Policy/Contract number related to the tax form. Dependency: Must be used together with ‘planCode’. Either (policyNumber + planCode) OR (fromDate + toDate) must be provided.

Plan Code. Dependency: Must be used together with ‘policyNumber’. Either (policyNumber + planCode) OR (fromDate + toDate) must be provided.

Tax year for the form. Dependency: Use either ‘taxYear’ OR ‘numYears’, not both.

Number of years of forms to query in reverse chronological order from taxyear (incl). Min=1 and Max=5. Dependency: Use either ‘numYears’ OR ‘taxYear’, not both.

Start date for filtering tax forms. Format: yyyy-MM-dd’T’HH:mm:ss.SSS’Z’, Timezone: UTC. Dependency: Must be used together with ‘toDate’. Either (fromDate + toDate) OR (policyNumber + planCode) must be provided.

End date for filtering tax forms. Format: yyyy-MM-dd’T’HH:mm:ss.SSS’Z’, Timezone: UTC. Dependency: Must be used together with ‘fromDate’. Either (fromDate + toDate) OR (policyNumber + planCode) must be provided.

Maximum number of records to return

Number of records to skip for pagination

Authorization token

UUID for the request

Form identifier for the taxform, either formId or documentId is mandatory

Authorization token

UUID for the request

Source of the document

Carrier code of the document

This will be conditional mandatory. Either of contract number or date range is required in order to retrieve the documents.

Date on which document has been added in Zinnia system

This will be conditional mandatory. Either of contract number or date range is required in order to retrieve the documents. Date to define the document list based on document date range. Document Start Date

This will be conditional mandatory. Either of contract number or date range is required in order to retrieve the documents. Date to define the document list based on document date range. Document End Date

Type of the document

This will be conditional mandatory. Either of contract number or date range is required in order to retrieve the documents. Date to define the document list based on import date range

This will be conditional mandatory. If document start date is provided, then it should be madatorily provided. Date to define the document list based on import date range

Unique number assigned to the agent

Status of the document. Can be provided in comma separated value. Default will be ‘active’

Unique number assigned to case

Document number

Recipient of the document

Unique case ID in the Zinnia system associated with the document

Periods of the document

This will be passed as Bearer plus “token” as generated by above token API.