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Policy

Payee

object
partyIdstringrequired

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:Party_PI_1

percentagenumberrequired
bankIdstringrequired
Example

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

BankDetails

object
recordIdnumberrequired
appliesToPartyIdstringrequired
financialInstitutionPartyIdstringrequired
startDatestringrequired
endDatestringrequired
nameOnAccountstringrequired
accountStatusstringrequired
accountTypestringrequired
accountNumberstringrequired
routingNumberstringrequired
ibaNumberstringrequired
branchNamestringrequired
accountPurposestringrequired
branchAddressobjectrequired
Show Child Parameters
branchPhoneNumberstringrequired
Example

RiskDetails

object
existingLifeInsurancebooleanrequired
existingLifeInsuranceAmountnumberrequired
replaceLifeInsurancebooleanrequired
pendingOrPlanToBuyAdditionalbooleanrequired
isDependentbooleanrequired
employedbooleanrequired
employmentStatusstringrequired
occupationstringrequired
householdIncomenumberrequired
Example