Search
K
New Business - Life

PartyOthers

object
firstNamestring

First 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

suffixstring

Suffix for given party if Applicable

Example:Sr

prefixstring

Prefix for given party if Applicable

Example:Dr

genderstring

Gender of party

Allowed values:MaleFemale

Example:Male

dobstring(date)

Date of birth of party

agenumber

Age of the party

Example:26

ssnstring

Party SSN

>= 9 characters<= 9 characters

Example:121328426

driverNumberstring

Driver license number

Example:T61217265934

driverStatestring

State Code

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY

Example:AL

noDriversLicenseIndstring

Flag for Driver License

Allowed values:YesNoUnknown

Example:No

address1string

Addres line 1

Example:Wt Road

address2string

Addres 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

birthCountrystring

Birth Country

Allowed values:AFAXALDZASADAOAIAQAGARAMANAWAUATAZBSBHBDBBBYBEBZBJBMBTBOBQBABWBVBRIOBNBGBFBICVKHCMCAKYCFTDCLCNCXCCCOKMCDCGCKCRCIHRCUCWCYCZDKDJDMDOECEGSVGQEREESZETFKFOFJFIFRGFPFTFGAGMGEDEGHGIGRGLGDGPGUGTGGGNGWGYHTHMVAHNHKHUISINIDIRIQIEIMILITJMJPJEJOKZKEKIKPKRKWKGLALVLBLSLRLYLILTLUMOMKMGMWMYMVMLMTMHMQMRMUYTMXFMMDMCMNMEMSMAMZMMNANRNPNLNCNZNINENGNUNFMPNOOMPKPWPSPAPGPYPEPHPNPLPTPRQARERORURWBLSHKNLCMFPMVCWSSMSTSASNRSSCSLSGSXSKSISBSOZAGSSSESLKSDSRSJSECHSYTWTJTZTHTLTGTKTOTTTNTRTMTCTVUGUAAEGBUMUSUYUZVUVEVNVGVIWFEHXKYEZMZWOther

Example:US

phonestring

Phone number

Example:111-111-2222

emailstring

Email Id of the party

Example:test@abc.com

emailTypestring

Type of email

Allowed values:PersonalBusiness

Example:Business

communicationPreferencestring

Communication preferences

Allowed values:MailEmailPhone

Example:Email

classificationstring

Party classification

Allowed values:IndividualBusinessTrustCorporationPartnershipOtherGroup of IndividualsEstateChild

Example:Individual

relationshipstring

Relationship with insured

Allowed values:AuntBrotherBusinessBusiness AssociateCharityChildCo-MortgagerCousinDaughterDependantDomestic PartnerEstateExecutorsFatherFianceFianceeFormer SpouseFriendGod ChildGod ParentGrandchildGrandparentGreat GrandchildGreat GrandparentLegal GuardianLife PartnerMotherNephewNieceParentParents In LawSiblingSisterSonSpouseStepfatherStepmotherTrustUncleSelfOther

Example:Father

percentagenumber(double)

Requested percentage value

Example:100

dateOfTruststring(date)

Date of trust

trusteeNamearray[object]
Show Child Parameters
stateExecutionstring

State Code

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY

Example:AL

trustBeneficiariesarray[object]
Show Child Parameters
Example
{
  "firstName": "Thomas",
  "lastName": "Lawrence",
  "middleName": "middleName",
  "name": "Thomas Lawrence",
  "suffix": "Sr",
  "prefix": "Dr",
  "gender": "Male",
  "dob": "dob",
  "age": 26,
  "ssn": "121328426",
  "driverNumber": "T61217265934",
  "driverState": "AL",
  "noDriversLicenseInd": "No",
  "address1": "Wt Road",
  "address2": "St Street",
  "city": "Test City",
  "state": "AL",
  "zip": "123456",
  "birthCountry": "US",
  "phone": "111-111-2222",
  "email": "test@abc.com",
  "emailType": "Business",
  "communicationPreference": "Email",
  "classification": "Individual",
  "relationship": "Father",
  "percentage": 100,
  "dateOfTrust": "dateOfTrust",
  "trusteeName": [
    {
      "fullName": "John Doe"
    }
  ],
  "stateExecution": "AL",
  "trustBeneficiaries": [
    {
      "fullName": "John Smith"
    }
  ]
}

PartyOwners

object
firstNamestring

First 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

suffixstring

Suffix for given party if Applicable

Example:Sr

prefixstring

Prefix for given party if Applicable

Example:Dr

genderstring

Gender of party

Allowed values:MaleFemale

Example:Male

dobstring(date)

