilityDate>
  <RetirementDate>dateTime</RetirementDate>
  <EarlyRetirementDate>dateTime</EarlyRetirementDate>
  <WithdrawalDate>dateTime</WithdrawalDate>
  <SuspensionDate>dateTime</SuspensionDate>
  <ReinstatementDate>dateTime</ReinstatementDate>
  <AsOfDate>dateTime</AsOfDate>
  <PortfolioInDate>dateTime</PortfolioInDate>
  <PortfolioOutDate>dateTime</PortfolioOutDate>
  <NextRebalDate>dateTime</NextRebalDate>
  <AutoRebalDate>dateTime</AutoRebalDate>
  <DivisionCode>string</DivisionCode>
  <PortfolioId>int</PortfolioId>
  <PortfolioName>string</PortfolioName>
  <StatusCode>string</StatusCode>
  <StatusCodeDesc>string</StatusCodeDesc>
  <PortfolioCycleCode>int</PortfolioCycleCode>
  <PortfolioCycleDesc>string</PortfolioCycleDesc>
  <ElectOutPortfolioId>int</ElectOutPortfolioId>
  <IsTerminated>boolean</IsTerminated>
  <WithSpousalOnFile>char</WithSpousalOnFile>
  <DistSpousalOnFile>char</DistSpousalOnFile>
  <SpousalConsent>string</SpousalConsent>
  <IsSQLPlan>boolean</IsSQLPlan>
  <ACAStatus>int</ACAStatus>
  <Comment1>string</Comment1>
  <Comment2>string</Comment2>
  <Comment3>string</Comment3>
  <ServiceHours>int</ServiceHours>
  <EstatementDefault>Paper or Estatement or EstatementOnly</EstatementDefault>
  <WorkPhoneNumber>string</WorkPhoneNumber>
  <MobilePhoneNumber>string</MobilePhoneNumber>
  <MobileCarrier>string</MobileCarrier>
  <eDeliveryFinancialPreference>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliveryFinancialPreference>
  <eDeliverySecurityPreference>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliverySecurityPreference>
  <eDeliveryPersonalInfoPreference>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliveryPersonalInfoPreference>
  <eDeliveryFinancialConsent>dateTime</eDeliveryFinancialConsent>
  <eDeliverySecurityConsent>dateTime</eDeliverySecurityConsent>
  <eDeliveryPersonalInfoConsent>dateTime</eDeliveryPersonalInfoConsent>
  <eStatementConsent>dateTime</eStatementConsent>
  <eDeliveryDefaultFin>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliveryDefaultFin>
  <eDeliveryDefaultPer>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliveryDefaultPer>
  <eDeliveryDefaultSec>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliveryDefaultSec>
  <eDeliveryFinEnabled>boolean</eDeliveryFinEnabled>
  <eDeliveryPerEnabled>boolean</eDeliveryPerEnabled>
  <eDeliverySecEnabled>boolean</eDeliverySecEnabled>
  <EmailValidationDate>dateTime</EmailValidationDate>
  <eDeliveryFinDisplayPaper>boolean</eDeliveryFinDisplayPaper>
  <eDeliveryFinDisplayEmail>boolean</eDeliveryFinDisplayEmail>
  <eDeliveryFinDisplayText>boolean</eDeliveryFinDisplayText>
  <eDeliveryPerDisplayPaper>boolean</eDeliveryPerDisplayPaper>
  <eDeliveryPerDisplayEmail>boolean</eDeliveryPerDisplayEmail>
  <eDeliveryPerDisplayText>boolean</eDeliveryPerDisplayText>
  <eDeliverySecDisplayPaper>boolean</eDeliverySecDisplayPaper>
  <eDeliverySecDisplayEmail>boolean</eDeliverySecDisplayEmail>
  <eDeliverySecDisplayText>boolean</eDeliverySecDisplayText>
  <eDeliveryFinDisplayOptOut>boolean</eDeliveryFinDisplayOptOut>
  <eDeliveryPerDisplayOptOut>boolean</eDeliveryPerDisplayOptOut>
  <eDeliverySecDisplayOptOut>boolean</eDeliverySecDisplayOptOut>
</PartSynopticDTO>

HTTP POST

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

POST /pas.asmx/getPartSynoptic HTTP/1.1
Host: apa-sdda.retirement.schwabrt.com
Content-Type: application/x-www-form-urlencoded
Content-Length: length

sessionID=string
HTTP/1.1 200 OK
Content-Type: text/xml; charset=utf-8
Content-Length: length

