LoanActivitySegment
objectA unique identifier assigned to a specific loan segment
Example:Segment1
The outstanding loan amount, including both principal and accrued interest at segment level
Example:100
The accumulated interest on the outstanding loan balance at segment level
Example:100
Loan Interest Repaid with current Repayment Transaction
Example:100
Show Child Parameters
LoanActivity
objectThe total outstanding loan amount, including both principal and accrued interest
Example:100
The accumulated interest on the outstanding loan balance
Example:100
The amount of interest repaid as part of transaction. This gets calculated on events such as loan repayment, systematic loan repayment,etc
Example:100
Show Child Parameters
TransactionTaxBasis
objectThe contribution amount made toward the policy in the current tax year.
Example:161.81698
The tax year for which contributions are being recorded.
Example:1
The amount contributed in the previous tax year
Example:161.81698
The tax year associated with the prior contribution amount
Example:1
The cost basis of the policy before the Tax Equity and Fiscal Responsibility Act (TEFRA) changes
Example:161.81698
The cost basis of the policy after Tax Equity and Fiscal Responsibility Act (TEFRA) changes
Example:161.81698
Deprecated - kept for backward compatibility. Applies to 403b Qual type
Example:161.81698
AdhocTaxWithholdingInstructions
objectParty ID at Policy Level that comes in from External source (for Everly it will be Acord 103). This ties to the Party Type this tax withholding corresponds to.
Example:Party_PI_1
Allowed values:FEDERALSTATENRABACKUP
Allowed values:NOWITHHOLDINGELECTEDUSEVALUESENTEREDNOWITHHOLDINGALLOWEDUSEDEFAULTTABLEADDITIONALWITHHOLDINGTAKEINPUTTEDVALUE
Allowed values:SINGLEDOMESTICPARTNERSHIPDEFAULTMARRIEDHEADOFHOUSEHOLDWIDOWEDDIVORCED
The dollar amount of tax withheld
The percentage amount of tax withheld
The total exemptions claimed for tax purposes
This is not input field i.e. user does not select or set this value. For Tax Withholding Type = State , DAML will set this value using PartyLevelAddressCountry_PartyLevelAddressState referring to ACCORD standard. For Tax Withholding Type = Federal , DAML will set this value using PartylevelAddressCountry using ACCORD standard.For FedeFor MVP, NRA jurisdictions are out of scope
Example:USA_WY
Allowed values:NOTAPPLICABLEEMPLOYEEVOLUNTARYEMPLOYEEDISCRETIONARY
Allowed values:T1035COSTBASIST1035LOANTRANSFERT1035SURRENDERT1035TAXADVANTAGET1099RTAXDISCLOSUREFORMW4PTAXDISCLOSUREFORMW8USW4TAXFORMW9VOIDCHECK
Show Child Parameters
Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER
TaxWithheldAmount
objectAllowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTPRIMARYWRITINGAGENTPRIMARYSERVICINGAGENTADDITIONALSERVICINGAGENTADDITIONALWRITINGGAGENTTHIRDPARTYDESIGNEEJOINTOWNERCOVERAGEINSUREDASSIGNEEANNUITANTEXCHANGECOMPANYJOINTANNUITANTGRANTORTRUSTEEPOWEROFATTORNEYAUTHORIZEDSIGNATORYOTHERINTERESTEDPARTYCONTINGENTOWNERTHIRDPARTYADMINISTRATORCARRIER
A unique identifier linking the party to the policy
Example:Party_PI_1
Allowed values:FEDERALSTATENRABACKUP
The actual dollar amount withheld for taxes
Example:100
The portion of the transaction amount eligible for taxation
Example:100
Indicates whether the transaction is taxable
Allowed values:true
The actual tax rate used for withholding calculations
Example:100