Search
K
New Business - Annuity

Applications

object
effectiveDatestring(date)required

Date (with pattern “yyyy-mm-dd”). e-App submitted date to Zinnia.

Example:2023-12-19

transmittingCompanyIdentifierstringrequired

An identifer that represents Transmitting Company

transmittingCompanyNamestringrequired

Transmitting Company Name

receivingCompanyNamestringrequired

Receiving Company Name

Example:ARCUS

firmIdstringrequired

External ID in MCS that belongs to the Firm

agentSubmitDatestring(date)required

Date (with pattern “yyyy-mm-dd”). Agent submit date.

Example:2023-12-19

applicationSignedCountystring

Application Signed County

planCodestringrequired

Product code assigned by Zinnia Admin system

Example:111

statusCodestring

Application Status code derived at Zinnia

Example:App Entry

applicationDatestring(date)required

Application Signed Date (with pattern “yyyy-mm-dd”).

Example:2023-12-19

policyDatestring(date)

Client Agreement Date/Issue Date (with pattern “yyyy-mm-dd”).

Example:2023-12-19

solicitationDatestring(date)

The date in which the Agent first proposes to the client the use of an insurance product, which may or may not be in response to an engagement/planning process. (with pattern “yyyy-mm-dd”).

Example:2023-12-19

illustration/QuoteStartDatestring(date)

The start (run) date of the illustration or quote (with pattern “yyyy-mm-dd”).

Example:2023-12-19

ownerSignedDatestring(date)

This date represents when the natural owner electronically signed the application and any supporting documentation. (with pattern “yyyy-mm-dd”).

Example:2023-12-19

jointOwnerSignedDatestring(date)

This date represents when the joint owner electronically signed the application and any supporting documentation. (with pattern “yyyy-mm-dd”).

Example:2023-12-19

annuitantSignedDatestring(date)

This date represents when the Annuitant electronically signed the application and any supporting documentation. (with pattern “yyyy-mm-dd”).

Example:2023-12-19

jointAnnuitantSignedDatestring(date)

This date represents when the joint Annuitant electronically signed the application and any supporting documentation. (with pattern “yyyy-mm-dd”).

Example:2023-12-19

trusteeSignedDatestring(date)

This date represents when the trustee/representative electronically signed the application and any supporting documentation. (with pattern “yyyy-mm-dd”).

Example:2023-12-19

beneficiarySignedDatestring(date)

This date represents when the Beneficiary electronically signed the application and any supporting documentation. (with pattern “yyyy-mm-dd”).

Example:2023-12-19

spouseSignedDatestring(date)

This date represents when the Spouse electronically signed the application and any supporting documentation. (with pattern “yyyy-mm-dd”).

Example:2023-12-19

igoDatestring(date)

Stores the IGO date. It is mandatory when contract have trust Date (with pattern “yyyy-mm-dd”). Derived by Zinnia.

Example:2023-12-19

eAppIdstringrequired

Unique Identifier against an e-App application. First two 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.

Example:XXEDJ041120240000000001

versionstringrequired

Version for that case - 3 digits, incremental if same case if submitted more than once in case of errors.

Example:000

contractStatestringrequired

Contract State. 2 Digit state code

Example:NJ

qualificationFlagstringrequired

Qualification Codes

Allowed values:123456789111314161718192021222324252627282930313233343536373839404156575859

appIndicatorstringrequired

To determine whether the request is via eApp or Paper App

Allowed values:EP

commissionOptionstring

Commission Options will be provided by Zinnia for the respective Product

Example:A

imoFlagstring

imoFlag Derived at Zinnia

Allowed values:YesNo

binNbrstring

Brokerage Identification Number

rothYearstring

Roth year - Derived by Zinnia

Example:2024

telePrivilegesstringrequired

Tele privileges value

Allowed values:123456

policyValuesobject
Show Child Parameters
initialPurchaseobjectrequired
Show Child Parameters
fundsarray[object]required

funds that sums upto 100% or the total dollar values sums to the grossAmount

>= 1 items

Show Child Parameters
featuresarray[object]

feature for any feature/rider selected by user

>= 1 items

Show Child Parameters
rolesarray[object]required

roles that sums every role option to 100%

>= 1 items

Show Child Parameters
specialProgramsarray[object]

specialPrograms if any recurring transaction needs to be set up

>= 1 items

Show Child Parameters
payoutsarray[object]

payouts if it needs to be set up for the policy

Show Child Parameters
Example

PolicyValue

object
fedMaritalStatusstringrequired

Fed marital status

Allowed values:-99912

fedMaritalAllowancestringrequired

Fed marital status allowance

Example:3

withholdingarray[object]
Show Child Parameters
fedRatestring

Federal rate - Derived by Zinnia

Example:1

stateMaritalStatusstringrequired

State Marital Status

Allowed values:-99912

stateMaritalAllowancestringrequired

State marital status allowance

Example:1

stateRatestring

State rate - Derived by Zinnia

Example:1

contribTypestring

Contribution type

Allowed values:0123456789

mktSegmentstringrequired

Market Segment Code

Allowed values:01234567891011121314151617181920212223

specMktSegmentstring

Spec Market segment

Example:1

bMarkRatestring

Example:3.5

deliveryMethodstring

Delivery method derived by Zinnia

Allowed values:FaxEmailMail

Example

InitialPurchases

object
grossAmountnumber(double)required

Total Gross Amount

Example:238500

netAmountnumber(double)required

Total Net Amount

paymentsarray[object]required
Show Child Parameters
Example

Funds

object
accCodestringrequired

Zinnia will provide specific account code for individual funds per Product

amountTypestringrequired

Type of the Amount

Allowed values:PD

amountstring(9(01) V9(09) for percentage and 9(14) V9(02) for Dollars)required
Example

Features

object
specCodestringrequired

Feature ID will be provided by Zinnia for the respective Products

variationGroupIdstringrequired

Feature Sub ID will be provided by Zinnia for the respective Products

Example