---
title: "AccountingEntryRules"
url: "https://developers.zinnia.com/apis/policy-service-0-1-0/versions/8306e031-b41c-452a-a7ed-d73d65602086/schemas/AccountingEntryRules"
---

> Full API specification: https://developers.zinnia.com/apis/policy-service-0-1-0/versions/8306e031-b41c-452a-a7ed-d73d65602086.md

# AccountingEntryRules

## OpenAPI definition

```yaml
openapi: 3.0.0
info:
  title: Policy Service
  version: 0.0.21
servers:
  - url: https://qa.api.zinnia.io
components:
  schemas:
    ProductType:
      type: string
      enum:
        - WHOLELIFE
        - UNIVERSALLIFE
        - VARIABLEUNIVERSALLIFE
        - VARIABLEWHOLELIFE
        - INDEXEDUNIVERSALLIFE
        - FIXEDANNUITY
        - FIXEDINDEXEDANNUITY
        - TERM
        - TERMWITHCASHVALUE
    Rules:
      type: object
      properties:
        variable:
          type: string
        entityType:
          type: string
        debitAccount:
          type: string
        creditAccount:
          type: string
        ledgerType:
          type: string
    AccountingEntryRules:
      type: object
      properties:
        id:
          type: string
          description: The ID of the rule
          example: 65a867a326d49513ae85c2d3
        timestamp:
          type: string
          description: The timestamp of the rule
          example: 2023-01-01T12:00:00.000Z
        productType:
          $ref: "#/components/schemas/ProductType"
        transactionType:
          type: string
          enum:
            - Activation
            - AddOwner
            - AddressChange
            - AgentChange
            - AnnuitantChange
            - Anniversary
            - AnnualPolicyRefreshAndRecalculation
            - AssigneeChange
            - BankAccountChange
            - BeneficiaryChange
            - CalendarProcessing
            - CancelNoPremium
            - ClaimPayout
            - CommunicationPreferenceChange
            - ConversionActivation
            - CostOfInsurance
            - CoverageCharge
            - CoverageCredit
            - DeathClaim
            - DeliveryDateSetup
            - Disbursement
            - EmailChange
            - ExistingPartyNameChange
            - ExpenseCharge
            - FaceAmountChange
            - FaceAmountDecrease
            - FaceAmountIncrease
            - FeatureChange
            - ForceOut
            - FreeLookExpiration
            - FreeLookCancellation
            - FullSurrender
            - FundAllocationsChange
            - FundTransfer
            - GrantorChange
            - PaymentInitialPremium
            - IdentifierChange
            - InitialPremium
            - InterestCredit
            - InterestCreditLoan
            - InterestCreditMatch
            - InterestLoan
            - Issuance
            - Lapse
            - LapseAssessment
            - LoanAnniversaryTrueUp
            - LoanRepaymentOneTime
            - MatchBonusVesting
            - MultipleBeneficiaryChange
            - MultipleEmailChange
            - MultiplePayeeChange
            - MultipleAgentChange
            - MultipleOwnerChange
            - MultipleAnnuitantChange
            - MultiplePhoneNumberChange
            - NewLoan
            - NotificationOfDeathClaim
            - OneTimePremium
            - OwnerChange
            - PartialWithdrawalOneTime
            - PolicyDetailsChange
            - PayeeChange
            - PaymentExpiration
            - PaymentLoanRepaymentOneTime
            - PaymentOneTimePremium
            - PaymentSystematicLoanRepayment
            - PayorChange
            - PhoneNumberChange
            - RateRenewal
            - RemoveOwner
            - Rescission
            - PowerOfAttorneyChange
            - PreferredMailingAddressChange
            - Reinstatement
            - ReinstatementApproved
            - Reissuance
            - RequiredMinimumDistributionOneTime
            - SubsequentPayment
            - SubsequentPremium
            - Sweep
            - SystematicLoanRepayment
            - SystematicLoanRepaymentSetup
            - SystematicPartialWithdrawal
            - SystematicPartialWithdrawalSetup
            - SystematicRequiredMinimumDistribution
            - SystematicRequiredMinimumDistributionSetup
            - SystematicPaymentSetup
            - SystematicAnnuityPayout
            - SystematicAnnuityPayoutSetup
            - SystematicProgramUpdate
            - TPDChange
            - TrusteeChange
            - UnitExpenseCharge
            - ValueAdjustment
            - YearBeginningRefreshAndRecalculation
            - WithdrawnApplication
            - DollarCostAverage
            - ProcessingDate
            - ServiceCharge
            - TransferCharge
            - RiderAddition
            - Annuitization
            - AnnuityBenefitReduction
            - Reclassification
            - FlatExtraChange
            - Commutation
            - Dividend
