Search
K
Documents

MetadataSearchResponse

object
documentClassificationstring

Document classification to identify document type

Allowed values:OUTBOUNDINBOUND

Example:OUTBOUND

sourceFileNamestring

Actual name of the document

Example:123456.pdf

planCodestring

Plan code associated with the document

Example:235

documentStatusinteger(int32)

Indicates the current status of the document. ‘1’ for ACTIVE, ‘0’ for INACTIVE.

Example:1

documentIdstring

Unique ID of the document

Example:67124697f3bef2497b6accfb

documentDatestring(date-time)

Date associated with the document

documentTypestring

Type of the document

Example:NB Application

documentCategorystring

Category of the document

Example:New Business

documentTypeDescriptionstring

Detailed description of the document type

Example:Deferred Annuity Application

zinniaLiveCaseIdstring

Zinnia live case ID associated with the document

Example:ZLC09876

appIdstring

Application ID related to the document

Example:XXXXEDJ041120240000000001

mailTrackingNumberstring

Tracking ID for the document

Example:4453166346

policyNumberstring

Policy number linked to the document

Example:23576001

createDatestring(date-time)

Creation date of the document (in UTC timezone)

Example:2024-03-18T14:30:00.000Z

correlationIdstring

Correlation ID for the document

Example:12345-corr-67890

periodYearinteger(int32)

Year related to the document period

Example:2024

periodQuarterstring

Quarter related to the document period

Example:Q2

fileTypestring

File type of the document

Example:pdf

displayNamestring

Display name for the document

Example:New Business Policy Document

brokerMasterNumberstring

Master number of the broker associated with the document

Example:BKR123456

repMasterNumberstring

Master number of the representative associated with the document

Example:REP987654

documentNumberstring

Document number associated with the document (if present) else document Id

Example:670e23dfab593b4387210b81 or 20241230-M-463066

formNumberstring

formNumber

Example:1234

importDatestring(date-time)

Document creation timestamp(in UTC timezone)

Example:2024-09-23T10:30:00.000Z

Example

SearchRequest

Any Of
documentStartDatestring(date)required

Start date of the document period for filtering results

Example:2024-10-01

documentEndDatestring(date)required

End date of the document period for filtering results

Example:2024-10-31

parentCarrierCodestring

Client code associated with the document search

Example:EVGL

documentClassificationstring

Classification of the document indicating type, e.g., outbound or inbound

Allowed values:OUTBOUNDINBOUND

Example:OUTBOUND

documentTypestring

Type of document, defining its primary purpose

Example:NB Application

documentCategorystring

Category of the document, such as New Business or Claim

Allowed values:NEW_BUSINESSPOST_ISSUEDEATHCORRESPONDENCEAGENTSUITABILITY

Example:NEW_BUSINESS

policyNumberstring

Policy number associated with the document, used for identification

Example:23109168

planCodestring

Plan code associated with the document, used for identification

Example:plan67890f

documentStatusarray[string]

List of statuses the document may have, supporting filtering by multiple statuses

Allowed values:ACTIVEINACTIVE

Example:ACTIVE, INACTIVE

appIdstring

Application ID tied to the document for tracking and retrieval

Example:EDJ041120240000000001

zinniaLiveCaseIdstring

Unique case ID in the Zinnia system associated with the document

Example:ZLC09876

orderBystring

The field used to order search results; default is document Date

Example:documentDate

orderByDirectionstring

Direction of the sort order for search results, either ascending or descending

Allowed values:ASCDESC

Example:DESC

recipientstring

Recipient of the document

Allowed values:AGENTCLIENT

Example:AGENT

appVersioninteger(int32)

App Version

Example:1

masterAgentNumberstring

Master Agent Number

Example:MA98416687

Example

SearchDocumentResponse

object
countinteger(int32)

Number of total documents found matching the search criteria

Example:100

documentsarray[object]
Show Child Parameters
correlationIdstring

Unique ID for correlating requests

Example:123e4567-e89b-12d3-a456-426614174000

Example

DownloadDocumentResponse

object
fileExtensionstringrequired
binaryDatastringrequired
Example

Message

object
langstringrequired
valuestringrequired
Example