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Policy

IriPartyRelationship

string

Relationships the party has to the policy.

Allowed values:ownerjointOwnerannuitantjointAnnuitantprimaryBeneficiarycontingentBeneficiary

IriPartyPaymentForm

string

Party-level payment form. Bank details are required by the IRI schema for ACH, WIRE, and DTCC.

Allowed values:DTCCACHCHECKWIREEXCHANGE

IriBankAccountStatus

string

Status of the bank account.

Allowed values:ACTIVEBANKACCOUNTTERMINATEDBANKACCOUNT

IriBankAccountType

string

Type of the bank account.

Allowed values:CHECKINGSAVINGSCREDITCARDACCOUNTDEBITCARDACCOUNTBROKERAGEACCOUNTCERTIFICATEOFDEPOSITACCOUNT

IriPartyBank

object
bankIdstring

Bank identifier.

<= 100 characters

Example:BNK123

nameOnAccountstringrequired

Name on the bank account.

<= 100 characters

Example:JOHN Q PUBLIC

accountStatusstring

Status of the bank account.

Allowed values:ACTIVEBANKACCOUNTTERMINATEDBANKACCOUNT

accountTypestringrequired

Type of the bank account.

Allowed values:CHECKINGSAVINGSCREDITCARDACCOUNTDEBITCARDACCOUNTBROKERAGEACCOUNTCERTIFICATEOFDEPOSITACCOUNT

accountNumberstringrequired

Bank account number.

Match pattern:^\d{4,17}$

<= 17 characters

Example:0000123412341234

routingNumberstringrequired

Routing number.

Match pattern:^\d{9}$

Example:021000021

branchNamestring

Branch name.

<= 100 characters

Example:Charlotte Main Branch

Example