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Policy Transactions

TaxWithholdingInstructions

object
partyIdstringrequired

Impacted Party in the event of financial transaction

Example:Party_PI_1

taxWithholdingTypestringrequired

Allowed values:FEDERALSTATENRABACKUP

taxRateToUsestringrequired

Mode of payment

Allowed values:NOWITHHOLDINGELECTEDUSEVALUESENTEREDNOWITHHOLDINGALLOWEDUSEDEFAULTTABLE

filingStatusstring

Allowed values:SINGLEDOMESTICPARTNERSHIPDEFAULTMARRIEDHEADOFHOUSEHOLDWIDOWEDDIVORCED

dollarnumber(double)

Requested amount value

Example:10

percentagenumber(double)

Requested percentage value

Example:50

exemptionsnumber(int32)

Requested exemptions value

taxJurisdictionstring

Requested amount value

Example:USA

Example

TaxWithholdingType

string

Allowed values:FEDERALSTATENRABACKUP

TaxRateToUse

string

Mode of payment

Allowed values:NOWITHHOLDINGELECTEDUSEVALUESENTEREDNOWITHHOLDINGALLOWEDUSEDEFAULTTABLE

FilingStatus

string

Allowed values:SINGLEDOMESTICPARTNERSHIPDEFAULTMARRIEDHEADOFHOUSEHOLDWIDOWEDDIVORCED

SystematicProgramUpdate

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

Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})

reverseInitiatorboolean

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

systematicProgramobjectrequired
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Example