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MarketConnect-OrderEntry

Retrieves the comments for a transaction.

Returns the list of comments recorded against the specified transaction.

get

Query Parameters

pageinteger(int32)

1-based page number. Omit both page and pageSize to return all comments.

pageSizeinteger(int32)

Number of comments per page (1–100). Omit both page and pageSize to return all comments.

Path Parameters

transactionIdstringrequired

Unique identifier of the transaction (positive integer encoded as a string).

Response

application/json

Returns the comments envelope

GetCommentsResponse

* Additional properties are NOT allowed.
caseIdstring | null

Case identifier associated with the transaction

dataobject

Comments data payload

* Additional properties are NOT allowed.
Show Child Parameters
isSuccessboolean

Indicates whether the operation was successful

messagestring | null

Human-readable message describing the result

statusstring | null

Status code of the operation

get/market-connect/order-entry/v1/comments/{transactionId}
 
application/json

ProductPricing

Product pricing retrieval for a transaction

Retrieves the product pricing payload for a transaction.

Returns product pricing and fee schedules for the specified transaction.

Path parameter: transactionId (required) — resolves to the internal transaction; the caller must be authorized for this transaction.

Response envelope: caseId, transactionId, isSuccess, message, status, and optional data.

data (when isSuccess is true): flags (isApplicationTransaction, isVariableAnnuity, showMarketValueAdjustment, showNetManagementFee) plus productFees, featureFees, fundFees, surrenderCharges, and netManagementFees.

get

Path Parameters

transactionIdstringrequired

Unique identifier assigned when the Order Entry transaction is created. Resolves to the internal transaction; caller must be authorized for this transaction.

Example:1064752

Response

application/json

Returns the product pricing payload

ProductPricingResponse

* Additional properties are NOT allowed.
caseIdstring | null

Case identifier associated with the transaction when pricing is found.

transactionIdstringrequired

Unique identifier for the Order Entry transaction.

>= 1 characters

dataobject

Fee schedules and product pricing detail; null when isSuccess is false.

Example:{"isApplicationTransaction":true,"isVariableAnnuity":true,"showMarketValueAdjustment":false,"showNetManagementFee":true,"productFees":[{"feeTypeLabel":"Base M&E charges:","feeName":"M&E","feeValue":"0.90%","isDefaultType":false},{"feeTypeLabel":"Annual Contract Amount:","feeName":"Contract fee","feeValue":"$120.00","isDefaultType":false}],"featureFees":[{"featureName":"Lifetime income rider","feeValues":["0.35%","$25 annual"],"riderModifiedChargeSchedule":[{"year":"1","charge":"2.00%"},{"year":"2","charge":"1.50%"}]}],"fundFees":[{"fundName":"Sample Index Fund","percentageDisplay":"0.85%","minPct":"0.50%","maxPct":"1.25%","amountDisplay":"","minAmt":"","maxAmt":"","isValueAdjusted":false}],"surrenderCharges":[{"year":"1","charge":"8%"},{"year":"2","charge":"7%"},{"year":"3","charge":"6%"}],"netManagementFees":[{"fundName":"Sample Index Fund","totalFeePercentage":"1.10%"}]}{"isApplicationTransaction":true,"isVariableAnnuity":true,"showMarketValueAdjustment":false,"showNetManagementFee":true,"productFees":[{"feeTypeLabel":"Base M&E charges:","feeName":"M&E","feeValue":"0.90%","isDefaultType":false},{"feeTypeLabel":"Annual Contract Amount:","feeName":"Contract fee","feeValue":"$120.00","isDefaultType":false}],"featureFees":[{"featureName":"Lifetime income rider","feeValues":["0.35%","$25 annual"],"riderModifiedChargeSchedule":[{"year":"1","charge":"2.00%"},{"year":"2","charge":"1.50%"}]}],"fundFees":[{"fundName":"Sample Index Fund","percentageDisplay":"0.85%","minPct":"0.50%","maxPct":"1.25%","amountDisplay":"","minAmt":"","maxAmt":"","isValueAdjusted":false}],"surrenderCharges":[{"year":"1","charge":"8%"},{"year":"2","charge":"7%"},{"year":"3","charge":"6%"}],"netManagementFees":[{"fundName":"Sample Index Fund","totalFeePercentage":"1.10%"}]}

* Additional properties are NOT allowed.
Show Child Parameters
isSuccessboolean

Whether the upstream product pricing call succeeded.

messagestring | null

Human-readable status message from the product pricing service.

statusstring | null

Status label (for example Success or Failure).

get/market-connect/order-entry/v1/productpricing/{transactionId}
 
application/json

Esignature

E-signature signer retrieval and case submission for DocuSign (load recipients, then submit the case with signer roles, auth method, and contact details)

Retrieves the e-signature signer list for a transaction.

Returns DocuSign signer details for the specified transaction.

Path parameter: transactionId (required) — resolves to the internal transaction; the caller must be authorized for this transaction.

Response fields:

  • success — whether signers were loaded
  • message — user-safe text when success is false
  • signers — recipient rows with recipientId, signerName, signerEntityRole, signerEmail, signerSequence, signerAccessCode, signerAuthMethod, signerCountryCode, signerPhoneNo

signerAuthMethod: array of labels (for example ["Phone", "SMS"]); signerAccessCode: string array.

get

Path Parameters

transactionIdstringrequired

Unique identifier assigned when the Order Entry transaction is created. Resolves to the internal transaction; caller must be authorized for this transaction.

Example:1064752

Response

application/json

Returns the e-signature signer payload

EsignatureResponse

* Additional properties are NOT allowed.
successboolean

True when signers were retrieved successfully.

messagestring | null

User-safe message; populated when success is false.

signersarray | null[object]

DocuSign recipients for the transaction, ordered by signing sequence.

Example:{"recipientId":"11306862","signerName":"EE EE","signerEntityRole":"PrimaryOwner","signerEmail":"anannya.gupta@zinnia.com","signerSequence":"1","signerAccessCode":[],"signerAuthMethod":["Phone","SMS"],"signerCountryCode":"1","signerPhoneNo":"8650827071"}

* Additional properties are NOT allowed.
Show Child Parameters
get/market-connect/order-entry/v1/esignature/{transactionId}
 
application/json