Email address of associated party
Example:abc@zinnia.com
This field captures the type of email address like business or personal email.
Allowed values:BUSINESSPERSONAL
CasePayload
objectZinnia Unique Identifier for a case.[Derived by Zinnia]. This is required for Paper Apps, not eApps and will be sent via Orion Application.
Zinnia Unique Identifier for a case.[Derived by Zinnia]. This is not required for Paper Apps , only eApps.
Example:0ca10708-4b53-464c-b745-355c8f6f0edb
Show Child Parameters
Show Child Parameters
Show Child Parameters
Any OfAll the party role should be explicitly send in the party object.
Show Child Parameters
ApplicationV3
objectZinnia Unique idenitifer for a case. [Derived by Zinnia]
Unique Identifier against an e-App application. First 4 letters represent the receiving company, next 3 letters represent the firm, next 8 positions represent the date eApp is submitted, next 10 positions represents the sequential number of the eApps from the eApp instance.
Application identifier assigned by an external vendor or partner system.
Version for that case - 3 digits, incremental if same case if submitted more than once in case of errors.
Flag indicating whether the contract is a Qualified Longevity Annuity Contract (QLAC).
Allowed values:YESNO
Example:YES
Indicator identifying whether the address is subject to OFAC review or screening.
Allowed values:YESNO
Time when the case is received within ETP
Example:2025-06-26T00:00:00Z
Show Child Parameters
To determine whether the request is via eApp or Paper App
Allowed values:ELECTRONICPAPER
Example:ELECTRONIC
Indicates whether the applicant has existing life insurance or annuity policies. Valid values are Yes, No, or Unknown.
Example:YES
County where the application was signed by the customer.
The NSCC assigned membership ID for the firm initiating the transactions.Only applicable for DTCC cases.
Name of the Submitter (Settling Firm).Only applicable for DTCC cases.
Identifier assigned by a clearing firm/service provider to a firm that clears business through them.Only applicable for DTCC cases.
Name of associated firm.Only applicable for DTCC cases.
An identifer that represents Transmitting Company which is of 4 char.
Transmitting Company Name
Example:FIRELIGHT
Name of the U.S. insurance company that is issuing the policy. [Derived by Zinnia]
Carrier Id is DTCC part id for a given insurance carrier such as 4527, 0015.
9 digit Tax ID in MCS [Zinnia Commission System] that belongs to the Firm. firmExternalId or firmTaxId or firmNPN is mandatory.
NPN in MCS [Zinnia Commission System] that belongs to the Firm. firmExternalId or firmTaxId or firmNPN is mandatory.
External ID in MCS [Zinnia Commission System] that belongs to the Firm. firmExternalId or firmTaxId or firmNPN is mandatory.
Indicates whether the application is submitted as an exchange or replacement of an existing policy.
Indicator showing whether the application meets qualification requirements.
Allowed values:Q401KSOLO401KHEALTHREIMBURSEMENT501C9Q457BHR10KEOGHINHERITEDINDIVIDUALRETIREMENTACCOUNTNONQUALIFIEDSTRETCHINHERITEDROTHINDIVIDUALRETIREMENTACCOUNTINDIVIDUALRETIREMENTACCOUNTREGULARINDIVIDUALRETIREMENTACCOUNTROLLOVERNONQUALIFIEDPENSIONPLANSALARYREDUCTIONSIMPLIFIEDEMPLOYEEPENSIONSIMPLIFIEDEMPLOYEEPENSIONINDIVIDUALRETIREMENTACCOUNTINDIVIDUALRETIREMENTACCOUNTSPOUSALINDIVIDUALRETIREMENTACCOUNTTRANSFERCASHBALANCEPLANDEFINEDCONTRIBUTIONSCASHBALANCEPLANDEFINEDBENEFITSOLODEFINEDBENEFITQ403BQ401GFORMERLY403GQ412IPLANINDIVIDUALRETIREMENTACCOUNTSIMPLEROTHINDIVIDUALRETIREMENTACCOUNTROTH401KROTH403BEDUCATIONALINDIVIDUALRETIREMENTACCOUNTPROFITSHARINGPLANMONEYPURCHASEPLANWELFAREBENEFITPLAN419PLANLONGTERMCARE7702BNOUNITEDSTATESTAXATIONUSEDFOROFFSHOREPRODUCTSQ401ATEXASOPTIONALRETIREMENTPROGRAMTARGETBENEFITPLANQ403BTRANSFERSONLYROTH457CUSTODIALINDIVIDUALRETIREMENTACCOUNTCUSTODIALROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALROLLOVERINDIVIDUALRETIREMENTACCOUNTCONVERTEDROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALINHERITEDINDIVIDUALRETIREMENTACCOUNTCUSTODIALINHERITEDROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALSPOUSEINDIVIDUALRETIREMENTACCOUNTCUSTODIALINDIVIDUALRETIREMENTACCOUNTSIMPLIFIEDEMPLOYEEPENSIONQUALIFIEDUNIFORMGIFTSORTRANSFERSTOMINORACTCONVERTEDINDIVIDUALRETIREMENTACCOUNTCORPORATEPENSIONGROUPTAXSHELTEREDANNUITYCORPORATEDEFERREDCOMPENSATION404QN457BCONVERTEDSPOUSALCUSTODIAL
Flag indicating whether an application is associated with custodian or not.
Allowed values:YESNO
Example:YES
Commission option value provided by Zinnia for the applicable product. This value is used to determine agent commissions.
Client account identifier used by the distributor.
Indicator that a suitability review is required or has been performed.
Allowed values:YESNO
Example:YES
Show Child Parameters
Attachment
objectMethod used to capture the customer’s signature (e.g., electronic, wet)
Allowed values:NONEVOICESIGNATUREPADWETSIGNATURESCANNEDBIOMETRICCLICKTHROUGH
documentControlNumber is an NSCC data point, Will be derived by Zinnia.
Total Attachment Count expected in Attachment payload
Illustrations
objectUnique identifier assigned to a quote for tracking and reference purposes.
State in which the product solicitation occurred.
Date on which the product was solicited or offered to the customer
Date on which the quoted rates or terms become effective
Date on which the quoted rates or terms ends