Policy

Policy Service

FaceAmountChangeQuoteResponse

object
correlationIdstring

Quote payload returned for face amount change (correlation id and projected policy view).

policyobject
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Example

PolicyAttribute

string

Allowed values:MODIFIEDENDOWMENTCONTRACTAUTHORIZATION

PolicyAttributeAdjustment

object
policyAttributestringrequired

Allowed values:MODIFIEDENDOWMENTCONTRACTAUTHORIZATION

attributeValuestringrequired

New value for the attribute (e.g. "true" / "false" for MEC authorization).

Example:true

Example

PolicyDetailsChangeRequest

object
correlationIdstringrequired

The unique ID to track transaction request across all systems

Example:864e43a0-2c2f-4a11-9d7f-69ed40115066

effectiveDatestring(date)required

Date when the transaction was originally scheduled or expected to happen. It can be a non-business day

Example:2026-04-10

reverseInitiatorboolean

When true, allows a backdated financial transaction by reversing to the effective date, applying the change, and reprocessing subsequent transactions.

Default:false

valueAdjustmentobjectrequired
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externalIdentifiersobject
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Example

AdhocBillingFeature

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:864e43a0-2c2f-4a11-9d7f-69ed40115066

effectiveDatestring(date)

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

reverseInitiatorboolean

A boolean flag that applies only to financial transactions. When set to true, it allows a backdated transaction to be processed. This triggers a reversal on the policy to the earliest transaction on the specified effective date, applies the new transaction, and then reprocesses all subsequent transactions (similar to (R&R) process). This ensures that the policy’s financial history remains accurate and aligned with the backdated change.

Default:false

externalIdentifiersobject
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transactionReasonstring

Allowed values:ONETIMEPREMIUMGRACEPERIODPREMIUMREINSTATEMENTPREMIUMEXCHANGE1035SURRENDERAMOUNTEXCESSTOMECAMOUNTEXCESSTOGUIDELINECURRENTVALUECOSTBASISGUIDELINESINGLEPREMIUMGUIDELINELEVELPREMIUMSEVENPAYPREMIUMTOTALYTDPREMIUMAMOUNTFACEDECREASECOVERAGEFACEINCREASECOVERAGEMECAUTHORIZATIONINITIALPREMIUMEXPIRATIONCOMPLIANCESTARTINGPRICELUMPSUMFIVEYEARDEFERRALSPOUSALCONTINUATIONDISCOUNTCONTROLBUSINESSINDICATORNATIONALCHANGEOFADDRESSDATEOFDEATHINITIALDEATHNOTIFICATIONPRODUCTDEFAULTGWBRIDERDISBURSEMENTGWBPHASECHANGEPREMIUMLOANPAYMENTDUEDATEAMOUNTFREQUENCY

policyFeaturesarray[object]

List of policy features being modified as part of the billing feature change transaction.

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Example