GetPolicyDataByPolicyIdentifier module

Sample response (may differ slightly in your environment)

<Q2API HqVersion="4.5.0.6095" HqAssemblyVersion="4.5.0.0" ServerDateTime="2024-03-06T12:13:20.9424833-06:00" AuditId="13628735">
<Result>
    <ErrorCode ErrorType="Success">0</ErrorCode>
    <ErrorDescription />
    <HydraErrorReturnCode>0</HydraErrorReturnCode>
</Result>
<Data>
    <PolicyData>
        <Q2_PolicyGeneratedTransactionRights>
            <PolicyIdentifier>G-1</PolicyIdentifier>
            <TransactionTypeID>1</TransactionTypeID>
            <ShortName>AchBatch</ShortName>
            <GroupID>1</GroupID>
            <Enabled>false</Enabled>
            <Authorize>false</Authorize>
            <Cancel>false</Cancel>
            <Create>false</Create>
            <CreateRestricted>false</CreateRestricted>
            <Update>false</Update>
            <View>1</View>
            <LimitPerTransaction>0.0000</LimitPerTransaction>
            <LimitPerDay>0.0000</LimitPerDay>
            <LimitPerMonth>0.0000</LimitPerMonth>
            <LimitPerAcctPerDay>0.0000</LimitPerAcctPerDay>
            <CountPerDay>0</CountPerDay>
            <CountPerMonth>0</CountPerMonth>
            <CountPerAcctPerDay>0</CountPerAcctPerDay>
            <DualApprovalLimit>-1.0000</DualApprovalLimit>
            <TokenRequiredLimit>-1.0000</TokenRequiredLimit>
            <DraftLimit>0.0000</DraftLimit>
        </Q2_PolicyGeneratedTransactionRights>
        <Q2_PolicySubsidiaries>
            <PolicyIdentifier>U-3</PolicyIdentifier>
            <SubsidiaryID>0</SubsidiaryID>
            <Name>SDX Test user</Name>
        </Q2_PolicySubsidiaries>
        <Q2_PolicyData>
            <PolicyIdentifier>G-1</PolicyIdentifier>
            <PolicyDataType>Group</PolicyDataType>
            <PolicyTypeId>1</PolicyTypeId>
            <Description>Retail Users</Description>
            <HasPendingChange>false</HasPendingChange>
            <Enabled>true</Enabled>
            <IsTreasury>false</IsTreasury>
            <IsTemplate>false</IsTemplate>
            <IsOpenBanking>false</IsOpenBanking>
        </Q2_PolicyData>
        <Q2_PolicyAccounts>
            <PolicyIdentifier>U-3</PolicyIdentifier>
            <CustomerAccountID>2</CustomerAccountID>
            <HostAccountID>5060</HostAccountID>
            <CustomerAccess>7</CustomerAccess>
            <PolicyReferenceID>2</PolicyReferenceID>
            <PolicyAccess>7</PolicyAccess>
            <AccountNumberInternal>S00</AccountNumberInternal>
            <AccountNumberExternal>XXXXXX0S00</AccountNumberExternal>
            <AccountDesc />
            <StatusDescription>Account Open</StatusDescription>
            <ProductTypeName>Q2 Checking</ProductTypeName>
            <ProductName>Q2 BASIC CHECKING</ProductName>
            <ABA />
            <IsExternalAccount>false</IsExternalAccount>
            <ProductTypeID>5</ProductTypeID>
            <ProductID>16</ProductID>
        </Q2_PolicyAccounts>
        <Q2_PolicyFeatures>
            <PolicyIdentifier>G-1</PolicyIdentifier>
            <GroupID>1</GroupID>
            <PropertyID>476</PropertyID>
            <Enabled>false</Enabled>
            <PropertyName>Customer/PfmAccountAggregation</PropertyName>
            <CategoryShortName>PFM</CategoryShortName>
            <CategoryDescription>PFM</CategoryDescription>
            <AllowView>true</AllowView>
            <AllowEdit>true</AllowEdit>
        </Q2_PolicyFeatures>
        </PolicyData>
</Data>
</Q2API>

class q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.ParamsObj(logger, policy_identifier, get_parent_policies, hq_credentials=None)[source]

Bases: Q2ApiParamsObj

Parameters definition for GetPolicyDataByPolicyIdentifier

Parameters:

logger (TypeAliasType) – Reference to calling request’s logger (self.logger in your extension)
policy_identifier (str)
get_parent_policies (bool)
hq_credentials (Optional[HqCredentials]) – Defaults to settings.HQ_CREDENTIALS

class q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.Q2_PolicyFeatures(AllowEdit, AllowView, CategoryDescription, CategoryShortName, Enabled, GroupID, PolicyIdentifier, PropertyID, PropertyName)[source]

