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Policy Transactions

Systematic Program Quote Request

post

Path Parameters

planCodestringrequired
policyNumberstringrequired

Body

application/json

SystematicProgramQuoteRequest

correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)required

Date (with pattern “yyyy-mm-dd”) when the transaction was originally scheduled or expected to happen, can be a non-business day

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

reverseInitiatorboolean

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

arrangementIdstring

The unique ID for the systematic programs available in the policy

Example:arr_1

systematicProgramobjectrequired
Show Child Parameters
caseIdstring

Zinnia Live Case ID

Example:CA0000007389

externalTransactionIdstring

Transaction ID from external system

Example:A12345

Response

application/json

Success

TransactionResponse

statusstring

Allowed values:successfailure

errorarray[object]
Show Child Parameters
quoteResponseobject
post/policy/v1/transactions/{planCode}/{policyNumber}/systematicprograms/quote

Body

{ "effectiveDate": "effectiveDate", "systematicProgram": { "paymentForm": "DTCC", "arrangementType": "PAYMENT" } }
 
application/json

Cancel Transaction

post

Path Parameters

planCodestringrequired
policyNumberstringrequired

Body

application/json

CancelTransactionRequest

correlationIdstring

Example:657b717b7dcf554abf9ef067

transactionIdstringrequired

Example:377

reasonstringrequired

Reason for cancellation

Example:Entered Incorrect Email Id

externalTransactionIdstring

Transaction ID from external system

Example:A12345

caseIdstring

Zinnia Live Case ID

Example:CA0000007389

Response

application/json

Submit Transaction Successful

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}/canceltransaction

Body

{ "transactionId": "377", "reason": "Entered Incorrect Email Id" }
 
application/json

Get supported configurations for a transaction

get

Path Parameters

clientCodestringrequired
planCodestringrequired
transactionNamestringrequired

Allowed values:SystematicProgramSetupSystematicProgramUpdate

Response

application/json

Success response

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

LoanRepaymentOneTimeRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)

Date (with pattern “yyyy-mm-dd”) when the transaction was originally scheduled or expected to happen, can be a non-business day

reverseInitiatorboolean

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

transactionAmountsobject
Show Child Parameters
fundAllocationobject
Show Child Parameters
payorobject
Show Child Parameters
caseIdstring

Example:CA0000007389

Example

NewLoanRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)required

Date (with pattern “yyyy-mm-dd”) when the transaction was originally scheduled or expected to happen, can be a non-business day

reverseInitiatorboolean

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

transactionAmountsobjectrequired
Show Child Parameters
fundAllocationobjectrequired
Show Child Parameters
taxWithholdingInstructionsarray[object]required
Show Child Parameters
partiesarray[object]required
Show Child Parameters
caseIdstring

Zinnia Live Case ID

Example:CA0000007389

Example