PersonSearch

PersonSearch returns data for persons (travelers).

User needs at least select permission for person records. Results may be filtered if person permission includes OnlySelf (based on user’s linked advisors) or if permission includes OnlyBranch (based on user’s branch).

See: Person

Permission Areas: Person

Column	Type	Size	Table	Description
`recNo`	`long`		`person`
`tagRecNo`	`long`		`person`
`tagName`	`string`	64	`person`
`tagValue`	`string`	1024	`person`
`tags`	`string`		`person`
`summaryCount`	`int`		`person`
`createDateTime`	`DateTimeOffset`		`person`
`lastModifiedDateTime`	`DateTimeOffset`		`person`
`name`	`string`	256	`person`
`uniqueId`	`string`	64	`person`
`firstName`	`string`	64	`person`
`middleName`	`string`	64	`person`
`lastName`	`string`	64	`person`
`primaryPhone`	`string`	256	`person`
`primaryPhoneMarketingPermission`	`bool`		`person`
`primaryEmail`	`string`	256	`person`
`primaryEmailMarketingPermission`	`bool`		`person`
`birthdayDay`	`short`		`person`
`birthdayMonth`	`short`		`person`
`birthdayYear`	`short`		`person`
`birthdayNote`	`string`	256	`person`
`remarks`	`string`	256	`person`
`cardType`	`short`		`person`	CreditDebit = 1, Loyalty = 2, TravelDocument = 3
`cardSubType`	`short`		`person`
`cardNumber`	`string`	64	`card`
`cardExpDate`	`Date`		`card`
`cardDescription`	`string`	512	`card`
`cardRecNo`	`long`		`card`
`nameOnCard`	`string`	64	`card`
`branchRecNo`	`long`		`person`
`branchRecName`	`string`	64	`person`
`advisorProfileRecNo`	`long`		`person`
`advisorProfileName`	`string`	256	`person`
`activeStatus`	`short`		`person`	Inactive = 0, Active = 1, Pending = 2
`actionRecNo`	`long`		`personActionItem`
`actionItemTriggerIndex`	`short`		`personActionItem`	FixedDate = 1, CreateDate = 2, Birthday = 3
`actionItemDate`	`Date`		`personActionItem`
`actionItemTriggerFixedDate`	`Date`		`personActionItem`
`actionItemDescription`	`string`		`personActionItem`
`actionItemCompleted`	`DateTime`		`personActionItem`
`actionItemAssignedToAppUserRecNo`	`long`		`personActionItem`
`actionItemAssignedToAppUserId`	`string`	64	`personActionItem`
`associatedProfileNames`	`string`		`person`

Parameter	Type	Linked Column	Description
`recNo [inherited]`	`NumSearchParam`	`recNo`
`startingRow [inherited]`	`long`
`rowCount [inherited]`	`long`
`topRows [inherited]`	`long`
`distinct [inherited]`	`bool`
`createDateTimeFrom [inherited]`	`DateTimeUTCSearchParam`
`createDateTimeTo [inherited]`	`DateTimeUTCSearchParam`
`modifiedDateTimeFrom [inherited]`	`DateTimeUTCSearchParam`
`modifiedDateTimeTo [inherited]`	`DateTimeUTCSearchParam`
`includeCols [inherited]`	`string[]`
`includeColsExtended [inherited]`	`includeColsExtended[]`
`baseUrl [inherited]`	`string`
`reportFormat [inherited]`	`bool`
`reportName [inherited]`	`string`
`queryOptimizerFlags [inherited]`	[`int<int>`]		Recompile = 1
`tags [inherited]`	`TagsSearchParams[]`
`UniqueId`	`string`	`uniqueId`
`firstName`	`StringSearchParam`	`firstName`
`middleName`	`StringSearchParam`	`middleName`
`lastName`	`StringSearchParam`	`lastName`
`commType`	[`short<short>`]		Phone = 1, Email = 2, SocialMedia = 3, Web = 4
`commValue`	`StringSearchParam`
`commValueCountryDomain`	`StringSearchParam`
`commValueCityArea`	`StringSearchParam`
`commValueUserSpecific`	`StringSearchParam`
`profileRecNo`	`NumSearchParam`	`profile_recNo`
`birthdayMonth`	`NumSearchParam`	`birthdayMonth`
`birthdayMonthFrom`	`long`
`birthdayMonthTo`	`long`
`birthdayDayFrom`	`long`
`birthdayDayTo`	`long`
`marketing`	`MarketingSearchParam[]`
`emailPermitMarketing`	`bool`
`phonePermitMarketing`	`bool`
`cardType`	[`short<short>`]	`cardType`	CreditDebit = 1, Loyalty = 2, TravelDocument = 3
`cardSubType`	`NumSearchParam`	`cardSubType`
`cardExpirationDateFrom`	`DateSearchParam`
`cardExpirationDateTo`	`DateSearchParam`
`AdvisorProfileRecNo`	`NumSearchParam`	`advisorProfileRecNo`
`activeStatus`	[`short<short>`]	`activeStatus`	Inactive = 0, Active = 1, Pending = 2
`actionItemCompleted`	`bool`	`actionItemCompleted`
`actionItemDateFrom`	`DateSearchParam`	`actionItemDate`
`actionItemDateTo`	`DateSearchParam`	`actionItemDate`
`actionItemAssignedToAppUserRecNo`	`NumSearchParam`	`actionItemAssignedToAppUserRecNo`
`personActivitySearchParams`	`ActivitySearchParams`

Status code	Description
200	Ok
401	Unauthorized
403	Forbidden

Example request: a person search that returns the recNo and name for persons whose last name starts with “Able”

POST https://api-dev.trestechnologies.com/personSearch
Content-Type: application/json
Authorization: Bearer <session-token>
{
  "lastName": {
    "value": [
      "Able"
    ],
    "compareCondition": 5
  },
  "includeCols": [
    "recNo",
    "name"
  ]
}

Example response

Content-Type: application/json
Status: 200 Ok
[
  {
    "recNo": 1969998,
    "name": "Abler/Sue"
  },
  {
    "recNo": 1969999,
    "name": "Abler/Ken"
  },
  {
    "recNo": 1970000,
    "name": "Abler/Hale Nicole"
  }
]