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New Business - Life

ExternalIllustrationPatch

object
sourcestring

Illustration Source

Allowed values:EXTERNAL

Default:EXTERNAL

Example:EXTERNAL

illustrationIdstring

Unique identifier for the illustration

Example:Q12345

customIdentifiersarray[object]
Show Child Parameters
detailsobject
Show Child Parameters
Example

illustrationDetails

object
leadIdstring

Associated lead identifier

Example:L12345

riskClassstringrequired

Risk classification for the illustration

Allowed values:ULTRANONTOBACCOELITENONTOBACCOPREFERREDNONTOBACCOSTANDARDNONTOBACCOSTANDARDTOBACCOSTANDARDAGGREGATESUBSTANDARDNONTOBACCOSUBSTANDARDTOBACCOSTANDARDPLUSNONTOBACCOPREFERREDTOBACCOSTANDARDCONVERSIONNONTOBACCOSTANDARDCONVERSIONTOBACCO

Example:ULTRANONTOBACCO

emailstring(email)

Contact email for the illustration

Example:tKU3e@example.com

statestring

Abbreviated names for states

Allowed values:ALAKAZARASAAAEAPCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTMPNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUTUMVTVAVIWAWVWIWY

Example:CA

faceAmountnumber(double)required

Face amount of the policy

>= 0

Example:100

premiumAmountnumber(double)required

Premium amount

>= 0

Example:100

paymentTermstring

Term of payment

Example:MONTHLY

premiumFrequencystring

Frequency of premium payments

Allowed values:DAILYEVERYTWOWEEKSMONTHLYSEMIANNUALQUARTERLYANNUALSINGLEPAYMENT

Example:MONTHLY

dateOfBirthstring(date)

Date (with pattern “yyyy-mm-dd”)

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:1990-01-01

ageAsOfDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:2022-01-01

genderstring

Gender of the insured

Allowed values:MALEFEMALEOTHER

Example:MALE

smokerboolean

Smoking status

healthstring

General health status

Example:Good

underwritingMethodstring

Method of underwriting

Allowed values:FULL_UNDERWRITINGSIMPLIFIED_ISSUEGUARANTEED_ISSUE

Example:SIMPLIFIED_ISSUE

issueAgestring

Age at policy issuance

Example:25

illustrationDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:2022-01-01

cashValuenumber(double)

Cash value of the policy

Example:1000

successboolean

illustration generation success indicator

Example:true

annualIncomenumber(double)

Annual income of the insured

>= 0

Example:10000

annualPolicyMgmtFeenumber(double)

Annual policy management fee

>= 0

Example:100

additionalPaymentAmountnumber(double)

Additional payment amount if any

>= 0

Example:100

pricingVersionstring

Version of pricing engine used

Example:1.0

matchVersionstring

Version of matching algorithm used

Example:1.0

matchPercentinteger

Percentage match for the illustration

>= 0<= 100

Example:90

averageMonthlyCOInumber(double)

Average monthly cost of insurance

>= 0

Example:100

firstMonthCOInumber(double)

First month’s cost of insurance

>= 0

Example:100

adminFeenumber(double)

Administrative fee

>= 0

Example:10

firstMonthSavingsnumber(double)

First month’s savings

monthlySavingsobject
Show Child Parameters
illustrationQuestionsarray[object]
Show Child Parameters
Example

illustrationDetailsPatch

object
leadIdstring

Associated lead identifier

Example:L12345

riskClassstring

Risk classification for the quote

Allowed values:ULTRANONTOBACCOELITENONTOBACCOPREFERREDNONTOBACCOSTANDARDNONTOBACCOSTANDARDTOBACCOSTANDARDAGGREGATESUBSTANDARDNONTOBACCOSUBSTANDARDTOBACCOSTANDARDPLUSNONTOBACCOPREFERREDTOBACCOSTANDARDCONVERSIONNONTOBACCOSTANDARDCONVERSIONTOBACCO

Example:ULTRANONTOBACCO

emailstring(email)

Contact email for the quote

Example:tKU3e@example.com

statestring

Abbreviated names for states

Allowed values:ALAKAZARASAAAEAPCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTMPNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUTUMVTVAVIWAWVWIWY

Example:CA

faceAmountnumber(double)

Face amount of the policy

>= 0

Example:100

premiumAmountnumber(double)

Premium amount

>= 0

Example:100

paymentTermstring

Term of payment

Example:MONTHLY

premiumFrequencystring

Frequency of premium payments

Allowed values:DAILYEVERYTWOWEEKSMONTHLYSEMIANNUALQUARTERLYANNUALSINGLEPAYMENT

Example:MONTHLY

dateOfBirthstring(date)

Date (with pattern “yyyy-mm-dd”)