Date of birth of party

agenumber

Age of the party

Example:26

ssnstring

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

>= 9 characters<= 9 characters

Example:121328426

driverNumberstring

Driver license number

Example:T61217265934

driverStatestring

State Code

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY

Example:AL

noDriversLicenseIndstring

Flag for Driver License

Allowed values:YesNoUnknown

Example:No

address1string

Addres line 1

Example:Wt Road

address2string

Addres 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

birthCountrystring

Birth Country

Allowed values:AFAXALDZASADAOAIAQAGARAMANAWAUATAZBSBHBDBBBYBEBZBJBMBTBOBQBABWBVBRIOBNBGBFBICVKHCMCAKYCFTDCLCNCXCCCOKMCDCGCKCRCIHRCUCWCYCZDKDJDMDOECEGSVGQEREESZETFKFOFJFIFRGFPFTFGAGMGEDEGHGIGRGLGDGPGUGTGGGNGWGYHTHMVAHNHKHUISINIDIRIQIEIMILITJMJPJEJOKZKEKIKPKRKWKGLALVLBLSLRLYLILTLUMOMKMGMWMYMVMLMTMHMQMRMUYTMXFMMDMCMNMEMSMAMZMMNANRNPNLNCNZNINENGNUNFMPNOOMPKPWPSPAPGPYPEPHPNPLPTPRQARERORURWBLSHKNLCMFPMVCWSSMSTSASNRSSCSLSGSXSKSISBSOZAGSSSESLKSDSRSJSECHSYTWTJTZTHTLTGTKTOTTTNTRTMTCTVUGUAAEGBUMUSUYUZVUVEVNVGVIWFEHXKYEZMZWOther

Example:US

identificationarray[object]
Show Child Parameters
phonestring

Phone number

Example:111-111-2222

emailstring

Email Id of the party

Example:test@abc.com

emailTypestring

Type of email

Allowed values:PersonalBusiness

Example:Business

communicationPreferencestring

Communication preferences

Allowed values:MailEmailPhone

Example:Email

classificationstring

Party classification

Allowed values:IndividualBusinessTrustCorporationPartnershipOtherGroup of IndividualsEstateChild

Example:Individual

dateOfTruststring(date)

Date of trust

trusteeNamearray[object]
Show Child Parameters
stateExecutionstring

State Code

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY

Example:AL

trustBeneficiariesarray[object]
Show Child Parameters
relationshipstring

Relationship with insured

Allowed values:AuntBrotherBusinessBusiness AssociateCharityChildCo-MortgagerCousinDaughterDependantDomestic PartnerEstateExecutorsFatherFianceFianceeFormer SpouseFriendGod ChildGod ParentGrandchildGrandparentGreat GrandchildGreat GrandparentLegal GuardianLife PartnerMotherNephewNieceParentParents In LawSiblingSisterSonSpouseStepfatherStepmotherTrustUncleSelfOther

Example:Father

Example
{
  "firstName": "Thomas",
  "lastName": "Lawrence",
  "middleName": "middleName",
  "name": "Thomas Lawrence",
  "suffix": "Sr",
  "prefix": "Dr",
  "gender": "Male",
  "dob": "dob",
  "age": 26,
  "ssn": "121328426",
  "driverNumber": "T61217265934",
  "driverState": "AL",
  "noDriversLicenseInd": "No",
  "address1": "Wt Road",
  "address2": "St Street",
  "city": "Test City",
  "state": "AL",
  "zip": "123456",
  "birthCountry": "US",
  "identification": [
    {
      "governmentIdType": "Passport",
      "governmentId": "213121414",
      "jurisdiction": "AL"
    }
  ],
  "phone": "111-111-2222",
  "email": "test@abc.com",
  "emailType": "Business",
  "communicationPreference": "Email",
  "classification": "Individual",
  "dateOfTrust": "dateOfTrust",
  "trusteeName": [
    {
      "fullName": "John Doe"
    }
  ],
  "stateExecution": "AL",
  "trustBeneficiaries": [
    {
      "fullName": "John Smith"
    }
  ],
  "relationship": "Father"
}

