Processes Approved, Declined, or Terminate for an order-entry transaction instance.
Action and transaction identifier.
Review outcome: Approved, Declined, or Terminate.
>= 1 characters
Order-entry transaction (instance) identifier.
>= 1<= 2147483647
OK
Case identifier returned by the upstream service when available.
True when the reviewer action completed successfully.
Human-readable outcome message.
High-level status string returned to the client.
Product pricing retrieval 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.
Unique identifier assigned when the Order Entry transaction is created. Resolves to the internal transaction; caller must be authorized for this transaction.
Example:1064752
Returns the product pricing payload
Case identifier associated with the transaction when pricing is found.
Unique identifier for the Order Entry transaction.
>= 1 characters
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%"}]}
Whether the upstream product pricing call succeeded.
Human-readable status message from the product pricing service.
Status label (for example Success or Failure).
E-signature for DocuSign: load recipients, submit the case, poll signer status, cancel ceremony (void envelope; Pending), and retrigger signing email when in progress
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 loadedmessage — user-safe text when success is falsesigners — recipient rows with recipientId, signerName, signerEntityRole, signerEmail, signerSequence, signerAccessCode, signerAuthMethod, signerCountryCode, signerPhoneNosignerAuthMethod: array of labels (for example ["Phone", "SMS"]); signerAccessCode: string array.
Unique identifier assigned when the Order Entry transaction is created. Resolves to the internal transaction; caller must be authorized for this transaction.
Example:1064752
Returns the e-signature signer payload
True when signers were retrieved successfully.
User-safe message; populated when success is false.
DocuSign recipients for the transaction, ordered by signing sequence.
Example:{"recipientId":"11306862","signerName":"EE EE","signerEntityRole":"PrimaryOwner","signerEmail":"anannya.gupta@everglades.com","signerSequence":"1","signerAccessCode":[],"signerAuthMethod":["Phone","SMS"],"signerCountryCode":"1","signerPhoneNo":"8650827071"}