---
title: "PolicyPartyRoles"
url: "https://developers.zinnia.com/apis/policy-service-0-1-0/versions/8306e031-b41c-452a-a7ed-d73d65602086/schemas/PolicyPartyRoles"
---

> Full API specification: https://developers.zinnia.com/apis/policy-service-0-1-0/versions/8306e031-b41c-452a-a7ed-d73d65602086.md

# PolicyPartyRoles

## OpenAPI definition

```yaml
openapi: 3.0.0
info:
  title: Policy Service
  version: 0.0.21
servers:
  - url: https://qa.api.zinnia.io
components:
  schemas:
    PartyRole:
      type: string
      enum:
        - OWNER
        - PRIMARYBENEFICIARY
        - CONTINGENTBENEFICIARY
        - INSURED
        - PAYOR
        - PAYEE
        - AGENT
        - PRIMARYWRITINGAGENT
        - PRIMARYSERVICINGAGENT
        - ADDITIONALSERVICINGAGENT
        - ADDITIONALWRITINGAGENT
        - THIRDPARTYDESIGNEE
        - JOINTOWNER
        - COVERAGEINSURED
        - ASSIGNEE
        - ANNUITANT
        - EXCHANGECOMPANY
        - JOINTANNUITANT
        - GRANTOR
        - TRUSTEE
        - POWEROFATTORNEY
        - AUTHORIZEDSIGNATORY
        - OTHERINTERESTEDPARTY
        - CONTINGENTOWNER
        - THIRDPARTYADMINISTRATOR
        - CARRIER
        - SUCCESSORTRUSTEE
        - COVERAGEJOINTINSURED
    CommunicationType:
      type: string
      enum:
        - EMAIL
        - REGULARMAIL
        - PHONE
        - FAX
        - TEXT
        - NOPREFERENCESPECIFIED
        - POSTAL
        - OTHER
    PowerOfAttorneyAccessLevelType:
      type: string
      enum:
        - FULLACCESS
        - LIMITEDACCESSFINANCIAL
        - LIMITEDACCESSNONFINANCIAL
    PolicyPartyRoles:
      type: object
      properties:
        partyRoleId:
          type: string
          example: "8"
          format: int32
          description: 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
        partyRole:
          $ref: "#/components/schemas/PartyRole"
        partyId:
          type: string
          example: Party_PI_1
          description: 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
        relationshipToInsured:
          type: string
          enum:
            - TRUSTEE
            - TRUSTEEOFMINOR
            - TRUSTEEOFINCOMPETENT
            - POWEROFATTORNEY
            - CONTROLLINGPERSONOFENTITY
            - BROTHER
            - CHILD
            - DAUGHTER
            - DOMESTICPARTNER
            - EXECUTORS
            - FATHER
            - FIANCE
            - GRANDCHILD
            - LIFEPARTNER
            - MOTHER
            - SISTER
            - SON
            - SPOUSE
            - STEPFATHER
            - STEPMOTHER
            - SELF
            - LEGALGUARDIAN
            - BUSINESS
            - BUSINESSASSOCIATE
            - PARTNER
            - EMPLOYER
            - FORMERSPOUSE
            - GRANDPARENT
            - PARENT
            - OWNER
            - SIBLING
            - STEPCHILD
            - STEPARENT
            - OTHER
            - AUNT
            - GRANDFATHER
            - GRANDMOTHER
            - HUSBAND
            - WIFE
            - UNCLE
            - NIECE
            - NEPHEW
            - ESTATE
            - TRUST
            - GRANDSON
            - GRANDDAUGHTER
            - NONSPOUSE
            - CHILDRENEQUALLY
            - CHILDRENPERSTIRPES
            - PERSTIRPES
            - SURVIVINGSPOUS
            - COMORTGAGER
            - DEPENDENT
          description: The type of relationship to the party
        relationshipToParty:
          type: string
          enum:
            - TRUSTEE
            - TRUSTEEOFMINOR
            - TRUSTEEOFINCOMPETENT
            - POWEROFATTORNEY
            - CONTROLLINGPERSONOFENTITY
            - BROTHER
            - CHILD
            - DAUGHTER
            - DOMESTICPARTNER
            - EXECUTORS
            - FATHER
            - FIANCE
            - GRANDCHILD
            - LIFEPARTNER
            - MOTHER
            - SISTER
            - SON
            - SPOUSE
            - STEPFATHER
            - STEPMOTHER
            - SELF
            - LEGALGUARDIAN
            - BUSINESS
            - BUSINESSASSOCIATE
            - PARTNER
            - EMPLOYER
            - FORMERSPOUSE
            - GRANDPARENT
            - PARENT
            - OWNER
            - SIBLING
            - STEPCHILD
            - STEPARENT
            - OTHER
            - AUNT
            - GRANDFATHER
            - GRANDMOTHER
            - HUSBAND
            - WIFE
            - UNCLE
            - NIECE
            - NEPHEW
            - ESTATE
            - TRUST
            - GRANDSON
            - GRANDDAUGHTER
            - NONSPOUSE
            - CHILDRENEQUALLY
            - CHILDRENPERSTIRPES
            - PERSTIRPES
            - SURVIVINGSPOUS
            - COMORTGAGER
            - DEPENDENT
          description: The type of relationship to the party
        startDate:
          type: string
          format: date
          example: 2023-01-01
          description: Date the Party was added to the Policy
        endDate:
          type: string
          format: date
          example: 2023-01-01
          description: Date the Party was Terminated from the Policy
        preferredCommunicationType:
          $ref: "#/components/schemas/CommunicationType"
        preferredAddressId:
          type: string
          example: "1"
          description: Deprecated - kept for backward compatibility. Use
            preferredAddressId under party section. 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
        preferredEmailId:
          type: string
          example: "1"
          description: Deprecated - kept for backward compatibility. Use preferredEmailId
            under party section. 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
        preferredPhoneId:
          type: string
          example: "1"
          description: Deprecated - kept for backward compatibility. Use preferredPhoneId
            under party section. 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
        isAddressSameAsOwner:
          type: boolean
          description: Boolean 0 = No 1 = Yes to denote if the email is the preferred
        lastContactDate:
          type: string
          example: 2023-01-01
          description: 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.
          format: date
        beneficiaryShareMethod:
          type: string
          enum:
            - PERSTIRPESDISTRIBUTION
          description: Roles that are essential in structuring life insurance and annuity
            contracts to meet the financial goals of policyholders and
            beneficiaries.
        collateralAmount:
          type: number
          format: double
          description: The Collateral Amount of an Assignee refers to the portion of a
            life insurance policy's value or benefit that is pledged as
            collateral to a third party (the assignee) under a collateral
            assignment agreement. This is commonly used when a policyholder uses
            a life insurance policy as security for a loan or other financial
            obligation.
          example: 1023.21
        powerOfAttorneyAccessLevelType:
          $ref: "#/components/schemas/PowerOfAttorneyAccessLevelType"
        partyPercentage:
          type: number
          format: double
          description: Party Role 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: 1023.21
```