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Policy Transactions

EligibleTransactionType

object
transactionTypeCodestring

Transaction type code as string

Example:105

transactionTypeDisplayNamestring

Example:Withdrawal (one time only)

Example

EligibleTransactionsResponse

object
cusipstring

Example:123456789

productCodestring

Example:ADDAARP

eligibleTransactionTypesarray[object]

List of eligible transaction types

Show Child Parameters
Example

LoanRepaymentOneTimeRequest

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

transactionAmountsobject
Show Child Parameters
fundAllocationobject
Show Child Parameters
payorobject
Show Child Parameters
caseIdstring

Example:CA0000007389

Example

NewLoanRequest

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
Show Child Parameters
taxWithholdingInstructionsarray[object]required
Show Child Parameters
partiesarray[object]required
Show Child Parameters
caseIdstring

Zinnia Live Case ID

Example:CA0000007389

Example

FullSurrenderRequest

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]
Show Child Parameters
payeeOrBeneficiaryarray[object]
Show Child Parameters
partiesarray[object]
Show Child Parameters
transactionAmountsobject
Show Child Parameters
chargesarray[object]
Show Child Parameters
caseIdstring

Zinnia Live Case ID

Example:CA0000007389

Example