CoverageDetailsComplete

object
lobstring

Line of business

Allowed values:Life

Example:Life

riderIndstring

Example:Yes

productTypestring

type of product

Allowed values:Indexed Universal LifeUniversal LifeTerm

Example:Indexed Universal Life

productCodestring

Product code

Example:ABC001

faceAmountnumber

Face Amount

Example:250000

deathBenefitOptstring

Allowed values:LevelIncreasing

deathBenefitComplianceTeststring

Allowed values:Cash Value Accumulation TestGuideline Premium Test

paymentFrequencystring

Frequency of premium payment

Allowed values:mqasasp

Example:m

plannedPremiumAmountnumber(double)

Planned Premium Amount

Example:250000.12

fixedCostPeriodstring

Period information

Allowed values:1015202530

Example:20

childCoverageIndstring

Flag to indicate the child coverage

Allowed values:YesNo

childCoverageAmountnumber

Per child coverage amount. This is an optional field

Example:250000

ownersarray[object]
Show Child Parameters
agentsarray[object]
Show Child Parameters
primaryarray[object]
Show Child Parameters
contingentarray[object]
Show Child Parameters
physicianarray[object]
Show Child Parameters
payorarray[object]
Show Child Parameters
thirdPartyDesignationarray[object]
Show Child Parameters
secondaryAddresseearray[object]
Show Child Parameters
existingPolicyCoverageAmountnumber

