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New Business - Life

Submit interim status update

post

Body

application/json

Details required to submit interim status to PG

InterimStatusUpdateRequest

eappIdstringrequired

Unique application Id generated by the UI. Each application would have unique identifier

Example:15ea7582-262f-4dfe-8a60-1e8b8e763fd4

caseIdstringrequired

Zinnia Live case

Example:CA0000005656

policyNumberstring

Policy Number

Example:AB00000001

uwCaseIdstring

Underwriter caseId

Example:UW0000005656

carrierstring

Client Code

Example:CL0000001

policyStatusstring

Status of Policy

Example:Policy Status

underwritingobject
Show Child Parameters

Response

application/json

Case Created

SuccessResponse

statusCodeinteger(int32)

Example:201

timestampstring(date-time)
messagestring

Example:Request Submitted Successfully

post/bpm/newbusiness/v1/interim-status-update

Body

{ "eappId": "15ea7582-262f-4dfe-8a60-1e8b8e763fd4", "caseId": "CA0000005656" }
 
application/json

Create Underwriting Case

post

Body

application/json

Details required to initiate the underwriting process and initial validation

ApplicationData

eappIdstringrequired

Unique application Id generated by the UI. Each application would have unique identifier

Example:15ea7582-262f-4dfe-8a60-1e8b8e763fd4

caseIdstringrequired

Zinnia Live case

Example:CA0000005656

correlationIdstringrequired

Unique process identifier to track the all linked processed against one single application. This is an optional

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

carrierstringrequired

Example:CarrierName_1

customerIdstringrequired

We get the customer Id as part of application request to support older products.

Example:0017b0000102A1UAAU

idpUserIdstring

Need to update idp user id description

Example:abc

appStartDatestring(date-time)required

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”). Application start date

actionTypestringrequired

To create the application, actionType would be - Create

Allowed values:CreateUpdateSubmit

Example:Create

policyStatusstringrequired

Status of the policy. It should be - Issued in order to issue the policy

Allowed values:Applied ForApprovedSubmitted to UnderwritingPendingDeclinedQuotedRisk Not AcceptableProposedCounter OfferNot TakenIssue PendingIssuedClosedActiveLapsedCancelled Not TakenLapse PendingCancelled FreeLookCancelledOffer AcceptedDeath Claim PendingDeath Claim PaidExpiredMaturedSurrenderedRescissionDeath Claim ApprovedSuspended ActiveSuspended Not Active

Example:Issued

appSubmissionTypestringrequired

Submission method of the application

Allowed values:InternetElectronicHandwritten

Example:Electronic

policyHoldingFormstringrequired

Holding Form. It should always be Individual.

Allowed values:Individual

Example:Individual

policyHoldingStatusstring

Holding Status

Allowed values:ProposedActive

Example:Proposed

consentIndstringrequired

Consent Indicator Value. Whether the user has provided the consent for this policy or not. This value is used by the underwriting system.

Allowed values:YesNo

appStatestringrequired

State Code

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWYGUPR

Example:AL

consentIndStatestringrequired

Consented state value

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY

consentSubmissionTypestringrequired

Consented submission method of the application

Allowed values:InternetElectronicHandwritten

Example:Electronic

appFormNumberstring

Form number if applicable. The number assigned on the application form.

Example:ICC20 ABC 104_08-20

appVersionNumberstring

Form version number if applicable

Example:ICC20 ABC 104_08-20

pageLastVisitedIdstring

User Id who has accessed this page last time.

appLastUpdatedstring(date-time)

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”). Application last update date.

appExpirationDatestring(date-time)

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”). Application expiration date

marketingOptIndstring

Marketing Indicator flag used by the distributor to capture the sale scope.

Allowed values:YesNo

agreeToTermsIndstring

Agreed to terms and condition or not.

Allowed values:YesNo

replacementIndicatorstring

Flag to dertermine whether this is replacement application or not.

