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Policy

ProductType

string

Allowed values:WHOLELIFEUNIVERSALLIFEVARIABLEUNIVERSALLIFEVARIABLEWHOLELIFEINDEXEDUNIVERSALLIFEFIXEDANNUITYFIXEDINDEXEDANNUITYTERMTERMWITHCASHVALUE

Rules

object
variablestring
entityTypestring
debitAccountstring
creditAccountstring
ledgerTypestring
Example

AccountingEntryRules

object
idstring

The ID of the rule

Example:65a867a326d49513ae85c2d3

timestampstring

The timestamp of the rule

Example:2023-01-01T12:00:00.000Z

productTypestring

Allowed values:WHOLELIFEUNIVERSALLIFEVARIABLEUNIVERSALLIFEVARIABLEWHOLELIFEINDEXEDUNIVERSALLIFEFIXEDANNUITYFIXEDINDEXEDANNUITYTERMTERMWITHCASHVALUE

transactionTypestring

Specifies the type of transaction being performed, such as Premium Payment, Loan Repayment, Anniversary etc

Allowed values:ActivationAddOwnerAddressChangeAgentChangeAnnuitantChangeAnniversaryAnnualPolicyRefreshAndRecalculationAssigneeChangeBankAccountChangeBeneficiaryChangeCalendarProcessingCancelNoPremiumClaimPayoutCommunicationPreferenceChangeConversionActivationCostOfInsuranceCoverageChargeCoverageCreditDeathClaimDeliveryDateSetupDisbursementEmailChangeExistingPartyNameChangeExpenseChargeFaceAmountChangeFaceAmountDecreaseFaceAmountIncreaseFeatureChangeForceOutFreeLookExpirationFreeLookCancellationFullSurrenderFundAllocationsChangeFundTransferGrantorChangePaymentInitialPremiumIdentifierChangeInitialPremiumInterestCreditInterestCreditLoanInterestCreditMatchInterestLoanIssuanceLapseLapseAssessmentLoanAnniversaryTrueUpLoanRepaymentOneTimeMatchBonusVestingMultipleBeneficiaryChangeMultipleEmailChangeMultiplePayeeChangeMultipleAgentChangeMultipleOwnerChangeMultipleAnnuitantChangeMultiplePhoneNumberChangeNewLoanNotificationOfDeathClaimOneTimePremiumOwnerChangePartialWithdrawalOneTimePolicyDetailsChangePayeeChangePaymentExpirationPaymentLoanRepaymentOneTimePaymentOneTimePremiumPaymentSystematicLoanRepaymentPayorChangePhoneNumberChangeRateRenewalRemoveOwnerRescissionPowerOfAttorneyChangePreferredMailingAddressChangeReinstatementReinstatementApprovedRequiredMinimumDistributionOneTimeSubsequentPaymentSubsequentPremiumSweepSystematicLoanRepaymentSystematicLoanRepaymentSetupSystematicPartialWithdrawalSystematicPartialWithdrawalSetupSystematicRequiredMinimumDistributionSystematicRequiredMinimumDistributionSetupSystematicPaymentSetupSystematicAnnuityPayoutSystematicAnnuityPayoutSetupSystematicProgramUpdateTPDChangeTrusteeChangeUnitExpenseChargeValueAdjustmentYearBeginningRefreshAndRecalculationWithdrawnApplicationDollarCostAverageProcessingDateServiceChargeTransferChargeRiderAdditionAnnuitizationAnnuityBenefitReductionReclassificationFlatExtraChangeCommutationDividendDividendFeatureChargeMarketTimerFeeInterimAnnualProcessingHardshipWithdrawalHardshipEndResetBenefitAmountsGuaranteedAccumulationBenefitPeriodEndGainLossChargeBackSpousalContinuationPeriodicChargeDeathBenefitLockInRatchetLockInGrowthDeathBenefitLockInDateOfDeathBenefitAmountAutoAdjustmentNotificationOfRiderClaimStartLongTermCareBenefitStartStopDailyRatchetAnnuitizationAnniversaryDeclineFeeChangeGuaranteedWithdrawalBenefitPaymentLockInExcessInterestCreditLongTermCareWithdrawalGuaranteedWithdrawalBenefitInterestAdjustmentInvestmentAdvisorFeePayoutAmountChangeAdditionalBenefitStartAdditionalBenefitEndRiderActivationAnniversaryAdditionalBenefitRenewQualifiedPlanChangeAdvanceAnnuityPaymentPartialCommutationGuaranteedIndexRatesBailoutRenewalNonLifeAnnuitizationAdditionalBenefitReCertificationCostBasisReceivedFreeWithdrawalRecalculationYearEndGainLongTermCareCertificationDateQuarterlyProcessingBenefitBaseAdjustmentRiderBenefitBaseLockInGuaranteedDeathBenefitRollUpRenewGuaranteedWithdrawalBenefitRollUpRenewRiderChargeLongTermCareFeeStartStopLongTermCareAssessmentChargeRoleBirthdayPendingUnclaimedPropertyPendingPartialUnclaimedPropertyLiquidatedUnclaimedPropertySystematicRiderClaimWithdrawalSetupSystematicRiderClaimWithdrawalTaxWithholdingChange

