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Policy

Owner

object
ownerTypestring
ownerNamestring
ownerAgeinteger(int32)
ownerAddressLine1string
ownerAddressLine2string
ownerAddressLine3string
citystring
statestring
zipCodestring
preferredCommunicationTypestring
emailstring
Example

DeathBenefitOption

object
codestring
descriptionstring
Example

FundPortfolioAllocation

object
fundCodestring
fundNamestring

The official business name of the specific fund account within the investment structure

fundMktNamestring
amountnumber(double)
Example

Coverage

object
nARWeightingnumber(double)
codestring
namestring
guidelineSinglePremiumnumber(double)

The Guideline Single Premium (GSP) refers to the maximum single premium payment that can be made into a life insurance policy without violating the IRSs Guideline Premium Test (GPT). It is used to ensure that the policy qualifies as life insurance and maintains its tax-advantaged status

guidelineLevelPremiumnumber(double)

The Guideline Level Premium (GLP) is the maximum level (annual or periodic) premium that can be paid into a life insurance policy while maintaining compliance with the IRSs Guideline Premium Test (GPT). It ensures that the policy remains classified as life insurance and retains its tax-advantaged status

get_7PayPremiumnumber(double)
issueDatestring(date-time)

The Policy Issue Date, also known as the Policy Launch Date, is the date when the insurance company officially issues the policy to the client. This occurs after the application is approved, the insured accepts the offer, and payment information is provided. It marks the formal activation of the policy and triggers policy delivery

targetPremiumnumber(double)
targetCommissionnumber(double)
maturityDatestring(date-time)

The Policy Maturity Date refers to the date when a life insurance policy reaches its maturity or an annuity contract reaches its maximum annuitization age. It is based on the Policy Start Date and determines when benefits become payable or coverage ends

coverageAmountnumber(double)
underwritingBasisstring
originalCoverageAmountnumber(double)
coverageChangeAmountnumber(double)
coverageTerminationDatestring(date-time)
insuredarray[object]
Show Child Parameters
narweightingnumber(double)
Example

BankDetail

object
sTART_DATEstring(date-time)
eND_DATEstring(date-time)
branch_Namestring
bANK_ACCOUNT_PURPOSEstring
start_DATEstring(date-time)
end_DATEstring(date-time)
bank_ACCOUNT_PURPOSEstring
Example