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API Documentation
Integration Documentation
About
API Documentation
Integration Documentation
  • Services Specification
  • Getting Started

    • Authentication
  • Endpoints

    • Express Enroll
    • Express Optout
    • Express Implement
    • Express Forecast
    • Express Forecast Case Information
    • Express Forecast Current
  • Open API

Express Optout

Purpose

Participant opt-out from services - functionality exposed as an externally accessible synchronous RESTful endpoint.


Overview

Input Parameters

Required Parameters

The following parameters are mandatory for successful opt-out:

  • Client Id: Your organization identifier
  • Participant ID: Participant identifier
  • FirstName: Participant first name
  • LastName: Participant last name
  • Optout info: Opt-out information object

ParameterRequiredDescription
Client IdrequiredYour organization identifier
Participant IDrequiredParticipant identifier
FirstNamerequiredParticipant first name
LastNamerequiredParticipant last name
Optout inforequiredOpt-out information
ReasonoptionalReason for opt-out
Transaction HTTP EndpointoptionalTransaction endpoint

Output (Success)

FieldDescription
Optout ResultDetails about the opt-out operation

Output (Error)

FieldDescription
Error ObjectError details and messages

API Endpoint

Invoke Optout

UAT
POST https://api-uat.morningstar.com/rm/v1/express/optout
Production
POST https://api.morningstar.com/rm/v1/express/optout

Request Headers

Required Headers
Content-Type: application/json
Authorization: Bearer {access_token}

Sample Requests & Responses

Request Payload
{
    "ClientId": "ABCD",
    "FirstName": "First Name",
    "LastName": "Last Name",
    "OptoutInfo": [
        {
            "PlanId": "planId",
            "PlanType": "Plan Type"
        }
    ],
    "ParticipantId": "articipant Id (UserID)",
    "TransactionHTTPEndpoint": 
        {
            "TransURL": "https://www.test.com/gettransaction",
            "SID": "sdhgjkjhgfdgujytrfrthwfwdfter",
            "Cookie": "wesrtdfgyuhjkftdtyg"
        }
}
Success Response
{
  "OptOutResult": {
  "Success": true,
  "ErrorMessage": "",
  "TransactionId": "123",
  "ClientTransactionId": "456",
  "RKTransactionId": "789",
  "RKTransactionMessage": "",
  "TransactionState": "",
  "TransactionReturnCode": "",
  "TransactionData": "",
  "HtmlTransactionConfirmation": true,
  "ClientId": "ABCD"
 },
 "Transaction": "ENCODED TRANSACTION XML"
}

Data Tables

Input Data Points

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Output Data Points

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