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Policy

IriAuthorizationEntity

object
authorizationEntitystring

Name of the authorized entity.

<= 100 characters

Example:Contoso Advisors

isAllAgentsAuthorizedboolean

Whether all agents are authorized for the entity.

Example:true

Example

IriAdministrativeTransaction

string

Administrative transactions the caller is authorized for.

Allowed values:fundTransferwithdrawalarrangementAdministrationallTransactions

IriAuthorizationTransaction

object
administrativeTransactionsarray[string]required

Administrative transactions the caller is authorized for.

Allowed values:fundTransferwithdrawalarrangementAdministrationallTransactions

isAuthorizationSignatureRequiredboolean

Whether an authorization signature is required.

Example

IriAuthorization

object
businessMethodsarray[string]required

Business methods available for authorization.

Allowed values:mailelectronicfaxphonevoiceResponseUnitinternet

authorizationEntitiesarray[object]required
Show Child Parameters
authorizationTransactionobjectrequired
Show Child Parameters
Example

IriPolicyValue

object
valuesAsOfDatestring(date)required

Date the values are reported as of (yyyy-mm-dd).

Example:2026-03-31

accountDesignationstring

Account designation / role type.

Allowed values:INDIVIDUALJOINTTRUSTCUSTODIALOTHER

jurisdictionstring

Two-letter jurisdiction code.

Match pattern:^[A-Z]{2}$

Example:NC

sponsoringPlanSeparationDatestring(date)

Sponsoring plan separation date (yyyy-mm-dd).

Example:2026-01-01

payoutTypestring

Payout / product type.

Allowed values:DEFERREDIMMEDIATEANNUITIZEDACCUMULATIONUNKNOWN

totalDepositITDnumber

Total deposit inception-to-date.

>= 0<= 9999999999.99

surrenderChargeFreeDatestring(date)

Date surrender charges no longer apply (yyyy-mm-dd).

Example:2031-01-01

digitalPaymentTypeCodestring

Digital payment type code.

Match pattern:^[A-Za-z0-9._-]{1,100}$

Example:ACH

digitalPaymentTypeDescriptionstring

Digital payment type description.

<= 100 characters

Example:Automated Clearing House

accountValuesobjectrequired
Show Child Parameters
loanValuesobject
Show Child Parameters
withdrawalValuesobject
Show Child Parameters
marketValueAdjustmentobject
Show Child Parameters
rmdInfoobject
Show Child Parameters
authorizationobject
Show Child Parameters
Example