RemovePayor
objectFinancialTransaction
objectAllowed values:PartialWithdrawalOneTimeFullSurrenderNewLoanOneTimePremiumSystematicProgramUpdateLoanRepaymentOneTimeSystematicLoanRepaymentSetup
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Default:false
Allowed values:QuoteActual
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
PartialWithdrawalTransactionAmounts
objectAllowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLY
Allowed values:GROSSNETNETNET
Allowed values:DTCCEFTACHCHECKWIRE
The unique identifier representing the policy number associated with a transaction for DTCC money movement.
Example:123456789
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
AdhocFundAllocation
objectAllowed values:PRORATADOLLARSPECIFYPERCENTAGESPECIFIEDFUNDSSPECIFIEDSEGMENTSDEFAULTPECKINGORDEREARNINGSONLY
AdhocFundDistributionSegment
objectA unique identifier assigned to a particular segment for a specific fund account within the investment structure