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Policy

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
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chargesarray[object]
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payeeOrBeneficiaryobject
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partiesarray[object]
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reverseInitiatorboolean

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

externalIdentifiersobject
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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:INVESTMENTFUNDINVESTMENTMODELCHARGEDEDUCTIONDEFAULTWITHDRAWALINTERESTRATERENEWAL

modelIdstring

The corresponding model id of the elected model

Example:TBD

fundAllocationsInvestmentsarray[object]
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Example

FundAllocationsChangeRequest

object
correlationIdstring
effectiveDatestring(date)

Example:2024-01-01

reverseInitiatorboolean

Default:false

allocationobject
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externalIdentifiersobject
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Example

AmountTypes

object
amountTypestring

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLYSUNINCOMEMAXIMIZERONLYLBRMAXIMUMSUNINCOMEMAXIMIZERNETONETIMEACCESSNONSUNINCOMEMAXIMIZERLBRSWDMAXIMUMSUNINCOMEMAXIMIZERGROSSONETIMEACCESSYEARTODATEFIXEDEARNINGSEARNINGSLIQUIDITYFIRSTEARNINGSLIQUIDITYLASTGUARANTEEDWITHDRAWALBENEFITFIXEDMODIFIEDEARNINGSACCUMULATEDEARNINGSLIFEEXPECTANCY

Example