Search
K
Policy Transactions

AgentChangeDto

object
fromAORstring

From AOR

Example:744760

toAORstring

To AOR

Example:744760

fromAgentIdstring

From agent id

Example:744760

toAgentIdstring

To agent id

Example:744760

policyIdstring

Policy number

Example:FNWL0020303021

caseIdstring

Case id

Example:CA0004789

partyRolestring

Party role

Example:PRIMARYWRITINGAGENT

signaturesarray[object]

Signature details for the agent change

Show Child Parameters
partyUpdatesarray[object]

Party updates list

Show Child Parameters
Example

AnnuitantChangeRequest

object
effectiveDatestring(date)

Date when the transaction was originally scheduled or expected to happen. It can be a non-business day

Example:2023-01-01

signaturesarray[object]

Signature details for the agent change

Show Child Parameters
partyUpdatesarray[object]

Party updates list

Show Child Parameters
Example

SignatureDto

object

Signature details for the agent change

signTypestring

Type of the signature (e.g., digital, physical)

Example:DIGITAL

isSignedPresentboolean

Indicates if a signature is present

Example:true

signDatestring(date)

Date when the signature was applied

Example:2024-01-01

signPrintNamestring

Name of the person signing

Example:John Doe

signGuaranteestring

Guarantee associated with the signature

Example:FULL

signDesignationstring

Designation of the signer

Example:MANAGER

Example

NotarySignatureDto

object

Notary Signature details

isSignedPresentboolean

Indicates if a signature is present

Example:true

signDatestring(date)

Date when the signature was applied

Example:2024-01-01

commissionExpiredDatestring(date)

Commissioned Date when the signature was applied

Example:2024-01-01

isSealPresentboolean

Is seal present

Example:true

Example

ReinstatementQuoteRequest

object
correlationIdstringrequired

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)required

Date when the transaction was originally scheduled or expected to happen. It can be a non-business day

Example:2023-01-01

reverseInitiatorboolean

Property to isolate source transaction(s) that initiated the reversal

Default:false

externalIdentifiersobject
Show Child Parameters
policyobjectrequired
Show Child Parameters
Example