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Policy

RemovePayor

object
partyRolestringrequired
partyIDstringrequired
Example

FinancialTransaction

object
idstringrequired
policyDetailsIdstringrequired
ledgerDocIdstringrequired
timestampstring(date-time)required
policyNumberstringrequired
transactionIDstringrequired
externalTransactionIDstringrequired
correlationIDstringrequired
parentIDstringrequired
transTypestringrequired
transactionTypestring

Allowed values:PartialWithdrawalOneTimeFullSurrenderNewLoanOneTimePremiumSystematicProgramUpdateLoanRepaymentOneTimeSystematicLoanRepaymentSetup

requestDatestringrequired
effectiveDatestringrequired
processDatestringrequired
statusstringrequired
actionstringrequired
outcomebooleanrequired
outcomeStatusstringrequired
outcomeCodestringrequired
outcomeCodeDescriptionstringrequired
transactionReasonstringrequired
processNonumberrequired
transactionAmountsobjectrequired
Show Child Parameters
chargesarray[object]required
Show Child Parameters
fundAllocationobjectrequired
Show Child Parameters
fundDistributionsarray[object]required
Show Child Parameters
fundActivityarray[object]required
Show Child Parameters
matchActivityobjectrequired
Show Child Parameters
loanActivityobjectrequired
Show Child Parameters
taxWithholdingInstructionsarray[object]required
Show Child Parameters
taxWithheldAmountsarray[object]required
Show Child Parameters
payorarray[object]required
Show Child Parameters
payeeOrBeneficiaryarray[object]required
Show Child Parameters
lifecycleNonumberrequired
reverseInitiatorboolean

Default:false

caseIDstringrequired
partyIDstringrequired
requestTypestring

Allowed values:QuoteActual

caseRequestobjectrequired
Show Child Parameters
caseResponseobjectrequired
Show Child Parameters
programTypestringrequired
systematicProgramIDstringrequired
frequencystringrequired
startDatestringrequired
endDatestringrequired
scheduleobjectrequired
Show Child Parameters
removePayorobjectrequired
Show Child Parameters
versionstringrequired
Example

PartialWithdrawalTransactionAmounts

object
requestedAmountnumber
amountTypestring

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLY

disbursementTypestring

Allowed values:GROSSNETNETNET

disbursementPaymentFormstring

Allowed values:DTCCEFTACHCHECKWIRE

Example

AdhocFundAllocation

object
allocationOptionstring

Allowed values:PRORATADOLLARSPECIFYPERCENTAGESPECIFIEDFUNDSSPECIFIEDSEGMENTSDEFAULTPECKINGORDEREARNINGSONLY

Example

AdhocFundDistributionSegment

object
segmentIdstring

A unique identifier assigned to a particular segment for a specific fund account within the investment structure

currentAmountnumber
requestedAmountnumber
Example