categories

base

/v2/private/salesAgent/lead/:id/categories

localhost

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

dev

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

prod

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

Available Methods

• POST

---

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

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

info

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

Params

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

selections object

Key	Type	Description
cemetery	Boolean	Allocate for cemetery expenses.
funeral	Boolean	Allocate for funeral expenses.
heirs	Boolean	Allocate for Heirs.
charity	Boolean	Allocate for Charity.
bills	Boolean	Allocate for Bills.
other	Boolean	Other Allocation.

caution

Make sure all categories are included in the request, whether they are true or false.

info

heirs will always be saved as selected: true, regardless of what is passed from the front-end

Example request body

body: {
    "selections": {
        "cemetery": true,
        "funeral": true,
        "heirs": true,
        "charity": true,
        "bills": false,
        "other": true
    }
}

Returns

The lead's user object.

Example return object of just user

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