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Policy Transactions

Eligibility Check For Fund Transfer

post

Path Parameters

planCodestringrequired
policyNumberstringrequired

Response

application/json

Success

TransactionResponse

statusstring

Allowed values:successfailure

errorarray[object]
Show Child Parameters
quoteResponseobject
post/bpm/v1/policies/{planCode}/{policyNumber}/fundtransfer/eligibilitycheck
 
application/json

Validation Check For Fund Transfer

post

Path Parameters

planCodestringrequired
policyNumberstringrequired

Body

application/json

FundTransferRequest

caseIdstring

Zinnia Live Case ID

Example:CA0000007389

correlationIdstring
effectiveDatestring(date)required
reverseInitiatorboolean

Default:false

transactionAmountsobjectrequired
Show Child Parameters
fundAllocationobjectrequired
Show Child Parameters
fundsobjectrequired
Show Child Parameters

Response

application/json

Success

TransactionResponse

statusstring

Allowed values:successfailure

errorarray[object]
Show Child Parameters
quoteResponseobject
post/bpm/v1/policies/{planCode}/{policyNumber}/fundtransfer/validation

Body

{ "effectiveDate": "effectiveDate", "transactionAmounts": { "amountType": "AMOUNT" }, "fundAllocation": { "allocationOption": "PRORATA" }, "funds": { "transferFrom": [ { "fundId": "fundId", "requestedAmount": 124.124213 } ], "transferTo": [ { "fundId": "fundId", "requestedAmount": 124.124213 } ] } }
 
application/json

Fund Transfer Transaction

post

Path Parameters

planCodestringrequired
policyNumberstringrequired

Body

application/json

FundTransferRequest

caseIdstring

Zinnia Live Case ID

Example:CA0000007389

correlationIdstring
effectiveDatestring(date)required
reverseInitiatorboolean

Default:false

transactionAmountsobjectrequired
Show Child Parameters
fundAllocationobjectrequired
Show Child Parameters
fundsobjectrequired
Show Child Parameters

Response

application/json

Success

TransactionResponse

statusstring

Allowed values:successfailure

errorarray[object]
Show Child Parameters
quoteResponseobject
post/bpm/v1/policies/{planCode}/{policyNumber}/fundtransfer

Body

{ "effectiveDate": "effectiveDate", "transactionAmounts": { "amountType": "AMOUNT" }, "fundAllocation": { "allocationOption": "PRORATA" }, "funds": { "transferFrom": [ { "fundId": "fundId", "requestedAmount": 124.124213 } ], "transferTo": [ { "fundId": "fundId", "requestedAmount": 124.124213 } ] } }
 
application/json

Eligibility Check Email Address Transaction

post

Path Parameters

planCodestringrequired
policyNumberstringrequired

Policy Number

Response

application/json

Email Address Success Response

TransactionResponse

statusstring

Allowed values:successfailure

errorarray[object]
Show Child Parameters
quoteResponseobject
post/bpm/v1/policies/{planCode}/{policyNumber}/emailaddress/eligibilitycheck
 
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