PolicyAdhocInfo
objectThe Policy Issue Date, also known as the Policy Launch Date, is the date when the insurance company officially issues the policy to the client. This occurs after the application is approved, the insured accepts the offer, and payment information is provided. It marks the formal activation of the policy and triggers policy delivery
The Plan Code is a carrier-assigned unique identifier used to distinguish a specific product, rate structure, and version of a life insurance or annuity policy. It ensures accurate policy tracking, pricing, and administration
The Policy Issue State refers to the U.S. state where a life insurance or annuity contract was issued. This state determines regulatory oversight, tax implications, and policyholder protections based on state insurance laws
The Policy Maturity Date refers to the date when a life insurance policy reaches its maturity or an annuity contract reaches its maximum annuitization age. It is based on the Policy Start Date and determines when benefits become payable or coverage ends
The Account Surrender Value refers to the amount an insurance company pays to the policyholder when they voluntarily cancel (surrender) their life insurance policy or annuity before its maturity or death benefit payout. This value is determined after deducting surrender charges, outstanding loans, and applicable fees from the policy’s total account value
Show Child Parameters
PeopleInfo
objectShow Child Parameters
Transactions
objectShow Child Parameters
AllTransactions
objectShow Child Parameters
FastDataBackup
objectAccount Number
Backup Date
Get CVQ
Show Child Parameters
Get Illustration Policy Info
Show Child Parameters
Get Loans
Show Child Parameters
Get Policy Details
Show Child Parameters
Payment Info
Show Child Parameters
Policy Adhoc Info
Show Child Parameters
People Info
Show Child Parameters
Transactions
Show Child Parameters
All Transactions