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Policy Transactions

FundAllocation

object
investmentTypestringrequired

TBD

Allowed values:INVESTMENTFUNDINVESTMENTMODEL

modelIdstring

The corresponding Model Id of the elected model

Example:TBD

fundAllocationsInvestmentsarray[object]required
Show Child Parameters
allocationOptionstring

Defines the format of how the funds are removed, i.e. dollar, percentage, pro-rata, etc.

Allowed values:PRORATADOLLARSPECIFYPERCENTAGESPECIFIEDFUNDSSPECIFIEDSEGMENTSDEFAULTPECKINGORDEREARNINGSONLY

Example

ExchangeDescription

string

Indicates the type of exchange being conducted

Allowed values:DEFAULTEXTERNAL1035INTERNAL1035EXTERNALDIRECTTRANSFERINTERNALDIRECTTRANSFEREXTERNALROLLOVERQUALIFIEDINTERNALROLLOVERQUALIFIEDEXTERNALROTHROLLOVERINTERNALROTHROLLOVEREXTERNALROTHDIRECTTRANSFERINTERNALROTHDIRECTTRANSFERBENEFITPROCEEDSCASHCONTRIBUTIONSEXTERNAL1035PARTIALINTERNAL1035PARTIALBIRTHORADOPTIONREPAYMENT

LineOfBusiness

string

Line of business annuity or life

Allowed values:LIFEANNUITY

QualificationType

string

The type of transaction added and processed

Allowed values:INDIVIDUALRETIREMENTACCOUNTREGULARINDIVIDUALRETIREMENTACCOUNTSPOUSALINDIVIDUALRETIREMENTACCOUNTROLLOVERROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALINDIVIDUALRETIREMENTACCOUNTCUSTODIALROTHINDIVIDUALRETIREMENTACCOUNTCUSTODIALROLLOVERINDIVIDUALRETIREMENTACCOUNTQUALIFIEDNONQUALIFIED

loanInterestType

string

Loan Interest Type - Selected by user from dropdown values, default to Fixed

Allowed values:FIXEDINDEXEDVARIABLEADJUSTABLE