Allowed values:YesNoUnknown

pageIdstring

Page Identifier

Example:5f45f7b34a3eea021f2fef1c

quoteobject
Show Child Parameters
payloadobject
Show Child Parameters

Response

application/json

Case Created

SuccessResponse

statusCodeinteger(int32)

Example:201

timestampstring(date-time)
messagestring

Example:Request Submitted Successfully

post/bpm/newbusiness/v1/application-validation

Body

{ "eappId": "15ea7582-262f-4dfe-8a60-1e8b8e763fd4", "caseId": "CA0000005656", "correlationId": "2ad51ecf-9923-437f-a6f0-70968e464cdb", "carrier": "CarrierName_1", "customerId": "0017b0000102A1UAAU", "appStartDate": "appStartDate", "actionType": "Create", "policyStatus": "Issued", "appSubmissionType": "Electronic", "policyHoldingForm": "Individual", "consentInd": "Yes", "appState": "AL", "consentIndState": "AL", "consentSubmissionType": "Electronic" }
 
application/json

Underwriting Processing

post

Body

application/json

Details require to proceed further with underwriting process

UnderwritingRequest

eappIdstringrequired

Unique application Id geenrated by the UI. Each application would have unique identifier

Example:15ea7582-262f-4dfe-8a60-1e8b8e763fd4

caseIdstringrequired

Zinnia Live case

Example:CA0000005656

correlationIdstringrequired

Unique process identifier to track the all linked processed against one single application. This is an optional

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

carrierstringrequired

Example:CarrierName1

customerIdstringrequired

We get the customer Id as part of application request to support older products.

Example:0017b0000102A1UAAU

idpUserIdstring

Example:abc

appStartDatestring(date-time)required

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”). Application start date

actionTypestringrequired

To update the application, actionType would be - Update

Allowed values:CreateUpdateSubmit

Example:Update

policyStatusstringrequired

Status of the policy. It should be - Issued in order to issue the policy

Allowed values:Applied ForApprovedSubmitted to UnderwritingPendingDeclinedQuotedRisk Not AcceptableProposedCounter OfferNot TakenIssue PendingIssuedClosedActiveLapsedCancelled Not TakenLapse PendingCancelled FreeLookCancelledOffer AcceptedDeath Claim PendingDeath Claim PaidExpiredMaturedSurrenderedRescissionDeath Claim ApprovedSuspended ActiveSuspended Not Active

Example:Issued

appSubmissionTypestringrequired

Submission method of the application

Allowed values:InternetElectronicHandwritten

Example:Electronic

policyHoldingFormstringrequired

Holding Form. It should always be Individual.

Allowed values:Individual

Example:Individual

policyHoldingStatusstring

Holding Status

Allowed values:ProposedActive

Example:Proposed

consentIndstringrequired

Consent Indicator Value. Whether the user has provided the consent for this policy or not. This value is used by the underwriting system.

Allowed values:YesNo

appStatestringrequired

State Code

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWYGUPR

Example:AL

consentIndStatestringrequired

Consented state value

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY

consentSubmissionTypestringrequired

Consented submission method of the application

Allowed values:InternetElectronicHandwritten

Example:Electronic

appFormNumberstring

Form number if applicable. The number assigned on the application form.

Example:ICC20 ABC 104_08-20

appVersionNumberstring

Form version number if applicable

Example:ICC20 ABC 104_08-20

pageLastVisitedIdstring

User Id who has accessed this page last time.

appLastUpdatedstring(date-time)

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”). Application last update date.

appExpirationDatestring(date-time)

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”). Application expiration date

marketingOptIndstring

Marketing Indicator flag used by the distributor to capture the sale scope.

Allowed values:YesNo

agreeToTermsIndstring

Agreed to terms and condition or not.

Allowed values:YesNo

replacementIndicatorstring

Flag to dertermine whether this is replacement application or not.

