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Policy Transactions

Frequency

string

frequency

Allowed values:DAILYEVERYTWOWEEKSMONTHLYSEMIANNUALQUARTERLYANNUALSINGLEPAYMENT

BaseAdhocParty

object
partyIdstring

Impacted Party in the event of financial transaction

Example:Party_PI_1

bankIdstring

Comes in Acord 103

Example:Bank_1

Example

AddressChange

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

preferredAddressIndicatorstringrequired

Indicates whether the address being added should be set as default or not.

Allowed values:YESNO

reverseInitiatorboolean

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

Default:false

effectiveDatestring(date)required

Date (with pattern “yyyy-mm-dd”)

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

addressobjectrequired
Show Child Parameters
Example

EmailChange

object
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
Example

Email

object
startDatestring(date)required

Date (with pattern “yyyy-mm-dd”)

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

endDatestring(date)

Date (with pattern “yyyy-mm-dd”).If provided by the user, the system will apply an end date to the emailaddress, ensuring that a new emailaddress is not generated.

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

emailTypestringrequired

Email type

Allowed values:PERSONALBUSINESSCUSTOMERSERVICEOTHER

emailAddressstringrequired

Type of the email. PERSONAL for personal emails, BUSINESS for business emails, CUSTOMERSERVICE for customer service emails, OTHER for any other type of emails.

Example:will.smith@gmail.com

Example