planCodestringrequired
policyNumberstringrequired
Policy Number
Eligibility Check Bank Transaction
post
Path Parameters
Response
application/json
Response
application/json
Bank Success Response
TransactionResponse
statusstring
Allowed values:successfailure
errorarray[object]
Show Child Parameters
quoteResponseobject
post/policy/v1/transactions/{planCode}/{policyNumber}/bankaccount/eligibilitycheck
Path Parameters
application/json
Party Change request
Validate Business Rules for Payee/Payor/Owner/TPD/Beneficiary and Add new Payee/Payor/Owner/ThirdPartyDesignee/PrimaryBeneficiary/ContingentBeneficiary based on the request
post
Path Parameters
planCodestringrequired
policyNumberstringrequired
partyIdstringrequired
partyRolestringrequired
Party for which details are being entered. Possible values are - Owner, Payor, Payee, PrimaryBeneficiary, ContingentBeneficiary, ThirdPartyDesignee
Allowed values:PayeePayorOwnerThirdPartyDesigneePrimaryBeneficiaryContingentBeneficiary
Example:Owner
Body
application/json
Body
application/json
PartyChangeRequest
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
Response
application/json
Response
application/json
Success
TransactionAcceptedResponse
correlationIdstring
Unique identifier which used by every system to trace the request
Example:3a2a3435-2089-4b81-9959-e0d569ccf4f0
caseIdstring
Zinnia Live Case ID
Example:CA0000369469
caseStatusstring
Zinnia Live Case Status
Example:IN_PROGRESS
post/policy/v1/transactions/{planCode}/{policyNumber}/parties/{partyId}/{partyRole}/validation
Path Parameters
Body
{
"effectiveDate": "effectiveDate",
"party": {}
}
application/json
Freelook cancellation request
If freelook endDate is less than or equal to policy effective Date, cancel the policy based on the request
post
Path Parameters
planCodestringrequired
policyNumberstringrequired
Policy Number
Body
application/json
Body
application/json
FreeLookCancellationRequest
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})
transactionAmountsobjectrequired
Show Child Parameters
payeeOrBeneficiaryobject
Show Child Parameters
partiesarray[object]required
Show Child Parameters
reverseInitiatorboolean
Property to isolate source transaction(s) that initiated the reversal
caseIdstring
Zinnia Live Case ID
Example:CA0000007389
Response
application/json
Response
application/json
Success
TransactionAcceptedResponse
correlationIdstring
Unique identifier which used by every system to trace the request
Example:3a2a3435-2089-4b81-9959-e0d569ccf4f0
caseIdstring
Zinnia Live Case ID
Example:CA0000369469
caseStatusstring
Zinnia Live Case Status
Example:IN_PROGRESS
post/policy/v1/transactions/{planCode}/{policyNumber}/freelookcancellation/eligibilitycheck
Path Parameters
Body
{
"effectiveDate": "effectiveDate",
"transactionAmounts": {
"disbursementType": "GROSS",
"disbursementPaymentForm": "DTCC"
},
"parties": [
{
"partyId": "Party_PI_1",
"paymentForm": "DTCC",
"allocationPercentage": 100
}
]
}
application/json
Address Change Request
put
Path Parameters
planCodestringrequired
policyNumberstringrequired
Policy Number
partyIdstringrequired
PartyId for which address need to be updated it be avaible under SOR Policy Details
addressIdinteger(int32)required
AddressId for which address need to be updated it be avaible under SOR Policy Details
Body
application/json
Body
application/json
AddressChangeRequest
correlationIdstring
The unique ID to track transaction request across all systems
Example:657b717b7dcf554abf9ef067
preferredAddressIndicatorstringrequired
Indicates whether the address being added should be set as default or not.
Allowed values:TrueFalse
reverseInitiatorboolean
Property to isolate source transaction(s) that initiated the reversal
Default:false
effectiveDatestring(date)required
Date (with pattern “yyyy-mm-dd”)
Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})
addressobjectrequired
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
Response
application/json
Response
application/json
Success
TransactionAcceptedResponse
correlationIdstring
Unique identifier which used by every system to trace the request
Example:3a2a3435-2089-4b81-9959-e0d569ccf4f0
caseIdstring
Zinnia Live Case ID
Example:CA0000369469
caseStatusstring
Zinnia Live Case Status
Example:IN_PROGRESS
put/policy/v1/transactions/{planCode}/{policyNumber}/parties/{partyId}/address/{addressId}
Path Parameters
Body
{
"preferredAddressIndicator": "True",
"effectiveDate": "effectiveDate",
"address": {
"startDate": "startDate",
"addressType": "RESIDENCE",
"addressLine1": "1112 Pickle Street",
"city": "Houston",
"state": "AL",
"zipCode": "66636",
"country": "US"
}
}
application/json
Eligibility Check Email Address Transaction
post
Path Parameters
planCodestringrequired
policyNumberstringrequired
Policy Number
Response
application/json
Response
application/json
Email Address Success Response
TransactionResponse
statusstring
Allowed values:successfailure
errorarray[object]
Show Child Parameters
quoteResponseobject
post/policy/v1/transactions/{planCode}/{policyNumber}/emailaddress/eligibilitycheck
Path Parameters
application/json