IriPolicyValue
objectDate the values are reported as of (yyyy-mm-dd).
Example:2026-03-31
Account designation / role type.
Allowed values:INDIVIDUALJOINTTRUSTCUSTODIALOTHER
Two-letter jurisdiction code.
Match pattern:^[A-Z]{2}$
Example:NC
Sponsoring plan separation date (yyyy-mm-dd).
Example:2026-01-01
Payout / product type.
Allowed values:DEFERREDIMMEDIATEANNUITIZEDACCUMULATIONUNKNOWN
Total deposit inception-to-date.
>= 0<= 9999999999.99
Date surrender charges no longer apply (yyyy-mm-dd).
Example:2031-01-01
Digital payment type code.
Match pattern:^[A-Za-z0-9._-]{1,100}$
Example:ACH
Digital payment type description.
<= 100 characters
Example:Automated Clearing House
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IriPartyType
stringType of party.
Allowed values:individualentity
IriPartyRelationship
stringRelationships the party has to the policy.
Allowed values:ownerjointOwnerannuitantjointAnnuitantprimaryBeneficiarycontingentBeneficiary
IriPartyPaymentForm
stringParty-level payment form. Bank details are required by the IRI schema for ACH, WIRE, and DTCC.
Allowed values:DTCCACHCHECKWIREEXCHANGE
IriBankAccountStatus
stringStatus of the bank account.
Allowed values:ACTIVEBANKACCOUNTTERMINATEDBANKACCOUNT