InitialPurchases
objectTotal Gross Amount
Example:238500
Total Net Amount
Show Child Parameters
Funds
objectZinnia will provide specific account code for individual funds per Product
Type of the Amount
Allowed values:PD
Features
objectFeature ID will be provided by Zinnia for the respective Products
Feature Sub ID will be provided by Zinnia for the respective Products
Roles
objectRole type
Allowed values:38360-1-2-3-4-5-6-7-8-9-10-11-12-13-14-15-16-17-18-19-20-21-22-23-24-25-26-50-51-60-70-71-72-80-81-82-83-84-85-86-87-88-89-90-91-999
Example:0
Role Option associated with the respective Role Type
Allowed values:-6-5-101234567
Allowed values:YN
Allowed values:COINOTTRUG
First name of the party role
Example:firstName when name type is Natural/Individual
Moddle name of the party role
Example:B
Last name of the party role
Example:Doe
Prefix
Example:Dr
Suffix
Example:Sr
Date of birth of party role. Applicable in case of Individual. (with pattern “yyyy-mm-dd”). Regex Expression ^\d{4}-((0\d)|(1[012]))-(([012]\d)|3[01])$.
Example:2023-12-19
Any one of the possible value for the gender.
Allowed values:MFO
9 digit Social Security number
Match pattern:\d{9}
>= 9 characters<= 9 characters
Example:123456789
CRD number for the party role, used as Agent Identifier.
Example:when party is an agent and one of the agent specific identifier in MCS is mandatory
NPN number for the agent, used as Agent Identifier.
Example:when party is an agent and one of the agent specific identifier in MCS is mandatory
Distributor assigned Id for an agent, used as Agent Identifier.
Example:when party is an agent and one of the agent specific identifier in MCS is mandatory
Internal identifier assigned to the agent by carrier, used as Agent Identifier.
Example:when party is an agent and one of the agent specific identifier in MCS is mandatory
Unique number assigned by the MCS system, used as Agent Identifier.
Example:when party is an agent and one of the agent specific identifier in MCS is mandatory
Show Child Parameters
Relationship code
Allowed values:-99912345678910111213141516171819202122232425100101102103104105106
Show Child Parameters
Type of trust & TrustType is required when the role is a trust
Allowed values:12
Example:1
eDelivery is required/not for the role
Allowed values:YN
Email for associated party
Example:email when eDelivery is 'Y'
Show Child Parameters
Date of Death. (with pattern “yyyy-mm-dd”). Regex Expression ^\d{4}-((0\d)|(1[012]))-(([012]\d)|3[01])$.
SpecialPrograms
objectspecialProgramType selected
Allowed values:01234568910
Example:0
Effective date of Special program
Frequency of special program
Allowed values:AMQSW24T910
amountType of special program
Allowed values:-101234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556
Stores the allocated percent to the specific fund
Distribution Code
Allowed values:123456789ADEFGHJLMPRSAAABAC2G4G4HADAEAFAGAHAKTNZAZBZCZDZEZFZGZHZIZJZKZLZMZNZOZPZQZRZSZTZVZU6AALAMW
Specifies how many times special program will be run
Example:5
Show Child Parameters
Show Child Parameters
Allowed values:0123456789
Derived by Zinnia
Derived by Zinnia