Exchange
object1035 Exchange - exchanging another policy for this one
The value of the exchanged policy
Example:5000
How much can be exchanged without incurring additional taxes
Example:5000
Whether the policy being exchanged for this one is a MEC
Example:true
How much loan is being carried in as part of this exchange
Example:5000
Options
objectFundamental Options schema. Some products may have product-specific Options.
Whether the illustration is revised
Example:true
Solve for
Allowed values:PREMIUMFACENO_SOLVE
Example:PREMIUM
Fixed cost period
Example:10
The fixed cost period in YEARS or at AGE depending on the value of fixedCostPeriodUnit
Example:65
The Unit that the number in fixedCostPeriodOption represents
Allowed values:AGEYEARS
Example:AGE
Frequency
Allowed values:DAILYEVERYTWOWEEKSMONTHLYSEMIANNUALQUARTERLYANNUALSINGLEPAYMENT
Example:DAILY
Discount indicator
Allowed values:MULTIPRODUCTNON
Example:MULTIPRODUCT
Payment method
Allowed values:DTCCCREDITCARDACHCHECKEXCHANGEWIRE
Example:DTCC
Premium duration
Example:10
Premium duration option
Allowed values:AGEYEARS
Example:YEARS
Represents a value that changes with time. The value is assumed to change annually and be tied to a duration unless otherwise specified via the Frequency and Basis properties
Show Child Parameters
Represents a value that changes with time. The value is assumed to change annually and be tied to a duration unless otherwise specified via the Frequency and Basis properties
Show Child Parameters
Target cash value option
Allowed values:SPECIFY_AMOUNTENDOWMENT
Example:SPECIFY_AMOUNT
Whether to use targetCashValueAge or targetCashValueYear
Allowed values:AGEYEAR
Example:AGE
If target cash value should be at an age, use this. If it should be at a year, use targetCashValueYear. targetCashValueAtOption determines which is used.
Example:10
If target cash value should be at a year, use this. If it should be at an age, use targetCashValueAge. targetCashValueAtOption determines which is used.
Example:10
Target cash value amount
Example:10000
IUL Shared Options
objectOptions shared between IUL and HIT products
DOLI
Allowed values:GPTCVAT
Example:GPT
Represents a value that changes with time. The value is assumed to change annually and be tied to a duration unless otherwise specified via the Frequency and Basis properties
Show Child Parameters
Dump in amount
Example:5432.62
Indicates that a rating class change will occur for a juvenile upon reaching adulthood
Example:true
Whether the selected solve should attempt to prevent this policy from being a MEC
Example:true
Which scenario’s premium to use as the basis for the other scenarios
Allowed values:CURRENTASSUMEDGUARANTEED
Example:CURRENT
Options for IUL
objectOptions for the illustration request.
Whether the illustration is revised
Example:true
Solve for
Allowed values:PREMIUMFACENO_SOLVE
Example:PREMIUM
Fixed cost period
Example:10
The fixed cost period in YEARS or at AGE depending on the value of fixedCostPeriodUnit
Example:65
The Unit that the number in fixedCostPeriodOption represents
Allowed values:AGEYEARS
Example:AGE
Frequency
Allowed values:DAILYEVERYTWOWEEKSMONTHLYSEMIANNUALQUARTERLYANNUALSINGLEPAYMENT
Example:DAILY
Discount indicator
Allowed values:MULTIPRODUCTNON
Example:MULTIPRODUCT
Payment method
Allowed values:DTCCCREDITCARDACHCHECKEXCHANGEWIRE
Example:DTCC
Premium duration
Example:10
Premium duration option
Allowed values:AGEYEARS
Example:YEARS
Represents a value that changes with time. The value is assumed to change annually and be tied to a duration unless otherwise specified via the Frequency and Basis properties
Show Child Parameters
Represents a value that changes with time. The value is assumed to change annually and be tied to a duration unless otherwise specified via the Frequency and Basis properties
Show Child Parameters
Target cash value option
Allowed values:SPECIFY_AMOUNTENDOWMENT
Example:SPECIFY_AMOUNT
Whether to use targetCashValueAge or targetCashValueYear
Allowed values:AGEYEAR
Example:AGE
If target cash value should be at an age, use this. If it should be at a year, use targetCashValueYear. targetCashValueAtOption determines which is used.
