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Policy

IriSystematicPaymentForm

string

Recurring systematic-program payment form. EFT is valid here; EXCHANGE is intentionally excluded because exchange handling is party-specific rather than a recurring disbursement mode.

Allowed values:DTCCEFTACHCHECKWIRE

IriFrequency

string

How often the systematic program runs.

Allowed values:DAILYEVERYTWOWEEKSMONTHLYSEMIANNUALQUARTERLYANNUALSINGLEPAYMENT

IriSystematicAmountType

string

How the scheduled amount is defined for the program.

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYMODIFIEDEARNINGSONLY

IriTransferAmountType

string

How the destination transfer amount is defined.

Allowed values:AMOUNTPERCENTAGEPRO_RATASPECIFIED_FUNDSALL_FUNDSOTHER

IriArrangementSource

string

Legacy DD abbreviation retained; represents arrangement source.

Allowed values:TransferAmtTransferPct