Payout
objectApplication
objecte-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
Zinnia Unique idenitifer for a case. [Derived by Zinnia]
Example:1234567
Zinnia Identifier for a client.[Derived by Zinnia]
Example:ZIN_ABC
Zinnia Unique Identifier for a case.[Derived by Zinnia]. This is not required for Paper Apps , only eApps.
Example:0ca10708-4b53-464c-b745-355c8f6f0edb
Zinnia Unique Identifier for a case.[Derived by Zinnia]. This is required for Paper Apps, not eApps and will be sent via Orion Application.
Example:CA0123456789
An identifer that represents Transmitting Company which is of 4 char.
Example:1234
Transmitting Company Name
Example:ABC
Receiving Company Name, Derived by Zinnia based on the set up in Zinnia Systems.
Example:ABC
The NSCC assigned membership ID for the firm initiating the transactions.Only applicable for DTCC cases.
Example:0075
Name of the Submitter (Settling Firm).Only applicable for DTCC cases.
Example:LPL
Identifier assigned by a clearing firm/service provider to a firm that clears business through them.Only applicable for DTCC cases.
Example:0075
Name of associated firm.Only applicable for DTCC cases.
Example:LPL
External ID in MCS [Zinnia Commission System] that belongs to the Firm. firmExternalId or firmTaxId or firmNPN is mandatory.
Example:Q01530
9 digit Tax ID in MCS [Zinnia Commission System] that belongs to the Firm. firmExternalId or firmTaxId or firmNPN is mandatory.
Match pattern:\d{9}
>= 9 characters<= 9 characters
Example:123456789
NPN in MCS [Zinnia Commission System] that belongs to the Firm. firmExternalId or firmTaxId or firmNPN is mandatory.
Example:294128
Agent submit date (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
Application Signed County, Only for Florida if required by Business Processing System for running rules.
Example:Dade
Product code assigned by Zinnia Admin system
Example:111
Application Signed Date (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
Client Agreement Date/Issue Date (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
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”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
The start (run) date of the illustration or quote (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
The ID for the illustration or quote.
Example:12345
This date represents when the natural owner electronically signed the application and any supporting documentation. (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
This date represents when the joint owner electronically signed the application and any supporting documentation. (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
This date represents when the Annuitant electronically signed the application and any supporting documentation. (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
This date represents when the joint Annuitant electronically signed the application and any supporting documentation. (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
This date represents when the trustee/representative electronically signed the application and any supporting documentation. (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
This date represents when the Beneficiary electronically signed the application and any supporting documentation. (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
This date represents when the Spouse electronically signed the application and any supporting documentation. (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
Stores the IGO date. It is mandatory when contract have trust Date (with pattern “yyyy-mm-dd”).
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2023-12-19
Unique 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.
>= 25 characters
Example:XXXXEDJ041120240000000001
Version for that case - 3 digits, incremental if same case if submitted more than once in case of errors.
Example:000
Unique number of the policy.
Example:000
Contract State. State code
Allowed values:AAAEAKALAPARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
Example:NJ
Solicitation State. State code
Allowed values:AAAEAKALAPARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
Example:NJ
Qualification Codes
Allowed values:IRAREGIRASPSLIRAROLLNONQUALROTHIRAIRASIMPLE403B401K401A457BPENPLNHR10KEOGHINHERITIRANONQUALSTRPLNINHERITROTHIRA401GROTH401KROTH403BEDUIRAPROFSHRPLNMONEYPURCHPENSPLNTARGTBENFTPLNCUSTIRACUSTROTHIRACUSTROLLIRAQUALIFIED401SCHEDA412EROTHIRACONVCORPDEFERCOMPCORPPENSCUSTINHERITIRACUSTINHERITROTHIRACUSTSARSEPIRACUSTSIMPLEIRACUSTSPOUSALIRACUSTIRASEPCUSTQLACIRADEFAULTGROUPTSAIRASEPNON457DEFCOMPIRAQLACUGMAUTMAVULNQ
Example:IRAREG
Describes whether the case is custodial or not
Allowed values:YESNO
Example:YES
To determine whether the request is via eApp or Paper App
Allowed values:ELECTPAPER
Example:ELECT
To determine whether the Suitability request is via eApp or Paper App. Select NA if Suitability is not being done via Zinnia.
