---
title: "Roles"
url: "https://developers.zinnia.com/apis/new-business-annuity/versions/45a989ab-c3aa-4f85-8f67-f05c41747ed7/schemas/Roles"
---

> Full API specification: https://developers.zinnia.com/apis/new-business-annuity/versions/45a989ab-c3aa-4f85-8f67-f05c41747ed7.md

# Roles

## 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:
    Phones:
      type: object
      required:
        - phoneType
        - countryCode
        - areaCode
        - number
      properties:
        phoneType:
          type: string
          description: This filed capture the type of phone like Home Phone, Work Phone
          enum:
            - BF
            - BP
            - CP
            - H2
            - HF
            - HP
            - MD
        countryCode:
          type: string
          description: Two digit country code
        areaCode:
          type: string
          description: This field stores the telephone Area Code of client address
        number:
          type: string
          description: This field stores the phone number.
        extension:
          type: string
          description: This field stores the Extension number
    Addresses:
      type: object
      required:
        - addressType
        - addressLine1
        - city
        - state
        - zip
        - country
      properties:
        addressType:
          type: string
          required:
            - addressType
          enum:
            - B
            - H
            - S
        addressLine1:
          type: string
          description: Address Line 1
        addressLine2:
          type: string
          description: Address Line 2
        addressLine3:
          type: string
          description: Address Line 3
        city:
          type: string
          description: City Name
        state:
          type: string
          enum:
            - AA
            - AE
            - AK
            - AL
            - AP
            - AR
            - AZ
            - CA
            - CD
            - CO
            - CT
            - DC
            - DE
            - FL
            - FN
            - GA
            - GU
            - 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
            - PR
            - RI
            - SC
            - SD
            - TN
            - TX
            - UT
            - VA
            - VI
            - VT
            - WA
            - WI
            - WV
            - WY
          description: 2 digit state code
        zip:
          type: string
          description: ZIP code
        zipSuffix:
          type: string
          description: ZIP code suffix
        country:
          type: string
          enum:
            - AD
            - AE
            - AF
            - AG
            - AI
            - AL
            - AM
            - AN
            - AO
            - AQ
            - AR
            - AS
            - AT
            - AU
            - AW
            - AZ
            - BA
            - BB
            - BD
            - BE
            - BF
            - BG
            - BH
            - BI
            - BJ
            - BM
            - BN
            - BO
            - BR
            - BS
            - BT
            - BV
            - BW
            - BY
            - BZ
            - CA
            - CC
            - CF
            - CG
            - CH
            - CI
            - CK
            - CL
            - CM
            - CN
            - CO
            - CR
            - CS
            - CU
            - CV
            - CX
            - CY
            - CZ
            - DE
            - DJ
            - DK
            - DM
            - DO
            - DZ
            - EC
            - EE
            - EG
            - EH
            - ER
            - ES
            - ET
            - FI
            - FJ
            - FK
            - FM
            - FO
            - FR
            - FX
            - GA
            - GB
            - GD
            - GE
            - GF
            - GH
            - GI
            - GL
            - GM
            - GN
            - GP
            - GQ
            - GR
            - GS
            - GT
            - GU
            - GW
            - GY
            - HK
            - HM
            - HN
            - HR
            - HT
            - HU
            - ID
            - IE
            - IL
            - IN
            - IO
            - IQ
            - IR
            - IS
            - IT
            - 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
            - 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
            - NT
            - NU
            - NZ
            - OM
            - PA
            - PE
            - PF
            - PG
            - PH
            - PK
            - PL
            - PM
            - PN
            - PR
            - PT
            - PW
            - PY
            - QA
            - RE
            - RO
            - RU
            - RW
            - SA
            - SB
            - SC
            - SD
            - SE
            - SG
            - SH
            - SI
            - SJ
            - SK
            - SL
            - SM
            - SN
            - SO
            - SR
            - ST
            - SU
            - SV
            - SY
            - SZ
            - TC
            - TD
            - TF
            - TG
            - TH
            - TJ
            - TK
            - TM
            - TN
            - TO
            - TP
            - TR
            - TT
            - TV
            - TW
            - TZ
            - UA
