--- title: "OtherInterestedParty" url: "https://developers.zinnia.com/apis/new-business-annuity/versions/45a989ab-c3aa-4f85-8f67-f05c41747ed7/schemas/OtherInterestedParty" --- > Full API specification: https://developers.zinnia.com/apis/new-business-annuity/versions/45a989ab-c3aa-4f85-8f67-f05c41747ed7.md # OtherInterestedParty ## OpenAPI definition ```yaml openapi: 3.1.0 info: title: Zinnia New Business Annuity API version: 0.7.0 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: TrustDetails: type: object required: - trustName - trustDate - trustType - authorizedSigner properties: trustName: type: string description: Name of the trust example: Sunshine Family Trust trustType: type: string enum: - TESTAMENTARYTRUST - INTERVIVOSTRUST - INDIVIDUALTRUST - CORPORATETRUST - GRANTORTRUST description: Type of trust example: INDIVIDUALTRUST trustDate: type: string format: date description: Original date when the trust was established example: 2015-08-15 amendedTrustDate: type: string format: date description: Date of last amendment to the trust example: 2021-04-10 governingStateOfTrust: $ref: "#/components/schemas/State" OrganizationDetails: type: object required: - organizationName - entityType properties: organizationName: type: string description: Legal name of the organization example: Northwest Financial Group LLC organizationDBAName: type: string description: Doing Business As (DBA) name of the organization example: NWF Group organizationShortName: type: string description: Short or abbreviated name of the organization example: NWF organizationCode: type: string description: Unique code identifying the organization example: ORG-00123 entityType: type: string description: Legal entity type of the organization enum: - SOLEPROPRIETORSHIP - GENERALPARTNERSHIP - LIMITEDPARTNERSHIP - CCORPORATION - SCORPORATION - LIMITEDLIABILITYCOMPANY - CHARITABLEORGANIZATION - ESTATE - TRUST - CORPORATION - UNKNOWN example: LIMITEDLIABILITYCOMPANY PersonalInformationOtherInterestedParty: type: object required: - firstName - lastName properties: firstName: type: string example: John middleName: type: string example: M lastName: type: string example: Doe suffix: type: string maxLength: 10 description: Suffix for given party if Applicable example: SR prefix: type: string enum: - MR - MS - MISS - DR. - MRS. description: Prefix for given party if Applicable example: MR dateOfBirth: type: string format: date pattern: ^[0-9]{4}-[0-9]{2}-[0-9]{2}$ example: 1990-01-01 description: Date (with pattern "yyyy-mm-dd") gender: type: string enum: - MALE - FEMALE - UNISEX - UNKNOWN example: MALE birthSex: type: string enum: - MALE - FEMALE - UNISEX example: MALE birthState: $ref: "#/components/schemas/BirthState" birthCountry: $ref: "#/components/schemas/CountryV3" citizenCountry: $ref: "#/components/schemas/CountryV3" PassportIdentifier: allOf: - $ref: "#/components/schemas/GovernmentIssuedIdentifier" - type: object required: - countryOfIssue properties: countryOfIssue: $ref: "#/components/schemas/CountryV3" StateIdIdentifier: allOf: - $ref: "#/components/schemas/GovernmentIssuedIdentifier" - type: object required: - jurisdiction properties: jurisdiction: $ref: "#/components/schemas/State" DriversLicenseIdentifier: allOf: - $ref: "#/components/schemas/GovernmentIssuedIdentifier" - type: object required: - jurisdiction - class properties: jurisdiction: $ref: "#/components/schemas/State" restrictions: type: array items: type: string description: List of license restrictions SsnIdentifier: allOf: - $ref: "#/components/schemas/Identifier" - type: object properties: lastFourOnly: type: boolean description: Indicates if only the last four digits are provided example: true ItinIdentifier: allOf: - $ref: "#/components/schemas/Identifier" - type: object properties: issueYear: type: string pattern: ^\d{4}$ description: Year when the ITIN was issued example: "2015" AlienRegistrationIdentifier: allOf: - $ref: "#/components/schemas/GovernmentIssuedIdentifier" - type: object required: - countryOfOrigin - category