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Policy

FreeLookCancellationRequestTransactionAmounts

object
disbursementTypestring

Allowed values:GROSSNETNETNET

disbursementPaymentFormstring

Allowed values:DTCCEFTACHCHECKWIRE

Example

PayeeOrBeneficiary

object
partyIdstring

A unique identifier linking the party to the policy

Example:Party_PI_1

paymentFormstring

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE

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

Example

FreeLookCancellationRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:864e43a0-2c2f-4a11-9d7f-69ed40115066

effectiveDatestring(date)

Date when the transaction was originally scheduled or expected to happen. It can be a non-business day

Example:2023-01-01

transactionAmountsobject
Show Child Parameters
payeeOrBeneficiaryobject
Show Child Parameters
partiesarray[object]
Show Child Parameters
reverseInitiatorboolean

Property to isolate source transaction(s) that initiated the reversal

externalIdentifiersobject
Show Child Parameters
Example

FundAllocationsChangeRequestFundAllocationsInvestments

object
fundIdstring

TBD

Example:FundAccount1

allocationPercentagenumber(double)

At Policy Level for Each Applicable Funds (Everly there is only one Fixed) Therefore this be 100%

Example:100

startDatestring(date)

TBD

Example:2024-01-01

Example

FundAllocationsChangeRequestAllocation

object
investmentTypestring

Allowed values:INVESTMENTFUNDINVESTMENTMODEL

modelIdstring

The corresponding model id of the elected model

Example:TBD

fundAllocationsInvestmentsarray[object]
Show Child Parameters
Example