PAS


Click here for a complete list of operations.

getPlanSynoptic

Get plan 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/getPlanSynoptic"

<?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>
    <getPlanSynoptic xmlns="http://sdda.schwabrt.com/">
      <sessionID>string</sessionID>
    </getPlanSynoptic>
  </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>
    <getPlanSynopticResponse xmlns="http://sdda.schwabrt.com/">
      <getPlanSynopticResult>
        <PlanId>int</PlanId>
        <PlanCode>string</PlanCode>
        <PlanName>string</PlanName>
        <PlanShortName>string</PlanShortName>
        <PlanTitle2>string</PlanTitle2>
        <SpouseConsent>string</SpouseConsent>
        <XferMaxCycle>string</XferMaxCycle>
        <XferMaxCycleCode>int</XferMaxCycleCode>
        <XferFreq>string</XferFreq>
        <ElectChgMaxCycle>string</ElectChgMaxCycle>
        <ElectChgMaxCycleCode>int</ElectChgMaxCycleCode>
        <ElectChgFreq>string</ElectChgFreq>
        <WithSpousalConsent>boolean</WithSpousalConsent>
        <DistSpousalConsent>boolean</DistSpousalConsent>
        <WithdMaxCycle>string</WithdMaxCycle>
        <WithdMaxCycleCode>int</WithdMaxCycleCode>
        <WithdFreq>string</WithdFreq>
        <WithdMin>decimal</WithdMin>
        <WithdMax>decimal</WithdMax>
        <DeferralSetting>int</DeferralSetting>
        <MaxNHCDefPct>int</MaxNHCDefPct>
        <MaxHCDefPct>int</MaxHCDefPct>
        <MaxNHCDefAmt>decimal</MaxNHCDefAmt>
        <MaxHCDefAmt>decimal</MaxHCDefAmt>
        <CatchupDeferralSetting>int</CatchupDeferralSetting>
        <CatchupMaxDefPct>int</CatchupMaxDefPct>
        <CatchupMaxDefAmt>decimal</CatchupMaxDefAmt>
        <AdminName>string</AdminName>
        <AdminAddr1>string</AdminAddr1>
        <AdminAddr2>string</AdminAddr2>
        <AdminAddr3>string</AdminAddr3>
        <AdminPhone>string</AdminPhone>
        <PlanType>string</PlanType>
        <LoanAuth1>string</LoanAuth1>
        <LoanAuth2>string</LoanAuth2>
        <LoanAuth3>string</LoanAuth3>
        <LoanAuth4>string</LoanAuth4>
        <LoanAuth5>string</LoanAuth5>
        <FiscalYr>string</FiscalYr>
        <PlanYr>string</PlanYr>
        <AutoRebalInd>int</AutoRebalInd>
        <ElectPrec>int</ElectPrec>
      </getPlanSynopticResult>
    </getPlanSynopticResponse>
  </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/getPlanSynoptic?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"?>
<PlanSynopticDTO xmlns="http://sdda.schwabrt.com/">
  <PlanId>int</PlanId>
  <PlanCode>string</PlanCode>
  <PlanName>string</PlanName>
  <PlanShortName>string</PlanShortName>
  <PlanTitle2>string</PlanTitle2>
  <SpouseConsent>string</SpouseConsent>
  <XferMaxCycle>string</XferMaxCycle>
  <XferMaxCycleCode>int</XferMaxCycleCode>
  <XferFreq>string</XferFreq>
  <ElectChgMaxCycle>string</ElectChgMaxCycle>
  <ElectChgMaxCycleCode>int</ElectChgMaxCycleCode>
  <ElectChgFreq>string</ElectChgFreq>
  <WithSpousalConsent>boolean</WithSpousalConsent>
  <DistSpousalConsent>boolean</DistSpousalConsent>
  <WithdMaxCycle>string</WithdMaxCycle>
  <WithdMaxCycleCode>int</WithdMaxCycleCode>
  <WithdFreq>string</WithdFreq>
  <WithdMin>decimal</WithdMin>
  <WithdMax>decimal</WithdMax>
  <DeferralSetting>int</DeferralSetting>
  <MaxNHCDefPct>int</MaxNHCDefPct>
  <MaxHCDefPct>int</MaxHCDefPct>
  <MaxNHCDefAmt>decimal</MaxNHCDefAmt>
  <MaxHCDefAmt>decimal</MaxHCDefAmt>
  <CatchupDeferralSetting>int</CatchupDeferralSetting>
  <CatchupMaxDefPct>int</CatchupMaxDefPct>
  <CatchupMaxDefAmt>decimal</CatchupMaxDefAmt>
  <AdminName>string</AdminName>
  <AdminAddr1>string</AdminAddr1>
  <AdminAddr2>string</AdminAddr2>
  <AdminAddr3>string</AdminAddr3>
  <AdminPhone>string</AdminPhone>
  <PlanType>string</PlanType>
  <LoanAuth1>string</LoanAuth1>
  <LoanAuth2>string</LoanAuth2>
  <LoanAuth3>string</LoanAuth3>
  <LoanAuth4>string</LoanAuth4>
  <LoanAuth5>string</LoanAuth5>
  <FiscalYr>string</FiscalYr>
  <PlanYr>string</PlanYr>
  <AutoRebalInd>int</AutoRebalInd>
  <ElectPrec>int</ElectPrec>
</PlanSynopticDTO>

