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Policy Transactions

NewLoan

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)required

Date (with pattern “yyyy-mm-dd”) when the transaction was originally scheduled or expected to happen, can be a non-business day

reverseInitiatorboolean

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

transactionAmountsobjectrequired
Show Child Parameters
fundAllocationobjectrequired
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taxWithholdingInstructionsarrayrequired
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partiesarray[object]required
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Example

FullSurrender

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)

Date (with pattern “yyyy-mm-dd”) when the transaction was originally scheduled or expected to happen, can be a non-business day

reverseInitiatorboolean

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

overrideboolean

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

taxWithholdingInstructionsarray[object]
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payeeOrBeneficiaryarray[object]
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partiesarray[object]
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transactionAmountsobject
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chargesarray[object]
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Example

FullSurrenderActualTransactionAmounts

object
amountTypestring

Amount Type selected by user. Following is dropdown list 1. Amount – If selected user should be able to enter Amount for Transaction Amount field 2. Percent – If selected user should be able to enter Percentage for Transaction Amount field 3. Max – If selected user should NOT be able to enter Amount. Auto calculated using Maximum Withdrawal Amount. 4. Free Withdrawal Amount – If selected user should NOT be able to enter Amount. Auto calcualted using Free Withdrawal Amount. 5. Withdraw Until Basis ---- If selected user should NOT be able to enter Amount. Auto calcualted using Cost Basis.

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATA

disbursementTypestring

The type of amount for withdrawal such as Gross or Net

Allowed values:GROSSNETNETNET

disbursementPaymentFormstring

The type of disbursement method such as DTCC,EFT or credit card.Default EFT.

Allowed values:DTCCEFTACHCHECKWIRE

Example

PartialWithdrawalOneTime

object
correlationIdstring
effectiveDatestring(date)required
reverseInitiatorboolean

Default:false

transactionAmountsobjectrequired
Show Child Parameters
fundAllocationobjectrequired
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taxWithholdingInstructionsarray[object]
Show Child Parameters
fundDistributionsarray[object]
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payeeOrBeneficiaryarray[object]
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partiesarray[object]required
Show Child Parameters
chargesarray[object]
Show Child Parameters
Example

PartyRole

string

Party Role

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTTHIRDPARTYDESIGNEE