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Policy

PartyChangeRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:5df63b47-54fc-4905-a8ff-e1c5f12e667d

effectiveDatestring(date)

Date the Party was added to the Policy

Example:2023-01-01

customerIdstring

Assigned by Sales Force and used by all platforms

Example:0017b000010N4bCAAS

relationshipToInsuredstring

The type of relationship to the party

Allowed values:TRUSTEETRUSTEEOFMINORTRUSTEEOFINCOMPETENTPOWEROFATTORNEYCONTROLLINGPERSONOFENTITYBROTHERCHILDDAUGHTERDOMESTICPARTNEREXECUTORSFATHERFIANCEGRANDCHILDLIFEPARTNERMOTHERSISTERSONSPOUSESTEPFATHERSTEPMOTHERSELFLEGALGUARDIANBUSINESSBUSINESSASSOCIATEPARTNEREMPLOYERFORMERSPOUSEGRANDPARENTPARENTOWNERSIBLINGSTEPCHILDSTEPARENTOTHERAUNTGRANDFATHERGRANDMOTHERHUSBANDWIFEUNCLENIECENEPHEWESTATETRUSTGRANDSONGRANDDAUGHTERNONSPOUSECHILDRENEQUALLYCHILDRENPERSTIRPESPERSTIRPESSURVIVINGSPOUS

relationshipToPartystring

The type of relationship to the party

Allowed values:TRUSTEETRUSTEEOFMINORTRUSTEEOFINCOMPETENTPOWEROFATTORNEYCONTROLLINGPERSONOFENTITYBROTHERCHILDDAUGHTERDOMESTICPARTNEREXECUTORSFATHERFIANCEGRANDCHILDLIFEPARTNERMOTHERSISTERSONSPOUSESTEPFATHERSTEPMOTHERSELFLEGALGUARDIANBUSINESSBUSINESSASSOCIATEPARTNEREMPLOYERFORMERSPOUSEGRANDPARENTPARENTOWNERSIBLINGSTEPCHILDSTEPARENTOTHERAUNTGRANDFATHERGRANDMOTHERHUSBANDWIFEUNCLENIECENEPHEWESTATETRUSTGRANDSONGRANDDAUGHTERNONSPOUSECHILDRENEQUALLYCHILDRENPERSTIRPESPERSTIRPESSURVIVINGSPOUS

partyobject
Show Child Parameters
Example

PartyRoles

object
partyRolestring

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER

partyRoleIdstring

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

partyIdstring

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

Example:Party_PI_1

startDatestring(date)

Date the Party was added to the Policy

Example:2023-01-01

endDatestring(date)

Date the Party was Terminated from the Policy

Example:2023-01-01

Example

PolicySummary

object
idstring

Internal ID of the snapshot document

Example:657bddcddc353e5fc5f45acd

eventstring

The transaction type of the current policy snapshot

Example:InterestCreditMatch

effectiveDatestring(date)

Policy as of effective date, (with pattern “yyyy-mm-dd”)

Example:2023-01-01

policyNumberstring

The 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

Example:ZH12345678

carrierIdstring

The Carrier ID is a unique identifier assigned to an insurance company (carrier) that issues and underwrites a policy. It helps track, manage, and differentiate insurance providers within industry databases, regulatory systems, and digital platforms

Example:SB

productobject
Show Child Parameters
qualificationTypestring

Qualification type of original policy being exchanged

Allowed values:INDIVIDUALRETIREMENTACCOUNTREGULARINDIVIDUALRETIREMENTACCOUNTSPOUSALINDIVIDUALRETIREMENTACCOUNTROLLOVERROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALINDIVIDUALRETIREMENTACCOUNTCUSTODIALROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALROLLOVERINDIVIDUALRETIREMENTACCOUNTQUALIFIEDNONQUALIFIEDSIMPLIFIEDEMPLOYEEPENSIONINDIVIDUALRETIREMENTACCOUNTINHERITEDINDIVIDUALRETIREMENTACCOUNTINHERITEDROTHINDIVIDUALRETIREMENTACCOUNTNONQUALIFIEDSTRETCHINDIVIDUALRETIREMENTACCOUNTSIMPLEQ403BQ401KQ401AQ457BPENSIONPLANCONVERTEDINDIVIDUALRETIREMENTACCOUNTROTH403BCUSTODIALINDIVIDUALRETIREMENTACCOUNTSIMPLIFIEDEMPLOYEEPENSIONKEOGH10CORPORATEPENSIONGROUPTAXSHELTEREDANNUITYPROFITSHARINGTARGETBENEFITCORPORATEDEFERREDCOMPENSATION404EDUCATIONALINDIVIDUALRETIREMENTACCOUNTQN457BCONVERTEDSPOUSALCUSTODIALUNIFORMGIFTSORTRANSFERSTOMINORACT

qualificationPlanTypeDescriptionstring

TBD

Example:Qualification description

policyStatusstring

Allowed values:PENDINGISSUEDNOTISSUEDCANCELEDNOPREMIUMACTIVECANCELEDFREELOOKPENDINGLAPSELAPSETERMINATEDMATUREDSURRENDEREDLIVINGCLAIMPENDINGDEATHCLAIMPENDINGDEATHCLAIMPAIDNOTTAKENISSUEDPARTIALDEATHCLAIMPAYOUT

restrictStatusstring

Allowed values:LEGALOPERATIONAL

issueStatestring

Allowed values:AAAEALAPAKAZARASCACOCTDCDEFLGAGUHIIDILINIAKSKYLAMEMDMAMIMNMSMOMPMTNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUMUTVTVAVIWAWVWIWY

policyDatesobject
Show Child Parameters
currencystring

Allowed values:USDCADAUDNZDGBPEURCHFJPY

testValuesobject
Show Child Parameters
marketValueAdjustmentProductnumber

Flag to identify whether the contract is MVA product or not

Allowed values:true

accountValuesobject
Show Child Parameters
partyRolesarray[object]
Show Child Parameters
partiesarray[object]
Show Child Parameters
Example

InitialPremiumRequestTransactionAmounts

object
requestedAmountnumber(double)

Requested amount value

Example:1000.31

netPaymentAmountnumber(double)

The net amount actually received from the agent to be applied to the policy

Example:48000.52

Example

FundAllocationAllocationOption

object
allocationOptionstring

Allowed values:PRORATADOLLARSPECIFYPERCENTAGESPECIFIEDFUNDSSPECIFIEDSEGMENTSDEFAULTPECKINGORDEREARNINGSONLY

Example