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:1990-01-01

ageAsOfDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}$

Example:2022-01-01

genderstring

Gender of the insured

Allowed values:MALEFEMALEOTHER

Example:MALE

smokerboolean

Smoking status

healthstring

General health status

Example:Good

underwritingMethodstring

Method of underwriting

Allowed values:FULL_UNDERWRITINGSIMPLIFIED_ISSUEGUARANTEED_ISSUE

Example:SIMPLIFIED_ISSUE

issueAgestring

Age at policy issuance

Example:25

quoteDatestring(date-time)

Date and time in ISO-8601 format (YYYY-MM-DDTHH:mm:ss.sssZ)

Match pattern:^[0-9]{4}-[0-9]{2}-[0-9]{2}T[0-9]{2}:[0-9]{2}:[0-9]{2}(\.[0-9]+)?(Z|[+-][0-9]{2}:[0-9]{2})$

Example:2022-01-01T00:00:00.000Z

cashValuenumber(double)

Cash value of the policy

Example:1000

successboolean

Quote generation success indicator

Example:true

annualIncomenumber(double)

Annual income of the insured

>= 0

Example:10000

annualPolicyMgmtFeenumber(double)

Annual policy management fee

>= 0

Example:100

additionalPaymentAmountnumber(double)

Additional payment amount if any

>= 0

Example:100

pricingVersionstring

Version of pricing engine used

Example:1.0

matchVersionstring

Version of matching algorithm used

Example:1.0

matchPercentinteger

Percentage match for the quote

>= 0<= 100

Example:90

averageMonthlyCOInumber(double)

Average monthly cost of insurance

>= 0

Example:100

firstMonthCOInumber(double)

First month’s cost of insurance

>= 0

Example:100

adminFeenumber(double)

Administrative fee

>= 0

Example:10

firstMonthSavingsnumber(double)

First month’s savings

monthlySavingsobject
Show Child Parameters
quoteQuestionsarray[object]
Show Child Parameters
Example

Document

object
externalDocumentIdstring

External document identifier

Example:1234567890

typestring

Allowed values:NB_APPLICATIONCOST_DISCLOSURENON_CONTRACTUALAGENT_REPORTACCELERATED_BENEFIT_RIDERSURRENDER_COMPARISIONCONSENT_PAPERLESSTERMS_OF_USETERMS_CONDITIONSCHARITY_ELECTION_FORMSAUTHORIZATION_FORMSHIPPAHIV_CONSENT_FORM_ALL_STATEAMENDMENTDISCLOSURESNB_STATE_REPLACEMENT_NOTICETRUSTEE_STATEMENTTERMS_OF_USENOTICE_AND_CONSENTPRIVACY_POLICYGLBA_PRIVACY_NOTICEFCRAMIB_PRE_NOTICEID_VERIFICATION_NOTICEHIPAAACCELERATED_BENEFIT_RIDERBUYER_GUIDEILLUSTRATIONSUITABILITYAPPLICATIONSIGNED_APPLICATIONREPLACEMENTS_ACKNOWLEDGEMENT1035_EXCHANGE_SURRENDEREVIDENCE_DOCUMENTAMENDMENTELECTRONIC_FUNDS_TRANSFERSUPPLEMENTAL_APPLICATIONCONFORMING_ILLUSTRATIONSIGNED_ILLUSTRATIONOVERFLOW_ADDITIONAL_INFORMATION

Example:TERMS_OF_USE

categorystring

Example:APPLICATION

Example

DocumentPatch

object
externalDocumentIdstring

External document identifier

Example:1234567890

typestring

Allowed values:NB_APPLICATIONCOST_DISCLOSURENON_CONTRACTUALAGENT_REPORTACCELERATED_BENEFIT_RIDERSURRENDER_COMPARISIONCONSENT_PAPERLESSTERMS_OF_USETERMS_CONDITIONSCHARITY_ELECTION_FORMSAUTHORIZATION_FORMSHIPPAHIV_CONSENT_FORM_ALL_STATEAMENDMENTDISCLOSURESNB_STATE_REPLACEMENT_NOTICETRUSTEE_STATEMENTTERMS_OF_USENOTICE_AND_CONSENTPRIVACY_POLICYGLBA_PRIVACY_NOTICEFCRAMIB_PRE_NOTICEID_VERIFICATION_NOTICEHIPAAACCELERATED_BENEFIT_RIDERBUYER_GUIDEILLUSTRATIONSUITABILITYAPPLICATIONSIGNED_APPLICATIONREPLACEMENTS_ACKNOWLEDGEMENT1035_EXCHANGE_SURRENDEREVIDENCE_DOCUMENTAMENDMENTELECTRONIC_FUNDS_TRANSFERSUPPLEMENTAL_APPLICATIONCONFORMING_ILLUSTRATIONSIGNED_ILLUSTRATIONOVERFLOW_ADDITIONAL_INFORMATION

Example:TERMS_OF_USE

categorystring

Example:APPLICATION

Example