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Policy Transactions

OneTimePremiumRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)required

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

Example:2023-01-01

reverseInitiatorboolean

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

transactionAmountsobjectrequired
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payorAny Of
required
Variant 1object
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caseIdstring

Zinnia Live Case ID

Example:CA0000007389

externalTransactionIdstring

Transaction ID from external system

Example:A12345

overrideboolean

BPM will have to override the rules if this variable is marked as ‘true’

Example

ThirdPartyDeleteRequest

object
effectiveDatestring(date)required

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

Example:2023-01-01

signaturesarray[object]required

Signature details for the agent change

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partyobjectrequired
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Example

AgentChangeDto

object
fromAORstring

From AOR

Example:744760

toAORstring

To AOR

Example:744760

fromAgentIdstring

From agent id

Example:744760

toAgentIdstring

To agent id

Example:744760

policyIdstring

Policy number

Example:FNWL0020303021

caseIdstring

Case id

Example:CA0004789

partyRolestring

Party role

Example:PRIMARYWRITINGAGENT

signaturesarray[object]

Signature details for the agent change

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partyUpdatesarray[object]

Party updates list

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Example

AnnuitantChangeRequest

object
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

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partyUpdatesarray[object]

Party updates list

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Example

SignatureDto

object

Signature details for the agent change

signTypestring

Type of the signature (e.g., digital, physical)

Example:DIGITAL

isSignedPresentboolean

Indicates if a signature is present

Example:true

signDatestring(date)

Date when the signature was applied

Example:2024-01-01

signPrintNamestring

Name of the person signing

Example:John Doe

signGuaranteestring

Guarantee associated with the signature

Example:FULL

signDesignationstring

Designation of the signer

Example:MANAGER

Example