            - UG
            - UK
            - UM
            - USA
            - UY
            - UZ
            - VA
            - VC
            - VE
            - VG
            - VI
            - VN
            - VU
            - WF
            - YE
            - YT
            - YU
            - ZA
            - ZM
            - ZR
            - ZW
          description: Country codes
    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.
    BankInfo:
      type: object
      required:
        - bankName
        - abaNumber
        - accountNumber
        - bankingType
      properties:
        bankName:
          type: string
          description: Bank name
        abaNumber:
          type: string
          description: ABA number
        accountNumber:
          type: string
          description: Account Number
        bankingType:
          type: string
    Roles:
      type: object
      required:
        - roleType
        - roleOption
        - naturalNameIndicator
        - nameType
        - lastName
        - dob
        - sex
        - phones
        - addresses
        - eDelivery
      properties:
        roleType:
          type: string
          enum:
            - "38"
            - "36"
            - "0"
            - "-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"
          description: Role type
          example: "0"
        roleOption:
          type: string
          description: Role Option associated with the respective Role Type
          enum:
            - "-6"
            - "-5"
            - "-1"
            - "0"
            - "1"
            - "2"
            - "3"
            - "4"
            - "5"
            - "6"
            - "7"
        naturalNameIndicator:
          type: string
          enum:
            - Y
            - N
        nameType:
          type: string
          enum:
            - CO
            - IN
            - OT
            - TR
            - UG
        firstName:
          type: string
          description: First name of the party role
          example: firstName when name type is Natural/Individual
        middleName:
          type: string
          description: Moddle name of the party role
          example: B
        lastName:
          type: string
          description: Last name of the party role
          example: Doe
        prefix:
          type: string
          description: Prefix
          example: Dr
        suffix:
          type: string
          description: Suffix
          example: Sr
        dob:
          type: string
          format: date
          description: 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
        sex:
          type: string
          enum:
            - M
            - F
            - O
          description: Any one of the possible value for the gender.
        taxId:
          type: string
          pattern: \d{9}
          description: 9 digit Social Security number
          example: "123456789"
          minLength: 9
          maxLength: 9
        crdNumber:
          type: string
          example: when party is an agent and one of the agent specific identifier in MCS
            is mandatory
          description: CRD number for the party role, used as Agent Identifier.
        nationalProducerNumber:
          type: string
          example: when party is an agent and one of the agent specific identifier in MCS
            is mandatory
          description: NPN number for the agent, used as Agent Identifier.
        distributorAgentAssignedId:
          type: string
          example: when party is an agent and one of the agent specific identifier in MCS
            is mandatory
          description: Distributor assigned Id for an agent, used as Agent Identifier.
        carrierAgentAssignedId:
          type: string
          example: when party is an agent and one of the agent specific identifier in MCS
            is mandatory
          description: Internal identifier assigned to the agent by carrier, used as Agent
            Identifier.
        externalId:
          type: string
          example: when party is an agent and one of the agent specific identifier in MCS
            is mandatory
          description: Unique number assigned by the MCS system, used as Agent Identifier.
        phones:
          type: array
          items:
            $ref: "#/components/schemas/Phones"
        relationship:
          type: string
          enum:
            - "-999"
            - "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"
            - "100"
            - "101"
            - "102"
            - "103"
            - "104"
            - "105"
            - "106"
          description: Relationship code
        addresses:
          type: array
          items:
            $ref: "#/components/schemas/Addresses"
        trustType:
          type: string
          example: "1"
          enum:
            - "1"
            - "2"
          description: Type of trust &  TrustType is required when the role is a trust
        eDelivery:
          type: string
          description: eDelivery is required/not for the role
          enum:
            - Y
            - N
        emails:
          type: array
          description: Email for associated party, email is required when eDelivery is 'Y'.
          items:
            $ref: "#/components/schemas/Email"
        bankInformation:
          $ref: "#/components/schemas/BankInfo"
        dod:
          type: string
          description: Date of Death. (with pattern "yyyy-mm-dd"). Regex Expression
            ^\d{4}-((0\d)|(1[012]))-(([012]\d)|3[01])$.
```
