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Policy

AllocationSurplusDistribution

object
segmentIdstring

A unique identifier assigned to each surplus distribution within the policy.

Example:s1

surplusDistributionOptionstring

This is the Surplus Distribution type it can be PUA, Cash etc.

Allowed values:PAIDUPADDITIONCASH

surplusDistributionAmountnumber(double)

Surplus Distribution Amount that is calculated and credited.

Example:1000

currentCashValuenumber(double)

Cash Value component for Paid-Up Addition purchased with Surplus Distribution.

Example:1500

paidUpAdditionCoveragenumber(double)

Surplus Distribution buys small chunks of additional paid-up coverage. This is that coverage component.

Example:1500.72

Example

Distribution

object
investmentTypestring

Allowed values:INVESTMENTFUNDINVESTMENTMODELCHARGEDEDUCTIONDEFAULTWITHDRAWALINTERESTRATERENEWAL

modelNamestring

Elect from available … If Owner picks and Model as an investment option

Example:TBD

modelIdstring

The corresponding Model Id of the elected model

Example:TBD

fundAllocationsInvestmentsarray[object]
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fundsarray[object]
Show Child Parameters
matchSegmentobject
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loanSegmentsarray[object]
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surplusDistributionsarray[object]
Show Child Parameters
Example

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