CommunicationPreferenceCommunicationPreference
objectAllowed values:EMAILREGULARMAILPHONEFAXTEXTNOPREFERENCESPECIFIEDPOSTALOTHER
If type OTHER, then provide further info using text.
Example:OTHER
CommunicationPreference
objectThe unique ID to track transaction request across all systems
Example:657b717b7dcf554abf9ef067
Date (with pattern “yyyy-mm-dd”)
Example:2023-01-01
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PartyChangeRequestParty
objectAllowed values:INDIVIDUALORGANIZATIONTRUST
TBD
The Parent Party ID is a unique identifier used to establish a hierarchical or relational link between multiple related parties within a life insurance or annuity contract. It is particularly useful in complex ownership or beneficiary structures, such as: Trust-owned policies, Multiple contingent beneficiaries linked to a single primary beneficiary, Parties acting in legal or fiduciary roles (e.g., grantors, trustees, custodians)
Example:1
Deprecated - kept for backward compatibility; instead use partyPercentage. The benefit percentage of the beneficiary
Example:100
Deprecated - kept for backward compatibility; instead use partyPercentage. Commission percentage for each agent
Example:100
The Id which user enters(Id validated in MCS) - Agent External ID and Compnay ID uniquely identifies the right Agent
Example:3160000751
Allowed values:ACCOUNTMANAGERADDITIONALCOMPENSATIONRECIPIENTADVANCEDUNDERWRITINGCONSULTANTAGENCYORGENERALAGENTAGENCYDIRECTORAGENCYSUPERINTENDENTAGENCYVICEPRESIDENTAGENTORPRODUCERASSISTANTASSISTANTGROUPUNDERWRITERASSISTANTMANAGERASSISTANTVICEPRESIDENTASSISTANTVPCOMPLIANCEASSOCIATEAGENCYMANAGERASSOCIATEFINANCIALPLANNERASSOCIATEOFFICERMANAGERASSOCIATESALEDEVELOPMENTMANAGERINTRAININGASSOCIATESALESDEVELOPMENTMANAGERBANKBANKEMPLOYEEBRANCHMANAGERBROKERBROKERORDEALERBROKERAGEDIRECTORBROKERAGEGENERALAGENTCERTIFIEDFINANCIALPLANNERDISTRIBUTORFINANCIALCONSULTANTFINANCIALPLANNERMANAGINGDIRECTORMANAGINGGENERALAGENTOFFICEMANAGEROTHERPLATFORMREPQUALIFYINGOFFICERREGISTEREDFINANCIALPLANNERREGISTEREDREPRESENTATIVESALESDEVELOPMENTMANAGERSECONDLINEMANAGERSENIORADMINISTRATIVECONSULTANTSENIORADVANCEDUNDERWRITINGCONSULTANTSENIORFINANCIALPLANNERSENIORGROUPACCOUNTEXECUTIVESENIORGROUPSALESREPRESENTATIVESENIORPARTNERSENIORSALESDEVELOPMENTMANAGERSENIORVICEPRESIDENTSERVICINGBROKERSERVICINGONLYAGENTSOLICITORTEAMUNKNOWN
The first name of the party/trustee
Example:Karen
The middle name of the party/trustee
Example:Anne
The last name of the party/trustee
Example:Bates
The full name of the party/The legal name of the Trust/Organization
Example:Karen Anne Bates
Allowed values:MRMSMISSMRSDR
The suffix of the party name
Allowed values:JRSNSRIIIIIIIVVVIVII
Allowed values:MALEFEMALEUNISEX
The date of birth of the party
Example:2023-01-01
Gender Identity refers to an individual’s self-identified internal sense of gender, which may differ from their sex assigned at birth. This value reflects how the individual personally defines their gender and may be expressed in free-text to allow for inclusivity and accuracy
Example:TBD
Age calculated by date of birth and Policy year
Example:55
Allowed values:USCARUEGZAGRNLBEFRESHUITROCHATGBDKSENOPLDEPEMXCUARBRCLCOVEMYAUIDPHNZSGTHJPVNCNTRINPKAFLKIRMADZTNLYGMSNMRMLGNBFNETGBJMULRSLGHNGCFTDCMCVSTGQGABSAOBBAXSDRWETSODJKETZUGBIMZZMMGREZWNAMWLSBWAGKMGWCDVGSHAWFOGLKYGIPTLUIEISALMTCYFIBGGGLTLVEEMDAMBYADSMUAHRSIBAMKXKCZSKLIBMGDFKBZGTSVHNNICRPMHTPRVIGSSXBQGPBOGYECGFPYMQSRUYANTCBLMFMSGUAQBNNRPGTOSBVUFJWFCKNUASKINCTVPFMPPWMHFMSSLCDMVCDOHKMOKHLATTKNJMBDTWMMKRKPLBJOSYIQKWSAOMAEILBHQABTNPTJTMAZGEUZAIPACIERKZKGCCMNBVSCIOWSTLTFYTPNSJTKUMEHMVCXNFCGMCVASZPSJEIMRSMEHMCWCSYEYDSUYUZR