properties: countryOfOrigin: $ref: "#/components/schemas/CountryV3" category: type: string description: Immigration category or classification example: H-1B ExternalPartyIdentifier: allOf: - $ref: "#/components/schemas/ExternalIdentifier" 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 PhoneNumber: type: object additionalProperties: false required: - phoneId - type - areaCode - dialNumber properties: phoneId: type: string description: Unique identifier for the phone number record. format: uuid type: type: string description: Type or classification of the phone number. enum: - BEEPERNUMBER - MOBILE - FACSIMILE - HOME - TELEPHONE - WORKPHONENUMBER - BUSINESS - FAX - UNKNOWN - CLAIMCENTER - CUSTOMERSERVICE - CORPORATEOFFICE countryCode: type: string description: Country dialing code for the phone number. areaCode: type: string description: Area code associated with the phone number. dialNumber: type: string description: Primary phone number excluding country and area codes. extension: type: string description: Phone extension, if applicable. bestTime: type: string description: Preferred time to contact using this phone number. timezone: type: string description: Time zone associated with the phone number location. zip: type: string description: ZIP code associated with the phone number. zipSuffix: type: string description: ZIP+4 suffix associated with the phone number, if applicable. Email: type: object properties: emailId: type: string format: email description: Email address of associated party example: abc@zinnia.com emailType: type: string enum: - BUSINESS - PERSONAL description: This field captures the type of email address like business or personal email. State: type: string example: CA enum: - AL - AK - AZ - AR - AS - AA - AE - AP - CA - CO - CT - DC - DE - FL - GA - GU - HI - ID - IL - IN - IA - KS - KY - LA - ME - MD - MA - MI - MN - MS - MO - MT - MP - NE - NV - NH - NJ - NM - NY - NC - ND - OH - OK - OR - PA - PR - RI - SC - SD - TN - TX - UT - UM - VT - VA - VI - WA - WV - WI - WY description: Abbreviated names for states BirthState: type: string example: CA enum: - AL - AK - AZ - AR - CA - CO - CT - DC - DE - FL - GA - HI - ID - IL - IN - IA - KS - KY - LA - ME - MD - MA - MI - MN - MS - MO - MT - NE - NV - NH - NJ - NM - NY - NC - ND - OH - OK - OR - PA - RI - SC - SD - TN - TX - UT - VT - VA - WA - WV - WI - WY - AN - XK description: Only applicable for US born party CountryV3: type: string example: US description: ISO Country Code https://en.wikipedia.org/wiki/List_of_ISO_3166_country_codes enum: - US - AF - AL - DZ - AS - AD - AO - AI - AQ - AG - AR - AM - AW - AU - AT - AZ - BS - BH - BD - BB - BY - BE - BZ - BJ - BM - BT - BO - BQ - BA - BW - BV - BR - IO - BN - BG - BF - BI - CV - KH - CM - CA - KY - CF - TD - CL - CN - CX - CC - CO - KM - CD - CG - CK - CR - HR - CU - CW - CY - CZ - CI - DK - DJ - DM - DO - EC - EG - SV - GQ - ER - EE - SZ - ET - FK - FO - FJ - FI - FR - GF - PF - TF - GA - GM - GE - DE - GH - GI - GR - GL - GD - GP - GU - GT - GG - GN - GW - GY - HT - HM - VA - HN - HK - HU - IS - IN - ID - IR - IQ - IE - IM - IL - IT - JM - JP - JE - JO - KZ - KE - KI - KP - KR - KW - KG - LA - LV - LB - LS - LR - LY - LI - LT - LU - MO - MG - MW - MY - MV - ML - MT - MH - MQ - MR - MU - YT - MX - FM - MD - MC - MN - ME - MS - MA - MZ - MM - NA - NR - NP - NL - NC - NZ - NI - NE - NG - NU - NF - MP - NO - OM - PK - PW - PS - PA - PG - PY - PE - PH - PN - PL - PT - PR - QA - MK - RO - RU - RW - RE - BL - SH - KN - LC - MF - PM - VC - WS - SM - ST - SA - SN - RS - SC - SL - SG - SX - SK - SI - SB - SO - ZA - GS - SS - ES - LK - SD - SR - SJ - SE - CH - SY - TW - TJ - TZ - TH - TL - TG - TK - TO - TT - TN - TR - TM - TC - TV - UG - UA - AE - GB - UM - UY - UZ - VU - VE - VN - VG - VI - WF - XK - EH - YE - ZM - ZW - AX GovernmentIssuedIdentifier: allOf: - $ref: "#/components/schemas/Identifier" - type: object properties: issueDate: type: string format: date pattern: ^[0-9]{4}-[0-9]{2}-[0-9]{2}$ example: 2015-08-15 description: Date (with