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Policy

PolicyCommonRequest

object
contractNumbernumberrequired
companyIdnumberrequired
companyHierarchyIdnumberrequired
planCodestringrequired
policyNumbernumberrequired
cvgIdnumberrequired
Example

FundDetail

object
chAccountDescstringrequired
chDivisionDescstringrequired
chAccountDivisionDescstringrequired
inAccTypenumberrequired
inDivTypenumberrequired
chAccountstringrequired
chDivisionstringrequired
Example

AllPolicyFundsResponse

object
apiRequestHeaderobjectrequired
Show Child Parameters
policyCommonRequestobjectrequired
Show Child Parameters
statusstringrequired

Allowed values:ACTIVETERMINATEDPENDINGSUSPENDED

fundDetailsarray[object]required
Show Child Parameters
Example

PolicyEvent

object
policyNumberstring

The Policy Number is a unique identifier assigned to a life insurance or annuity contract by the insurance carrier. It serves as the official reference number for tracking, managing, and servicing the policy throughout its lifetime

eventstring

The transaction type of the current policy snapshot

timestampstring(date-time)
versioninteger(int32)
Example

DistributionType

string

Allowed values:WIREHOUSEREGISTEREDINVESTMENTADVISERINDEPENDENTAGENCYFINANCIALPLANNINGFIRMFINANCIALINSTITUTIONBROKER_DEALERTHIRDPARTYDIRECTTOCONSUMERBANKMARKETBROKERAGE_INDEPENDENTMARKETCAPTIVEMARKETAFFILIATEDAGENCYINSTITUTIONALMARKETFARMERSMLEA