existingPolicyCoverageAmount

Example:250000

replacementCoverageAmountnumber

replacementCoverageAmount

Example:250000

Example
{
  "lob": "Life",
  "riderInd": "Yes",
  "productType": "Indexed Universal Life",
  "productCode": "ABC001",
  "faceAmount": 250000,
  "deathBenefitOpt": "Level",
  "deathBenefitComplianceTest": "Cash Value Accumulation Test",
  "paymentFrequency": "m",
  "plannedPremiumAmount": 250000.12,
  "fixedCostPeriod": "20",
  "childCoverageInd": "Yes",
  "childCoverageAmount": 250000,
  "owners": [
    {
      "firstName": "Thomas",
      "lastName": "Lawrence",
      "middleName": "middleName",
      "name": "Thomas Lawrence",
      "suffix": "Sr",
      "prefix": "Dr",
      "gender": "Male",
      "dob": "dob",
      "age": 26,
      "ssn": "121328426",
      "driverNumber": "T61217265934",
      "driverState": "AL",
      "noDriversLicenseInd": "No",
      "address1": "Wt Road",
      "address2": "St Street",
      "city": "Test City",
      "state": "AL",
      "zip": "123456",
      "birthCountry": "US",
      "identification": [
        {
          "governmentIdType": "Passport",
          "governmentId": "213121414",
          "jurisdiction": "AL"
        }
      ],
      "phone": "111-111-2222",
      "email": "test@abc.com",
      "emailType": "Business",
      "communicationPreference": "Email",
      "classification": "Individual",
      "dateOfTrust": "dateOfTrust",
      "trusteeName": [
        {
          "fullName": "John Doe"
        }
      ],
      "stateExecution": "AL",
      "trustBeneficiaries": [
        {
          "fullName": "John Smith"
        }
      ],
      "relationship": "Father"
    }
  ],
  "agents": [
    {
      "firstName": "Thomas",
      "lastName": "Lawrence",
      "middleName": "middleName",
      "name": "Thomas Lawrence",
      "externalId": "PG000001",
      "agentDistributorChannel": "CAS",
      "licenseNumber": "19584368",
      "brokerName": "ABC Company",
      "brokerExternalid": "12324234",
      "taxIdType": "P",
      "taxId": "123456789",
      "npn": "1223435346",
      "parentNpn": "1242353455",
      "dateOfTrust": "dateOfTrust",
      "parentTaxId": "1242353455",
      "type": "Agent",
      "solicitingServiceIndicator": true,
      "agentPercent": 100,
      "classification": "Individual"
    }
  ],
  "primary": [
    {
      "firstName": "Thomas",
      "lastName": "Lawrence",
      "middleName": "middleName",
      "name": "Thomas Lawrence",
      "suffix": "Sr",
      "prefix": "Dr",
      "gender": "Male",
      "dob": "dob",
      "age": 26,
      "ssn": "121328426",
      "driverNumber": "T61217265934",
      "driverState": "AL",
      "noDriversLicenseInd": "No",
      "address1": "Wt Road",
      "address2": "St Street",
      "city": "Test City",
      "state": "AL",
      "zip": "123456",
      "birthCountry": "US",
      "phone": "111-111-2222",
      "email": "test@abc.com",
      "emailType": "Business",
      "communicationPreference": "Email",
      "classification": "Individual",
      "relationship": "Father",
      "percentage": 100,
      "dateOfTrust": "dateOfTrust",
      "trusteeName": [
        {
          "fullName": "John Doe"
        }
      ],
      "stateExecution": "AL",
      "trustBeneficiaries": [
        {
          "fullName": "John Smith"
        }
      ]
    }
  ],
  "contingent": [
    {
      "firstName": "Thomas",
      "lastName": "Lawrence",
      "middleName": "middleName",
      "name": "Thomas Lawrence",
      "suffix": "Sr",
      "prefix": "Dr",
      "gender": "Male",
      "dob": "dob",
      "age": 26,
      "ssn": "121328426",
      "driverNumber": "T61217265934",
      "driverState": "AL",
      "noDriversLicenseInd": "No",
      "address1": "Wt Road",
      "address2": "St Street",
      "city": "Test City",
      "state": "AL",
      "zip": "123456",
      "birthCountry": "US",
      "phone": "111-111-2222",
      "email": "test@abc.com",
      "emailType": "Business",
      "communicationPreference": "Email",
      "classification": "Individual",
      "relationship": "Father",
      "percentage": 100,
      "dateOfTrust": "dateOfTrust",
      "trusteeName": [
        {
          "fullName": "John Doe"
        }
      ],
      "stateExecution": "AL",
      "trustBeneficiaries": [
        {
          "fullName": "John Smith"
        }
      ]
    }
  ],
  "physician": [
    {
      "firstName": "Thomas",
      "lastName": "Lawrence",
      "middleName": "middleName",
      "name": "Thomas Lawrence",
      "suffix": "Sr",
      "prefix": "Dr",
      "gender": "Male",
      "dob": "dob",
      "age": 26,
      "ssn": "121328426",
      "driverNumber": "T61217265934",
      "driverState": "AL",
      "noDriversLicenseInd": "No",
      "address1": "Wt Road",
      "address2": "St Street",
      "city": "Test City",
      "state": "AL",
      "zip": "123456",
      "birthCountry": "US",
      "phone": "111-111-2222",
      "email": "test@abc.com",
      "emailType": "Business",
      "communicationPreference": "Email",
      "classification": "Individual",
      "relationship": "Father",
      "percentage": 100,
      "dateOfTrust": "dateOfTrust",
      "trusteeName": [
        {
          "fullName": "John Doe"
        }
      ],
      "stateExecution": "AL",
      "trustBeneficiaries": [
        {
          "fullName": "John Smith"
        }
      ]
    }
  ],
  "payor": [
    {
      "firstName": "Thomas",
      "lastName": "Lawrence",
      "middleName": "middleName",
      "name": "Thomas Lawrence",
      "suffix": "Sr",
      "prefix": "Dr",
      "gender": "Male",
      "dob": "dob",
      "age": 26,
      "ssn": "121328426",
      "driverNumber": "T61217265934",
      "driverState": "AL",
      "noDriversLicenseInd": "No",
      "address1": "Wt Road",
      "address2": "St Street",
      "city": "Test City",
      "state": "AL",
      "zip": "123456",
      "birthCountry": "US",
      "identification": [
        {
          "governmentIdType": "Passport",
          "governmentId": "213121414",
          "jurisdiction": "AL"
        }
      ],
      "phone": "111-111-2222",
      "email": "test@abc.com",
      "emailType": "Business",
      "communicationPreference": "Email",
      "classification": "Individual",
      "dateOfTrust": "dateOfTrust",
      "trusteeName": [
        {
          "fullName": "John Doe"
        }
      ],
      "stateExecution": "AL",
      "trustBeneficiaries": [
        {
          "fullName": "John Smith"
        }
      ],
      "relationship": "Father"
    }
  ],
  "thirdPartyDesignation": [
    {
      "firstName": "Thomas",
      "lastName": "Lawrence",
      "middleName": "middleName",
      "name": "Thomas Lawrence",
      "suffix": "Sr",
      "prefix": "Dr",
      "gender": "Male",
      "dob": "dob",
      "age": 26,
      "ssn": "121328426",
      "driverNumber": "T61217265934",
      "driverState": "AL",
      "noDriversLicenseInd": "No",
      "address1": "Wt Road",
      "address2": "St Street",
      "city": "Test City",
      "state": "AL",
      "zip": "123456",
      "birthCountry": "US",
      "phone": "111-111-2222",
      "email": "test@abc.com",
      "emailType": "Business",
      "communicationPreference": "Email",
      "classification": "Individual",
      "relationship": "Father",
      "percentage": 100,
      "dateOfTrust": "dateOfTrust",
      "trusteeName": [
        {
          "fullName": "John Doe"
        }
      ],
      "stateExecution": "AL",
      "trustBeneficiaries": [
        {
          "fullName": "John Smith"
        }
      ]
    }
  ],
  "secondaryAddressee": [
    {
      "firstName": "Thomas",
      "lastName": "Lawrence",
      "middleName": "middleName",
      "name": "Thomas Lawrence",
      "suffix": "Sr",
      "prefix": "Dr",
      "gender": "Male",
      "dob": "dob",
      "age": 26,
      "ssn": "121328426",
      "driverNumber": "T61217265934",
      "driverState": "AL",
      "noDriversLicenseInd": "No",
      "address1": "Wt Road",
      "address2": "St Street",
      "city": "Test City",
      "state": "AL",
      "zip": "123456",
      "birthCountry": "US",
      "phone": "111-111-2222",
      "email": "test@abc.com",
      "emailType": "Business",
      "communicationPreference": "Email",
      "classification": "Individual",
      "relationship": "Father",
      "percentage": 100,
      "dateOfTrust": "dateOfTrust",
      "trusteeName": [
        {
          "fullName": "John Doe"
        }
      ],
      "stateExecution": "AL",
      "trustBeneficiaries": [
        {
          "fullName": "John Smith"
        }
      ]
    }
  ],
  "existingPolicyCoverageAmount": 250000,
  "replacementCoverageAmount": 250000
}

