Validate Business Rules for Payee/Payor/Owner/TPD/Beneficiary and Add new Payee/Payor/Owner/ThirdPartyDesignee/PrimaryBeneficiary/ContingentBeneficiary based on the request
Party for which details are being entered. Possible values are - Owner, Payor, Payee, PrimaryBeneficiary, ContingentBeneficiary, ThirdPartyDesignee
Allowed values:PayeePayorOwnerThirdPartyDesigneePrimaryBeneficiaryContingentBeneficiary
Example:Owner
The unique ID to track transaction request across all systems
Example:5df63b47-54fc-4905-a8ff-e1c5f12e667d
Date the Party was added to the Policy
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
TBD
Example:0017b000010N4bCAAS
Option available for Owner, Payor, TPD and Beneficiary
Allowed values:TRUSTEETRUSTEEOFMINORTRUSTEEOFINCOMPETENTPOWEROFATTORNEYCONTROLLINGPERSONOFENTITYBROTHERCHILDDAUGHTERDOMESTICPARTNEREXECUTORSFATHERFIANCEGRANDCHILDLIFEPARTNERMOTHERSISTERSONSPOUSESTEPFATHERSTEPMOTHERSELFOTHER
Zinnia Live Case ID
Example:CA0000007389
Flag for delete or update request. If flag==true then Delete Request else Update Request
Default:false
Success
Unique identifier which used by every system to trace the request
Example:3a2a3435-2089-4b81-9959-e0d569ccf4f0
Zinnia Live Case ID
Example:CA0000369469
Zinnia Live Case Status
Example:IN_PROGRESS
Validate Business Rules for Assignee for Update and delete transaction
The unique ID to track transaction request across all systems
Example:5df63b47-54fc-4905-a8ff-e1c5f12e667d
Date the Party was added to the Policy
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
TBD
Example:0017b000010N4bCAAS
Option available for Owner, Payor, TPD and Beneficiary
Allowed values:TRUSTEETRUSTEEOFMINORTRUSTEEOFINCOMPETENTPOWEROFATTORNEYCONTROLLINGPERSONOFENTITYBROTHERCHILDDAUGHTERDOMESTICPARTNEREXECUTORSFATHERFIANCEGRANDCHILDLIFEPARTNERMOTHERSISTERSONSPOUSESTEPFATHERSTEPMOTHERSELFOTHER
Zinnia Live Case ID
Example:CA0000007389
Flag for delete or update request. If flag==true then Delete Request else Update Request
Default:false
Assignee collateral amount
Example:68
Notary Signature details
Success
Unique identifier which used by every system to trace the request
Example:3a2a3435-2089-4b81-9959-e0d569ccf4f0
Zinnia Live Case ID
Example:CA0000369469
Zinnia Live Case Status
Example:IN_PROGRESS
Add ThirdPartyDesignee
The unique ID to track transaction request across all systems
Example:5df63b47-54fc-4905-a8ff-e1c5f12e667d
Date the Party was added to the Policy
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
TBD
Example:0017b000010N4bCAAS
Option available for Owner, Payor, TPD and Beneficiary
Allowed values:TRUSTEETRUSTEEOFMINORTRUSTEEOFINCOMPETENTPOWEROFATTORNEYCONTROLLINGPERSONOFENTITYBROTHERCHILDDAUGHTERDOMESTICPARTNEREXECUTORSFATHERFIANCEGRANDCHILDLIFEPARTNERMOTHERSISTERSONSPOUSESTEPFATHERSTEPMOTHERSELFOTHER
Zinnia Live Case ID
Example:CA0000007389
Flag for delete or update request. If flag==true then Delete Request else Update Request
Default:false
Supporting document attached or not
Example:True
Signature Present
Example:True
Signature date
Example:True
Success
Unique identifier which used by every system to trace the request
Example:3a2a3435-2089-4b81-9959-e0d569ccf4f0
Zinnia Live Case ID
Example:CA0000369469
Zinnia Live Case Status
Example:IN_PROGRESS
Add Assignee
The unique ID to track transaction request across all systems
Example:5df63b47-54fc-4905-a8ff-e1c5f12e667d
Date the Party was added to the Policy
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
TBD
Example:0017b000010N4bCAAS
Option available for Owner, Payor, TPD and Beneficiary
Allowed values:TRUSTEETRUSTEEOFMINORTRUSTEEOFINCOMPETENTPOWEROFATTORNEYCONTROLLINGPERSONOFENTITYBROTHERCHILDDAUGHTERDOMESTICPARTNEREXECUTORSFATHERFIANCEGRANDCHILDLIFEPARTNERMOTHERSISTERSONSPOUSESTEPFATHERSTEPMOTHERSELFOTHER
Zinnia Live Case ID
Example:CA0000007389
Flag for delete or update request. If flag==true then Delete Request else Update Request
Default:false
Assignee collateral amount
Example:68
Notary Signature details
Success
Unique identifier which used by every system to trace the request
Example:3a2a3435-2089-4b81-9959-e0d569ccf4f0
Zinnia Live Case ID
Example:CA0000369469
Zinnia Live Case Status
Example:IN_PROGRESS
Validate Assignee
The unique ID to track transaction request across all systems
Example:5df63b47-54fc-4905-a8ff-e1c5f12e667d
Date the Party was added to the Policy
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
TBD
Example:0017b000010N4bCAAS
Option available for Owner, Payor, TPD and Beneficiary
Allowed values:TRUSTEETRUSTEEOFMINORTRUSTEEOFINCOMPETENTPOWEROFATTORNEYCONTROLLINGPERSONOFENTITYBROTHERCHILDDAUGHTERDOMESTICPARTNEREXECUTORSFATHERFIANCEGRANDCHILDLIFEPARTNERMOTHERSISTERSONSPOUSESTEPFATHERSTEPMOTHERSELFOTHER
Zinnia Live Case ID
Example:CA0000007389
Flag for delete or update request. If flag==true then Delete Request else Update Request
Default:false
Assignee collateral amount
Example:68
Notary Signature details
Success
Unique identifier which used by every system to trace the request
Example:3a2a3435-2089-4b81-9959-e0d569ccf4f0
Zinnia Live Case ID
Example:CA0000369469
Zinnia Live Case Status
Example:IN_PROGRESS