The unique payment number for payments by the party

Specifies how many times the SSW special program will run. This number will decrease each time the SSW runs. If there is no specific duration, this field will remain at 0 and will not automatically end the SSW special program

The date on which the request for the systematic program was submitted

The date when the systematic program begins executing payments or transfers (entered by user)

The date Special Program ends (Entered by user or determined by LPS based on Account Value)

The last date on which a systematic transaction was processed

A user-selected or modified next payment date, different from the scheduled one

The date on which the next payment is scheduled

A specified value - predetermined fixed amount or percentage used for financial transactions within a systematic program

Note -Use systematicProgram.parties field instead of systematicProgram.party

The unique ID sent by carriers to identify the special programs.Carrier-side identifier for the systematic program

The unique payment number for payments by the party

Specifies how many times the SSW special program will run. This number will decrease each time the SSW runs. If there is no specific duration, this field will remain at 0 and will not automatically end the SSW special program

The date on which the request for the systematic program was submitted

The date when the systematic program begins executing payments or transfers (entered by user)

The date Special Program ends (Entered by user or determined by LPS based on Account Value)

The last date on which a systematic transaction was processed

A user-selected or modified next payment date, different from the scheduled one

The date on which the next payment is scheduled

A specified value - predetermined fixed amount or percentage used for financial transactions within a systematic program

Note -Use systematicProgram.parties field instead of systematicProgram.party

The unique ID sent by carriers to identify the special programs.Carrier-side identifier for the systematic program

The specific name of the rider as designated by the insurance company. For example - Terminal Illness Accelerated Death Benefit

Indicates the election status of the rider on the policy, specifying whether the policyholder has formally elected to include the rider

A unique identifier or alphanumeric code assigned to the rider

This will be set to yes if there is no Child rider insured to support Unborn Child

Indicates whether the rider provides a qualified benefit under IRS or insurance regulations

Date on which Rider is selected and becomes effective on the policy

The date the policyholder elects to use or activate the rider benefit

The date on which the rider coverage ends/ is terminated

An unique identifier assigned to the rider coverage within an insurance coverage or policy layer

The total benefit amount the rider provides (separate from the base policy’s coverage.)

The maximum benefit amount of the benefit base, policyholder can withdraw each year

The Total Benefit Amount represents the maximum guaranteed amount available under the annuity rider over the life of the contract/rider

The fixed percentage applied to the Rider Benefit Amount to calculate the annual guaranteed benefit amount

Refers to a guaranteed payout to a beneficiary upon the death of the annuitant, regardless of the contract investment performance, as long as the annuity is in the accumulation phase. Used for Variable annuities

The Growth Income Benefit value represents the guaranteed income base established under a Guaranteed Minimum Income Benefit (GMIB) rider. It is used to calculate the lifetime income payments the annuitant is entitled to upon annuitization, regardless of the contract actual account value.

Amount that can be withdrawn without reducing the yearly or Lifetime rider benefit amount

Note - Use riderParticipants field instead of riderParticipant

The highest percentage of the death benefit or face amount that can be taken for chronic illness coverage

The maximum duration over which payments can be made under the rider ( in Months)

The current status of a claim filed under the rider

The date of the next scheduled review or re-evaluation of an ongoing claim (applicable for riders like chronic illness).

The date the benefit payout under the rider is to be disbursed to the policyholder or beneficiary

The amount paid under the rider benefit.(during a given payout cycle)

Deprecated - kept for backwards compatibility

The highest percentage of the policy’s face amount that can be accessed under the critical illness rider

The percentage of the benefit payable under Tier 1 of the critical illness structure (e.g., for mild conditions).

The maximum dollar amount payable under Tier 1 benefits

The percentage of the benefit payable under Tier 2(usually for more severe conditions.)

The maximum dollar amount payable under Tier 2 benefits.

The date on which the Tier 1 critical illness rider benefit payment is scheduled or was made

The amount of benefit paid under the Tier 1 critical illness

The date on which the Tier 2 critical illness rider benefit payment is scheduled or was made

The amount of benefit paid under the Tier 2 critical illness

The remaining benefit amount for the rider. Incremented by Premiums and adjusted by withdrawals.

Indicates whether the ADL benefit is utilised on the contract.

The total guaranteed value the contract owner is entitled to at the end of the GMAB holding period — assuming no disqualifying withdrawals or events.

