Zinnia New Business Annuity API

{ "caseId": "CA0123456789", "correlationId": "0ca10708-4b53-464c-b745-355c8f6f0edb", "application": { "key": "435232", "appId": "XXXXEDJ041120240000000001", "vendorAppId": "XXXXEDJ041120240000000001", "versionNumber": "000", "qlacIndicator": "YES", "dateQualifiers": { "applicationDate": "2025-10-22", "initialSubmitDate": "2025-10-22", "applicationReceivedDate": "2023-12-19", "clientAgreementDate": "2023-12-19", "agentSubmitDate": "2023-12-19", "ownerSignedDate": "2023-12-19", "jointOwnerSignedDate": "2023-12-19", "annuitantSignedDate": "2023-12-19", "jointAnnuitantSignedDate": "2023-12-19", "trusteeSignedDate": "2023-12-19", "primaryAgentSignedDate": "2023-12-19", "beneficiarySignedDate": "2023-12-19", "spouseSignedDate": "2023-12-19" }, "submissionType": "ELECTRONIC", "customerOtherProductsAnswer": "YES", "applicationSignedCounty": "Dade", "submitterNsccId": "6407", "submitterNsccName": "ADVISOR EXCEL", "associatedFirmId": "1234", "associatedFirmName": "LPL", "vendorId": "1234", "vendorName": "FIRELIGHT", "carrierName": "USAA", "firmExternalId": "Q01530", "firmTaxId": "123456789", "firmNPN": "294128", "replacementIndicator": true, "qualificationType": "Q401K", "custodial": "YES", "commissionOption": "STD", "brokerageIdentificationNumber": "12345", "suitabilityAppIndicator": "YES", "attachment": [ { "signatureMethod": "SIGNATUREPAD", "documentControlNumber": "14124235235", "totalAttachmentCount": "2" } ] }, "illustrations": { "solicitationState": "AA", "solicitationDate": "2025-10-22", "quoteStartDate": "2025-10-22", "quoteEndDate": "2025-10-22", "quoteId": "525262" }, "policy": { "policyNumber": "76488683213", "planCode": "IU0101", "productCusip": "43241124", "productType": "ANNUITY", "policyStatus": "PENDING", "policyEffectiveDate": "2025-10-22", "issueState": "TN", "issueCountry": "US", "initialPurchase": { "grossAmount": 43546, "netAmount": 22334, "payment": [ { "paymentId": "1", "referenceNumber": "13486821", "netAmount": "43546.00", "grossAmount": "22334.00", "method": "CREDITCARD", "withdrawalIndicator": "FULL", "partialWithdrawType": "SPECIFIEDAMOUNTWITHDRAWAL", "surrenderingDateInstruction": "UPONRECEIPT", "frequency": "DAILY", "paymentDate": "2025-05-27", "draftDate": "2025-05-27", "externalTransactionId": "A12345", "externalArrangementId": "B45678", "automaticPayment": true, "premType": "DIRECTROLLOVER", "currentAlloc": "YES", "waivePremium": "0", "distributorId": "12344", "party": [ "5f8f2f5c-6c3b-4e3b-8f2f-5c6c3b4e3b8f" ], "taxInfo": { "currentContribAmount": 22334, "priorContribAmount": 22334, "taxYear": "2025", "totalBasis": 0, "pretefraBasis": 0, "posttefraBasis": 0, "post88Amount": 22334 }, "policyHistory": { "previousPolicyNumber": "55852164", "emailId": "abc@gmail.com", "carrier": "New York Life", "useExistingPolicyFunds": true, "amount": 22334, "status": "ACTIVE", "replacementCoverageAmount": 22334, "issueDate": "2025-08-29", "productType": "ANNUITY", "productSubType": "DISABILITY", "exchangeType": "EXTERNAL1035", "taxId": "AAA-GG-SSSS", "originalCostBasis": "1000", "applyRateLock": "YES", "priorEstTransValue": 0, "priorCarrierProcessLocation": "ABC123DEF4", "addressDetail": { "addressType": "MAILING", "addressLine1": "123 Main St", "addressLine2": "Apt 4B", "addressLine3": "Near Apollo", "city": "Topeka", "state": "TN", "zipCode": "66675", "country": "US" }, "qualificationType": "INDIVIDUALRETIREMENTACCOUNTREGULAR", "mecIndicator": "NO", "internalExcInd": "YES", "exchangeDate": "2025-10-17" }, "bankInformation": { "bankId": "456456465", "nameOnAccount": "abc", "accountStatus": "Active", "accountNumber": "****2456", "routingNumber": "789167934", "accountType": "SAVINGS", "ibaNumber": "123456789", "abaNumber": "123456789", "bankName": "XYZ Branch", "address": { "addressType": "RESIDENCE", "addressLine1": "123 Main St", "addressLine2": "Apt 4B", "addressLine3": "Near Apollo", "city": "San Francisco", "state": "AL", "zipCode": "94105", "zipCodeExt": "4465", "country": "US" } } } ] }, "feature": [ { "featureCode": "ABC0000000", "featureName": "Auto Payment", "featureStartDate": "2023-12-19", "featureProcessDay": "FIRST", "featureDuration": "30", "featureDurationType": "DAYS", "featureFrequency": "WEEKLY", "featureValue": "22334.00", "featureValueType": "AMOUNT", "taxWithholdingIndicator": "YES", "taxFilingStatus": "MARRIED", "withholding": { "withAmount": 22334, "withAmountDesc": "EXTRASTEP4C", "withAmountType": "PERCENTAGE", "withAuthority": "FEDERAL" }, "fund": [ { "srcFundCode": "ABC000", "srcFundAllocAmt": 50, "srcFundAllocPercent": 50, "srcTargetFundCode": "ABC000", "srcTargetFundAllocAmt": 50, "srcTargetFundAllocPercent": 50 } ], "payment": [ { "amountType": "PERCENTAGE", "amount": 22334, "method": "CREDITCARD", "grossNetInd": "NET", "accountType": "CHECKING", "abaNumber": "123456789", "bankName": "ABC Bank", "accountNumber": "1000000000", "payeeContractEntRelationPtr": "124124" } ], "payouts": { "payoutOption": "LIFEONLY", "livesType": "Single", "primarySurvivorAdjType": "string", "primarySurvivorAdjPct": "100", "jointSurvivorAdjType": "string", "jointSurvivorAdjPct": "100", "annuityFrequencyCode": "MONTHLY", "certainPeriodQualifier": "ANNUAL", "certainPeriod": "1", "payoutStartDate": "2023-12-19", "fixedPaymentAmount": "1000" } } ], "fundDetails": [ { "fundType": "FIXED", "fundCode": "GDGE123", "fundName": "Fixed Account", "allocationType": "PERCENTAGE", "allocationTypeValue": "238500.50" } ] }, "parties": [ { "partyType": "INDIVIDUAL", "personalInformation": { "firstName": "Aura", "middleName": "Smith", "lastName": "Monroe", "fullName": "Edward Jones", "prefix": "DR.", "suffix": "Sr", "dateOfBirth": "2000-02-02", "gender": "FEMALE", "birthSex": "FEMALE", "birthState": "AL", "birthCountry": "US", "citizenCountry": "US" }, "partyId": "3f2504e0-4f89-11d3-9a0c-0305e82c3301", "partyCommunication": "EMAIL", "eDelivery": "YES", "partyRole": "INSURED", "signatures": [ { "date": "2026-07-01", "city": "Sacramento", "state": "CA" } ], "partyPercentage": "50.00", "contractEntRelationPtr": "124124", "revocabilityCode": "IRREVOCABLE", "benedistribOption": "EQUAL", "decedentDob": "2023-12-19", "trustDate": "2023-12-19", "dod": "2023-12-19", "authType": "ASSETALLOCATION", "authMode": "PHONE", "relationship": "FATHER", "identifiers": [ { "type": "SSN", "value": "123456789" } ], "address": { "preferredAddressId": "33f206dc-71f4-485f-ad85-5fd25b4fad5f", "addresses": [ { "addressId": "c6de7205-8f10-4e09-8321-a1f6159790e3", "addressType": "RESIDENCE", "addressLine1": "19 RED RIVER CT", "addressLine2": "Apt 4B", "city": "SACRAMENTO", "state": "AL", "zipCode": "95831", "zipCodeExt": "4465", "country": "US", "foreignAddressInd": "YES" } ] }, "phoneNumber": { "preferredPhoneId": "07f1828e-1cd0-4333-a6c5-360beffce75a", "phoneNumbers": [ { "phoneId": "07f1828e-1cd0-4333-a6c5-360beffce75a", "type": "MOBILE", "countryCode": "1", "areaCode": "234", "dialNumber": "5678900", "extension": "1234", "bestTime": "Morning", "timezone": "EST", "zip": "10100", "zipSuffix": "1010" } ] }, "email": { "preferredEmailId": "61dd39a5-0b9f-48a8-9a56-e4eca6186c05", "emails": [ { "id": "61dd39a5-0b9f-48a8-9a56-e4eca6186c05", "type": "PERSONAL", "emailAddress": "rishal.srivastava@zinnia.com" } ] } } ] }