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Policy Transactions

Secure API to get TransactionData by transactionId

get

Path Parameters

transactionIdstringrequired

Response

application/json

Transaction Model success

TransactionModelResponse

Model for a transaction with detailed information.

recordIdstring

Unique identifier for the transaction record.

correlationIdstring

Correlation ID associated with the transaction.

transactionTypestring

Type of transaction.

carrierstring

Carrier associated with the transaction.

sourcestring

Source of the transaction.

entityTypestring

Type of the entity involved.

entityIdstring

Unique identifier for the entity.

entityobject

Actual entity information as JSON Object.

expireTsstring(date-time)

Expiration timestamp for the transaction.

createdTsstring(date-time)

Timestamp when the transaction was created.

updatedTsstring(date-time)

Timestamp when the transaction was last updated.

createdBystring

User or system that created the transaction.

updatedBystring

User or system that last updated the transaction.

identifiersarray[object]

Identifier model with key-value pair.

Show Child Parameters
get/bpm/v1/policies/withdrawals/transactionstore/entities/{transactionId}
 
application/json

Get supported configurations for a transaction

get

Query Parameters

transactionstring
arrangementTypestring

Path Parameters

clientCodestringrequired
planCodestringrequired
transactionNamestringrequired

Allowed values:SystematicProgramSetupSystematicProgramUpdate

Response

application/json

Success response

get/bpm/v1/policies/{clientCode}/{planCode}/{transactionName}/paymentforms
 
application/json

Get supported configurations for a transaction

get

Query Parameters

transactionstring
arrangementTypestring

Path Parameters

clientCodestringrequired
planCodestringrequired
transactionNamestringrequired

Allowed values:SystematicProgramSetupSystematicProgramUpdate

Response

application/json

Success response

get/bpm/v1/policies/{clientCode}/{planCode}/{transactionName}/prevalidationreference
 
application/json

Get eligible transaction types for a policy by CUSIP and policy number

Returns the list of eligible transaction types for the given CUSIP and policy number.

get

Path Parameters

cusipstringrequired

CUSIP number

policyNumberstringrequired

Policy number

Response

application/json

Success

EligibleTransactionsResponse

cusipstring

Example:123456789

productCodestring

Example:ADDAARP

eligibleTransactionTypesarray[object]

List of eligible transaction types

Show Child Parameters
get/bpm/v1/policies/{cusip}/{policyNumber}/eligibleTransactions
 
application/json

IdentifierInstance

object

An object representing an identifier and its corresponding value.

identifierstring

The type of identifier.

Allowed values:eAppIdpolicyNumber

valuestring

The value of the identifier.

Example:ABC123349257367

Example