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Policy

PolicyWithdrawal

object
allocationOptionTypestringrequired
disbursementTypestringrequired
frequencystringrequired
effectiveDatestringrequired
amountTypestringrequired
amountnumberrequired
payeesarray[object]required
Show Child Parameters
taxWithholdingInstructionsarray[object]required
Show Child Parameters
Example

FinancialTransactionTransactionTypeEnum

string

Allowed values:PartialWithdrawalOneTimeFullSurrenderNewLoanOneTimePremiumSystematicProgramUpdateLoanRepaymentOneTimeSystematicLoanRepaymentSetup

Charge

object
chargeTypestring

Allowed values:COSTOFINSURANCEEXPENSECHARGEUNITEXPENSECHARGERIDERCHARGESURRENDERCHARGEWITHDRAWALCHARGEPAYMENTCHARGECOVERAGECHARGECOVERAGECREDITPREMIUMTAXMARKETVALUEADJUSTMENT

chargeWaiverIndicatorstring

Allowed values:YesNo

chargeWaiverReasonstring

The reason why a charge was waived (e.g., Promotional Waiver, Policy Exception)

Example:100

Example

Url

object
websitestring

Carrier or Third party administrator website

Example:https://zinnialive.com/

carrierLoginstring

Carrier login

Example:https://zinnialive.com/

agentLoginstring

Agent login

Example:https://zinnialive.com/

customerLoginstring

Customer login

Example:https://wellabe.mypolicyview.com/

Example

BankDetails

object
recordIDnumberrequired
appliesToPartyIDstringrequired
financialInstitutionPartyIDstringrequired
startDatestringrequired
endDatestringrequired
nameOnAccountstringrequired
accountStatusstringrequired
accountTypestringrequired
accountNumberstringrequired
routingNumberstringrequired
ibaNumberstringrequired
branchNamestringrequired
accountPurposestringrequired
branchAddressobjectrequired
Show Child Parameters
branchPhoneNumberstringrequired
Example