Allowed values:USCARUEGZAGRNLBEFRESHUITROCHATGBDKSENOPLDEPEMXCUARBRCLCOVEMYAUIDPHNZSGTHJPVNCNTRINPKAFLKIRMADZTNLYGMSNMRMLGNBFNETGBJMULRSLGHNGCFTDCMCVSTGQGABSAOBBAXSDRWETSODJKETZUGBIMZZMMGREZWNAMWLSBWAGKMGWCDVGSHAWFOGLKYGIPTLUIEISALMTCYFIBGGGLTLVEEMDAMBYADSMUAHRSIBAMKXKCZSKLIBMGDFKBZGTSVHNNICRPMHTPRVIGSSXBQGPBOGYECGFPYMQSRUYANTCBLMFMSGUAQBNNRPGTOSBVUFJWFCKNUASKINCTVPFMPPWMHFMSSLCDMVCDOHKMOKHLATTKNJMBDTWMMKRKPLBJOSYIQKWSAOMAEILBHQABTNPTJTMAZGEUZAIPACIERKZKGCCMNBVSCIOWSTLTFYTPNSJTKUMEHMVCXNFCGMCVASZPSJEIMRSMEHMCWCSYEYDSUYUZR
Allowed values:AAAEALAPAKAZARASCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMPMTNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUMUTVTVAVIWAWVWIWY
The name the organization is commonly known as
Example:TBD
The shortened/abbreviated version of the organization`s name that is unique to the organization
Example:TBD
Code to Identify organization
Example:TBD
Allowed values:SOLEPROPRIETORSHIPGENERALPARTNERSHIPLIMITEDPARTNERSHIPCCORPORATIONSCORPORATIONLIMITEDLIABILITYCOMPANYCHARITABLEORGANIZATIONESTATETRUSTCORPORATIONUNKNOWN
The trust agreement issued date to the party
Example:2023-01-01
The Amended Trust Date refers to the most recent date on which the trust agreement was formally amended or restated, particularly when the trust is designated as the owner or beneficiary of a life insurance or annuity policy
Example:2023-01-01
Allowed values:AAAEALAPAKAZARASCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMPMTNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUMUTVTVAVIWAWVWIWY
Allowed values:INDIVIDUALTRUSTCORPORATETRUSTTESTAMENTARYTRUSTINTERVIVOSTRUSTGRANTORTRUST
The title of the trustee
Example:TBD
Access code of the trustee
Example:TBD
Allowed values:EMAILREGULARMAILPHONEFAXTEXTNOPREFERENCESPECIFIEDPOSTALOTHER
Deprecated - kept for backward compatibility; instead use preferredAddressIndicator under Address section
Example:1
The Preferred Address ID refers to the unique identifier of the address designated as the primary or preferred address for a given party when multiple addresses are associated with that individual or entity. This ensures consistent use of the correct address for communication, correspondence, and recordkeeping
Example:1
The Preferred Email ID refers to the unique identifier of the email address designated as the primary or preferred email contact for an individual or entity when multiple email addresses are on file
Example:1
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
Party Percentage refers to the proportion of ownership, benefits, or responsibility assigned to a party within an insurance or annuity contract. It is used to distribute policy ownership, benefit payouts, commission sharing, or annuity payments among multiple parties
Example:12.1213
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Allowed values:APPROVEDNOTAPPROVEDPROCESSED
A boolean field that indicates whether the beneficiary of a Party (when the Party is a Trust) is Non-Natural. This data point is captured for taxation purposes, as Trusts established for individuals are taxed differently from those benefiting entities
Allowed values:true
An indicator if the beneficiary is irrevocable. If yes, when doing any changes the beneficiary must also sign forms
Allowed values:true
An indicator if the beneficiary is designated to be included in Joint RMD calculations
Allowed values:true
Last Contact Date refers to the most recent date on which there was a direct or system-recorded interaction with a party (individual or entity) associated with a policy or contract. This party may be a policyholder, insured, beneficiary, payor, agent, or any other role relevant to life and annuity products.
