Illustration-Generation
Illustration Input Party
A party supplied on an illustration request, either the Insured or a non-insured party
Any OfpartyIdstring(uuid)required
Party id
Example:95f5ece9-e40b-450b-ad39-daa217894e69
partyTypeCodestringrequired
Party type
Allowed values:INDIVIDUALORGANIZATIONTRUST
Example:INDIVIDUAL
genderstring
Gender
Allowed values:MALEFEMALEUNISEXOTHER
Example:MALE
dateOfBirthstring(date)
Date (with pattern “yyyy-mm-dd”)
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:1990-05-13
firstNamestring
First Name
Example:John
middleNamestring
Middle Name or Initial
Example:Frederick
lastNamestring
Last name
Example:Doe
suffixstring
Name Suffix
Example:Jr.
addressobject
Address
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emailstring(email)
Example:person@example.com
phoneTypestring
Phone type
Allowed values:MOBILEHOMEBUSINESSCLAIMCENTERCUSTOMERSERVICECORPORATEOFFICEFAXUNKNOWNOTHER
Example:HOME
phonestring
Phone
Example:1238675309
identificationobject
Identification
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roleCodestringrequired
The role of a given party
Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNER
Example:OWNER
Example
Features
objectWell-known geatures associated with a policy
attributesobjectrequired
A collection of uniquely named variables, must be camel-cased.
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lapseAssessmentobjectrequired
A simple object that only contains a collection of unique attributes and no further structure.
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lapseProtectionobjectrequired
A simple object that only contains a collection of unique attributes and no further structure.
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reinstatementobjectrequired
A simple object that only contains a collection of unique attributes and no further structure.
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Example
Fund
objectA source of money
attributesobjectrequired
A collection of uniquely named variables, must be camel-cased.
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segmentsarray[object]required
A simple object that only contains a collection of unique attributes and no further structure.
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Example
Fund-Collection
arrayAn unkeyed collection of funds
attributesobjectrequired
A collection of uniquely named variables, must be camel-cased.
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segmentsarray[object]required
A simple object that only contains a collection of unique attributes and no further structure.
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Financial Activity
objectattributesobjectrequired
A collection of uniquely named variables, must be camel-cased.
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Example