Bases: object

Q2_PolicyFeatures(AllowEdit: lxml.objectify.BoolElement, AllowView: lxml.objectify.BoolElement, CategoryDescription: lxml.objectify.StringElement, CategoryShortName: lxml.objectify.StringElement, Enabled: lxml.objectify.BoolElement, GroupID: lxml.objectify.IntElement, PolicyIdentifier: lxml.objectify.StringElement, PropertyID: lxml.objectify.IntElement, PropertyName: lxml.objectify.StringElement)

AllowEdit: BoolElement

AllowView: BoolElement

CategoryDescription: StringElement

CategoryShortName: StringElement

Enabled: BoolElement

GroupID: IntElement

PolicyIdentifier: StringElement

PropertyID: IntElement

PropertyName: StringElement

class q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.Q2_PolicyAccounts(ABA, AccountDesc, AccountNumberExternal, AccountNumberInternal, CustomerAccess, CustomerAccountID, HostAccountID, IsExternalAccount, PolicyAccess, PolicyIdentifier, PolicyReferenceID, ProductID, ProductName, ProductTypeID, ProductTypeName, StatusDescription)[source]

Bases: object

Q2_PolicyAccounts(ABA: lxml.objectify.StringElement, AccountDesc: lxml.objectify.StringElement, AccountNumberExternal: lxml.objectify.StringElement, AccountNumberInternal: lxml.objectify.StringElement, CustomerAccess: lxml.objectify.IntElement, CustomerAccountID: lxml.objectify.IntElement, HostAccountID: lxml.objectify.IntElement, IsExternalAccount: lxml.objectify.BoolElement, PolicyAccess: lxml.objectify.IntElement, PolicyIdentifier: lxml.objectify.StringElement, PolicyReferenceID: lxml.objectify.IntElement, ProductID: lxml.objectify.IntElement, ProductName: lxml.objectify.StringElement, ProductTypeID: lxml.objectify.IntElement, ProductTypeName: lxml.objectify.StringElement, StatusDescription: lxml.objectify.StringElement)

ABA: StringElement

AccountDesc: StringElement

AccountNumberExternal: StringElement

AccountNumberInternal: StringElement

CustomerAccess: IntElement

CustomerAccountID: IntElement

HostAccountID: IntElement

IsExternalAccount: BoolElement

PolicyAccess: IntElement

PolicyIdentifier: StringElement

PolicyReferenceID: IntElement

ProductID: IntElement

ProductName: StringElement

ProductTypeID: IntElement

ProductTypeName: StringElement

StatusDescription: StringElement

class q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.Q2_PolicyData(Description, Enabled, HasPendingChange, IsOpenBanking, IsTemplate, IsTreasury, PolicyDataType, PolicyIdentifier, PolicyTypeId)[source]

Bases: object

Q2_PolicyData(Description: lxml.objectify.StringElement, Enabled: lxml.objectify.BoolElement, HasPendingChange: lxml.objectify.BoolElement, IsOpenBanking: lxml.objectify.BoolElement, IsTemplate: lxml.objectify.BoolElement, IsTreasury: lxml.objectify.BoolElement, PolicyDataType: lxml.objectify.StringElement, PolicyIdentifier: lxml.objectify.StringElement, PolicyTypeId: lxml.objectify.IntElement)

Description: StringElement

Enabled: BoolElement

HasPendingChange: BoolElement

IsOpenBanking: BoolElement

IsTemplate: BoolElement

IsTreasury: BoolElement

PolicyDataType: StringElement

PolicyIdentifier: StringElement

PolicyTypeId: IntElement

class q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.Q2_PolicySubsidiaries(Name, PolicyIdentifier, SubsidiaryID)[source]

Bases: object

Q2_PolicySubsidiaries(Name: lxml.objectify.StringElement, PolicyIdentifier: lxml.objectify.StringElement, SubsidiaryID: lxml.objectify.IntElement)

Name: StringElement

PolicyIdentifier: StringElement

SubsidiaryID: IntElement

class q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.Q2_PolicyGeneratedTransactionRights(Authorize, Cancel, CountPerAcctPerDay, CountPerDay, CountPerMonth, Create, CreateRestricted, DraftLimit, DualApprovalLimit, Enabled, GroupID, LimitPerAcctPerDay, LimitPerDay, LimitPerMonth, LimitPerTransaction, PolicyIdentifier, ShortName, TokenRequiredLimit, TransactionTypeID, Update, View)[source]

