Add 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:Payee
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 annuitant based on the request
Date when the transaction was originally scheduled or expected to happen. It can be a non-business day
Example:2023-01-01
Signature details for the agent change
Party updates list
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 joint annuitant based on the request
Date when the transaction was originally scheduled or expected to happen. It can be a non-business day
Example:2023-01-01
Signature details for the agent change
Party updates list
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 annuitant based on the request
Date when the transaction was originally scheduled or expected to happen. It can be a non-business day
Example:2023-01-01
Signature details for the agent change
Party updates list
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 joint annuitant based on the request
Date when the transaction was originally scheduled or expected to happen. It can be a non-business day
Example:2023-01-01
Signature details for the agent change
Party updates list
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