TaxInfo
objectCurrent Contribution Amount
Prior Contribution Amount
tax year
Example:2025
Total Cost basis amount
Pre Tefra basis amount
Post Teefra basis amount
Post 88 Amount
Payouts
objectAllowed values:LIFEONLYJLONLYPCACLWPCLWCR
Example:LIFEONLY
Lives Type
Example:Single
Primary Survivor Adjustment Type
Primary Survivor Adjustment Percent
Example:100
Joint Survivor Adjustment Type
Joint Survivor Adjustment Percent
Example:100
Allowed values:DLYBIWKLYMNTHLYSEMIANNQTRLYANNUALSNGLPMTBIMNTHLY
Example:DLY
Certain Period Qualifier
Example:A
Certain Period
Example:1
Date (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
Example:1000
DocumentInformation
objectUnique 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. For Orion - Accept integers upto 15 digits
Example:XXXXEDJ041120240000000001
Version for that case - 3 digits, incremental if same case if submitted more than once in case of errors. For Orion - Accept integers upto 15 digits
Example:000
e-App submitted date to Zinnia (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
Example:1
Show Child Parameters
DocumentDetail
objectUnique Identifier for the individual document. Duplicate document Ids will be rejected.
Example:0ca10708-4b53-464c-b745-355c8f6f0edb
Base 64 encoded binary stream
Example:SGVsbG8gV29ybGQ=
Unique ID for a Form
Example:FR2279
Unique Name for a form
Example:Fixed Annuity Order Entry Cover Sheet
Category of the document as per OnBase system
Example:NB Supporting Document
Type of file
Allowed values:pdf
Example:pdf