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Policy Transactions

PaymentForm

string

Mode of payment

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE

ArrangementType

string

The type of payment such as fixed or flexible

Allowed values:PAYMENTWITHDRAWALLOANREPAYMENTREQUIREDMINIMUMDISTRIBUTIONPAYOUT

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
{
  "partyId": "Party_PI_1",
  "bankId": "Bank_1"
}

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:TrueFalse

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
{
  "correlationId": "657b717b7dcf554abf9ef067",
  "preferredAddressIndicator": "True",
  "reverseInitiator": false,
  "effectiveDate": "effectiveDate",
  "address": {
    "startDate": "startDate",
    "endDate": "endDate",
    "addressType": "RESIDENCE",
    "addressLine1": "1112 Pickle Street",
    "addressLine2": "South Jersey",
    "addressLine3": "1234 Post box",
    "city": "Houston",
    "state": "AL",
    "zipCode": "66636",
    "zipCodeExtension": "1232",
    "country": "US"
  }
}