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Policy

FinancialTransactionTransactionTypeEnum

string

Allowed values:PartialWithdrawalOneTimeFullSurrenderNewLoanOneTimePremiumSystematicProgramUpdateLoanRepaymentOneTimeSystematicLoanRepaymentSetup

Charge

object
chargeTypestring

Allowed values:COSTOFINSURANCEEXPENSECHARGEUNITEXPENSECHARGERIDERCHARGESURRENDERCHARGEWITHDRAWALCHARGEPAYMENTCHARGECOVERAGECHARGECOVERAGECREDITPREMIUMTAXMARKETVALUEADJUSTMENT

chargeWaiverIndicatorstring

Allowed values:YesNo

chargeWaiverReasonstring

The reason why a charge was waived (e.g., Promotional Waiver, Policy Exception)

Example:100

Example

Url

object
websitestring

Carrier or Third party administrator website

Example:https://zinnialive.com/

carrierLoginstring

Carrier login

Example:https://zinnialive.com/

agentLoginstring

Agent login

Example:https://zinnialive.com/

customerLoginstring

Customer login

Example:https://wellabe.mypolicyview.com/

Example

BankDetails

object
recordIDnumberrequired
appliesToPartyIDstringrequired
financialInstitutionPartyIDstringrequired
startDatestringrequired
endDatestringrequired
nameOnAccountstringrequired
accountStatusstringrequired
accountTypestringrequired
accountNumberstringrequired
routingNumberstringrequired
ibaNumberstringrequired
branchNamestringrequired
accountPurposestringrequired
branchAddressobjectrequired
Show Child Parameters
branchPhoneNumberstringrequired
Example

RiskDetails

object
existingLifeInsurancebooleanrequired
existingLifeInsuranceAmountnumberrequired
replaceLifeInsurancebooleanrequired
pendingOrPlanToBuyAdditionalbooleanrequired
isDependentbooleanrequired
employedbooleanrequired
employmentStatusstringrequired
occupationstringrequired
householdIncomenumberrequired
Example