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Policy Transactions

EDelivery Enrollment

post

Path Parameters

planCodestringrequired
policyNumberstringrequired

Body

application/json
idstring

preferenceId (should be null for preference creation)

Example:e22cd4aee27d34c9b7c748d50e558b41

carrierIdstringrequired

carrier id for policy

Example:CARRIERID_1

deliveryOptionstringrequired

Delivery Options - Applicable values EMAIL/FAX/MAIL

Allowed values:EMAILFAXMAIL

Example:EMAIL

emailstring

User’s email

Example:abc.def@gmail.com

effectiveFromstring(date-time)required

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”) when the preference will be effective, default value is ‘2999-12-31T00:00:00.000Z’

effectiveTostring(date-time)

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”) when the preference will stop being effective

documentTypestringrequired

Type of document

Allowed values:NWBANSTCONFTAXAGNTPOLPG

Example:AGNT

partyIdstringrequired

Unique reference id of the party

Example:f22de4bff27e45d9a7c859e61f668c50

acknowledgedByPartyIdstringrequired

Party that initiated the acknowledgment (i.e. an agent, if not the party referred to by partyId)

Example:f22de4bff27e45d9a7c859e61f668c50

Response

application/json

Success

TransactionAcceptedResponse

correlationIdstring

Unique identifier which used by every system to trace the request

Example:3a2a3435-2089-4b81-9959-e0d569ccf4f0

caseIdstring

Zinnia Live Case ID

Example:CA0000369469

caseStatusstring

Zinnia Live Case Status

Example:IN_PROGRESS

post/bpm/v1/policies/{planCode}/{policyNumber}/edeliveryenrollment

Body

{ "carrierId": "CARRIERID_1", "deliveryOption": "EMAIL", "effectiveFrom": "effectiveFrom", "documentType": "AGNT", "partyId": "f22de4bff27e45d9a7c859e61f668c50", "acknowledgedByPartyId": "f22de4bff27e45d9a7c859e61f668c50" }
 
application/json

Address Change Request

put

Path Parameters

planCodestringrequired
policyNumberstringrequired

Policy Number

partyIdstringrequired

PartyId for which address need to be updated it be avaible under SOR Policy Details

addressIdinteger(int32)required

AddressId for which address need to be updated it be avaible under SOR Policy Details

Body

application/json

AddressChangeRequest

correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

preferredAddressIndicatorstringrequired

Indicates whether the address being added should be set as default or not.

Allowed values:TrueFalse

reverseInitiatorboolean

Property to isolate source transaction(s) that initiated the reversal

Default:false

effectiveDatestring(date)required

Date (with pattern “yyyy-mm-dd”)

Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})

addressobjectrequired
Show Child Parameters
caseIdstring

Zinnia Live Case ID

Example:CA0000007389

deleteRequestboolean

Flag for delete or update request. If flag==true then Delete Request else Update Request

Default:false

Response

application/json

Success

TransactionAcceptedResponse

correlationIdstring

Unique identifier which used by every system to trace the request

Example:3a2a3435-2089-4b81-9959-e0d569ccf4f0

caseIdstring

Zinnia Live Case ID

Example:CA0000369469

caseStatusstring

Zinnia Live Case Status

Example:IN_PROGRESS

put/policy/v1/transactions/{planCode}/{policyNumber}/parties/{partyId}/address/{addressId}

Body

{ "preferredAddressIndicator": "True", "effectiveDate": "effectiveDate", "address": { "startDate": "startDate", "addressType": "RESIDENCE", "addressLine1": "1112 Pickle Street", "city": "Houston", "state": "AL", "zipCode": "66636", "country": "US" } }
 
application/json

Create new address based on request

post

Path Parameters

planCodestringrequired
policyNumberstringrequired
partyIdstringrequired

Body

application/json

AddressChangeRequest

correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

preferredAddressIndicatorstringrequired

Indicates whether the address being added should be set as default or not.

Allowed values:TrueFalse

reverseInitiatorboolean

Property to isolate source transaction(s) that initiated the reversal

Default:false

effectiveDatestring(date)required

Date (with pattern “yyyy-mm-dd”)

Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})

addressobjectrequired
Show Child Parameters
caseIdstring

Zinnia Live Case ID

Example:CA0000007389

deleteRequestboolean

Flag for delete or update request. If flag==true then Delete Request else Update Request

Default:false

Response

application/json

Success

TransactionAcceptedResponse

correlationIdstring

Unique identifier which used by every system to trace the request

Example:3a2a3435-2089-4b81-9959-e0d569ccf4f0

caseIdstring

Zinnia Live Case ID

Example:CA0000369469

caseStatusstring

Zinnia Live Case Status

Example:IN_PROGRESS

post/policy/v1/transactions/{planCode}/{policyNumber}/parties/{partyId}/address

Body

{ "preferredAddressIndicator": "True", "effectiveDate": "effectiveDate", "address": { "startDate": "startDate", "addressType": "RESIDENCE", "addressLine1": "1112 Pickle Street", "city": "Houston", "state": "AL", "zipCode": "66636", "country": "US" } }
 
application/json

Add new Email Address based on request

Validates email address change requests for policy parties including ADD, UPDATE, and DELETE operations

post

Query Parameters

operationstringrequired

validate business rule for provided operation

Allowed values:ADDUPDATEDELETE

Example:ADD

bankIdstring

bank id

Example:1

Path Parameters

planCodestringrequired
policyNumberstringrequired
partyIdstringrequired

Body

application/json

EmailChangeRequest

correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)required

Date (with pattern “yyyy-mm-dd”)

Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})

emailobjectrequired
Show Child Parameters
caseIdstring

Zinnia Live Case ID

Example:CA00000022023

deleteRequestboolean

Flag for delete or update request. If flag==true then Delete Request else Update Request

Default:false

Response

application/json

Request accepted successfully and is being processed.

TransactionAcceptedResponse

correlationIdstring

Unique identifier which used by every system to trace the request

Example:3a2a3435-2089-4b81-9959-e0d569ccf4f0

caseIdstring

Zinnia Live Case ID

Example:CA0000369469

caseStatusstring

Zinnia Live Case Status

Example:IN_PROGRESS

post/bpm/v1/policies/{planCode}/{policyNumber}/emailaddress/{partyId}/validation

Body

{ "effectiveDate": "effectiveDate", "email": { "startDate": "startDate", "emailType": "PERSONAL", "emailAddress": "will.smith@gmail.com" } }
 
application/json

Create new Emailaddress based on request

post

Path Parameters

planCodestringrequired
policyNumberstringrequired
partyIdstringrequired

Body

application/json

EmailChangeRequest

correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)required

Date (with pattern “yyyy-mm-dd”)

Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})

emailobjectrequired
Show Child Parameters
caseIdstring

Zinnia Live Case ID

Example:CA00000022023

deleteRequestboolean

Flag for delete or update request. If flag==true then Delete Request else Update Request

Default:false

Response

application/json

Request accepted successfully and is being processed.

TransactionAcceptedResponse

correlationIdstring

Unique identifier which used by every system to trace the request

Example:3a2a3435-2089-4b81-9959-e0d569ccf4f0

caseIdstring

Zinnia Live Case ID

Example:CA0000369469

caseStatusstring

Zinnia Live Case Status

Example:IN_PROGRESS

post/policy/v1/transactions/{planCode}/{policyNumber}/parties/{partyId}/emailaddress

Body

{ "effectiveDate": "effectiveDate", "email": { "startDate": "startDate", "emailType": "PERSONAL", "emailAddress": "will.smith@gmail.com" } }
 
application/json