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Policy

LoanRepaymentOneTimeRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)

Date (with pattern “yyyy-mm-dd”) when the transaction was originally scheduled or expected to happen, can be a non-business day

Example:2023-01-01

reverseInitiatorboolean

Property to isolate source transaction(s) that initiated the reversal

Default:false

transactionAmountsobject
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fundAllocationobject
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payorobject
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externalIdentifiersobject
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Example

LoanRepaymentQuoteTransactionAmounts

object
requestedAmountnumber

Requested amount value

Example:1000

appliedAmountnumber

Applied amount value

Example:500

Example

LoanRepaymentOneTimeQuoteResponse

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

transactionAmountsobject
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fundAllocationobject
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payorobject
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policyobject
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Example

FullSurrenderActualTransactionAmounts

object
amountTypestring

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLY

disbursementTypestring

Allowed values:GROSSNETNETNET

disbursementPaymentFormstring

Allowed values:DTCCEFTACHCHECKWIRE

accountNumberstring

The unique identifier representing the policy number associated with a transaction for DTCC money movement.

Example:123456789

participantIdstring

The DTCC Participant ID (also known as a DTCC Number or Participant Number) is a unique identifier assigned by the Depository Trust & Clearing Corporation (DTCC) to financial institutions — such as broker-dealers, banks, or mutual funds — that participate in DTCC’s clearing and settlement systems.

Example:123456789

Example

FullSurrenderRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)

Date (with pattern “yyyy-mm-dd”) when the transaction was originally scheduled or expected to happen, can be a non-business day

Example:2023-01-01

reverseInitiatorboolean

Property to isolate source transaction(s) that initiated the reversal

Default:false

taxWithholdingInstructionsarray[object]
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payeeOrBeneficiaryarray[object]
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partiesarray[object]
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transactionAmountsobject
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chargesarray[object]
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externalIdentifiersobject
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Example