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Policy Transactions

Get restriction types

Returns currently effective restriction type records wrapped in a standard
reference envelope { "referenceType": "restriction-list", "results": [...] }.
The restrictionSubTypes array is always present — empty [] when no sub-types
exist, never null. A null description is preserved as null.
Expired and future-dated records are automatically excluded.

get

Query Parameters

restrictionTypestring

Filter by restriction type code (exact, case-sensitive). Blank treated as absent.

Example:OVERPAYMENT

Response

application/json

Wrapped list of matching effective restriction type records. results is empty when no records match.

RestrictionTypeReferenceResponse

Wrapped response envelope for the restriction-list reference endpoint.

referenceTypestringrequired

Example:restriction-list

resultsarray[object]required

A single restriction type record. restrictionSubTypes is always present (empty array when none exist, never null). description may be null.

Show Child Parameters
get/policy/v1/transactions/references/restriction-list
 
application/json

Transaction Eligibility

Transaction eligibility evaluation (pa-transactions-configurations)

Evaluate transaction eligibility for a policy

Evaluates whether the authenticated user may perform one or more transactions on the
given policy. Runs policy eligibility, user permission, and restriction mappings for
the dedicated transaction eligibility type.

post

Path Parameters

planCodestringrequired

Plan code (exact, case-sensitive).

Example:ANN100

policyNumberstringrequired

Policy number (exact, case-sensitive).

Example:POL123456

Body

application/json

TransactionEligibilityRequest

Optional request body for path-based transaction eligibility. planCode and policyNumber are supplied as path parameters, not in the body.

itemsarray[string]

Transaction type identifiers to evaluate. When absent or empty, all transactions configured for the plan in product-transactions reference data are evaluated.

Example:FullSurrender, PartialWithdrawalOneTime

Response

200 application/json

Eligibility evaluation completed. One result entry per evaluated subject.

TransactionEligibilityResponse

Top-level transaction eligibility response envelope.

eligibilityTypestringrequired

Eligibility type evaluated. Always transaction for this endpoint.

Example:transaction

resultsarray[object]required

Composed eligibility result for a single transaction subject. Null fields are omitted from the JSON response. Three shapes exist: evaluated (sections present), notAvailable (subject absent from product-transactions), or notConfigured (subject absent from transactions-params).

Show Child Parameters
post/policy/v2/transactions/{planCode}/{policyNumber}/eligibility/transaction

Body

{ "items": [ "FullSurrender", "PartialWithdrawalOneTime" ] }
 
200 application/json

Receives policyholder authorization status from MPV and updates the status

put

Path Parameters

planCodestringrequired

The plan code for the policy number

Example:planCode

policyNumberstringrequired

Policy Number

Example:policyNumber

Body

application/json

Policyholder Authorization request

AuthorizationStatusRequest

recordIdstringrequired

Unique record ID (maps to transactionID)

Example:546bed32-a8b6-43dc-8772-cefb1d469b1d

correlationIdstringrequired

Correlation ID linking BPM - MPV transaction

Example:468cd184-fb43-4a20-aa8c-23df99c0a353

caseIdstringrequired

Case identifier within BPM

Example:CA0000487609

policyNumberstringrequired

Policy Number associated with the transaction

Example:FM00000001

authorizationStatusstringrequired

Policy Holder Authorization Status

Allowed values:APPROVEDDENIED

Example:APPROVED

actionTakenBystring

Name of Policy Holder

Example:Flora Anderson

actionTimestampstring(date-time)required

Generated at Time

Example:2025-06-02T10:45:00Z

sourcestring

Source system sending the callback

Default:MPV

Example:My Policy View

Response

application/json

OK - Callback processed successfully

AuthorizationStatusResponse

statusinteger

Example:200

put/bpm/v1/policies/{planCode}/{policyNumber}/authorization/status

Body

{ "recordId": "546bed32-a8b6-43dc-8772-cefb1d469b1d", "correlationId": "468cd184-fb43-4a20-aa8c-23df99c0a353", "caseId": "CA0000487609", "policyNumber": "FM00000001", "authorizationStatus": "APPROVED", "actionTimestamp": "2025-06-02T10:45:00Z" }
 
application/json

Secure API to get TransactionData by transactionId

get

Path Parameters

transactionIdstringrequired

Response

application/json

Transaction Model success

TransactionModelResponse

Model for a transaction with detailed information.

recordIdstring

Unique identifier for the transaction record.

correlationIdstring

Correlation ID associated with the transaction.

transactionTypestring

Type of transaction.

carrierstring

Carrier associated with the transaction.

sourcestring

Source of the transaction.

entityTypestring

Type of the entity involved.

entityIdstring

Unique identifier for the entity.

entityobject

Actual entity information as JSON Object.

expireTsstring(date-time)

Expiration timestamp for the transaction.

createdTsstring(date-time)

Timestamp when the transaction was created.

updatedTsstring(date-time)

Timestamp when the transaction was last updated.

createdBystring

User or system that created the transaction.

updatedBystring

User or system that last updated the transaction.

identifiersarray[object]

Identifier model with key-value pair.

Show Child Parameters
get/bpm/v1/policies/withdrawals/transactionstore/entities/{transactionId}
 
application/json