            - DividendFeatureCharge
            - MarketTimerFee
            - InterimAnnualProcessing
            - HardshipWithdrawal
            - HardshipEnd
            - ResetBenefitAmounts
            - GuaranteedAccumulationBenefitPeriodEnd
            - GainLossChargeBack
            - SpousalContinuation
            - PeriodicCharge
            - DeathBenefitLockIn
            - RatchetLockIn
            - GrowthDeathBenefitLockIn
            - DateOfDeath
            - BenefitAmountAutoAdjustment
            - NotificationOfRiderClaimStart
            - LongTermCareBenefitStartStop
            - DailyRatchet
            - AnnuitizationAnniversary
            - DeclineFeeChange
            - GuaranteedWithdrawalBenefitPaymentLockIn
            - ExcessInterestCredit
            - LongTermCareWithdrawal
            - GuaranteedWithdrawalBenefitInterestAdjustment
            - InvestmentAdvisorFee
            - PayoutAmountChange
            - AdditionalBenefitStart
            - AdditionalBenefitEnd
            - RiderActivationAnniversary
            - AdditionalBenefitRenew
            - QualifiedPlanChange
            - AdvanceAnnuityPayment
            - PartialCommutation
            - GuaranteedIndexRates
            - BailoutRenewal
            - NonLifeAnnuitization
            - AdditionalBenefitReCertification
            - CostBasisReceived
            - FreeWithdrawalRecalculation
            - YearEndGain
            - LongTermCareCertificationDate
            - QuarterlyProcessing
            - BenefitBaseAdjustment
            - RiderBenefitBaseLockIn
            - GuaranteedDeathBenefitRollUpRenew
            - GuaranteedWithdrawalBenefitRollUpRenew
            - RiderCharge
            - LongTermCareFeeStartStop
            - LongTermCareAssessmentCharge
            - RoleBirthday
            - PendingUnclaimedProperty
            - PendingPartialUnclaimedProperty
            - LiquidatedUnclaimedProperty
            - SystematicRiderClaimWithdrawalSetup
            - SystematicRiderClaimWithdrawal
            - TaxWithholdingChange
            - MultipleTrusteeChange
            - MultiplePowerOfAttorneyChange
            - OtherInterestedPartyChange
            - MultipleAuthorizedSignatoryChange
            - AuthorizedSignatoryChange
            - ExchangeCompanyChange
            - BillingFeatureChange
            - GWBPhaseChange
          description: Specifies the type of transaction being performed, such as Premium
            Payment, Loan Repayment, Anniversary etc
        rules:
          description: The rules for the entry
          type: array
          items:
            $ref: "#/components/schemas/Rules"
        carrierId:
          type: string
          description: 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: EVGL
        carrierSetId:
          type: string
          description: The carrier set ID
          example: EVGLCOC
        planCode:
          type: string
          description: 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: PLAN001
        qualificationType:
          type: string
          description: Qualification type of original policy being exchanged
          enum:
            - INDIVIDUALRETIREMENTACCOUNTREGULAR
            - INDIVIDUALRETIREMENTACCOUNTSPOUSAL
            - INDIVIDUALRETIREMENTACCOUNTROLLOVER
            - ROTHINDIVIDUALRETIREMENTACCOUNT
            - CUSTODIALINDIVIDUALRETIREMENTACCOUNT
            - CUSTODIALROTHINDIVIDUALRETIREMENTACCOUNT
            - CUSTODIALROLLOVERINDIVIDUALRETIREMENTACCOUNT
            - QUALIFIED
            - NONQUALIFIED
            - SIMPLIFIEDEMPLOYEEPENSIONINDIVIDUALRETIREMENTACCOUNT
            - INHERITEDINDIVIDUALRETIREMENTACCOUNT
            - INHERITEDROTHINDIVIDUALRETIREMENTACCOUNT
            - NONQUALIFIEDSTRETCH
            - INDIVIDUALRETIREMENTACCOUNTSIMPLE
            - Q403B
            - Q401K
            - Q401A
            - Q457B
            - PENSIONPLAN
            - CONVERTEDINDIVIDUALRETIREMENTACCOUNT
            - ROTH403B
            - CUSTODIALINDIVIDUALRETIREMENTACCOUNTSIMPLIFIEDEMPLOYEEPENSION
            - KEOGH10
            - CORPORATEPENSION
            - GROUPTAXSHELTEREDANNUITY
            - PROFITSHARING
            - TARGETBENEFIT
            - CORPORATEDEFERREDCOMPENSATION404
            - EDUCATIONALINDIVIDUALRETIREMENTACCOUNT
            - QN457B
            - CONVERTED
            - SPOUSAL
            - CUSTODIAL
            - UNIFORMGIFTSORTRANSFERSTOMINORACT
            - CUSTODIALQUALIFIEDLONGEVITYANNUITYCONTRACTINDIVIDUALRETIREMENTACCOUNT
            - CUSTODIALSIMPLEINDIVIDUALRETIREMENTACCOUNT
            - MONEYPURCHASEPENSIONPLAN
            - Q401G
            - Q412E3
            - QUALIFIEDLONGEVITYANNUITYCONTRACTINDIVIDUALRETIREMENTACCOUNT
            - ROTH401K
            - VARIABLEUNIVERSALLIFENONQUALIFIED
        version:
          type: integer
          description: The version
          example: 1
          format: int32
```