Policy Transactions

Zinnia Policy Transactions API.

Get supported configurations for a transaction

get

Query Parameters

transactionstring
arrangementTypestring

Path Parameters

clientCodestringrequired
planCodestringrequired
transactionNamestringrequired

Allowed values:SystematicProgramSetupSystematicProgramUpdate

Response

application/json

Success response

get/bpm/v1/policies/{clientCode}/{planCode}/{transactionName}/paymentforms
 
application/json

Get supported configurations for a transaction

get

Query Parameters

transactionstring
arrangementTypestring

Path Parameters

clientCodestringrequired
planCodestringrequired
transactionNamestringrequired

Allowed values:SystematicProgramSetupSystematicProgramUpdate

Response

application/json

Success response

get/bpm/v1/policies/{clientCode}/{planCode}/{transactionName}/prevalidationreference
 
application/json

Get supported configurations for a transaction

get

Query Parameters

transactionstring
arrangementTypestring

Path Parameters

clientCodestringrequired
planCodestringrequired
transactionNamestringrequired

Allowed values:SystematicProgramSetupSystematicProgramUpdate

Response

application/json

Success response

get/policy/v1/transactions/{clientCode}/{planCode}/{transactionName}/prevalidationreference
 
application/json

Get eligible transaction types for a policy by CUSIP and policy number

Returns the list of eligible transaction types for the given CUSIP and policy number.

get

Path Parameters

cusipstringrequired

CUSIP number

policyNumberstringrequired

Policy number

Response

application/json

Success

EligibleTransactionsResponse

cusipstring

Example:123456789

productCodestring

Example:ADDAARP

eligibleTransactionTypesarray[object]

List of eligible transaction types

Show Child Parameters
get/bpm/v1/policies/{cusip}/{policyNumber}/eligibleTransactions
 
application/json

DtccParticipantReferenceResponse

object

Wrapped response envelope for the dtcc-participants reference endpoint.

referenceTypestringrequired

Example:dtcc-participants

resultsarray[object]required

A single DTCC participant record. Only currently effective records are returned.

Show Child Parameters
Example