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Policy Transactions

Validate Annuitant

Validate annuitant based on the request

post

Path Parameters

planCodestringrequired
policyNumberstringrequired

Body

application/json

AnnuitantChangeRequest

effectiveDatestring(date)

Date when the transaction was originally scheduled or expected to happen. It can be a non-business day

Example:2023-01-01

signaturesarray[object]

Signature details for the agent change

Show Child Parameters
partyUpdatesarray[object]

Party updates list

Show Child Parameters

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}/parties/Annuitant/validation

Body

{}
 
application/json

Validate Joint Annuitant

Validate joint annuitant based on the request

post

Path Parameters

planCodestringrequired
policyNumberstringrequired

Body

application/json

AnnuitantChangeRequest

effectiveDatestring(date)

Date when the transaction was originally scheduled or expected to happen. It can be a non-business day

Example:2023-01-01

signaturesarray[object]

Signature details for the agent change

Show Child Parameters
partyUpdatesarray[object]

Party updates list

Show Child Parameters

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}/parties/JointAnnuitant/validation

Body

{}
 
application/json

Add Annuitant

Add annuitant based on the request

post

Path Parameters

planCodestringrequired
policyNumberstringrequired

Body

application/json

AnnuitantChangeRequest

effectiveDatestring(date)

Date when the transaction was originally scheduled or expected to happen. It can be a non-business day

Example:2023-01-01

signaturesarray[object]

Signature details for the agent change

Show Child Parameters
partyUpdatesarray[object]

Party updates list

Show Child Parameters

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}/parties/Annuitant

Body

{}
 
application/json

Add Joint Annuitant

Add joint annuitant based on the request

post

Path Parameters

planCodestringrequired
policyNumberstringrequired

Body

application/json

AnnuitantChangeRequest

effectiveDatestring(date)

Date when the transaction was originally scheduled or expected to happen. It can be a non-business day

Example:2023-01-01

signaturesarray[object]

Signature details for the agent change

Show Child Parameters
partyUpdatesarray[object]

Party updates list

Show Child Parameters

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}/parties/JointAnnuitant

Body

{}
 
application/json

Add Payor

Add Payor based on the request

post

Path Parameters

planCodestringrequired
policyNumberstringrequired

Body

application/json

PartyChangeRequest

correlationIdstring

The unique ID to track transaction request across all systems

Example:5df63b47-54fc-4905-a8ff-e1c5f12e667d

effectiveDatestring(date)required

Date the Party was added to the Policy

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

customerIdstring

TBD

Example:0017b000010N4bCAAS

relationshipToInsuredstring

Option available for Owner, Payor, TPD and Beneficiary

Allowed values:TRUSTEETRUSTEEOFMINORTRUSTEEOFINCOMPETENTPOWEROFATTORNEYCONTROLLINGPERSONOFENTITYBROTHERCHILDDAUGHTERDOMESTICPARTNEREXECUTORSFATHERFIANCEGRANDCHILDLIFEPARTNERMOTHERSISTERSONSPOUSESTEPFATHERSTEPMOTHERSELFOTHER

partyobjectrequired
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/bpm/v1/policies/{planCode}/{policyNumber}/parties/Payor

Body

{ "effectiveDate": "effectiveDate", "party": {} }
 
application/json