Search
K
Policy

TransactionPayor

object
partyRolestring

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIERSUCCESSORTRUSTEECOVERAGEJOINTINSURED

partyIdstring

A unique identifier linking the party to the policy

Example:Party_PI_1

paymentFormstring

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGEPREMIUMLOAN

bankIdstring

A unique identifier for the bank associated with the payor

Example:Bank_1

Example

TransactionPayeeOrBeneficiary

object
partyIdstring

A unique identifier linking the party to the policy

Example:Party_PI_1

paymentFormstring

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGEPREMIUMLOAN

allocationPercentagenumber(double)required

The percentage of the total disbursement allocated to the payee

Example:100

bankIdstring

A unique identifier for the financial institution handling the transaction

Example:Bank_1

disbursementAmountnumber

The actual dollar amount disbursed to the payee

Example:20

partyRolestring

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIERSUCCESSORTRUSTEECOVERAGEJOINTINSURED

payeeGrossAmountnumber

Example:20

addressIdstring

A unique identifier for the address associated with the payee or policyholder

Example:1

forBenefitOfOrForFurtherCreditstring

FBO - For Benefit Of, FFC - For Further Credit. (To notate a second beneficiary or to designate a person or organization when funds are disbursed out).

Example:TBD

forBenefitOfOrForFurtherCreditIndicatorboolean

Indicates whether the outgoing funds are being requested for the benefit of or for further credit to another person or organization.

Example:true

Example

ExternalIdentifiers

object
referenceNumberstring

The unique payment reference number for all premium-related transactions by carrier

externalTransactionIdstring

The unique ID to identify transaction on carrier side

externalArrangementIdstring

The unique ID sent by carriers to identify the special programs.Carrier-side identifier for the systematic program

Example

SuppressionType

string

Specifies the category or type of suppression being applied to a transaction. It indicates what kind of suppression is in effect.

Allowed values:CORRESPONDENCETAXDISBURSEMENTCOMMISSION

Suppression

object
suppressionTypestring

Specifies the category or type of suppression being applied to a transaction. It indicates what kind of suppression is in effect.

Allowed values:CORRESPONDENCETAXDISBURSEMENTCOMMISSION

suppressionReasonstring

Specifies the specific reason or justification for applying the suppression. It explains why the suppression was applied.

Example