CommunicationPreferenceChange
objectThe unique ID to track transaction request across all systems
Example:142f6328-0b47-412d-a1db-375e8cb81cb7
Date (with pattern “yyyy-mm-dd”)
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Example:2022-01-01
Show Child Parameters
PartyNameChange
objectThe unique ID to track transaction request across all systems
Example:657b717b7dcf554abf9ef067
Date (with pattern “yyyy-mm-dd”)
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Show Child Parameters
PartyName
objectFirst name
Example:John
Middle name
Example:William
Last Name
Example:Doe
Full Name
Example:John William Doe
Prefix Type
Allowed values:MRMSMISSMRS
Suffix Type
Allowed values:JRSNIIIIII
Doing Business As
Example:TPA
Abbreviated Name
Example:AG
PartyChange
objectThe unique ID to track transaction request across all systems
Example:5df63b47-54fc-4905-a8ff-e1c5f12e667d
Date the Party was added to the Policy
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
TBD
Example:0017b000010N4bCAAS
Option available for Owner, Payor, TPD and Beneficiary
Allowed values:TRUSTEETRUSTEEOFMINORTRUSTEEOFINCOMPETENTPOWEROFATTORNEYCONTROLLINGPERSONOFENTITYBROTHERCHILDDAUGHTERDOMESTICPARTNEREXECUTORSFATHERFIANCEGRANDCHILDLIFEPARTNERMOTHERSISTERSONSPOUSESTEPFATHERSTEPMOTHERSELFOTHER
Show Child Parameters
Party
objectDate (with pattern “yyyy-mm-dd”)
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Date (with pattern “yyyy-mm-dd”)
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Party ID at Policy Level that comes in from External source (for Everly it will be Acord 103)
Example:Party_PB_Primary_Bene_1
Defines Party type example individual or Organization. For Insured this should always be Individual
Allowed values:IndividualOrganization
The first name of the party
Example:Karen
The middle name of the party
Example:Anne
The last name of the party
Example:Bates
Fullname of the party. Available only when PartyType is Trust/Organization
Example:Karen Anne Bates
The prefix of the party party name
Allowed values:MRMSMISSMRS
The suffix of the party party name
Allowed values:JRSNIIIIII
Party gender
Allowed values:MALEFEMALEUNISEX
Party date of birth (with pattern “yyyy-mm-dd”)
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
Party age calculated by Date of Birth
Example:55
Abbreviated names for countries
Allowed values:USCARUEGZAGRNLBEFRESHUITROCHATGBDKSENOPLDEPEMXCUARBRCLCOVEMYAUIDPHNZSGTHJPVNCNTRINPKAFLKIRMADZTNLYGMSNMRMLGNBFNETGBJMULRSLGHNGCFTDCMCVSTGQGABSAOBBAXSDRWETSODJKETZUGBIMZZMMGREZWNAMWLSBWAGKMGWCDVGSHAWFOGLKYGIPTLUIEISALMTCYFIBGGGLTLVEEMDAMBYADSMUAHRSIBAMKXKCZSKLIBMGDFKBZGTSVHNNICRPMHTPRVIGSSXBQGPBOGYECGFPYMQSRUYANTCBLMFMSGUAQBNNRPGTOSBVUFJWFCKNUASKINCTVPFMPPWMHFMSSLCDMVCDOHKMOKHLATTKNJMBDTWMMKRKPLBJOSYIQKWSAYEOMAEILBHQABTNPTJTMAZGEUZAIPACIERKZKGCCMNBVSCIOWSTLTFYTPNSJTKUMEHMVCXNFCWCGMCVASZPSJEIMRSMEHM
Abbreviated names for states
Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY
Example:AL
The name the organization is commonly known as
Example:TBD
TBD
Example:TBD
Code to Identify organization
Example:TBD
Type of Organization Structure (Partnership, corporation etc)
Allowed values:SOLEPROPRIETORSHIPGENERALPARTNERSHIPLIMITEDPARTNERSHIPCCORPORATIONSCORPORATIONLIMITEDLIABILITYCOMPANYCHARITABLEORGANIZATIONESTATETRUSTCORPORATION
The trust agreement issued date to the party
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
The title of the trustee
Example:TBD
Access code of the trustee
Example:TBD
The preference of communication such as phone, email or mail
Allowed values:EMAILMAILPHONEFAXTEXTNONEOTHER
If type OTHER, then provide further info using text.
Example:in-person or video call id https://company.us/j/1234567890
Indicates whether the address being added should be set as default or not. Yes - address being entered is default.
Allowed values:YESNO