Search
K
Policy

BankDetail

object
sTART_DATEstring(date-time)
eND_DATEstring(date-time)
branch_Namestring
bANK_ACCOUNT_PURPOSEstring
start_DATEstring(date-time)
end_DATEstring(date-time)
bank_ACCOUNT_PURPOSEstring
Example

AccountValuebyPolicyYear

object
yEARstring(date-time)
aCCOUNT_VALUEnumber
account_VALUEnumber
yearstring(date-time)
Example

PolicyValues

object
account_Valueby_Policy_Yeararray[object]
Show Child Parameters
unloanedPortionofAccountValuenumber

The Unloaned Portion of Account Value refers to the part of the total account value that is not affected by policy loans. Once a policy loan is taken, the total account value is split into loaned and unloaned portions, with the unloaned portion continuing to accrue interest and potential investment returns

loanedPortionofAccountValuenumber

The Loaned Portion of Account Value refers to the amount of a policy’s account value that is used as collateral for a policy loan. This amount is set aside from the Ending Account Value and is used to calculate loan interest accruals. The loaned portion is updated each time a new loan is processed

totalLoanAccruedInterestnumber

The Total Loan Accrued Interest refers to the amount of interest that has accumulated on a policy loan so far within the current year. This interest is added to the outstanding loan balance if it is not paid separately by the policyholder

materialChangeDatestring(date-time)
gracePeriodEndDatestring(date-time)
pendingLapseTotalRequiredAmountnumber
lapseProtectionTerminationDatestring(date-time)
lapseProtectionMonthlyPaymentnumber
cumulativeLapseProtectionPaymentnumber
Example

ScheduledEventDetail

object
sde_idstring
eventTypestring
statusstring
frequencystring
systematicProgramRequestDatestring(date-time)
systematicProgramStartDatestring(date-time)
systematicProgramEndDatestring(date-time)
nextSystematicProgramDatestring(date-time)
Example

NotesDetail

object
Prioritystring

Priority of the note

Datestring(date-time)

Date of the note

Summarystring

Summary of the note

Note_Categorystring

Category of the note

Typestring

Type of the note

Notesstring

Detailed notes

Example