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Policy Transactions

CommunicationPreferenceChangeRequest

object
correlationIdstring(uuid)

The unique ID to track transaction request across all systems

Example:142f6328-0b47-412d-a1db-375e8cb81cb7

effectiveDatestring(date)required

Date (with pattern “yyyy-mm-dd”)

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

Example:2022-01-01

communicationPreferenceobjectrequired
Show Child Parameters
caseIdstring

Zinnia Live Case ID

Example:CA0000007389

Example

PartyNameChangeRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)required

Date (with pattern “yyyy-mm-dd”)

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

partyNameobjectrequired
Show Child Parameters
caseIdstring

Zinnia Live Case ID

Example:CA0000007389

Example

ThirdPartyChangeRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:5df63b47-54fc-4905-a8ff-e1c5f12e667d

effectiveDatestring(date)required

Date the Party was added to the Policy

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

customerIdstring

TBD

Example:0017b000010N4bCAAS

relationshipToInsuredstring

Option available for Owner, Payor, TPD and Beneficiary

Allowed values:TRUSTEETRUSTEEOFMINORTRUSTEEOFINCOMPETENTPOWEROFATTORNEYCONTROLLINGPERSONOFENTITYBROTHERCHILDDAUGHTERDOMESTICPARTNEREXECUTORSFATHERFIANCEGRANDCHILDLIFEPARTNERMOTHERSISTERSONSPOUSESTEPFATHERSTEPMOTHERSELFOTHER

partyobjectrequired
Show Child Parameters
caseIdstring

Zinnia Live Case ID

Example:CA0000007389

deleteRequestboolean

Flag for delete or update request. If flag==true then Delete Request else Update Request

Default:false

supportingDocumentAttachedstring

Supporting document attached or not

Example:Yes

signaturePresentOnDocumentForAllOwnersstring

Signature Present

Example:Yes

signatureDatestring

Signature date

Example:Yes

Example

PartyChangeRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:5df63b47-54fc-4905-a8ff-e1c5f12e667d

effectiveDatestring(date)required

Date the Party was added to the Policy

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

customerIdstring

TBD

Example:0017b000010N4bCAAS

relationshipToInsuredstring

Option available for Owner, Payor, TPD and Beneficiary

Allowed values:TRUSTEETRUSTEEOFMINORTRUSTEEOFINCOMPETENTPOWEROFATTORNEYCONTROLLINGPERSONOFENTITYBROTHERCHILDDAUGHTERDOMESTICPARTNEREXECUTORSFATHERFIANCEGRANDCHILDLIFEPARTNERMOTHERSISTERSONSPOUSESTEPFATHERSTEPMOTHERSELFOTHER

partyobjectrequired
Show Child Parameters
caseIdstring

Zinnia Live Case ID

Example:CA0000007389

deleteRequestboolean

Flag for delete or update request. If flag==true then Delete Request else Update Request

Default:false

Example

CancelTransactionRequest

object
correlationIdstring

Example:657b717b7dcf554abf9ef067

transactionIdstringrequired

Example:377

reasonstringrequired

Reason for cancellation

Example:Entered Incorrect Email Id

externalTransactionIdstring

Transaction ID from external system

Example:A12345

caseIdstring

Zinnia Live Case ID

Example:CA0000007389

Example