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Policy

FundValues

object
Itemsarray[object]required
Show Child Parameters
Example

LinkBankingItem

object
SourceSystemstringrequired

Allowed values:LC

BankIdstringrequired
BankNamestringrequired
ABANumberstringrequired
AccountNumberstringrequired
BankStartDatestring(date-time)required
BankEndDatestring(date-time)required
BankingTypeDescstringrequired
Example

LinkBanking

object
Itemsarray[object]required
Show Child Parameters
Example

Quote

object
ClientCodestringrequired
ContractNumberstringrequired
PlanCodestringrequired
UserIdstringrequired
TransactionDatestringrequired
TransactionTimestringrequired
Withdrawalarray[object]required
Show Child Parameters
Example

PhoneChangeRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

isPreferredPhonestring

This field is deprecated and will be removed in a future version. Please use phone.isPreferred instead.

Allowed values:YESNO

preferredPhoneIdstring

The Preferred Phone ID refers to the unique identifier of the phone number designated as the primary contact number for a given individual or entity when multiple phone numbers are associated with the same party

Example:1

effectiveDatestring(date)

Date (with pattern “yyyy-mm-dd”)

Example:2023-01-01

phoneobject
Show Child Parameters
Example