Allowed values:YesNoUnknown

pageIdstring

Page Identifier

Example:5f45f7b34a3eea021f2fef1c

overrideDecisionFlagboolean

Flag to dertermine override decisions. In case of true Override results is required.

overrideResultsobject
Show Child Parameters
quoteobject
Show Child Parameters
payloadobject
Show Child Parameters

Response

application/json

Created

SuccessResponse

statusCodeinteger(int32)

Example:201

timestampstring(date-time)
messagestring

Example:Request Submitted Successfully

post/bpm/newbusiness/v1/underwriting-submission

Body

{ "eappId": "15ea7582-262f-4dfe-8a60-1e8b8e763fd4", "caseId": "CA0000005656", "correlationId": "2ad51ecf-9923-437f-a6f0-70968e464cdb", "carrier": "CarrierName1", "customerId": "0017b0000102A1UAAU", "appStartDate": "appStartDate", "actionType": "Update", "policyStatus": "Issued", "appSubmissionType": "Electronic", "policyHoldingForm": "Individual", "consentInd": "Yes", "appState": "AL", "consentIndState": "AL", "consentSubmissionType": "Electronic" }
 
application/json

Receive additional information from UI in response to Underwriter's request.

post

Body

application/json

Required to submit additional details to Underwriting System.

EvidenceResponse

eappIdstring

Unique application Id generated by the UI. Each application would have unique identifier

Example:15ea7582-262f-4dfe-8a60-1e8b8e763fd4

caseIdstring

Zinnia Live case

Example:CA0000005656

correlationIdstring

Unique process identifier to track the all linked processed against one single application. This is an optional

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

carrierstring

Example:CarrierName_1

firstNamestring

Frst Name of the party

Example:Thomas

lastNamestring

Last Name of the the party

Example:Lawrence

middleNamestring

Middle name of the party

namestring

Full name of the party.

Example:Thomas Lawrence

genderstring

Gender of party

Allowed values:MaleFemale

Example:Male

dobstring(date)

Date of birth of party

ssnstring

Party SSN. In case if non individual it should be Tax Id

>= 9 characters<= 9 characters

Example:121328426

address1string

Address line 1

Example:Wt Road

address2string

Address line 2

Example:St Street

citystring

City name

Example:Test City

statestring

State Code

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY

Example:AL

zipstring

Zip Code. Max char allowed is 9.

<= 9 characters

Example:123456

phonestring

Phone number

Example:111-111-2222

classificationstring

Party classification

Allowed values:IndividualBusinessTrustCorporationPartnershipOtherGroup of IndividualsEstateChild

Example:Individual

reqCodestring

reqCode as string

Example:Clarifying Question UW

reqIdstring

reqId as string

Example:1030000001

requirementIdstring

requirementId as string

Example:2001234

requestedDatestring(date)

requestedDate in ‘YYYY-MM-DD’ format.

appliesToPartyIdstring

Provided by the Underwriting System.

Example:ID_407226

questionstring

Question will be free text entered by th case manager

Example:Required utility bill to process the request

responsestring

Based on the question type. If it requires attachment then client will submit the document against it.

Example:Sharing the utility bill details

documentsarray[object]
Show Child Parameters

Response

application/json

Case Created

SuccessResponse

statusCodeinteger(int32)

Example:201

timestampstring(date-time)
messagestring

Example:Request Submitted Successfully

post/bpm/newbusiness/v1/evidence-submission

Body

{}
 
application/json

Submit application details

post

Headers

Authorizationstringrequired

This will be passed as Bearer plus “token” as generated by above token API.

Example:Bearer eykjsfjfjasdasdad

Body

application/json

Details required for to submit the decisions to UI

SubmitPolicy

eappIdstringrequired

Unique application Id generated by the UI. Each application would have unique identifier

Example:15ea7582-262f-4dfe-8a60-1e8b8e763fd4

caseIdstringrequired

Zinnia Live case

Example:CA0000005656

correlationIdstringrequired

Unique process identifier to track the all linked processed against one single application. This is an optional

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

carrierstringrequired

Four characters carrier code provided by zinnia

Example:ABCD

uwCaseIdstring

Underwriting case Id generated by the underwriting system

Example:1124152

customerIdstring

We get the customer Id as part of application request to support older products.

