--- title: "InitialPurchase" url: "https://developers.zinnia.com/apis/new-business-annuity/versions/45a989ab-c3aa-4f85-8f67-f05c41747ed7/schemas/InitialPurchase" --- > Full API specification: https://developers.zinnia.com/apis/new-business-annuity/versions/45a989ab-c3aa-4f85-8f67-f05c41747ed7.md # InitialPurchase ## OpenAPI definition ```yaml openapi: 3.1.0 info: title: Zinnia New Business Annuity API version: 0.6.0 servers: - url: https://qa.api.zinnia.io description: QA Environment - url: https://dev.api.zinnia.io description: DEV Environment - url: https://uat.api.zinnia.io description: UAT Environment - url: https://api.zinnia.io description: PROD Environment components: schemas: Payment: type: object required: - id - paymentMethod - moneySource - grossAmount - netAmount - currentAlloc properties: id: type: string description: Unique Id to tag to respective payment records. Duplicate Ids will be rejected. example: payment_1 paymentMethod: type: string description: Payment methods enum: - CHK - WIRE - EXCREP - CREDITCARD - ACH - DTCC example: CHK grossAmount: format: double type: number description: Gross Amount for the individual payment example: 238500.5 netAmount: format: double type: number description: Net Amount for the individual payment example: 0 taxInfo: $ref: "#/components/schemas/TaxInfo" currentAlloc: type: string description: Funds to be considered for Future Allocations or not enum: - YES - NO example: YES waivePremium: format: int32 type: integer description: waivePremium example: 0 distributorId: type: string description: This is same as Tracking ID.If there are multiple payments, first payment distributorId will be the TrackingID. This unique system generated number is assigned by the B/D system and sent with each premium to the NSCC, to send to the Insurance Company. This number is assigned by the broker dealer, by which the premium can be located. Required for clearing house and detail level transactions. Broker/dealer would expect this back for chargebacks, reversals, etc. Can be returned on the "FAR" and the "COM" by the insurance carrier to identify the transaction processed. exchangeReplace: $ref: "#/components/schemas/ExchangeReplace" TaxInfo: type: object properties: currentContribAmount: format: double type: number description: Current Contribution Amount example: 0 priorContribAmount: format: double type: number description: Prior Contribution Amount example: 0 taxYear: type: string description: tax year example: "2025" totalBasis: format: double type: number description: Total Cost basis amount example: 0 pretefraBasis: format: double type: number description: Pre Tefra basis amount example: 0 posttefraBasis: format: double type: number description: Post Teefra basis amount example: 0 post88Amount: format: double type: number description: Post 88 Amount example: 0 ExchangeReplace: type: object description: For any payment that is a replacement/exchange required: - productType - companyName - type - address - amountRequested - signedDate - sourcePolicyNumber - previousPlanType - applyRateLock - rateLockStartDate - replacementIndicator - advanceCommission properties: productType: type: string description: Exchange policy product type enum: - ANNUITY - LIFE - BROKERAGE - CASH example: ANNUITY companyName: type: string description: Name of the Company example: ABC taxId: type: string pattern: \d{9} description: Company Tax ID minLength: 9 maxLength: 9 example: "123456789" type: type: string description: Type of the Exchange/Replacement enum: - INT1035 - EXT1035 - EXTDIRTRAN - INTDIRTRAN - EXTROLLQUAL - INTROLLQUAL - EXTROTHROLL - INTROTHTROLL - EXTROTHDIRTRAN - INTROTHDIRTRAN - CLIENTINITTRAN - BENPRCDS - EXT1035PART - INT1035PART - BIRTHRPMT - NOLOA - EXTDIRECTTRANSFREP - INTDIRECTTRANSFREP - REINSTATEMENT - DEFAULT example: INT1035 email: type: string description: Company email address example: abc@zinnia.com address: $ref: "#/components/schemas/Address" amountRequested: format: double type: number description: This field stores the requested amount. example: 5000.55 signedDate: type: string format: date pattern: ([0-9]{4})-([0-9]{2})-([0-9]{2}) description: Signed date (with pattern "yyyy-mm-dd"). example: 2023-12-19 sourcePolicyNumber: type: string description: This field stores the source policy number example: "123456" originalCostBasis: type: string description: This field stores the Original Cost Basis example: "1000" previousPlanType: type: string description: This field stores the plan type which was used on previous policy - Refer qualificationflag for types example: NONQUAL applyRateLock: type: string description: This field stores determines whether to apply Rate Lock or not enum: - YES - NO example: YES replacementIndicator: type: string enum: - YES - NO example: YES mecIndicator: type: string description: Source of ER policy is MEC/not enum: - YES - NO example: YES Address: type: object required: - addressType - addressLine1 - city - state - zip - country properties: addressType: type: string required: - addressType description: Address Type of the Company enum: - RES - BUS - SECONDARY - POBOX - SEASONAL - MAILING example: BUS addressLine1: type: string description: Address Line 1 example: 100 ABC Street addressLine2: type: string description: Address Line 2 example: Suite 200 addressLine3: type: string description: Address Line 3 example: Topeka, KS 66601 city: type: string description: City Name example: Topeka state: type: string enum: - AA - AE - AK - AL - AP - AR - AZ - CA - CO - CT - DC - DE - FL - GA - HI - IA - ID - IL - IN - KS - KY - LA - MA - MD - ME - MI - MN - MO - MS - MT - NC - ND - NE - NH - NJ - NM - NV - NY - OH - OK - OR - PA - RI - SC - SD - TN - TX - UT - VA - VT - WA - WI - WV - WY description: State code example: KS zip: type: string format: 5 digits description: ZIP code example: "66601" zipSuffix: type: string format: 4 digits description: ZIP code suffix example: "0148" country: type: string enum: - AD - AE - AF - AG - AI - AL - AM - AN - AO - AQ - AR - AS - AT - AU - AW - AX - AZ - BA - BB - BD - BE - BF - BG - BH - BI - BJ - BL - BM - BN - BO - BQ - BR - BS - BT - BV - BW - BY - BZ - CA - CC - CD - CF - CG - CH - CI - CK - CL - CM - CN - CO - CR - CU - CV - CW - CX - CY - CZ - DE - DJ - DK - DM - DO - DZ - EC - EE - EG - EH - ER - ES - ET - FI - FJ - FK - FM - FO - FR - GA - GB - GD - GE - GF - GG - GH - GI - GL - GM - GN - GP - GQ - GR - GS - GT - GU - GW - GY - HK - HM - HN - HR - HT - HU - ID - IE - IL - IM - IN - IO - IQ - IR - IS - IT - JE - JM - JO - JP - KE - KG - KH - KI - KM - KN - KP - KR - KW - KY - KZ - LA - LB - LC - LI - LK - LR - LS - LT - LU - LV - LY - MA - MC - MD - ME - MF - MG - MH - MK - ML - MM - MN - MO - MP - MQ - MR - MS - MT - MU - MV - MW - MX - MY - MZ - NA - NC - NE - NF - NG - NI - NL - NO - NP - NR - NU - NZ - OM - PA - PE - PF - PG - PH - PK - PL - PM - PN - PR - PS - PT - PW - PY - QA - RE - RO - RS - RU - RW - SA - SB - SC - SD - SE - SG - SH - SI - SJ - SK - SL - SM - SN - SO - SR - SS - ST - SV - SX - SY - SZ - TC - TD - TF - TG - TH - TJ - TK - TL - TM - TN - TO - TR - TT - TV - TW - TZ - UA - UG - UM - US - UY - UZ - VA - VC - VE - VG - VI - VN - VU - WF - WS - XK - YE - YT - ZA - ZM - ZW description: Country codes example: US InitialPurchase: type: object required: - grossAmount - netAmount - payments properties: grossAmount: format: double type: number description: Total Gross Amount example: 238500.5 netAmount: format: double type: number description: Total Net Amount example: 100.5 payments: type: array items: $ref: "#/components/schemas/Payment" ```