Single or Joint Payout (not driven by Owners on the policy, even a jointly owned policy can have single as an option. Used in configuration to set different GMWB benefits for Single and Joint GMWB Amount Types

Ties to Withdrawal Reset Benefit % Annual Limit on Calender Processing if GMWB Anniversary Base reset is elected. Equals result of GMWB Benefit % equation box in Withdrawal tab (GMWB) Ku - Payout Factor Percentage of the benefit base that will be available for withdrawal each year

GMWB Annual Limit, The total amount that can be withdrawn as a benefit of this rider in any given policy year, regardless of whether or not there is sufficient account value. It is also the annual limit on amounts that can be withdrawn without adversely affecting future annual and lifetime benefits from the rider.this amount will be impacted during Reset or Withdrawals or Premium events

GMWB Annual Limit, The total amount that can be withdrawn as a benefit of this rider in any given policy year, regardless of whether or not there is sufficient account value. It is also the annual limit on amounts that can be withdrawn without adversely affecting future annual and lifetime benefits from the rider.this amount will be impacted during Reset or Withdrawals or Premium events

The GMWB amount still available for withdrawal in the current Contract Year without creating an “Excess Withdrawal” situation.

During the riders accumulation phase (before it is exercised), a hypothetical annual withdrawal limit is calculated and displayed on statements to inform the policyholder and assist in their decision to exercise the rider

Indicator for whether the phase is Accumulation (not activated, benefit base is still accruing) or Income (annual limit calculated, benefit bases stop growing). Default value = Accumulation

User initiates the Reset, Variables product

TBD

The Parent Party ID is a unique identifier used to establish a hierarchical or relational link between multiple related parties within a life insurance or annuity contract. It is particularly useful in complex ownership or beneficiary structures, such as: Trust-owned policies, Multiple contingent beneficiaries linked to a single primary beneficiary, Parties acting in legal or fiduciary roles (e.g., grantors, trustees, custodians)

Deprecated - kept for backward compatibility; instead use partyPercentage. The benefit percentage of the beneficiary

Deprecated - kept for backward compatibility; instead use partyPercentage. Commission percentage for each agent

The Id which user enters(Id validated in MCS) - Agent External ID and Compnay ID uniquely identifies the right Agent

The first name of the party/trustee

The middle name of the party/trustee

The last name of the party/trustee

The full name of the party/The legal name of the Trust/Organization

The suffix of the party name

The date of birth of the party

Gender Identity refers to an individual’s self-identified internal sense of gender, which may differ from their sex assigned at birth. This value reflects how the individual personally defines their gender and may be expressed in free-text to allow for inclusivity and accuracy

Age calculated by date of birth and Policy year

The name the organization is commonly known as

The shortened/abbreviated version of the organization`s name that is unique to the organization

Code to Identify organization

The trust agreement issued date to the party

The Amended Trust Date refers to the most recent date on which the trust agreement was formally amended or restated, particularly when the trust is designated as the owner or beneficiary of a life insurance or annuity policy

The title of the trustee

Access code of the trustee

Deprecated - kept for backward compatibility; instead use preferredAddressIndicator under Address section

The Preferred Address ID refers to the unique identifier of the address designated as the primary or preferred address for a given party when multiple addresses are associated with that individual or entity. This ensures consistent use of the correct address for communication, correspondence, and recordkeeping

The Preferred Email ID refers to the unique identifier of the email address designated as the primary or preferred email contact for an individual or entity when multiple email addresses are on file

The Preferred Phone ID refers to the unique identifier of the phone number designated as the primary contact number for a given individual or entity when multiple phone numbers are associated with the same party

Party Percentage refers to the proportion of ownership, benefits, or responsibility assigned to a party within an insurance or annuity contract. It is used to distribute policy ownership, benefit payouts, commission sharing, or annuity payments among multiple parties

A boolean field that indicates whether the beneficiary of a Party (when the Party is a Trust) is Non-Natural. This data point is captured for taxation purposes, as Trusts established for individuals are taxed differently from those benefiting entities

An indicator if the beneficiary is irrevocable. If yes, when doing any changes the beneficiary must also sign forms

An indicator if the beneficiary is designated to be included in Joint RMD calculations

Last Contact Date refers to the most recent date on which there was a direct or system-recorded interaction with a party (individual or entity) associated with a policy or contract. This party may be a policyholder, insured, beneficiary, payor, agent, or any other role relevant to life and annuity products.

The Beneficiary Share Method refers to the approach used to allocate the death benefit (or other payouts) among multiple beneficiaries listed under a policy or contract. It determines how the proceeds are divided in the event of the insureds death and is typically defined during policy setup or updated via a beneficiary change request.

Party ID is a unique identifier assigned to a party (individual or entity) involved in an insurance or annuity contract. This identifier helps ensure accurate data exchange and tracking across insurance transactions

Array of addresses associated with the party

Array of phone numbers associated with the party

Array of emails associated with the party

Array of bank accounts associated with the party

TBD

Policy number

TBD