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Policy

IriProductType

string

Product type.

Allowed values:FIXEDVARIABLEINDEXEDIMMEDIATEDEFERRED

IriProduct

object
planNamestringrequired

Marketing/plan name of the product.

<= 200 characters

Example:Fixed Indexed Annuity Premier

productTypestringrequired

Product type.

Allowed values:FIXEDVARIABLEINDEXEDIMMEDIATEDEFERRED

shortNamestring

Short display name of the product.

<= 100 characters

Example:FIA Premier

planCodestringrequired

Carrier-assigned plan code.

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

Example:FIAPRM01

Example

IriQualificationType

string

Tax qualification type.

Allowed values:Non-QualifiedSolo 401k401k403b457 Deferred CompensationInherited IRAIRA SpousalEducational IRAIRAIRA RolloverIRA TransferRoth IRARoth IRA - InheritedSEP IRASIMPLE IRAPension PlanCash Balance Plan-Defined ContributionsSolo Defined BenefitCash Balance Plan-Defined BenefitProfit Sharing PlanMoney Purchase PlanSAREP401gHR10Welfare Benefit PlanRoth 401KRoth 403bRoth 457

IriPolicyStatus

string

Policy status.

Allowed values:PENDINGISSUEDACTIVELAPSEDSURRENDEREDTERMINATED

IriRestrictionCategory

string

Restriction category. Enum values use underscore-delimited tokens.

Allowed values:PRODUCT_RULECONTRACTAUTHORIZATION_IDENTITYTRANSACTIONARRANGEMENTPARTY_CONTRACT_DATA