amounts

base

/v2/private/salesAgent/lead/:id/amounts

localhost

http://localhost:1350/v2/private/salesAgent/lead/:id/amounts

dev

https://dev.everdays.com/v2/private/salesAgent/lead/:id/amounts

prod

https://everdays.com/v2/private/salesAgent/lead/:id/amounts

Available Methods

• POST

---

POST /v2/private/salesAgent/lead/:id/amounts

This endpoint is used by Sales Agents / Counselors to edit a lead's coverage allocation amounts.

The total sum of all amounts provided will be compared with the user's purchase.truStage.productSelected.coverageAmount to see if they are equal.

info

The user calling this endpoint must be Sales Agent / Counselor or Everdays Admin

Params

Param	Type	Description
amounts	Object	An object containing keys for each category.

amounts object

Key	Type	Description
cemetery	Number	Amount to allocate for cemetery expenses.
funeral	Number	Amount to allocate for funeral expenses.
heirs	Number	Amount to allocate for Heirs.
charity	Number	Amount to allocate for Charity.
bills	Number	Amount to allocate for Bills.
other	Number	Amount for other allocations.

info

Unlike /salesAgent/lead/:id/categories, all categores are not required to be included in amounts. Please only provide the categories that were selected and their amounts.

Example request body

body: {
    "amounts": {
        "cemetery": 7000,
        "heirs": 1000,
        "other": 2000
    }
}

Returns

The lead's user object.

Example return object of just user

user: {
  ...,
  life: {
    ...,
    policyCoverage: {
        cemetery: {
          selected: true,
          amount: 7000
        },
        funeral: {
          selected: false,
          amount: 0
        },
        heirs: {
          selected: true,
          amount: 1000
        },
        charity: {
          selected: false,
          amount: 0
        },
        bills: {
          selected: false,
          amount: 0
        },
        other: {
          selected: true,
          amount: 2000
        }
      }
  }
}