planCodestringrequired
policyNumberstringrequired
Eligibility Check For Fund Transfer
post
Path Parameters
Response
application/json
Response
application/json
Success
TransactionResponse
statusstring
Allowed values:successfailure
errorarray[object]
Show Child Parameters
quoteResponseobject
post/policy/v1/transactions/{planCode}/{policyNumber}/fundtransfer/eligibilitycheck
Path Parameters
application/json
Validation Check For Fund Transfer
post
Path Parameters
planCodestringrequired
policyNumberstringrequired
Body
application/json
Body
application/json
FundTransferRequest
caseIdstring
Zinnia Live Case ID
Example:CA0000007389
correlationIdstring
effectiveDatestring(date)required
reverseInitiatorboolean
Default:false
transactionAmountsobjectrequired
Show Child Parameters
fundAllocationobjectrequired
Show Child Parameters
fundsobjectrequired
Show Child Parameters
Response
application/json
Response
application/json
Success
TransactionResponse
statusstring
Allowed values:successfailure
errorarray[object]
Show Child Parameters
quoteResponseobject
post/policy/v1/transactions/{planCode}/{policyNumber}/fundtransfer/validation
Path Parameters
Body
{
"effectiveDate": "effectiveDate",
"transactionAmounts": {
"amountType": "AMOUNT"
},
"fundAllocation": {
"allocationOption": "PRORATA"
},
"funds": {
"transferFrom": [
{
"fundId": "fundId",
"requestedAmount": 124.124213
}
],
"transferTo": [
{
"fundId": "fundId",
"requestedAmount": 124.124213
}
]
}
}
application/json
Fund Transfer Transaction
post
Path Parameters
planCodestringrequired
policyNumberstringrequired
Body
application/json
Body
application/json
FundTransferRequest
caseIdstring
Zinnia Live Case ID
Example:CA0000007389
correlationIdstring
effectiveDatestring(date)required
reverseInitiatorboolean
Default:false
transactionAmountsobjectrequired
Show Child Parameters
fundAllocationobjectrequired
Show Child Parameters
fundsobjectrequired
Show Child Parameters
Response
application/json
Response
application/json
Success
TransactionResponse
statusstring
Allowed values:successfailure
errorarray[object]
Show Child Parameters
quoteResponseobject
post/policy/v1/transactions/{planCode}/{policyNumber}/fundtransfer
Path Parameters
Body
{
"effectiveDate": "effectiveDate",
"transactionAmounts": {
"amountType": "AMOUNT"
},
"fundAllocation": {
"allocationOption": "PRORATA"
},
"funds": {
"transferFrom": [
{
"fundId": "fundId",
"requestedAmount": 124.124213
}
],
"transferTo": [
{
"fundId": "fundId",
"requestedAmount": 124.124213
}
]
}
}
application/json
Non Financial Transactions
Non Financial Transactions
Validation multi agent Transaction
post
Path Parameters
planCodestringrequired
policyNumberstringrequired
Policy Number
Body
application/json
Body
application/json
AgentChangeDto
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
Response
application/json
Response
application/json
Multi Agent Change Success Response.yaml
TransactionResponse
statusstring
Allowed values:successfailure
errorarray[object]
Show Child Parameters
quoteResponseobject
post/policy/v1/transactions/{planCode}/{policyNumber}/multi-agent/validation
Path Parameters
Body
{}
application/json