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Policy Transactions

PartialWithdrawalOneTime

object
correlationIdstring
effectiveDatestring(date)required
reverseInitiatorboolean

Default:false

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

PartyRole

string

Party Role

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTTHIRDPARTYDESIGNEE

PayeeOrBeneficiary

object
partyIdstring

Pending Review by Product Team

Example:Party_PI_1

paymentFormstring

Mode of payment

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGE

allocationPercentagenumber(double)

At Policy Level for Each Applicable Fund (Everly there is only one Fixed) Therefore this be 100%

Example:100

bankIdstring

Comes in Acord 103

Example:Bank_1

Example

AdhocFundAllocation

object
allocationOptionstringrequired

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

Allowed values:PRORATADOLLARSPECIFYPERCENTAGESPECIFIEDFUNDSSPECIFIEDSEGMENTSDEFAULTPECKINGORDEREARNINGSONLY

Example

AllocationOption

string

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

Allowed values:PRORATADOLLARSPECIFYPERCENTAGESPECIFIEDFUNDSSPECIFIEDSEGMENTSDEFAULTPECKINGORDEREARNINGSONLY