PartyChange
objectThe 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
Show Child Parameters
Party
objectDate (with pattern “yyyy-mm-dd”)
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Date (with pattern “yyyy-mm-dd”)
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Party ID at Policy Level that comes in from External source (for Everly it will be Acord 103)
Example:Party_PB_Primary_Bene_1
Defines Party type example individual or Organization. For Insured this should always be Individual
Allowed values:IndividualOrganization
The first name of the party
Example:Karen
The middle name of the party
Example:Anne
The last name of the party
Example:Bates
Fullname of the party. Available only when PartyType is Trust/Organization
Example:Karen Anne Bates
The prefix of the party party name
Allowed values:MRMSMISSMRS
The suffix of the party party name
Allowed values:JRSNIIIIII
Party gender
Allowed values:MALEFEMALEUNISEX
Party date of birth (with pattern “yyyy-mm-dd”)
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Party age calculated by Date of Birth
Example:55
Abbreviated names for countries
Allowed values:USCARUEGZAGRNLBEFRESHUITROCHATGBDKSENOPLDEPEMXCUARBRCLCOVEMYAUIDPHNZSGTHJPVNCNTRINPKAFLKIRMADZTNLYGMSNMRMLGNBFNETGBJMULRSLGHNGCFTDCMCVSTGQGABSAOBBAXSDRWETSODJKETZUGBIMZZMMGREZWNAMWLSBWAGKMGWCDVGSHAWFOGLKYGIPTLUIEISALMTCYFIBGGGLTLVEEMDAMBYADSMUAHRSIBAMKXKCZSKLIBMGDFKBZGTSVHNNICRPMHTPRVIGSSXBQGPBOGYECGFPYMQSRUYANTCBLMFMSGUAQBNNRPGTOSBVUFJWFCKNUASKINCTVPFMPPWMHFMSSLCDMVCDOHKMOKHLATTKNJMBDTWMMKRKPLBJOSYIQKWSAYEOMAEILBHQABTNPTJTMAZGEUZAIPACIERKZKGCCMNBVSCIOWSTLTFYTPNSJTKUMEHMVCXNFCWCGMCVASZPSJEIMRSMEHM
Abbreviated names for states
Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY
Example:AL
The name the organization is commonly known as
Example:TBD
TBD
Example:TBD
Code to Identify organization
Example:TBD
Type of Organization Structure (Partnership, corporation etc)
Allowed values:SOLEPROPRIETORSHIPGENERALPARTNERSHIPLIMITEDPARTNERSHIPCCORPORATIONSCORPORATIONLIMITEDLIABILITYCOMPANYCHARITABLEORGANIZATIONESTATETRUSTCORPORATION
The trust agreement issued date to the party
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
The title of the trustee
Example:TBD
Access code of the trustee
Example:TBD
The preference of communication such as phone, email or mail
Allowed values:EMAILMAILPHONEFAXTEXTNONEOTHER
If type OTHER, then provide further info using text.
Example:in-person or video call id https://company.us/j/1234567890
Indicates whether the address being added should be set as default or not. Yes - address being entered is default.
Allowed values:YESNO
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Country
stringAbbreviated names for countries
Allowed values:USCARUEGZAGRNLBEFRESHUITROCHATGBDKSENOPLDEPEMXCUARBRCLCOVEMYAUIDPHNZSGTHJPVNCNTRINPKAFLKIRMADZTNLYGMSNMRMLGNBFNETGBJMULRSLGHNGCFTDCMCVSTGQGABSAOBBAXSDRWETSODJKETZUGBIMZZMMGREZWNAMWLSBWAGKMGWCDVGSHAWFOGLKYGIPTLUIEISALMTCYFIBGGGLTLVEEMDAMBYADSMUAHRSIBAMKXKCZSKLIBMGDFKBZGTSVHNNICRPMHTPRVIGSSXBQGPBOGYECGFPYMQSRUYANTCBLMFMSGUAQBNNRPGTOSBVUFJWFCKNUASKINCTVPFMPPWMHFMSSLCDMVCDOHKMOKHLATTKNJMBDTWMMKRKPLBJOSYIQKWSAYEOMAEILBHQABTNPTJTMAZGEUZAIPACIERKZKGCCMNBVSCIOWSTLTFYTPNSJTKUMEHMVCXNFCWCGMCVASZPSJEIMRSMEHM
State
stringAbbreviated names for states
Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY
FormerName
First name
Example:John
Middle name
Example:William
Last Name
Example:Doe
Full Name
Example:John William Doe
Prefix Type
Allowed values:MRMSMISSMRS
Suffix Type
Allowed values:JRSNIIIIII
Doing Business As
Example:TPA
Abbreviated Name
Example:AG