BankAccount
objectDate the Bank Account of the Party was added to the Policy. Date (with pattern “yyyy-mm-dd”)
Example:2023-01-01
Date the Bank Account of the Party was terminated from the Policy. Date (with pattern “yyyy-mm-dd”)
Example:2023-01-01
Name of the Party on Bank Account
Example:abcdqwe
Allowed values:ACTIVEBANKACCOUNTTERMINATEDBANKACCOUNT
Allowed values:CHECKINGSAVINGSCREDITCARDDEBITCARDBROKERAGEACCOUNTCERTIFICATEOFDEPOSITWIRE
Allowed values:LOANINTERESTBILLINGDISBURSEMENTSLOANPRINCIPALBILLINGPREMIUMBILLINGONETIMEPREMIUMBILLINGPAYOUTONETIMEWIRE
The 7+ digit checking or savings account number
Example:34567777745678
The 9-digit routing transit number for the bank account/branch
Example:123456789
The bank account number for an international bank account (this field does not have check-digit validation)
Example:ibanNumber_66
The name of the bank (such as Chase Manhattan)
Example:branch_66
Phone Number of the Bank Branch
Example:7766667777
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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
This unique id ties to the Party Role that the bank details correspondes to.
Example:Party_PI_1
Carrier
objectTBD
Example:2023-01-01T12:00:00.000Z
Party ID is a unique identifier assigned to a party (individual or entity) involved in an insurance or annuity contract. This identifier helps ensure accurate data exchange and tracking across insurance transactions
Example:SB
Defines Party type example individual or Organization or Trust. For Insured and Annuitant this should always be Individual
Example:Organization
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The legal name of the Organization
Example:Security Benefit Life Insurance Company
The name the organization is commonly known as
Example:Security Benefit Life
The shortened/abbreviated version of the organization’s name that is unique to the organization
Example:SBL
Code to Identify organization
Example:110
Allowed values:SOLEPROPRIETORSHIPGENERALPARTNERSHIPLIMITEDPARTNERSHIPCCORPORATIONSCORPORATIONLIMITEDLIABILITYCOMPANYCHARITABLEORGANIZATIONESTATETRUSTCORPORATIONUNKNOWN
Allowed values:EMAILREGULARMAILPHONEFAXTEXTNOPREFERENCESPECIFIEDPOSTALOTHER
Deprecated - kept for backward compatibility; instead use preferredAddressIndicator under Address section
Example:1
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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:SB
Ultimate Parent Company ID refers to the unique identifier assigned to the top-most legal entity or corporate parent in an organizational hierarchy. In insurance and annuity systems, this ID is used to link a subsidiary, affiliate, or operational entity to its controlling parent company, ensuring clarity in ownership, regulatory reporting, and financial consolidation
Example:SBP
In the context of a System of Record (SOR) in insurance and annuity systems, Organization Purpose refers to the role the organization plays in relation to the policy or contract. Specifically, terms like Processing and Holding define how the organization interacts with the policy data, assets, or transactions
Example:PROCESSING
General Account Business Unit refers to the organizational or legal entity within an insurance company responsible for managing assets and liabilities held in the general account. This unit is accountable for all financial activities related to non-segregated (non-variable) insurance products where the carrier assumes investment risk
Example:158
Separate Account Business Unit refers to the organizational or legal entity within an insurance company responsible for managing products and assets that are legally segregated from the general account. This unit specifically handles variable or investment-linked products, where the policyholder assumes the investment risk, and assets are maintained in separate investment pools
Example:TBD
Carrier SET ID refers to a unique identifier used within insurance systems to represent a specific insurance carrier`s data set across policy administration, disbursement, and accounting platforms. It groups together all configuration, accounting rules, product definitions, and ledger mappings that apply to a particular carrier or legal entity
Example:SBCOC
Bank Company ID is a unique identifier assigned to an insurance company or business entity by its bank for electronic funds transfers (EFT), such as ACH (Automated Clearing House) transactions. It is used primarily to identify the originator of payments in financial networks and helps receiving banks verify the legitimacy of transactions
Example:3480409770
AP Business Unit (Accounts Payable Business Unit) refers to the distinct organizational or legal entity within an insurance company responsible for processing, approving, and recording outgoing payments, such as claims, policy loans, commissions, refunds, or vendor invoices
Example:Everly/SBL
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The domain used for sending emails on behalf of the carrier
Example:securitybenefit.com
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TBD
ErrorResponse
objectExample:2023-01-01T12:00:00.000Z
Metadata
objectIndicates the tobacco usage status, used to differentiate mappings for risk classes that depend on smoking status. (i.e if smoker or non-smoker)
TranslationBase
objectThe value from the Source of Record (e.g., Zahara) that needs to be translated to the corresponding carrier value
The equivalent value used by the carrier system that corresponds to the given sorValue