Underwriting

object
decisionstring

Underwriting decision

Allowed values:ApprovedPending DecisionPending ReviewDeclinedRisk Not Acceptable

totalReplacementCoverageAmtnumber

Total replacement coverage amount

Example:250000

statusstring

Status of UW case

Allowed values:CLEAN_CASEDECLINEDMODIFIEDADVERSEN/A

issuedAsAppliedIndstring

Indicator flag to specify as no change

Allowed values:YesNoUnknown

underwritingRiskClassstring

Risk Class Configured at Underwriting System.

Allowed values:Elite Non-TobaccoPreferred Non-TobaccoStandard Non-TobaccoStandard TobaccoStandard AggregateSubstandard Non-TobaccoSubstandard Tobacco

Example:Elite Non-Tobacco

decisionRiskClassstring

Decision Risk Class

Allowed values:Elite Non-TobaccoPreferred Non-TobaccoStandard Non-TobaccoStandard TobaccoStandard AggregateSubstandard Non-TobaccoSubstandard Tobacco

Example:Elite Non-Tobacco

underwritingMethodstring

Underwriting methods

Allowed values:FULL_UNDERWRITINGATTESTATION_VALIDATIONADDITIONAL_UNDERWRITINGSIMPLIFIED_UNDERWRITINGREDUCED_UNDERWRITING

tobaccoPremiumBasisstring

Premium basis

Allowed values:SmokerNon-Smoker

tableRatingstring

Table rating from Underwriting System.

Allowed values:ABCDEFGH

Example:A

permFlatExtraAmtnumber

Extra Amount

Example:250000

tempFlatExtraAmtnumber

Temporary extra amount

Example:250000

flatExtrasDurationnumber

extra duration

Example:250000

approvedFaceAmountnumber

Approved Face Amount

Example:250000

approvedMaxFaceAmountnumber

Approved Maximum Face Amount

Example:250000

UnderwritingResultarray[object]
Show Child Parameters
Example
{
  "decision": "Approved",
  "totalReplacementCoverageAmt": 250000,
  "status": "CLEAN_CASE",
  "issuedAsAppliedInd": "Yes",
  "underwritingRiskClass": "Elite Non-Tobacco",
  "decisionRiskClass": "Elite Non-Tobacco",
  "underwritingMethod": "FULL_UNDERWRITING",
  "tobaccoPremiumBasis": "Smoker",
  "tableRating": "A",
  "permFlatExtraAmt": 250000,
  "tempFlatExtraAmt": 250000,
  "flatExtrasDuration": 250000,
  "approvedFaceAmount": 250000,
  "approvedMaxFaceAmount": 250000,
  "UnderwritingResult": [
    {
      "description": "Scuba diving deeper than 130 feet",
      "reasonCode": "LN"
    }
  ]
}

UnderwritingResult

object
descriptionstring

Result description

Example:Scuba diving deeper than 130 feet

reasonCodestring

Reason code

Allowed values:AppMMLNExam OneMIBEIS

Example:LN

Example
{
  "description": "Scuba diving deeper than 130 feet",
  "reasonCode": "LN"
}