Example:0017b0000102A1UAAU

appStartDatestring(date-time)required

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”). Application start date

actionTypestringrequired

To submit the application, actionType would be - Submit

Allowed values:CreateUpdateSubmit

Example:Submit

policyStatusstringrequired

Status of the policy. It should be - Issued in order to issue the policy

Allowed values:Applied ForApprovedSubmitted to UnderwritingPendingDeclinedQuotedRisk Not AcceptableProposedCounter OfferNot TakenIssue PendingIssuedClosedActiveLapsedCancelled Not TakenLapse PendingCancelled FreeLookCancelledOffer AcceptedDeath Claim PendingDeath Claim PaidExpiredMaturedSurrenderedRescissionDeath Claim ApprovedSuspended ActiveSuspended Not Active

Example:Issued

appSubmissionTypestringrequired

Submission method of the application

Allowed values:InternetElectronicHandwritten

Example:Electronic

policyHoldingFormstringrequired

Holding Form. It should always be Individual.

Allowed values:Individual

Example:Individual

policyHoldingStatusstring

Holding Status

Allowed values:ProposedActive

Example:Proposed

consentIndstringrequired

Consent Indicator Value. Whether the user has provided the consent for this policy or not. This value is used by the underwriting system.

Allowed values:YesNo

appStatestringrequired

State Code. The application state.

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY

Example:AL

consentIndStatestringrequired

Consented state value

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY

consentSubmissionTypestringrequired

Consented submission method of the application

Allowed values:InternetElectronicHandwritten

Example:Electronic

appFormNumberstring

Form number if applicable. The number assigned on the application form.

Example:ICC20 ABC 104_08-20

appVersionNumberstring

Form version number if applicable

Example:ICC20 ABC 104_08-20

pageLastVisitedIdstring

User Id who has accessed this page last time.

appLastUpdatedstring(date-time)

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”). Application last update date.

appExpirationDatestring(date-time)

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”). Application expiration date

marketingOptIndstring

Marketing Indicator flag used by the distributor to capture the sale scope

Allowed values:YesNo

agreeToTermsIndstring

Agreed to terms and condition or not.

Allowed values:YesNo

replacementIndicatorstringrequired

Flag to determine whether this is replacement application or not.

Allowed values:YesNoUnknown

pageIdstring

Page Identifier

Example:5f45f7b34a3eea021f2fef1c

reasonstring

Reason for declining the policy. This is needed if the policy status is declined or not taken.

overrideDecisionFlagboolean

Flag to determine override decisions. In case of true Override results is required.

overrideResultsobject
Show Child Parameters
quoteobjectrequired
Show Child Parameters
payloadobjectrequired
Show Child Parameters

Response

application/json

Created

SuccessResponse

statusCodeinteger(int32)

Example:201

timestampstring(date-time)
messagestring

Example:Request Submitted Successfully

post/bpm/newbusiness/v1/application-submission

Body

{ "eappId": "15ea7582-262f-4dfe-8a60-1e8b8e763fd4", "caseId": "CA0000005656", "correlationId": "2ad51ecf-9923-437f-a6f0-70968e464cdb", "carrier": "ABCD", "appStartDate": "appStartDate", "actionType": "Submit", "policyStatus": "Issued", "appSubmissionType": "Electronic", "policyHoldingForm": "Individual", "consentInd": "Yes", "appState": "AL", "consentIndState": "AL", "consentSubmissionType": "Electronic", "replacementIndicator": "Yes", "quote": { "quoteId": "Q332022203127424", "riskClass": "Elite Non-Tobacco" }, "payload": { "underwriting": {}, "insured": {}, "coverageDetails": {}, "payment": { "paymentMethod": "ACH", "paymentFrequency": "m", "paymentAmount": 100000 }, "bankInformation": { "bankName": "Bank of America", "accountNumber": "12345123400", "accountType": "Savings" }, "documents": [ {} ] } }
 
application/json