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Policy

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

IriSystematicPartyRole

string

Role of the party within the systematic program. Uses PascalCase values to align with the PartyRole filter vocabulary.

Allowed values:PayorPayee