pattern "yyyy-mm-dd") expirationDate: type: string format: date pattern: ^[0-9]{4}-[0-9]{2}-[0-9]{2}$ example: 2025-08-15 description: Date (with pattern "yyyy-mm-dd") status: $ref: "#/components/schemas/IdentifierStatus" Identifier: type: object required: - type - value properties: type: $ref: "#/components/schemas/IdentifierType" value: type: string description: Value of the identifier example: "123456789" description: type: string description: Additional description or notes about this identifier example: Passport number source: type: string description: Source system or organization that issued this identifier example: State of California ExternalIdentifier: type: object required: - type - key - value properties: type: $ref: "#/components/schemas/IdentifierType" key: type: string example: ecn description: name of the identifier document value: type: string description: Value of the identifier example: "123456789" description: type: string description: Additional description or notes about this identifier example: ecn number source: type: string description: Source system or organization that issued this identifier example: State of California IdentifierStatus: type: string enum: - ACTIVE - EXPIRED - SUSPENDED - REVOKED - PENDING description: Status of the identifier document example: ACTIVE IdentifierType: type: string enum: - PASSPORT - STATEPHOTOID - DRIVERLICENSENUMBER - SSN - TIN - EIN - EXTERNAL - OTHER description: Type of identifier document OtherInterestedParty: type: object required: - partyType - partyRole - personalInformation properties: partyId: type: string description: Unique identifier for the party format: uuid example: 2ad51ecf-9923-437f-a6f0-70968e464cdb partyRole: type: string enum: - OTHERINTERESTEDPARTY description: Type of party role example: OTHERINTERESTEDPARTY partyType: type: string enum: - INDIVIDUAL - ORGANIZATION - TRUST description: Type of party example: INDIVIDUAL personalInformation: oneOf: - $ref: "#/components/schemas/TrustDetails" - $ref: "#/components/schemas/OrganizationDetails" - $ref: "#/components/schemas/PersonalInformationOtherInterestedParty" partyCommunication: type: string enum: - REGULARMAIL - EMAIL - PHONE identifiers: type: array items: anyOf: - $ref: "#/components/schemas/PassportIdentifier" - $ref: "#/components/schemas/StateIdIdentifier" - $ref: "#/components/schemas/DriversLicenseIdentifier" - $ref: "#/components/schemas/SsnIdentifier" - $ref: "#/components/schemas/ItinIdentifier" - $ref: "#/components/schemas/AlienRegistrationIdentifier" - $ref: "#/components/schemas/ExternalPartyIdentifier" description: Array of identifiers for this party address: type: object properties: preferredAddressId: type: string format: uuid example: 2ad51ecf-9923-437f-a6f0-70968e464cdb addresses: type: array items: $ref: "#/components/schemas/Address" description: List of addresses associated with this party example: [] phoneNumber: type: object properties: preferredPhoneId: type: string format: uuid example: 2ad51ecf-9923-437f-a6f0-70968e464cdb phoneNumbers: type: array items: $ref: "#/components/schemas/PhoneNumber" description: List of phone numbers associated with this party example: [] email: type: object properties: preferredEmailId: type: string format: uuid example: 2ad51ecf-9923-437f-a6f0-70968e464cdb emails: type: array items: $ref: "#/components/schemas/Email" description: List of emails associated with this party example: [] revocabilityCode: type: string description: Code indicating whether the party designation is revocable or irrevocable. decedentDob: type: string description: Date of birth of the decedent, if applicable. format: date authType: type: string description: Type of authorization granted to the party. enum: - ASSETALLOCATION - ALL - DOLLARCOSTAVERAGING - DISTRIBUTION - NAMEADDRESSCHANGES - FUNDTRANSFER - WITHDRAWALS - NONE authMode: type: string enum: - ALL - FAX - INTERNET - MAIL - PHONE - VOICERESPONSE - NONE description: Mode by which authorization was provided, such as electronic or written. ```