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Policy

AccountType

string

Allowed values:CHECKINGSAVINGSCREDITCARDDEBITCARDBROKERAGEACCOUNTCERTIFICATEOFDEPOSITWIRE

BankAccountPurpose

string

Allowed values:LOANINTERESTBILLINGDISBURSEMENTSLOANPRINCIPALBILLINGPREMIUMBILLINGONETIMEPREMIUMBILLINGPAYOUTONETIMEWIRE

BranchAddress

object
addressTypestring

Allowed values:RESIDENCEBUSINESSPOBOXSEASONALSECONDARYMAILING

addressLine1string

Address line 1 of the Bank

Example:1112 Pickle Street

addressLine2string

Address line 2 of the Bank

Example:South Jersey

addressLine3string

Address Line 3 of the bank

Example:1234 Post box

citystring

City of the bank address

Example:Garden City

statestring

Allowed values:AAAEALAPAKAZARASCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMPMTNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUMUTVTVAVIWAWVWIWY

zipCodestring

Zip code of the bank address

Example:67846

zipCodeExtensionstring

Unit of the bank address

Example:23

countrystring

Allowed values:USCARUEGZAGRNLBEFRESHUITROCHATGBDKSENOPLDEPEMXCUARBRCLCOVEMYAUIDPHNZSGTHJPVNCNTRINPKAFLKIRMADZTNLYGMSNMRMLGNBFNETGBJMULRSLGHNGCFTDCMCVSTGQGABSAOBBAXSDRWETSODJKETZUGBIMZZMMGREZWNAMWLSBWAGKMGWCDVGSHAWFOGLKYGIPTLUIEISALMTCYFIBGGGLTLVEEMDAMBYADSMUAHRSIBAMKXKCZSKLIBMGDFKBZGTSVHNNICRPMHTPRVIGSSXBQGPBOGYECGFPYMQSRUYANTCBLMFMSGUAQBNNRPGTOSBVUFJWFCKNUASKINCTVPFMPPWMHFMSSLCDMVCDOHKMOKHLATTKNJMBDTWMMKRKPLBJOSYIQKWSAOMAEILBHQABTNPTJTMAZGEUZAIPACIERKZKGCCMNBVSCIOWSTLTFYTPNSJTKUMEHMVCXNFCGMCVASZPSJEIMRSMEHMCWCSYEYDSUYUZR

Example
{
  "addressType": "RESIDENCE",
  "addressLine1": "1112 Pickle Street",
  "addressLine2": "South Jersey",
  "addressLine3": "1234 Post box",
  "city": "Garden City",
  "state": "AA",
  "zipCode": "67846",
  "zipCodeExtension": "23",
  "country": "US"
}

BankAccount

object
startDatestring(date)

Date the Bank Account of the Party was added to the Policy. Date (with pattern “yyyy-mm-dd”)

Example:2023-01-01

endDatestring(date)

Date the Bank Account of the Party was terminated from the Policy. Date (with pattern “yyyy-mm-dd”)

Example:2023-01-01

nameOnAccountstring

Name of the Party on Bank Account

Example:abcdqwe

accountStatusstring

Allowed values:ACTIVEBANKACCOUNTTERMINATEDBANKACCOUNT

accountTypestring

Allowed values:CHECKINGSAVINGSCREDITCARDDEBITCARDBROKERAGEACCOUNTCERTIFICATEOFDEPOSITWIRE

bankAccountPurposestring

Allowed values:LOANINTERESTBILLINGDISBURSEMENTSLOANPRINCIPALBILLINGPREMIUMBILLINGONETIMEPREMIUMBILLINGPAYOUTONETIMEWIRE

accountNumberstring

The 7+ digit checking or savings account number

Example:34567777745678

routingNumberstring

The 9-digit routing transit number for the bank account/branch

Example:123456789

internationalBankAccountNumberstring

The bank account number for an international bank account (this field does not have check-digit validation)

Example:ibanNumber_66

branchNamestring

The name of the bank (such as Chase Manhattan)

Example:branch_66

branchPhoneNumberstring

Phone Number of the Bank Branch

Example:7766667777

branchAddressobject
Show Child Parameters
bankIdstring

In the context of ACORD standards (the global data standards body for insurance), Bank ID refers to a unique identifier used to specify a financial institution involved in a disbursement, premium collection, or electronic funds transfer (EFT). It is critical for ensuring correct routing of payments or deposits between insurers, policyholders, beneficiaries, and third parties

Example:1

appliesToPartyIdstring

This unique id ties to the Party Role that the bank details correspondes to.