Allowed values:NAELECTPAPER
Example:ELECT
To determine whether the OFAC request is being sent electronically to Zinnia. Select NO if OFAC is not being done via Zinnia electronically.
Allowed values:NOYES
Example:YES
Commission Options will be provided by Zinnia for the respective Product
Example:A
Brokerage Identification Number
Example:ABC0DF
Tele privileges value
Allowed values:NONEALLEXCONLYQTONLYOWNONLYAGTONLYDIARYNT
Example:NONE
signatureMethod
Allowed values:NONEVOICESIGNPADWETSIGBIOCLICKTHRU
Example:NONE
documentControlNumber is an NSCC data point, Will be derived by Zinnia.
Example:1000ABC00000000000
totalAttachmentCount expected in Attachment payload
Example:1
Time when the case is received within ETP
Example:2025-06-26T00:00:00.000Z
Show Child Parameters
Show Child Parameters
funds that sums upto 100%
>= 1 items
Show Child Parameters
feature for any feature/rider selected by user
>= 0 items
Show Child Parameters
roles that sums every role option to 100%
>= 1 items
Show Child Parameters
specialPrograms if any recurring transaction needs to be set up
>= 0 items
Show Child Parameters
payouts if it needs to be set up for the policy
Show Child Parameters
Derived by Zinnia
Example:Error 1
PolicyValues
objectFed marital status
Allowed values:DEFSNGLMRRDHOHQUALWIDOWWITHDEPCHILDDOMESTICPARTNERDIVORCED
Example:MRRD
State marital status
Allowed values:DEFSNGLMRRDHOHQUALWIDOWWITHDEPCHILDDOMESTICPARTNERDIVORCED
Example:MRRD
Show Child Parameters
Contribution type
Allowed values:NAEMPVOLEMPDISC
Example:EMPVOL
InitialPurchase
objectTotal Gross Amount
Example:238500.5
Total Net Amount
Example:100.5
Show Child Parameters
Fund
objectZinnia will provide specific Fund code for individual funds per Product. Duplicate Fund codes will be rejected.
Example:XXX000
Type of the Amount
Allowed values:AMTPCTUNITSPRORATAEARNINGSONLYMODEARNINGSONLYMAXFREEWDAMTGUARENTEEDWITHDRAWBENEFITLIFEEXPECTANCYWDUNITBASISNONEAUTOMAINTAINFACEADJUSTFACENEWAMTFACECHANGENONFINANCIALMAXFREECOMBOPCTAVPRORATAVARRESERVEADJPARTIALREBALANCEDOLLARLIQUIDFIRSTDOLLARLIQUIDLASTCHOICEDOLLARCHOICEMAXFREEEARNLIQUIDFIRSTEARNLIQUIDLASTPCTLIQUIDFIRSTPCTLIQUIDLASTBONUSDOLLARBONUSPCTPRORATAFIXTHENVARPRORATAALLSINGLEGWMBJOINTGWMBPECKINGORDERDIVREQUESTNOCONTVALREDUCTGMWBANNUALLIMITPRIMARYJOINTGMWBRECALCANNUALLIMITBAILOUTONLYWINDOWPERIODONLYGMWBANNUALPECKINGGMWBRECALCPECKINGRIAFEEPCTRIAFEEDOLLARGWMBANNUALLIMITLEVELGMWBALLEVELPECKINGSPOUSALDEFAULTFIXEDMODIFIEDEARNPRORATANEWMONEYACCUMALATEDEARNCONTRACTYEAREARNCALENDARYEAREARNACCELERATEDJOINTGMWBACCELERATEDSINGLEGMWB
Example:PCT
Total percentage of all funds should be 100%.
Example:50.55