ScheduledEventDetail
objectNotesDetail
objectPriority of the note
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PolicyData
objectThe Policy Number is a unique identifier assigned to a life insurance or annuity contract by the insurance carrier. It serves as the official reference number for tracking, managing, and servicing the policy throughout its lifetime
The Policy Status refers to the current standing of a life insurance or annuity contract, indicating whether it is active, inactive, lapsed, or terminated. The status determines whether the policyholder has coverage and whether policy benefits remain in effect
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
The Plan Code is a carrier-assigned unique identifier used to distinguish a specific product, rate structure, and version of a life insurance or annuity policy. It ensures accurate policy tracking, pricing, and administration
The Policy Issue State refers to the U.S. state where a life insurance or annuity contract was issued. This state determines regulatory oversight, tax implications, and policyholder protections based on state insurance laws
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The Cost Basis refers to the total cumulative amount of after-tax premiums paid into a life insurance policy or annuity contract. It represents the non-taxable portion of withdrawals, policy loans, or surrenders, ensuring that policyholders are only taxed on gains above this amount
Allowed values:FIXEDINDEXEDVARIABLEADJUSTABLE
Paid to Date refers to the specific date through which a policyholder’s premium payments have fully covered the cost of insurance coverage on a life or annuity policy. It represents the end of the current paid coverage period and is critical for determining the policy`s status (e.g., in-force, in grace period, or lapsed)
The Product Version refers to the specific edition or iteration of an insurance or annuity product, defined by its release date or modifications over time. It helps insurers and policyholders distinguish between different updates, pricing structures, regulatory changes, and feature enhancements within the same product line