Example:10
If target cash value should be at a year, use this. If it should be at an age, use targetCashValueAge. targetCashValueAtOption determines which is used.
Example:10
Target cash value amount
Example:10000
DOLI
Allowed values:GPTCVAT
Example:GPT
Represents a value that changes with time. The value is assumed to change annually and be tied to a duration unless otherwise specified via the Frequency and Basis properties
Show Child Parameters
Dump in amount
Example:5432.62
Indicates that a rating class change will occur for a juvenile upon reaching adulthood
Example:true
Whether the selected solve should attempt to prevent this policy from being a MEC
Example:true
Which scenario’s premium to use as the basis for the other scenarios
Allowed values:CURRENTASSUMEDGUARANTEED
Example:CURRENT
Options for Hybrid-IUL/Term
objectOptions for the illustration request.
Whether the illustration is revised
Example:true
Solve for
Allowed values:PREMIUMFACENO_SOLVE
Example:PREMIUM
Fixed cost period
Example:10
The fixed cost period in YEARS or at AGE depending on the value of fixedCostPeriodUnit
Example:65
The Unit that the number in fixedCostPeriodOption represents
Allowed values:AGEYEARS
Example:AGE
Frequency
Allowed values:DAILYEVERYTWOWEEKSMONTHLYSEMIANNUALQUARTERLYANNUALSINGLEPAYMENT
Example:DAILY
Discount indicator
Allowed values:MULTIPRODUCTNON
Example:MULTIPRODUCT
Payment method
Allowed values:DTCCCREDITCARDACHCHECKEXCHANGEWIRE
Example:DTCC
Premium duration
Example:10
Premium duration option
Allowed values:AGEYEARS
Example:YEARS
Represents a value that changes with time. The value is assumed to change annually and be tied to a duration unless otherwise specified via the Frequency and Basis properties
Show Child Parameters
Represents a value that changes with time. The value is assumed to change annually and be tied to a duration unless otherwise specified via the Frequency and Basis properties
Show Child Parameters
Target cash value option
Allowed values:SPECIFY_AMOUNTENDOWMENT
Example:SPECIFY_AMOUNT
Whether to use targetCashValueAge or targetCashValueYear
Allowed values:AGEYEAR
Example:AGE
If target cash value should be at an age, use this. If it should be at a year, use targetCashValueYear. targetCashValueAtOption determines which is used.
Example:10
If target cash value should be at a year, use this. If it should be at an age, use targetCashValueAge. targetCashValueAtOption determines which is used.
Example:10
Target cash value amount
Example:10000
DOLI
Allowed values:GPTCVAT
Example:GPT
Represents a value that changes with time. The value is assumed to change annually and be tied to a duration unless otherwise specified via the Frequency and Basis properties
Show Child Parameters
Dump in amount
Example:5432.62
Indicates that a rating class change will occur for a juvenile upon reaching adulthood
Example:true
Whether the selected solve should attempt to prevent this policy from being a MEC
Example:true
Which scenario’s premium to use as the basis for the other scenarios
Allowed values:CURRENTASSUMEDGUARANTEED
Example:CURRENT
Fixed payment per pay period
Example:500
Whether or not savings payment is included
Example:true
How savings payment is calculated
Allowed values:EXTRA_OVER_COVERAGEMAXIMIZE_SAVINGS_INCENTIVEFIXEDSCHEDULE_BY_MODE
Example:FIXED
Fixed payment amout for savings payment
Example:500
Schedule for savings payment
Show Child Parameters
Post fixed-cost-period premium option
Allowed values:COVER_CHARGESMINIMUM_AFTER_CHARGESSCHEDULE_BY_MODESOLVE_FOR_LEVEL
Example:COVER_CHARGES
Schedule for post-fixed-cost-period premium