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Policy

PolicySnapshotSurplusDistribution

object
surplusDistributionTotalAmountnumber(double)

This is Cumulative Surplus Distribution Amount

Example:1000

totalPaidUpAdditionCashValuenumber(double)

The total Cash Value of all the Paid-Up Additions that currently exist on the policy. This is the value available for surrender on the policy that is linked to the Paid-Up Additions purchased.

Example:1500

totalPaidUpAdditionCoveragenumber(double)

The total coverage of all the Paid-Up Additions that currently exist on the policy. This is the value of the additional coverages that were purchased with the dividend as a Paid-Up Addition.

Example:1500.72

Example

TrackerType

string

Allowed values:ERRORTRACKERPAUSEDTRACKERTXLIFEPOLICYSTATETRACKERLOCKEDTRACKERREVERSALREQUESTPOLICYISSUANCEERROR

PolicyContractState

object
trackerTypestring

Allowed values:ERRORTRACKERPAUSEDTRACKERTXLIFEPOLICYSTATETRACKERLOCKEDTRACKERREVERSALREQUESTPOLICYISSUANCEERROR

statusstring

The status of the policy contract, whether it is VALID or ERROR based on the trackerType that it’s in.

Example:VALID

reasonstring

The reason why this policy is in the current tracker state.

Example:Policy cannot be lifecycled to a previous date.

currentLifecycleDatestring(date)

The date the policy is currently lifecycled to.

Example:2025-01-01

Example

PartyRole

string

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIERSUCCESSORTRUSTEE

PowerOfAttorneyAccessLevelType

string

Allowed values:FULLACCESSLIMITEDACCESSFINANCIALLIMITEDACCESSNONFINANCIAL