createdAtstring date-time nullable required
Customer creation time. ISO 8601 timestamp
createdBystring uuid nullable required
updatedAtstring date-time nullable required
Customer last update time. ISO 8601 timestamp
updatedBystring uuid nullable required
clientIdstring uuid required
clientCustomerIdstring nullable required
status'Lead' | 'Active' | 'Inactive' | 'null' nullable required
qualificationStatus'Qualified' | 'Disqualified' | 'Pending Review' | 'Needs Information' | 'In Progress' | 'null' nullable required
intent'High' | 'Medium' | 'Low' | 'Unknown' | 'null' nullable required
isDecisionMakerboolean nullable required
disqualificationReasonstring nullable required
productIntereststring nullable required
productFamilystring nullable required
salutationstring nullable required
suffixstring nullable required
firstNamestring nullable required
middleNamestring nullable required
lastNamestring nullable required
preferredNamestring nullable required
isPhonePrimaryboolean required
lineType'landline' | 'mobile' | 'fixedVoip' | 'nonFixedVoip' | 'personal' | 'tollFree' | 'premium' | 'sharedCost' | 'uan' | 'voicemail' | 'pager' | 'unknown' | 'null' nullable required
emailstring nullable required
dateOfBirthstring date nullable required
Customer date of birth. Canonical format: YYYY-MM-DD
languagestring nullable required
ethnicitystring nullable required
gender'Male' | 'Female' | 'Non-Binary' | 'Other' | 'Prefer Not to Say' | 'null' nullable required
maritalStatus'Single' | 'Married' | 'Divorced' | 'Widowed' | 'Separated' | 'Domestic Partnership' | 'null' nullable required
heightInchesinteger nullable required
weightPoundsinteger nullable required
smokerStatusboolean nullable required
postalCodestring nullable required
timezonestring nullable required
statestring nullable required
citystring nullable required
countystring nullable required
countyFipsstring nullable required
addressstring nullable required
address2string nullable required
mbiNumberstring nullable required
medicareCardboolean nullable required
medicarePartADatestring date nullable required
Medicare Part A effective date. Canonical format: YYYY-MM-DD
medicarePartBDatestring date nullable required
Medicare Part B effective date. Canonical format: YYYY-MM-DD
medicaidboolean nullable required
medicaidNumberstring nullable required
socialSecurityDisabilityboolean nullable required
veteranboolean nullable required
vaNumberstring nullable required
healthSherpaCustomerIdstring nullable required
householdIncomeinteger nullable required
annualIncomeinteger nullable required
filingStatusstring nullable required
dependentCountinteger nullable required
subsidyAmountinteger nullable required
subsidyEligibleboolean nullable required
existingCoverage'None' | 'Medicare Advantage' | 'Original Medicare' | 'Medicaid' | 'Employer' | 'Marketplace/ACA' | 'Other' | 'null' nullable required
existingCoveragePlanNamestring nullable required
existingCoverageCarrierstring nullable required
desiredCoverageStartDatestring date nullable required
Desired coverage start date. Canonical format: YYYY-MM-DD
currentSourceIdstring uuid nullable required
originalSourceIdstring uuid nullable required
agentNamestring nullable required
agentNpninteger nullable required
memberIdstring uuid nullable required
carrierNamestring nullable required
planNamestring nullable required
planCodestring nullable required
enrollmentDatestring date nullable required
Customer enrollment date. Canonical format: YYYY-MM-DD
effectiveDatestring date nullable required
Customer coverage effective date. Canonical format: YYYY-MM-DD
carrierAssignedCustomerIdstring nullable required
suppressedboolean required
doNotCallboolean nullable required
doNotSMSboolean nullable required
doNotEmailboolean nullable required
doNotMailboolean nullable required
lastContactedAtstring date-time nullable required
Customer last contact time. ISO 8601 timestamp
convertedAtstring date-time nullable required
Customer conversion time. ISO 8601 timestamp
testCustomerboolean required
ssnLast4string nullable required
phoneNumberCustomerCountnumber
Customers on this phone number, this one included. Call and SMS opt-outs apply to all of them.
phonePrimaryCustomerIdstring uuid nullable
The primary customer on this phone number. Texts with the number live on their conversation.
totalCallsnumber
Total number of calls made to this customer
lastCallDatestring date-time nullable
Most recent call time. ISO 8601 timestamp
lastCallDispositionstring nullable
Disposition of the most recent call
displayPolicyIdstring uuid nullable required