rulesarray[object]

The rules for the entry

Show Child Parameters
carrierIdstring

The Carrier ID is a unique identifier assigned to an insurance company (carrier) that issues and underwrites a policy. It helps track, manage, and differentiate insurance providers within industry databases, regulatory systems, and digital platforms

Example:SB

carrierSetIdstring

The carrier set ID

Example:SBCOC

planCodestring

The Plan Code is a carrier-assigned unique identifier used to distinguish a specific product, rate structure, and version of a life insurance or annuity policy. It ensures accurate policy tracking, pricing, and administration

Example:SBFIXUL1

qualificationTypestring

Qualification type of original policy being exchanged

Allowed values:INDIVIDUALRETIREMENTACCOUNTREGULARINDIVIDUALRETIREMENTACCOUNTSPOUSALINDIVIDUALRETIREMENTACCOUNTROLLOVERROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALINDIVIDUALRETIREMENTACCOUNTCUSTODIALROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALROLLOVERINDIVIDUALRETIREMENTACCOUNTQUALIFIEDNONQUALIFIEDSIMPLIFIEDEMPLOYEEPENSIONINDIVIDUALRETIREMENTACCOUNTINHERITEDINDIVIDUALRETIREMENTACCOUNTINHERITEDROTHINDIVIDUALRETIREMENTACCOUNTNONQUALIFIEDSTRETCHINDIVIDUALRETIREMENTACCOUNTSIMPLEQ403BQ401KQ401AQ457BPENSIONPLANCONVERTEDINDIVIDUALRETIREMENTACCOUNTROTH403BCUSTODIALINDIVIDUALRETIREMENTACCOUNTSIMPLIFIEDEMPLOYEEPENSIONKEOGH10CORPORATEPENSIONGROUPTAXSHELTEREDANNUITYPROFITSHARINGTARGETBENEFITCORPORATEDEFERREDCOMPENSATION404EDUCATIONALINDIVIDUALRETIREMENTACCOUNTQN457BCONVERTEDSPOUSALCUSTODIALUNIFORMGIFTSORTRANSFERSTOMINORACTCUSTODIALQUALIFIEDLONGEVITYANNUITYCONTRACTINDIVIDUALRETIREMENTACCOUNTCUSTODIALSIMPLEINDIVIDUALRETIREMENTACCOUNTMONEYPURCHASEPENSIONPLANQ401GQ412E3QUALIFIEDLONGEVITYANNUITYCONTRACTINDIVIDUALRETIREMENTACCOUNTROTH401KVARIABLEUNIVERSALLIFENONQUALIFIED

versioninteger(int32)

The version

Example:1

Example

AccountEntryRuleRequestFields

object
productTypestring

Allowed values:WHOLELIFEUNIVERSALLIFEVARIABLEUNIVERSALLIFEVARIABLEWHOLELIFEINDEXEDUNIVERSALLIFEFIXEDANNUITYFIXEDINDEXEDANNUITYTERMTERMWITHCASHVALUE

transactionTypestring

Specifies the type of transaction being performed, such as Premium Payment, Loan Repayment, Anniversary etc