<?xml version="1.0" encoding="utf-8"?>
<PartSynopticDTO xmlns="http://sdda.schwabrt.com/">
  <ID>long</ID>
  <SSN>string</SSN>
  <FirstName>string</FirstName>
  <MiddleName>string</MiddleName>
  <LastName>string</LastName>
  <Name>string</Name>
  <Address1>string</Address1>
  <Address2>string</Address2>
  <Address3>string</Address3>
  <City>string</City>
  <State>string</State>
  <Zip>string</Zip>
  <Age>int</Age>
  <DOB>dateTime</DOB>
  <MaritalStatus>string</MaritalStatus>
  <IsRelation>boolean</IsRelation>
  <Email>string</Email>
  <PhoneNumber>string</PhoneNumber>
  <AlternateUserId>string</AlternateUserId>
  <BenefitStatPreference>int</BenefitStatPreference>
  <PlanCode>string</PlanCode>
  <PlanName>string</PlanName>
  <AccountBalance>decimal</AccountBalance>
  <VestedBalance>decimal</VestedBalance>
  <TerminationDate>dateTime</TerminationDate>
  <HireDate>dateTime</HireDate>
  <ParticipationDate>dateTime</ParticipationDate>
  <ServiceDate>dateTime</ServiceDate>
  <EligibilityDate>dateTime</EligibilityDate>
  <RetirementDate>dateTime</RetirementDate>
  <EarlyRetirementDate>dateTime</EarlyRetirementDate>
  <WithdrawalDate>dateTime</WithdrawalDate>
  <SuspensionDate>dateTime</SuspensionDate>
  <ReinstatementDate>dateTime</ReinstatementDate>
  <AsOfDate>dateTime</AsOfDate>
  <PortfolioInDate>dateTime</PortfolioInDate>
  <PortfolioOutDate>dateTime</PortfolioOutDate>
  <NextRebalDate>dateTime</NextRebalDate>
  <AutoRebalDate>dateTime</AutoRebalDate>
  <DivisionCode>string</DivisionCode>
  <PortfolioId>int</PortfolioId>
  <PortfolioName>string</PortfolioName>
  <StatusCode>string</StatusCode>
  <StatusCodeDesc>string</StatusCodeDesc>
  <PortfolioCycleCode>int</PortfolioCycleCode>
  <PortfolioCycleDesc>string</PortfolioCycleDesc>
  <ElectOutPortfolioId>int</ElectOutPortfolioId>
  <IsTerminated>boolean</IsTerminated>
  <WithSpousalOnFile>char</WithSpousalOnFile>
  <DistSpousalOnFile>char</DistSpousalOnFile>
  <SpousalConsent>string</SpousalConsent>
  <IsSQLPlan>boolean</IsSQLPlan>
  <ACAStatus>int</ACAStatus>
  <Comment1>string</Comment1>
  <Comment2>string</Comment2>
  <Comment3>string</Comment3>
  <ServiceHours>int</ServiceHours>
  <EstatementDefault>Paper or Estatement or EstatementOnly</EstatementDefault>
  <WorkPhoneNumber>string</WorkPhoneNumber>
  <MobilePhoneNumber>string</MobilePhoneNumber>
  <MobileCarrier>string</MobileCarrier>
  <eDeliveryFinancialPreference>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliveryFinancialPreference>
  <eDeliverySecurityPreference>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliverySecurityPreference>
  <eDeliveryPersonalInfoPreference>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliveryPersonalInfoPreference>
  <eDeliveryFinancialConsent>dateTime</eDeliveryFinancialConsent>
  <eDeliverySecurityConsent>dateTime</eDeliverySecurityConsent>
  <eDeliveryPersonalInfoConsent>dateTime</eDeliveryPersonalInfoConsent>
  <eStatementConsent>dateTime</eStatementConsent>
  <eDeliveryDefaultFin>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliveryDefaultFin>
  <eDeliveryDefaultPer>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliveryDefaultPer>
  <eDeliveryDefaultSec>NoChoice or Paper or Email or Text or EmailAndText or OptOut</eDeliveryDefaultSec>
  <eDeliveryFinEnabled>boolean</eDeliveryFinEnabled>
  <eDeliveryPerEnabled>boolean</eDeliveryPerEnabled>
  <eDeliverySecEnabled>boolean</eDeliverySecEnabled>
  <EmailValidationDate>dateTime</EmailValidationDate>
  <eDeliveryFinDisplayPaper>boolean</eDeliveryFinDisplayPaper>
  <eDeliveryFinDisplayEmail>boolean</eDeliveryFinDisplayEmail>
  <eDeliveryFinDisplayText>boolean</eDeliveryFinDisplayText>
  <eDeliveryPerDisplayPaper>boolean</eDeliveryPerDisplayPaper>
  <eDeliveryPerDisplayEmail>boolean</eDeliveryPerDisplayEmail>
  <eDeliveryPerDisplayText>boolean</eDeliveryPerDisplayText>
  <eDeliverySecDisplayPaper>boolean</eDeliverySecDisplayPaper>
  <eDeliverySecDisplayEmail>boolean</eDeliverySecDisplayEmail>
  <eDeliverySecDisplayText>boolean</eDeliverySecDisplayText>
  <eDeliveryFinDisplayOptOut>boolean</eDeliveryFinDisplayOptOut>
  <eDeliveryPerDisplayOptOut>boolean</eDeliveryPerDisplayOptOut>
  <eDeliverySecDisplayOptOut>boolean</eDeliverySecDisplayOptOut>
</PartSynopticDTO>