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Policy

LoanRepaymentQuoteTransactionAmounts

object
requestedAmountnumber

Requested amount value

Example:1000

appliedAmountnumber

Applied amount value

Example:500

Example

LoanRepaymentOneTimeQuoteResponse

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

transactionAmountsobject
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fundAllocationobject
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payorobject
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policyobject
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Example

FullSurrenderActualTransactionAmounts

object
amountTypestring

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLY

disbursementTypestring

Allowed values:GROSSNETNETNET

disbursementPaymentFormstring

Allowed values:DTCCEFTACHCHECKWIRE

Example

FullSurrenderRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)

Date (with pattern “yyyy-mm-dd”) when the transaction was originally scheduled or expected to happen, can be a non-business day

Example:2023-01-01

reverseInitiatorboolean

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

Default:false

taxWithholdingInstructionsarray[object]
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payeeOrBeneficiaryarray[object]
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partiesarray[object]
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transactionAmountsobject
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chargesarray[object]
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externalIdentifiersobject
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Example

FullSurrenderQuoteTransactionAmounts

object
requestedAmountnumber(double)

Example:100

taxableAmountnumber(double)

Example:100

appliedAmountnumber(double)

Example:100

amountTypestring

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLY

disbursementTypestring

Allowed values:GROSSNETNETNET

disbursementPaymentFormstring

Allowed values:DTCCEFTACHCHECKWIRE

totalChargeAmountnumber(double)

Example:10

Example