Example:2023-01-01
The Beneficiary Share Method refers to the approach used to allocate the death benefit (or other payouts) among multiple beneficiaries listed under a policy or contract. It determines how the proceeds are divided in the event of the insureds death and is typically defined during policy setup or updated via a beneficiary change request.
Allowed values:PERSTIRPESDISTRIBUTION
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Date (with pattern “yyyy-mm-dd”)
Example:2023-01-01
Date (with pattern “yyyy-mm-dd”)
Example:2023-01-01
Show Child Parameters
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PartyChangeRequest
objectThe unique ID to track transaction request across all systems
Example:5df63b47-54fc-4905-a8ff-e1c5f12e667d
Date the Party was added to the Policy
Example:2023-01-01
Assigned by Sales Force and used by all platforms
Example:0017b000010N4bCAAS
The type of relationship to the party
Allowed values:TRUSTEETRUSTEEOFMINORTRUSTEEOFINCOMPETENTPOWEROFATTORNEYCONTROLLINGPERSONOFENTITYBROTHERCHILDDAUGHTERDOMESTICPARTNEREXECUTORSFATHERFIANCEGRANDCHILDLIFEPARTNERMOTHERSISTERSONSPOUSESTEPFATHERSTEPMOTHERSELFLEGALGUARDIANBUSINESSBUSINESSASSOCIATEPARTNEREMPLOYERFORMERSPOUSEGRANDPARENTPARENTOWNERSIBLINGSTEPCHILDSTEPARENTOTHERAUNTGRANDFATHERGRANDMOTHERHUSBANDWIFEUNCLENIECENEPHEWESTATETRUSTGRANDSONGRANDDAUGHTERNONSPOUSECHILDRENEQUALLYCHILDRENPERSTIRPESPERSTIRPESSURVIVINGSPOUS
The type of relationship to the party
Allowed values:TRUSTEETRUSTEEOFMINORTRUSTEEOFINCOMPETENTPOWEROFATTORNEYCONTROLLINGPERSONOFENTITYBROTHERCHILDDAUGHTERDOMESTICPARTNEREXECUTORSFATHERFIANCEGRANDCHILDLIFEPARTNERMOTHERSISTERSONSPOUSESTEPFATHERSTEPMOTHERSELFLEGALGUARDIANBUSINESSBUSINESSASSOCIATEPARTNEREMPLOYERFORMERSPOUSEGRANDPARENTPARENTOWNERSIBLINGSTEPCHILDSTEPARENTOTHERAUNTGRANDFATHERGRANDMOTHERHUSBANDWIFEUNCLENIECENEPHEWESTATETRUSTGRANDSONGRANDDAUGHTERNONSPOUSECHILDRENEQUALLYCHILDRENPERSTIRPESPERSTIRPESSURVIVINGSPOUS
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PartyRoles
objectAllowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER
The Party Role ID is a unique identifier assigned to a specific role that a party (individual or entity) plays within an insurance or annuity contract. It serves to distinctly track and manage the relationship between the party and the contract, especially when a party may have multiple roles across different policies or within the same policy
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:Party_PI_1
Date the Party was added to the Policy
Example:2023-01-01
Date the Party was Terminated from the Policy
Example:2023-01-01