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

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

# ChartOfAccount

## OpenAPI definition

```yaml
openapi: 3.0.0
info:
  title: Policy Service
  version: 0.0.21
servers:
  - url: https://qa.api.zinnia.io
components:
  schemas:
    ChartOfAccount:
      type: object
      properties:
        timestamp:
          type: string
          format: date-time
          description: TBD
          example: 2023-01-01T12:00:00.000Z
        carrierId:
          type: string
          description: Carrier Code is a unique identifier assigned to each insurance
            carrier (insurance company) within a system, typically used to
            distinguish between multiple carriers in a multi-carrier
            environment. It is essential for chart of account setup, policy
            administration, and reporting across insurance platforms
          example: EVGL
        carrierSetId:
          type: string
          description: Carrier SET ID refers to a system-specific grouping identifier that
            represents a set of data, configuration, or financial parameters
            uniquely tied to a particular carrier within the chart of accounts
            and policy administration system
          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
          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
          description: The Qualification Type in life insurance and annuities refers to
            the tax law provision or regulatory classification that governs a
            policy or contract, indicating whether it falls under a
            tax-advantaged retirement plan (IRA, 401(k), 403(b)) or a
            non-qualified account
        accountNumber:
          type: string
          description: Account Number refers to a unique numeric or alphanumeric
            identifier assigned to a general ledger account within the chart of
            accounts for an insurance carrier. It is used to classify and record
            financial transactions such as premiums, claims, commissions,
            reserves, or administrative expenses
          example: "299032"
        account:
          type: string
          enum:
            - GENERAL
          description: In the context of an insurance Chart of Accounts, Account refers to
            the classification of financial activity as it relates to either a
            General Account or a Separate Account. This designation helps
            insurers manage and report assets and liabilities according to their
            investment and ownership structure
        generalLedgerAccount:
          type: string
          description: A General Ledger (GL) Account is a system-defined record that
            captures and categorizes financial transactions within an insurer`s
            accounting framework. It is a fundamental component of the Chart of
            Accounts, used to organize and report assets, liabilities, income,
            and expenses associated with life and annuity products, policyholder
            transactions, and operational activities
          example: GL531100
        generalLedgerAccountShortName:
          type: string
          description: GL Short Name refers to a concise, system-friendly label assigned
            to a General Ledger (GL) account for ease of reference, display, and
            reporting in financial systems. It provides a brief but meaningful
            identifier for the full GL account name, especially in user
            interfaces, dashboards, and exports where space is limited
          example: TBD
        accountType:
          type: string
          enum:
            - ASSET
            - LIABILITY
            - INCOME
            - BENEFIT
          description: Account Type refers to the category that classifies a general
            ledger (GL) account based on the nature of its financial activity,
            such as asset, liability, equity, income, or expense. It determines
            how the account behaves in financial reporting, balance sheets, and
            income statements, and is critical for structuring the chart of
            accounts in insurance and annuity accounting systems
        accountTypeCode:
          type: string
          enum:
            - A
            - L
            - I
            - B
          description: Account Type Code is a system-assigned or standardized alphanumeric
            identifier used to represent the classification of a general ledger
            (GL) account by its financial nature—such as Asset, Liability,
            Equity, Income, or Expense—in a structured and codified format. It
            is used in chart of account setups for reporting, system logic, and
            integration
        version:
          type: integer
          format: int32
```