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Policy

IriTransactionType

string

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

Allowed values:SubsequentPaymentOneTimePremiumPartialWithdrawalOneTimeSystematicPartialWithdrawalRequiredMinimumDistributionOneTimeSystematicRequiredMinimumDistributionFullSurrenderFundTransferFundAllocationsChangeSweepDollarCostAverageNewLoanLoanRepaymentOneTimeSystematicLoanRepaymentAnnuitizationSystematicAnnuityPayoutPayoutAmountChangeServiceChargeRiderChargeValueAdjustmentInterestCreditAddressChangeEmailChangePhoneNumberChangeBeneficiaryChangeOwnerChangeBankAccountChangeCommunicationPreferenceChangeReinstatementLapseOther

IriTransactionStatus

string

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

IriTransactionReason

string

The justification or business reason for the transaction

Allowed values:ONETIMEPREMIUMGRACEPERIODPREMIUMREINSTATEMENTPREMIUMEXCHANGE1035SURRENDERAMOUNTEXCESSTOMECAMOUNTEXCESSTOGUIDELINECURRENTVALUECOSTBASISGUIDELINESINGLEPREMIUMGUIDELINELEVELPREMIUMSEVENPAYPREMIUMTOTALYTDPREMIUMAMOUNTFACEDECREASECOVERAGEINITIALPREMIUMEXPIRATIONCOMPLIANCESTARTINGPRICELUMPSUMFIVEYEARDEFERRALSPOUSALCONTINUATIONDISCOUNTCONTROLBUSINESSINDICATORNATIONALCHANGEOFADDRESS

IriTransactionAmountType

string

Indicates how the scheduled amount is defined for the systematic program, such as a fixed amount, percentage, maximum available amount, free withdrawal amount, withdrawal until basis, earnings only, pro rata amount, or modified earnings only.

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLY

IriDisbursementType

string

Type of amount for withdrawal such as Gross or Net.

Allowed values:GROSSNET