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Policy

IriSystematicAmountType

string

How the scheduled amount is defined for the program.

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYMODIFIEDEARNINGSONLY

IriTransferAmountType

string

How the destination transfer amount is defined.

Allowed values:AMOUNTPERCENTAGEPRO_RATASPECIFIED_FUNDSALL_FUNDSOTHER

IriArrangementSource

string

Legacy DD abbreviation retained; represents arrangement source.

Allowed values:TransferAmtTransferPct

IriSystematicPartyRole

string

Role of the party within the systematic program. Uses PascalCase values to align with the PartyRole filter vocabulary.

Allowed values:PayorPayee

IriSystematicProgramParty

object
partyRolestringrequired

Role of the party within the systematic program. Uses PascalCase values to align with the PartyRole filter vocabulary.

Allowed values:PayorPayee

taxIdstringrequired

Tax identification number for the party.

Match pattern:^[0-9]{9}$

>= 9 characters<= 9 characters

Example:123456789

percentagenumberrequired

The party percentage for this program.

>= 0<= 100

Example:100

bankIdstringrequired

Bank account tied to the party.

<= 100 characters

Example:Bank_1

addressIdstring

Address tied to the party. Required by the IRI schema when the payment method is CHECK.

<= 100 characters

Example:ADDR001

paymentFormstringrequired

Party-level payment form for the systematic program.

Allowed values:DTCCACHCHECKWIREEXCHANGE

Example