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Policy

CoveragesAttributes

object
coverageIdstringrequired

Coverage ID

Example:COV123

indicatorCodestringrequired

Indicator Code

Example:IND123

productCodestringrequired

Product Code

Example:PROD456

planNamestringrequired

The Product Name refers to the specific life insurance or annuity product selected by the contract owner at the time of policy issuance. It identifies the type of coverage, policy structure, and key features associated with the contract

Example:Platinum Plan

selectionIndicatorstring

Selection Indicator

Allowed values:YN

Example:Y

currentAmountstringrequired

Current Amount

Example:20000

priorCoverageAmountstringrequired

Prior Coverage Amount

Example:18000

minimumBenefitAmountstringrequired

Minimum Benefit Amount

Example:15000

maximumBenefitAmountstringrequired

Maximum Benefit Amount

Example:25000

grossDeathBenefitAmountstringrequired

Gross Death Benefit Amount

Example:5000

lowDeathBenefitstringrequired

Low Death Benefit

Example:2000

coverageChangeAmountstringrequired

Coverage Change Amount

Example:3000

effectiveDatestringrequired

Effective Date

Example:2022-01-01

coverageChangeEffectiveDatestringrequired

Coverage Change Effective Date

Example:2021-12-01

terminationDatestringrequired

Termination Date

Example:2022-12-31

currentNumberOfUnitsstringrequired

Current Number of Units

Example:100

valuePerUnitstringrequired

Value Per Unit

Example:50

premiumModalFactorstringrequired

Premium Modal Factor

Example:1.5

exerciseDatestringrequired

Exercise Date

Example:2023-03-15

lifeCoverageStatusstringrequired

Life Coverage Status

Example:Active

claimStatusstringrequired

The Claim Status refers to the current stage of a life insurance claim, indicating whether the claim has been processed, approved, denied, or is still under review. This status helps policyholders, beneficiaries, and insurers track the progress of a claim from submission to payout

Example:Pending

nextEvaluationDatestringrequired

Next Evaluation Date

Example:2023-12-01

paymentModestringrequired

Payment Mode

Example:Monthly

maximumBenefitPercentstringrequired

Maximum Benefit Percent

Example:80%

maximumPayPeriodstringrequired

Maximum Pay Period

Example:365

guidelineSinglePremiumstringrequired

The Guideline Single Premium (GSP) refers to the maximum single premium payment that can be made into a life insurance policy without violating the IRS`s Guideline Premium Test (GPT). It is used to ensure that the policy qualifies as life insurance and maintains its tax-advantaged status

Example:5000

guidelineAnnualPremiumstringrequired

Guideline Annual Premium

Example:2000

sevenPayPremiumstringrequired

The 7-Pay Premium refers to the maximum allowable premium that can be paid into a life insurance policy during the first seven years without triggering Modified Endowment Contract (MEC) status. It ensures that the policy remains a tax-advantaged life insurance contract rather than an investment vehicle

Example:700

coverageReferenceIdstringrequired

Coverage Reference ID

Example:REF456

tier1MaximumBenefitAmountstringrequired

Tier 1 Maximum Benefit Amount

Example:10000

tier1MaximumBenefitPercentstringrequired

Tier 1 Maximum Benefit Percent

Example:60%

tier2MaximumBenefitAmountstringrequired

Tier 2 Maximum Benefit Amount

Example:15000

tier2MaximumBenefitPercentstringrequired

Tier 2 Maximum Benefit Percent

Example:70%

Example

ParticipantAttributes

object
partyIdstringrequired

Party ID is a unique identifier assigned to a party (individual or entity) involved in an insurance or annuity contract. This identifier helps ensure accurate data exchange and tracking across insurance transactions

Example:PARTY123

issueAgestringrequired

Issue Age

Example:30

underwritingClassstring

Underwriting Class

Allowed values:PreferredStandard

Example:Preferred

temporaryTableRatingstringrequired

Temporary Table Rating

Example:Table A

Example

Participant

object
attributesobjectrequired
Show Child Parameters
flatExtraarray[object]required
Show Child Parameters
Example

FeeAttributes

object
feeTypestringrequired

Fee Type

Example:Admin Fee

feeAmountstringrequired

Fee Amount

Example:50

startDatestringrequired

Start Date

Example:2022-01-01

effectiveRatestring

Effective Rate

Allowed values:5%10%15%

Example:5%

feeWaivedIndicatorstring

Fee Waived Indicator

Allowed values:YN

Example:Y

Example

Fee

object
attributesobjectrequired
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Example