Allowed values:ActivationAddOwnerAddressChangeAgentChangeAnnuitantChangeAnniversaryAnnualPolicyRefreshAndRecalculationAssigneeChangeBankAccountChangeBeneficiaryChangeCalendarProcessingCancelNoPremiumClaimPayoutCommunicationPreferenceChangeConversionActivationCostOfInsuranceCoverageChargeCoverageCreditDeathClaimDeliveryDateSetupDisbursementEmailChangeExistingPartyNameChangeExpenseChargeFaceAmountChangeFaceAmountDecreaseFaceAmountIncreaseFeatureChangeForceOutFreeLookExpirationFreeLookCancellationFullSurrenderFundAllocationsChangeFundTransferGrantorChangePaymentInitialPremiumIdentifierChangeInitialPremiumInterestCreditInterestCreditLoanInterestCreditMatchInterestLoanIssuanceLapseLapseAssessmentLoanAnniversaryTrueUpLoanRepaymentOneTimeMatchBonusVestingMultipleBeneficiaryChangeMultipleEmailChangeMultiplePayeeChangeMultipleAgentChangeMultipleOwnerChangeMultipleAnnuitantChangeMultiplePhoneNumberChangeNewLoanNotificationOfDeathClaimOneTimePremiumOwnerChangePartialWithdrawalOneTimePolicyDetailsChangePayeeChangePaymentExpirationPaymentLoanRepaymentOneTimePaymentOneTimePremiumPaymentSystematicLoanRepaymentPayorChangePhoneNumberChangeRateRenewalRemoveOwnerRescissionPowerOfAttorneyChangePreferredMailingAddressChangeReinstatementReinstatementApprovedRequiredMinimumDistributionOneTimeSubsequentPaymentSubsequentPremiumSweepSystematicLoanRepaymentSystematicLoanRepaymentSetupSystematicPartialWithdrawalSystematicPartialWithdrawalSetupSystematicRequiredMinimumDistributionSystematicRequiredMinimumDistributionSetupSystematicPaymentSetupSystematicAnnuityPayoutSystematicAnnuityPayoutSetupSystematicProgramUpdateTPDChangeTrusteeChangeUnitExpenseChargeValueAdjustmentYearBeginningRefreshAndRecalculationWithdrawnApplicationDollarCostAverageProcessingDateServiceChargeTransferChargeRiderAdditionAnnuitizationAnnuityBenefitReductionReclassificationFlatExtraChangeCommutationDividendDividendFeatureChargeMarketTimerFeeInterimAnnualProcessingHardshipWithdrawalHardshipEndResetBenefitAmountsGuaranteedAccumulationBenefitPeriodEndGainLossChargeBackSpousalContinuationPeriodicChargeDeathBenefitLockInRatchetLockInGrowthDeathBenefitLockInDateOfDeathBenefitAmountAutoAdjustmentNotificationOfRiderClaimStartLongTermCareBenefitStartStopDailyRatchetAnnuitizationAnniversaryDeclineFeeChangeGuaranteedWithdrawalBenefitPaymentLockInExcessInterestCreditLongTermCareWithdrawalGuaranteedWithdrawalBenefitInterestAdjustmentInvestmentAdvisorFeePayoutAmountChangeAdditionalBenefitStartAdditionalBenefitEndRiderActivationAnniversaryAdditionalBenefitRenewQualifiedPlanChangeAdvanceAnnuityPaymentPartialCommutationGuaranteedIndexRatesBailoutRenewalNonLifeAnnuitizationAdditionalBenefitReCertificationCostBasisReceivedFreeWithdrawalRecalculationYearEndGainLongTermCareCertificationDateQuarterlyProcessingBenefitBaseAdjustmentRiderBenefitBaseLockInGuaranteedDeathBenefitRollUpRenewGuaranteedWithdrawalBenefitRollUpRenewRiderChargeLongTermCareFeeStartStopLongTermCareAssessmentChargeRoleBirthdayPendingUnclaimedPropertyPendingPartialUnclaimedPropertyLiquidatedUnclaimedPropertySystematicRiderClaimWithdrawalSetupSystematicRiderClaimWithdrawalTaxWithholdingChange

