EDeliveryEnrollmentRequest
objectpreferenceId (should be null for preference creation)
Example:e22cd4aee27d34c9b7c748d50e558b41
carrier id for policy
Example:CARRIERID_1
Delivery Options - Applicable values EMAIL/FAX/MAIL
Allowed values:EMAILFAXMAIL
Example:EMAIL
User’s email
Example:abc.def@gmail.com
Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”) when the preference will be effective, default value is ‘2999-12-31T00:00:00.000Z’
Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”) when the preference will stop being effective
Type of document
Allowed values:NWBANSTCONFTAXAGNTPOLPG
Example:AGNT
Unique reference id of the party
Example:f22de4bff27e45d9a7c859e61f668c50
Party that initiated the acknowledgment (i.e. an agent, if not the party referred to by partyId)
Example:f22de4bff27e45d9a7c859e61f668c50
InitialPremiumRequest
objectZinnia Live Case ID
Example:CA0000007389
The unique ID to track transaction request across all systems
Example:864e43a0-2c2f-4a11-9d7f-69ed40115066
Date when the transaction was originally scheduled or expected to happen. It can be a non-business day
Example:2023-01-01
Property to isolate source transaction(s) that initiated the reversal
Default:false
Optional Reason for this transaction
Allowed values:ONETIMEPREMIUMGRACEPERIODPREMIUMREINSTATEMENTPREMIUMEXCHANGE1035SURRENDERAMOUNTEXCESSTOMECAMOUNTEXCESSTOGUIDELINECURRENTVALUECOSTBASISGUIDELINESINGLEPREMIUMGUIDELINELEVELPREMIUMSEVENPAYPREMIUMTOTALYTDPREMIUMAMOUNTFACEDECREASECOVERAGEINITIALPREMIUMEXPIRATIONCOMPLIANCESTARTINGPRICE
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
Show Child Parameters
FundAllocationChangeRequest
objectZinnia Live Case ID
Example:CA0000007389
Example:657b717b7dcf554abf9ef067
Date when the transaction was originally scheduled or expected to happen. It can be a non-business day
Example:2023-01-01
Property to isolate source transaction(s) that initiated the reversal
Show Child Parameters
InvestmentType
stringTBD
Allowed values:INVESTMENTFUNDINVESTMENTMODEL
TransactionExchange
objectUnique number given to an exchange/transfer.
Example:EX0000001
Indicates the type of exchange being conducted
Allowed values:DEFAULTEXTERNAL1035INTERNAL1035EXTERNALDIRECTTRANSFERINTERNALDIRECTTRANSFEREXTERNALROLLOVERQUALIFIEDINTERNALROLLOVERQUALIFIEDEXTERNALROTHROLLOVERINTERNALROTHROLLOVEREXTERNALROTHDIRECTTRANSFERINTERNALROTHDIRECTTRANSFERBENEFITPROCEEDSCASHCONTRIBUTIONSEXTERNAL1035PARTIALINTERNAL1035PARTIALBIRTHORADOPTIONREPAYMENT
The date on which 1035 Exchange occurs
Example:2023-01-01
Line of business annuity or life
Allowed values:LIFEANNUITY
Total Dollar received in 1035 Exchange
Example:161.81698
The type of transaction added and processed
Allowed values:INDIVIDUALRETIREMENTACCOUNTREGULARINDIVIDUALRETIREMENTACCOUNTSPOUSALINDIVIDUALRETIREMENTACCOUNTROLLOVERROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALINDIVIDUALRETIREMENTACCOUNTCUSTODIALROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALROLLOVERINDIVIDUALRETIREMENTACCOUNTQUALIFIEDNONQUALIFIED
Original cost basis of the policy being exchanged - previous Policy
Example:161.81698
Indicates if the original policy being exchanged is classified as modifiedEndowment contract status
Allowed values:true
The amount of any outstanding loan against the original policy that will be rolled over into the new policy during the 1035 exchange
Example:161.81698