Metadata
objectIndicates the tobacco usage status, used to differentiate mappings for risk classes that depend on smoking status. (i.e if smoker or non-smoker)
TranslationBase
objectThe value from the Source of Record (e.g., Zahara) that needs to be translated to the corresponding carrier value
The equivalent value used by the carrier system that corresponds to the given sorValue
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TranslationCategory
objectThe group or classification of values for which translation is being requested
Allowed values:RISKCLASSTABLERATINGCOVERAGEBANDPAYMENTMETHOD
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Translations
objectThe 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
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
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ThirdPartyAdministrator
objectTBD
Example:2023-01-01T12:00:00.000Z
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:Zinnia90210
Assigned by Sales Force and used by all platforms
Example:TBD
Defines Party type example individual or Organization or Trust. For Insured and Annuitant this should always be Individual
Example:Organization
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TBD
Example:Zinnia
The name the organization is commonly known as
Example:TBD
The shortened/abbreviated version of the organization`s name that is unique to the organization
Example:SBL
Code to Identify organization
Example:4874428631
Allowed values:SOLEPROPRIETORSHIPGENERALPARTNERSHIPLIMITEDPARTNERSHIPCCORPORATIONSCORPORATIONLIMITEDLIABILITYCOMPANYCHARITABLEORGANIZATIONESTATETRUSTCORPORATIONUNKNOWN
Allowed values:EMAILREGULARMAILPHONEFAXTEXTNOPREFERENCESPECIFIEDPOSTALOTHER
Deprecated - kept for backward compatibility; instead use preferredAddressIndicator under Address section
Example:1
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In the context of a System of Record (SOR) in insurance and annuity systems, Organization Purpose refers to the role the organization plays in relation to the policy or contract. Specifically, terms like Processing and Holding define how the organization interacts with the policy data, assets, or transactions
Example:PROCESSING
General Account Business Unit refers to the organizational or legal entity within an insurance company responsible for managing assets and liabilities held in the general account. This unit is accountable for all financial activities related to non-segregated (non-variable) insurance products where the carrier assumes investment risk
Example:TBD
Separate Account Business Unit refers to the organizational or legal entity within an insurance company responsible for managing products and assets that are legally segregated from the general account. This unit specifically handles variable or investment-linked products, where the policyholder assumes the investment risk, and assets are maintained in separate investment pools
Example:TBD
TBD