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New Business - Life

Agent

object
firstNamestringrequired

First Name of the party

Example:Thomas

lastNamestringrequired

Last Name of the the party

Example:Lawrence

middleNamestring

Middle name of the party

namestring

Full name of the party.

Example:Thomas Lawrence

externalIdstringrequired

Agent External id

Example:PG000001

agentDistributorChannelstringrequired

Agent Distribution Channel

Example:CAS

licenseNumberstringrequired

Agent license Number

Example:19584368

brokerNamestringrequired

Name of broker firm

Example:ABC Company

brokerExternalidstring

Broker External Id

Example:12324234

taxIdTypestring

Type of Tax Id. P means Individual and C means Corporate

Allowed values:PC

Example:P

taxIdstringrequired

Agent tax Id

Example:123456789

npnstring

NPN of the agent

Example:1223435346

parentNpnstring

Parent entity NPN number

Example:1242353455

dateOfTruststring(date)

Date of trust

parentTaxIdstring

Parent taxId

Example:1242353455

typestring

Allowed values:AgentPrimary Writing AgentAdditional Writing AgentPrimary Servicing AgentAdditional Servicing AgentGeneral Agent

solicitingServiceIndicatorbooleanrequired

if the agent is servicing agent send the flag as True else false

Example:true

agentPercentnumberrequired

Agent percent

Example:100

classificationstringrequired

Party classification

Allowed values:IndividualBusinessTrustCorporationPartnershipOtherGroup of IndividualsEstate

Example:Individual

Example

Riders

object
typestring

Riders Code

Allowed values:Rider_ABRTRMRider_CTRRider_ABRCHRRider_ADRRider_WPRRider_CGRRider_GIBRRider_OPRRider_OWDRRider_WDRRider_NHRRider_ABRCRI

approvedRiderFaceAmountMaximumnumber

Rider current amount

Example:100000

Example

RidersPatch

object
codestring

Riders Code

Allowed values:Rider_ABRTRMRider_CTRRider_ABRCHRRider_ADRRider_WPRRider_CGRRider_GIBRRider_OPRRider_OWDRRider_WDRRider_NHRRider_ABRCRI

amountnumber

Rider current amount

Example:100000

Example

PolicyDecisionRequest

object
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

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:CarrierName1

customerIdstring

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

Example:0017b0000102A1UAAU

idpUserIdstring

Example:abc

appStartDatestring(date-time)

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

actionTypestring

To update the application, actionType would be - Update

Allowed values:CreateUpdateSubmit

Example:Update

policyStatusstring

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

appSubmissionTypestring

Submission method of the application

Allowed values:InternetElectronicHandwritten

Example:Electronic

policyHoldingFormstring

Holding Form. It should always be Individual.

Allowed values:Individual

Example:Individual

policyHoldingStatusstring

Holding Status

Allowed values:ProposedActive

Example:Proposed

consentIndstring

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

appStatestring

State Code

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWYGUPR

Example:AL

consentIndStatestring

Consented state value

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY

consentSubmissionTypestring

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
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Example

UnderwritingRequest

object
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
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payloadobject
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Example