rulesarray[object]
Show Child Parameters
Example

DistributionCode

string

Allowed values:DEFAULTPREMATUREDISTRIBUTIONEXCEPTIONAPPLIESDISABILITYDEATHDEATHEXCLUSIONDEATHROLLOVEREXCHANGE1035NORMALDISTRIBUTIONCOSTOFCURRENTLIFEINSURANCEPROTECTIONQUALIFIEDROLLOVERROTHDISTRIBUTIONNOEXCEPTIONQUALIFIEDLOANDISTRIBUTIONPREMATURELOANDISTRIBUTIONQUALIFIEDROTHINDIVIDUALRETIREMENTARRANGEMENTDISTRIBUTIONROTHINDIVIDUALRETIREMENTACCOUNTSDISTRIBUTIONEXCEPTIONAPPLIESEXCESSCONTRIBUTIONSPLUSEARNINGSEXCESSDEFERRALSTAXABLEIN2009NONTAXABLEEVENTGROSSPAIDTOATTORNEYOTHERINCOMENONEMPLOYEECOMPENSATIONPREMATUREEXCEPTIONROYALTIESDEATHTRANSFER4HPROHIBITEDTRANSACTIONTENYEARTAXOPTIONTRUSTEETOTRUSTEETRANSFERQUALIFIEDDOMESTICRELATIONSORDERLIKETOLIKENO1099DISTRIBUTIONSUNDEREMPLOYEEPLANSCOMPLIANCERESOLUTIONSYSTEMCHARITABLEGIFTLOANSASDISTRIBUTIONSQUALIFIEDPLANLOANOFFSETRECHARACTERIZEDINDIVIDUALRETIREMENTARRANGEMENTCURRENTYEAREXCESSCONTRIBUTION1YEARPRIORTAXRECHARACTERIZEDINDIVIDUALRETIREMENTACCOUNTSPREVIOUSYEAREARLYDISTRIBUTIONFROMSAVINGSINCENTIVEMATCHPLANFOREMPLOYEESDIRECTTRANSFEREXCESSCONTRIBUTIONSPLUSEARNINGSEXCESSDEFERRALSANDOREARNINGSTAXABLEIN2024EXCESSCONTRIBUTIONS2YEARPRIORTAXDIRECTROLLOVERQUALPLANTAXSHELTEREDANNUITYSEPARATIONFROMSERVICEINDIVIDUALRETIREMENTARRANGEMENTTOROTHINDIVIDUALRETIREMENTARRANGEMENTQUALIFIEDDOMESTICRELATIONSORDERROLLOVERTOINDIVIDUALRETIREMENTARRANGEMENT2GQUALIFIEDDOMESTICRELATIONSORDERPAYMENTTOSPOUSEFIRSTTIMEHOMEBUYERINDIVIDUALRETIREMENTARRANGEMENTONLYEDUCATIONEXPENSEMEDICALEXPENSEFEEADMINFEEASSETFEECONTRIBUTIONFEELUMPSUMDEATHFEELUMPSUMDISABILITYFEELUMPSUMPURCHASEDANNUITYFEELUMPSUMOTHERFEENEWRETIREEWITHPERPAYMENTFEEEXISTINGRETIREMENTINFORCEFEECONTRACTFEEEXISTINGRETIREMENTINCREASEFEETHIRDPARTYLUMPSUMDEATHLUMPSUMDISABILITYLUMPSUMPURCHASEDANNUITYLUMPSUMOTHERFEEINTERNATIONALPROGRAMSGROUPEXPENSEFROMFUNDRELEASERESERVEHEALTHDEDUCTIONFEEMARKETVALUEFEEANNUITYADMINISTRATIONSECTION1035EXCHANGEPARTIALQUALIFIEDDOMESTICRELATIONSORDERNORMALDISTRIBUTIONQUALIFIEDDOMESTICRELATIONSORDERSECTION1035FEELONGTERMCAREINSURANCEDESIGNATEDROTHACCOUNTDISTRIBUTIONREPORTABLEDEATHBENEFITSUNDERSECTION6050YDISTRIBUTIONOFTRADITIONALINDIVIDUALRETIREMENTARRANGEMENTASSETSNOTHAVINGAREADILYAVAILABLEFAIRMARKETVALUEDIVIDENDSDISTRIBUTEDFROMANEMPLOYEESTOCKOWNERSHIPPLANSUNDERSECTION404KDIRECTROLLOVEROFADESIGNATEDROTHACCOUNTDEATHQUALIFIEDCHARITABLEDISTRIBUTIONNORMALQUALIFIEDCHARITABLEDISTRIBUTION