Example:Party_PI_1

Example
{
  "startDate": "2023-01-01",
  "endDate": "2023-01-01",
  "nameOnAccount": "abcdqwe",
  "accountStatus": "ACTIVEBANKACCOUNT",
  "accountType": "CHECKING",
  "bankAccountPurpose": "LOANINTERESTBILLING",
  "accountNumber": "34567777745678",
  "routingNumber": "123456789",
  "internationalBankAccountNumber": "ibanNumber_66",
  "branchName": "branch_66",
  "branchPhoneNumber": "7766667777",
  "branchAddress": {
    "addressType": "RESIDENCE",
    "addressLine1": "1112 Pickle Street",
    "addressLine2": "South Jersey",
    "addressLine3": "1234 Post box",
    "city": "Garden City",
    "state": "AA",
    "zipCode": "67846",
    "zipCodeExtension": "23",
    "country": "US"
  },
  "bankId": "1",
  "appliesToPartyId": "Party_PI_1"
}

CauseOfDeath

string

Allowed values:AIDSACCIDENTOTHERACCIDENTBYFIREACCIDENTALDROWNINGACCIDENTALFALLACCIDENTALPOISONINGAIRCRAFTACCIDENTALCOHOLISMALLERGICDISORDERSANEMIAAPPENDICITISARTERIALDISEASEAVITAMINOSISBENIGNTUMORBIRTHINJURYBRONCHITISBRONCHOPNEUMONIACOVIDCANCERBONECANCERBREASTCANCERCERVIXCANCERESOPHAGUSCANCERINTESTINECANCERLARYNXCANCERLUNGCANCERMOUTHCANCEROTHERCANCERPROSTATECANCERRECTUMCANCERSKINCANCERSTOMACHCANCERUTERUSCIRCULATORYOTHERCIRRHOSISCONGENITALDISORDERDIABETESDIGESTIVEDISEASEOTHERDIPTHERIADRUGOVERDOSEDYSENTERYEARINFECTIONEMPHYSEMAENCEPHALITISENLARGEDPROSTATEEPILEPSYFIREARMACCIDENTFLUGALLSTONEGASTRITISGASTROENTERITISGOITERNONTOXICHEARTARTERIOSCLEROTICHEARTOTHERHEARTRHEUMATICHERNIAHOMICIDEHYPERTENSIONHEARTHYPERTENSIONNOHEARTKIDNEYINFECTIONKIDNEYSTONELEUKAEMIALUNGDISEASEOTHERLYMPHORSARCOMAMACHINERYACCIDENTMALARIAMEASLESMENINGITISMENINMENINGITISNONMENINMENTALDISORDERMOTORVEHICLEACCIDENTMULTIPLESCLEROSISNATURALDEATHNEPHRITISNERVOUSSYSTEMOTHERNEWBORNDISORDEROTHERNEWBORNINFECTIONOSTEOMYELITISPARASITICDISEASEOTHERPLEURISYPNEUMONIALOBARPNEUMONIAOTHERPOLIOPREGNANCYDISORDERRHEUMATICFEVERSCARLETFEVERSENILITYSEPTICAEMIASKINDISEASEOTHERSKININFECTIONSUICIDESYPHILISTETANUSTHYROTOXICOSISTUBERCULOSISTYPHOIDTYPHUSULCEROFDUODENUMULCEROFSTOMACHUNKNOWNURINARYDISEASEOTHERVASCULARLESIONSWARWHOOPINGCOUGH