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/getPlanSynoptic 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"?>
<PlanSynopticDTO xmlns="http://sdda.schwabrt.com/">
  <PlanId>int</PlanId>
  <PlanCode>string</PlanCode>
  <PlanName>string</PlanName>
  <PlanShortName>string</PlanShortName>
  <PlanTitle2>string</PlanTitle2>
  <SpouseConsent>string</SpouseConsent>
  <XferMaxCycle>string</XferMaxCycle>
  <XferMaxCycleCode>int</XferMaxCycleCode>
  <XferFreq>string</XferFreq>
  <ElectChgMaxCycle>string</ElectChgMaxCycle>
  <ElectChgMaxCycleCode>int</ElectChgMaxCycleCode>
  <ElectChgFreq>string</ElectChgFreq>
  <WithSpousalConsent>boolean</WithSpousalConsent>
  <DistSpousalConsent>boolean</DistSpousalConsent>
  <WithdMaxCycle>string</WithdMaxCycle>
  <WithdMaxCycleCode>int</WithdMaxCycleCode>
  <WithdFreq>string</WithdFreq>
  <WithdMin>decimal</WithdMin>
  <WithdMax>decimal</WithdMax>
  <DeferralSetting>int</DeferralSetting>
  <MaxNHCDefPct>int</MaxNHCDefPct>
  <MaxHCDefPct>int</MaxHCDefPct>
  <MaxNHCDefAmt>decimal</MaxNHCDefAmt>
  <MaxHCDefAmt>decimal</MaxHCDefAmt>
  <CatchupDeferralSetting>int</CatchupDeferralSetting>
  <CatchupMaxDefPct>int</CatchupMaxDefPct>
  <CatchupMaxDefAmt>decimal</CatchupMaxDefAmt>
  <AdminName>string</AdminName>
  <AdminAddr1>string</AdminAddr1>
  <AdminAddr2>string</AdminAddr2>
  <AdminAddr3>string</AdminAddr3>
  <AdminPhone>string</AdminPhone>
  <PlanType>string</PlanType>
  <LoanAuth1>string</LoanAuth1>
  <LoanAuth2>string</LoanAuth2>
  <LoanAuth3>string</LoanAuth3>
  <LoanAuth4>string</LoanAuth4>
  <LoanAuth5>string</LoanAuth5>
  <FiscalYr>string</FiscalYr>
  <PlanYr>string</PlanYr>
  <AutoRebalInd>int</AutoRebalInd>
  <ElectPrec>int</ElectPrec>
</PlanSynopticDTO>