PolicySummary
objectInternal ID of the snapshot document
Example:657bddcddc353e5fc5f45acd
The transaction type of the current policy snapshot
Example:InterestCreditMatch
Policy as of effective date, (with pattern “yyyy-mm-dd”)
Example:2023-01-01
The Policy Number is a unique identifier assigned to a life insurance or annuity contract by the insurance carrier. It serves as the official reference number for tracking, managing, and servicing the policy throughout its lifetime
Example:ZH12345678
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
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Qualification type of original policy being exchanged
Allowed values:INDIVIDUALRETIREMENTACCOUNTREGULARINDIVIDUALRETIREMENTACCOUNTSPOUSALINDIVIDUALRETIREMENTACCOUNTROLLOVERROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALINDIVIDUALRETIREMENTACCOUNTCUSTODIALROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALROLLOVERINDIVIDUALRETIREMENTACCOUNTQUALIFIEDNONQUALIFIEDSIMPLIFIEDEMPLOYEEPENSIONINDIVIDUALRETIREMENTACCOUNTINHERITEDINDIVIDUALRETIREMENTACCOUNTINHERITEDROTHINDIVIDUALRETIREMENTACCOUNTNONQUALIFIEDSTRETCHINDIVIDUALRETIREMENTACCOUNTSIMPLEQ403BQ401KQ401AQ457BPENSIONPLANCONVERTEDINDIVIDUALRETIREMENTACCOUNTROTH403BCUSTODIALINDIVIDUALRETIREMENTACCOUNTSIMPLIFIEDEMPLOYEEPENSIONKEOGH10CORPORATEPENSIONGROUPTAXSHELTEREDANNUITYPROFITSHARINGTARGETBENEFITCORPORATEDEFERREDCOMPENSATION404EDUCATIONALINDIVIDUALRETIREMENTACCOUNTQN457BCONVERTEDSPOUSALCUSTODIALUNIFORMGIFTSORTRANSFERSTOMINORACT
TBD
Example:Qualification description
Allowed values:PENDINGISSUEDNOTISSUEDCANCELEDNOPREMIUMACTIVECANCELEDFREELOOKPENDINGLAPSELAPSETERMINATEDMATUREDSURRENDEREDLIVINGCLAIMPENDINGDEATHCLAIMPENDINGDEATHCLAIMPAIDNOTTAKENISSUEDPARTIALDEATHCLAIMPAYOUT
Allowed values:LEGALOPERATIONAL
Allowed values:AAAEALAPAKAZARASCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMPMTNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUMUTVTVAVIWAWVWIWY
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Allowed values:USDCADAUDNZDGBPEURCHFJPY
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Flag to identify whether the contract is MVA product or not
Allowed values:true
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InitialPremiumRequestTransactionAmounts
objectRequested amount value
Example:1000.31
The net amount actually received from the agent to be applied to the policy
Example:48000.52
FundAllocationAllocationOption
objectAllowed values:PRORATADOLLARSPECIFYPERCENTAGESPECIFIEDFUNDSSPECIFIEDSEGMENTSDEFAULTPECKINGORDEREARNINGSONLY
InitialPremiumRequestPayor
objectImpacted Party in the event of financial transaction
Example:Party_PI_1
Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE
Comes in Acord 103
Example:Bank_1
AdhocDisbursementParty
objectAllowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER
unique identifier linking the party to the policy
Example:Party_PI_1
Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE
The percentage of the total disbursement allocated to the payee
Example:100
A unique identifier for the financial institution handling the transaction
Example:Bank_1
A unique identifier for the address associated with the payee or policyholder
Example:1
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:John Doe