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IriTransactionExternalIdentifiers

object
referenceNumberstring

Carrier payment reference number.

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

Example:EXT-REF-1001

externalTransactionIdstring

Carrier-side transaction identifier.

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

Example:EXT-TX-1001

externalArrangementIdstring

Carrier-side systematic program (arrangement) identifier.

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

Example:ARR-001

Example

IriPolicyTransaction

object
transactionIdstringrequired

Unique identifier assigned to the transaction.

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

Example:TX-1001

originalTransactionIdstring

The unique identifier of the reversed transaction. When a transaction is reversed, this field holds the ID of the original transaction that was reversed. We capture this to ensure proper tracking and auditing of financial adjustments within the system

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

Example:TX-REF-0000

partyPolicyChangeReferenceIdstring

Unique identifier for the impacted party data being updated with a transaction or event. For example, if multiple addresses are modified, this field identifies the specific address Id for which change is being processed

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

Example:PAR-686

partyPolicyNewReferenceIdstring

Trigger to Pass in API which non financial was newly added out of multiple change requests, for example a new email was added

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

Example:PAR-908

planCodestringrequired

The Plan Code is a carrier-assigned unique identifier used to distinguish a specific product, rate structure, and version of a life insurance or annuity policy. It ensures accurate policy tracking, pricing, and administration

Match pattern:^[A-Za-z0-9._-]{1,50}$

Example:FIAPRM01

parentIdstring

The unique identifier of a Parent Transaction or Parent Program ID. The value of parentId varies based on the transaction type. >>For Subsequent Premium, One-Time Premium, Loan Repayment (One-Time & Systematic) → The Parent Payment Transaction ID is stamped. >> For Forceout and Disbursement → The Parent Money Out or Money In Transaction ID is stamped

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

Example:ROOT-1

transactionTypestring

Specifies the type of transaction being performed, such as Premium Payment, Loan Repayment, Anniversary etc

Allowed values:SubsequentPaymentOneTimePremiumPartialWithdrawalOneTimeSystematicPartialWithdrawalRequiredMinimumDistributionOneTimeSystematicRequiredMinimumDistributionFullSurrenderFundTransferFundAllocationsChangeSweepDollarCostAverageNewLoanLoanRepaymentOneTimeSystematicLoanRepaymentAnnuitizationSystematicAnnuityPayoutPayoutAmountChangeServiceChargeRiderChargeValueAdjustmentInterestCreditAddressChangeEmailChangePhoneNumberChangeBeneficiaryChangeOwnerChangeBankAccountChangeCommunicationPreferenceChangeReinstatementLapseOther

requestDatestring(date)required

The date when the transaction request was initiated or received in the system. For example, for system generated events date on which transaction was initiated by the system for adhoc events date on which transaction was received by the system.

Example:2026-03-06

effectiveDatestring(date)required

Represents the date on which the policy or contract became active and coverage officially began.

Example:2026-03-06

processDatestring(date)required

Represents the date when the transaction is processed by the system.

Example:2026-03-06

reversalDatestring(date)

The date when a transaction is reversed in the system

Example:9999-12-31

statusstringrequired

A Feature Status in life insurance and annuities indicates the current state or activation condition of a specific feature within a policy or contract. It reflects whether a feature is active, inactive, pending, or restricted, helping insurers, agents, and policyholders track policy functionality

Allowed values:PendingCompletedFailedReversedCanceledPendingReversal

transactionReasonstringrequired

The justification or business reason for the transaction

Allowed values:ONETIMEPREMIUMGRACEPERIODPREMIUMREINSTATEMENTPREMIUMEXCHANGE1035SURRENDERAMOUNTEXCESSTOMECAMOUNTEXCESSTOGUIDELINECURRENTVALUECOSTBASISGUIDELINESINGLEPREMIUMGUIDELINELEVELPREMIUMSEVENPAYPREMIUMTOTALYTDPREMIUMAMOUNTFACEDECREASECOVERAGEINITIALPREMIUMEXPIRATIONCOMPLIANCESTARTINGPRICELUMPSUMFIVEYEARDEFERRALSPOUSALCONTINUATIONDISCOUNTCONTROLBUSINESSINDICATORNATIONALCHANGEOFADDRESS

transactionAmountsobject

Details of financial amounts associated with the transaction

Show Child Parameters
chargesarray[object]

Charges applied as part of the transaction.

Show Child Parameters
taxWithholdingInstructionsarray[object]

Tax withholding instructions associated with the transaction.

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timestampstring(date-time)required

Create or update timestamp of the transaction event.

Example:2026-03-06T12:00:00Z

isReverseInitiatedboolean

Whether the transaction was initiated as a reversal (reverse-and-reprocess).

versioninteger(int32)required

Version number of the policy after the transaction.

Example:1

externalIdentifiersobject

External identifiers associated with the transaction.

Show Child Parameters
Example

IriPolicyTransactions

object
startIndexnumberrequired

Used for pagination to indicate where the returned page starts within the full result set.

>= 0

itemsCountnumberrequired

Number of records included in the current response page.

>= 0

Example:1

totalItemsCountnumberrequired

Total number of records available that match the request criteria, independent of pagination.

>= 0

Example:1

transactionsarray[object]required

Transactions associated with the policy.

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Example