BusinessSchedule
objectBusiness Hour Start refers to the official start time of daily business operations for a specific organization, carrier, or department. In insurance and annuity systems, this value is often used to define operational cutoffs, processing schedules, customer service availability, and automated job executions
Example:14:00:00Z
Business Hour End refers to the official end time of daily business operations for a specific organization, carrier, or department. It defines the cutoff point for processing transactions, handling customer service requests, and running operational workflows on a given business day
Example:20:00:00Z
Business Days refer to the official working days of the week during which business operations, transaction processing, and customer services are conducted. In insurance and annuity systems, business days determine when policies are processed, disbursements are executed, and service-level agreements (SLAs) are measured
Allowed values:MONDAYTUESDAYWEDNESDAYTHURSDAYFRIDAY
Budget Center refers to a defined organizational unit within a company that is allocated a portion of the company’s overall budget and is responsible for tracking, managing, and controlling financial expenditures. In the context of insurance and annuity operations, a budget center is often linked to departments such as underwriting, claims, operations, or IT
Example:Everly/SB
AccountStatus
stringAllowed values:ACTIVEBANKACCOUNTTERMINATEDBANKACCOUNT
AccountType
stringAllowed values:CHECKINGSAVINGSCREDITCARDDEBITCARDBROKERAGEACCOUNTCERTIFICATEOFDEPOSITWIRE
BankAccountPurpose
stringAllowed values:LOANINTERESTBILLINGDISBURSEMENTSLOANPRINCIPALBILLINGPREMIUMBILLINGONETIMEPREMIUMBILLINGPAYOUTONETIMEWIRE
BranchAddress
objectAllowed values:RESIDENCEBUSINESSPOBOXSEASONALSECONDARYMAILING
Address line 1 of the Bank
Example:1112 Pickle Street
Address line 2 of the Bank
Example:South Jersey
Address Line 3 of the bank
Example:1234 Post box
City of the bank address
Example:Garden City
Allowed values:AAAEALAPAKAZARASCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMPMTNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUMUTVTVAVIWAWVWIWY
Zip code of the bank address
Example:67846
Unit of the bank address
Example:23
Allowed values:USCARUEGZAGRNLBEFRESHUITROCHATGBDKSENOPLDEPEMXCUARBRCLCOVEMYAUIDPHNZSGTHJPVNCNTRINPKAFLKIRMADZTNLYGMSNMRMLGNBFNETGBJMULRSLGHNGCFTDCMCVSTGQGABSAOBBAXSDRWETSODJKETZUGBIMZZMMGREZWNAMWLSBWAGKMGWCDVGSHAWFOGLKYGIPTLUIEISALMTCYFIBGGGLTLVEEMDAMBYADSMUAHRSIBAMKXKCZSKLIBMGDFKBZGTSVHNNICRPMHTPRVIGSSXBQGPBOGYECGFPYMQSRUYANTCBLMFMSGUAQBNNRPGTOSBVUFJWFCKNUASKINCTVPFMPPWMHFMSSLCDMVCDOHKMOKHLATTKNJMBDTWMMKRKPLBJOSYIQKWSAOMAEILBHQABTNPTJTMAZGEUZAIPACIERKZKGCCMNBVSCIOWSTLTFYTPNSJTKUMEHMVCXNFCGMCVASZPSJEIMRSMEHMCWCSYEYDSUYUZR