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Policy

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:INVESTMENTFUNDINVESTMENTMODELCHARGEDEDUCTIONDEFAULTWITHDRAWALINTERESTRATERENEWAL

modelIdstring

The corresponding model id of the elected model

Example:TBD

fundAllocationsInvestmentsarray[object]
Show Child Parameters
Example

FundAllocationsChangeRequest

object
correlationIdstring
effectiveDatestring(date)

Example:2024-01-01

reverseInitiatorboolean

Default:false

allocationobject
Show Child Parameters
externalIdentifiersobject
Show Child Parameters
Example

AmountTypes

object
amountTypestring

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLYSUNINCOMEMAXIMIZERONLYLBRMAXIMUMSUNINCOMEMAXIMIZERNETONETIMEACCESSNONSUNINCOMEMAXIMIZERLBRSWDMAXIMUMSUNINCOMEMAXIMIZERGROSSONETIMEACCESSYEARTODATEFIXEDEARNINGSEARNINGSLIQUIDITYFIRSTEARNINGSLIQUIDITYLASTGUARANTEEDWITHDRAWALBENEFITFIXEDMODIFIEDEARNINGSACCUMULATEDEARNINGSLIFEEXPECTANCY

Example

AdhocFundTransferFundSegment

object
segmentIdstring
requestedAmountnumber(double)

Example:124.124213

Example