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Policy

Coverage

object
nARWeightingnumber(double)
codestring
namestring
guidelineSinglePremiumnumber(double)

The Guideline Single Premium (GSP) refers to the maximum single premium payment that can be made into a life insurance policy without violating the IRSs Guideline Premium Test (GPT). It is used to ensure that the policy qualifies as life insurance and maintains its tax-advantaged status

guidelineLevelPremiumnumber(double)

The Guideline Level Premium (GLP) is the maximum level (annual or periodic) premium that can be paid into a life insurance policy while maintaining compliance with the IRSs Guideline Premium Test (GPT). It ensures that the policy remains classified as life insurance and retains its tax-advantaged status

get_7PayPremiumnumber(double)
issueDatestring(date-time)

The Policy Issue Date, also known as the Policy Launch Date, is the date when the insurance company officially issues the policy to the client. This occurs after the application is approved, the insured accepts the offer, and payment information is provided. It marks the formal activation of the policy and triggers policy delivery

targetPremiumnumber(double)
targetCommissionnumber(double)
maturityDatestring(date-time)

The Policy Maturity Date refers to the date when a life insurance policy reaches its maturity or an annuity contract reaches its maximum annuitization age. It is based on the Policy Start Date and determines when benefits become payable or coverage ends

coverageAmountnumber(double)
underwritingBasisstring
originalCoverageAmountnumber(double)
coverageChangeAmountnumber(double)
coverageTerminationDatestring(date-time)
insuredarray[object]
Show Child Parameters
narweightingnumber(double)
Example

BankDetail

object
sTART_DATEstring(date-time)
eND_DATEstring(date-time)
branch_Namestring
bANK_ACCOUNT_PURPOSEstring
start_DATEstring(date-time)
end_DATEstring(date-time)
bank_ACCOUNT_PURPOSEstring
Example

AccountValuebyPolicyYear

object
yEARstring(date-time)
aCCOUNT_VALUEnumber
account_VALUEnumber
yearstring(date-time)
Example

PolicyValues

object
account_Valueby_Policy_Yeararray[object]
Show Child Parameters
unloanedPortionofAccountValuenumber

The Unloaned Portion of Account Value refers to the part of the total account value that is not affected by policy loans. Once a policy loan is taken, the total account value is split into loaned and unloaned portions, with the unloaned portion continuing to accrue interest and potential investment returns

loanedPortionofAccountValuenumber

The Loaned Portion of Account Value refers to the amount of a policy’s account value that is used as collateral for a policy loan. This amount is set aside from the Ending Account Value and is used to calculate loan interest accruals. The loaned portion is updated each time a new loan is processed

totalLoanAccruedInterestnumber

The Total Loan Accrued Interest refers to the amount of interest that has accumulated on a policy loan so far within the current year. This interest is added to the outstanding loan balance if it is not paid separately by the policyholder

materialChangeDatestring(date-time)
gracePeriodEndDatestring(date-time)
pendingLapseTotalRequiredAmountnumber
lapseProtectionTerminationDatestring(date-time)
lapseProtectionMonthlyPaymentnumber
cumulativeLapseProtectionPaymentnumber
Example

ScheduledEventDetail

object
sde_idstring
eventTypestring
statusstring
frequencystring
systematicProgramRequestDatestring(date-time)
systematicProgramStartDatestring(date-time)
systematicProgramEndDatestring(date-time)
nextSystematicProgramDatestring(date-time)
Example