Bases: object

Q2_PolicyGeneratedTransactionRights(Authorize: lxml.objectify.BoolElement, Cancel: lxml.objectify.BoolElement, CountPerAcctPerDay: lxml.objectify.IntElement, CountPerDay: lxml.objectify.IntElement, CountPerMonth: lxml.objectify.IntElement, Create: lxml.objectify.BoolElement, CreateRestricted: lxml.objectify.BoolElement, DraftLimit: lxml.objectify.FloatElement, DualApprovalLimit: lxml.objectify.FloatElement, Enabled: lxml.objectify.BoolElement, GroupID: lxml.objectify.IntElement, LimitPerAcctPerDay: lxml.objectify.FloatElement, LimitPerDay: lxml.objectify.FloatElement, LimitPerMonth: lxml.objectify.FloatElement, LimitPerTransaction: lxml.objectify.FloatElement, PolicyIdentifier: lxml.objectify.StringElement, ShortName: lxml.objectify.StringElement, TokenRequiredLimit: lxml.objectify.FloatElement, TransactionTypeID: lxml.objectify.IntElement, Update: lxml.objectify.BoolElement, View: lxml.objectify.IntElement)

Authorize: BoolElement

Cancel: BoolElement

CountPerAcctPerDay: IntElement

CountPerDay: IntElement

CountPerMonth: IntElement

Create: BoolElement

CreateRestricted: BoolElement

DraftLimit: FloatElement

DualApprovalLimit: FloatElement

Enabled: BoolElement

GroupID: IntElement

LimitPerAcctPerDay: FloatElement

LimitPerDay: FloatElement

LimitPerMonth: FloatElement

LimitPerTransaction: FloatElement

PolicyIdentifier: StringElement

ShortName: StringElement

TokenRequiredLimit: FloatElement

TransactionTypeID: IntElement

Update: BoolElement

View: IntElement

class q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.PolicyData(Q2_PolicyAccounts, Q2_PolicyData, Q2_PolicyFeatures, Q2_PolicyGeneratedTransactionRights, Q2_PolicySubsidiaries)[source]

Bases: object

PolicyData(Q2_PolicyAccounts: Union[q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.Q2_PolicyAccounts, List[q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.Q2_PolicyAccounts]], Q2_PolicyData: Union[q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.Q2_PolicyData, List[q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.Q2_PolicyData]], Q2_PolicyFeatures: Union[q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.Q2_PolicyFeatures, List[q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.Q2_PolicyFeatures]], Q2_PolicyGeneratedTransactionRights: Union[q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.Q2_PolicyGeneratedTransactionRights, List[q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.Q2_PolicyGeneratedTransactionRights]], Q2_PolicySubsidiaries: Union[q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.Q2_PolicySubsidiaries, List[q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.Q2_PolicySubsidiaries]])

Q2_PolicyAccounts: Q2_PolicyAccounts | List[Q2_PolicyAccounts]

Q2_PolicyData: Q2_PolicyData | List[Q2_PolicyData]

Q2_PolicyFeatures: Q2_PolicyFeatures | List[Q2_PolicyFeatures]

Q2_PolicyGeneratedTransactionRights: Q2_PolicyGeneratedTransactionRights | List[Q2_PolicyGeneratedTransactionRights]

Q2_PolicySubsidiaries: Q2_PolicySubsidiaries | List[Q2_PolicySubsidiaries]

class q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.Data(PolicyData)[source]

Bases: object

Data(PolicyData: Union[q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.PolicyData, List[q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.PolicyData]])

PolicyData: PolicyData | List[PolicyData]

class q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.ResultNode[source]: Bases: object

class q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.HqResponse(raw_response)[source]

Bases: HqResponse

Parameters:: response – Body of HQ response

result_node: ResultNode

async q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.execute(params_obj, use_json=False, **kwargs)[source]

This is the default way to submit the request to HQ. In theory, both json and soap payloads are equally accepted by HQ, though several variables may affect that (HQ version, Q2SDK implementation bugs, etc). This should not affect anything about the way your code deals with the data. In fact, the only difference to consuming extensions is the logging. Basically, call this with default parameters unless you find a compelling reason not to.

Parameters:

params_obj (ParamsObj) – Object containing everything necessary to call this HQ endpoint
use_json – If True, will call HQ’s .ashx (json) endpoint instead of .asmx (soap)

Return type:

HqResponse

async q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.get_soap(params_obj, **kwargs)[source]

Deprecated. Please use execute instead

Return type:: HqResponse

async q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.get_json(params_obj, **kwargs)[source]

Deprecated. Please use execute instead

Return type:: HqResponse

q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.build_json(params_obj)[source]

q2_sdk.hq.hq_api.q2_api.GetPolicyDataByPolicyIdentifier.build_soap(params_obj)[source]