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MarketConnect-OrderEntry
1.0.4
  • Overview
      • Create the Order Entry transaction. Routes to appropriate service based on CUSIP.post
      • Retrieves the order entry blueprint and its associated responses for a created life or annuity transactionget
      • Update the Order Entry transaction data for enhanced blueprint (single-blueprint) transactions.put
      • Submit an order entry transaction for processing.post
      • Gets dataset values for a dependent control based on the provided payload.post
      • Retrieves the attachment payload (documents, required documents and rules) for a transaction.get
      • Ingests an EDS document attachment notification for a transaction.post
      • Saves a comment against the specified transaction.post
      • Deletes a comment from a transaction.delete
      • Retrieves the comments for a transaction.get
      • Executes a reviewer action for the given transaction (forwards to the product order-entry service).post
      • Retrieves the product pricing payload for a transaction.get
      • Retrieves the e-signature signer list for a transaction.get
      • Retrieves DocuSign signer status for each recipient on a transaction.get
      • Submits the Order Entry case for e-signature with the configured signer roster.post
      • Cancels the e-signature ceremony for a case (voids the DocuSign envelope and returns the case to Pending upstream).post
      • Retriggers the DocuSign e-signature email notification for a case (only when e-signature is in progress upstream).post
      • Updates signer email or phone for a case while e-signature is pending upstream.post
      • Returns a simple health status indicating the API process is running.get
    • AdditionalDocumentType
    • AttachmentData
    • AttachmentDocument
    • AttachmentResponse
    • Blueprint
    • CancelEsignatureCeremonyRequest
    • CancelEsignatureCeremonyResponse
    • CommentItem
    • CommentsData
    • CreateTransactionRequest
    • DatasetRequest
    • DatasetResponse
    • DeleteCommentRequest
    • DeleteCommentResponse
    • DocumentRule
    • ErrorInfo
    • ErrorResponse
    • EsignatureResponse
    • EsignatureSigner
    • EsignatureSignerStatus
    • EsignatureSignerStatusResponse
    • FieldBlueprint
    • FieldGroupBlueprint
    • FieldValidationRule
    • GetCommentsResponse
    • IngestAttachmentDocumentRequest
    • IngestAttachmentDocumentResponse
    • LayoutSettings
    • LocalizedText
    • PrefillAddress
    • PrefillAddressBase
    • PrefillAgent
    • PrefillAllocation
    • PrefillAnnuitant
    • PrefillBeneficiary
    • PrefillClient
    • PrefillCommunication
    • PrefillDuration
    • PrefillEmployee
    • PrefillFlag
    • PrefillIllustration
    • PrefillInsured
    • PrefillLicense
    • PrefillMessageInformation
    • PrefillNameBase
    • PrefillOrganization
    • PrefillOwner
    • PrefillParty
    • PrefillPartyIdentity
    • PrefillPartyRole
    • PrefillPerson
    • PrefillPhone
    • PrefillPlan
    • PrefillPlanOption
    • PrefillPolicy
    • PrefillPolicyholder
    • PrefillProduct
    • PrefillQuestionAnswer
    • PrefillReference
    • PrefillRelationship
    • PrefillRequest
    • PrefillUnderwritingDecision
    • PrefillUser
    • ProductPricingData
    • ProductPricingFeatureFee
    • ProductPricingFee
    • ProductPricingFundFee
    • ProductPricingNetManagementFee
    • ProductPricingResponse
    • ProductPricingYearCharge
    • QuestionData
    • QuestionDataRows
    • RenderCondition
    • RepeatableBlueprint
    • RequiredDocument
    • RetriggerEsignatureEmailNotificationRequest
    • RetriggerEsignatureEmailNotificationResponse
    • ReviewerActionRequest
    • ReviewerActionResponse
    • SaveCommentRequest
    • SaveCommentResponse
    • SaveEsignatureRequest
    • SaveEsignatureResponse
    • SaveEsignatureSignerRequest
    • SectionBlueprint
    • SectionGroupBlueprint
    • SelectOption
    • SelectOptionsApplicationContext
    • StateCode
    • SubmitTransactionResponse
    • Subscriber
    • SubscriberAction
    • SubscriberActionPayload
    • SubscriberResponseHandler
    • SubscriberResponseValue
    • SubsectionBlueprint
    • TransactionDataQuestionRowsMap
    • TransactionResponse
    • UpdateEsignSignerDetailsRequest
    • UpdateEsignSignerDetailsResponse
    • UpdateEsignSignerRequest
    • TransactionDataQuestionRowsMap
    • ValidationCondition
    • ValidationConditionGroup
    • ValidationErrors
    • VisibilityCondition
    • VisibilitySettings
MarketConnect-OrderEntry

Market Connect Order Entry API

  • Download spec
Market Connect Order Entry API
  • Download spec
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