planCodestringrequired
policyNumberstringrequired
Policy Number
Validation Freelook Cancellation Transaction
post
Path Parameters
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
Freelook Cancellation Validation Success Response
TransactionResponse
statusstring
Allowed values:successfailure
errorarray[object]
Show Child Parameters
quoteResponseobject
post/policy/v1/transactions/{planCode}/{policyNumber}/freelookcancellation/validation
Authentication
Path Parameters
Body
{
"effectiveDate": "effectiveDate",
"transactionAmounts": {
"disbursementType": "GROSS",
"disbursementPaymentForm": "DTCC"
},
"parties": [
{
"partyId": "Party_PI_1",
"paymentForm": "DTCC",
"allocationPercentage": 100
}
]
}
application/json
Initial Death Claim Eligibility Check
Checks whether an initial death claim can be submitted for the given policy.
No request body is required; eligibility is derived from the policy identified
by planCode and policyNumber. An eligible policy returns status success; an
ineligible policy returns status failure with the reasons in error.
post
Path Parameters
planCodestringrequired
Plan Code
Example:551
policyNumberstringrequired
Policy Number
Example:POL-20251215-001
Response
application/json
Response
application/json
Eligibility check completed successfully. The policy is eligible for an initial death claim.
TransactionResponse
statusstring
Allowed values:successfailure
errorarray[object]
Show Child Parameters
quoteResponseobject
post/bpm/v1/policies/{planCode}/{policyNumber}/initialdeathclaim/eligibilitycheck
Authentication
Path Parameters
application/json
Submit Initial Death Claim Transaction
Submits an initial death claim notification for the given policy.
post
Path Parameters
planCodestringrequired
Plan Code
Example:551
policyNumberstringrequired
Policy Number
Example:POL-20251215-001
Body
application/json
Body
application/json
InitialDeathClaimRequest
correlationIdstring
Unique identifier used by every system to trace the request
Example:3a2a3435-2089-4b81-9959-e0d569ccf4f0
effectiveDatestring(date)required
Date (with pattern “yyyy-mm-dd”) when the death claim transaction was originally scheduled or expected to happen. It can be a non-business day
Example:2025-12-15
transactionReasonstringrequired
Reason for the transaction
Allowed values:DEATH_NOTIFICATION
Example:DEATH_NOTIFICATION
externalIdentifiersobject
Show Child Parameters
policyobject
Show Child Parameters
partiesarray[object]required
Show Child Parameters
deathNotificationobjectrequired
Show Child Parameters
documentsarray[object]
Supporting documents associated with the death claim (e.g. certified death certificate).
Show Child Parameters
Response
application/json
Response
application/json
Submit Transaction Successful
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
pdfIdstring
Identifier for the generated or associated PDF document (e.g. OnBase document number). Returned on systematic program setup and update submit when available.
Example:DOC-10004567
post/bpm/v1/policies/{planCode}/{policyNumber}/initialdeathclaim
Authentication
Path Parameters
Body
{
"correlationId": "381ee1cc-7f34-47b1-a007-948d26b68a0f",
"effectiveDate": "2026-07-15",
"transactionReason": "DEATH_NOTIFICATION",
"externalIdentifiers": {
"externalTransactionId": "string",
"referenceNumber": "string"
},
"policy": {
"policyNumber": "9018583496",
"productType": "LIFE",
"lineOfBusiness": "LIFE"
},
"parties": [
{
"partyId": "e6954b3d-a0ef-47dc-ac49-046db6bc7da7",
"partyRole": "OTHER",
"partyType": "INDIVIDUAL",
"isNotifier": true,
"relationshipToInsured": "BROTHER",
"isFuneralHomeAssigned": true,
"personalInformation": {
"firstName": "string",
"middleName": "string",
"lastName": "string",
"suffix": "string",
"prefix": "string",
"dateOfBirth": "1990-01-01",
"gender": "MALE",
"birthSex": "MALE",
"birthCountry": "US",
"citizenCountry": "US"
},
"partyCommunication": "REGULARMAIL",
"identifiers": [
{
"type": "SSN",
"value": "string",
"description": "Social Security Number",
"source": "SSA",
"issueDate": "2015-01-01",
"expirationDate": "2070-01-01",
"status": "ACTIVE",
"countryOfIssue": "US"
}
],
"address": {
"preferredAddressId": "1",
"addresses": [
{
"addressId": "1",
"startDate": "2026-05-13",
"addressType": "RESIDENCE",
"addressLine1": "1112 Pickle Street",
"addressLine2": "South Jersey",
"addressLine3": "1234 Post box",
"city": "Garden City",
"state": "AL",
"zipCode": "67846",
"zipCodeExtension": "23",
"country": "US",
"isPreferred": true
}
]
},
"phoneNumber": {
"preferredPhoneId": "1",
"phones": [
{
"phoneId": "1",
"startDate": "2026-05-13",
"phoneType": "MOBILE",
"countryCode": "1",
"areaCode": "973",
"dialNumber": "765789",
"isPreferred": true
}
]
},
"email": {
"preferredEmailId": "1",
"emails": [
{
"emailId": "1",
"startDate": "2026-05-13",
"emailType": "PERSONAL",
"emailAddress": "informant@example.com",
"isPreferred": true
}
]
}
},
{
"partyId": "5c08cdb2d3c6428c966f9a86d536c607",
"partyRole": "INSURED",
"partyType": "INDIVIDUAL",
"personalInformation": {
"firstName": "string",
"middleName": "string",
"lastName": "string",
"suffix": "string",
"prefix": "string",
"dateOfBirth": "1990-01-01",
"gender": "MALE",
"birthSex": "MALE",
"birthCountry": "US",
"citizenCountry": "US"
},
"partyCommunication": "REGULARMAIL",
"identifiers": [
{
"type": "SSN",
"value": "string",
"description": "Social Security Number",
"source": "SSA",
"issueDate": "2015-01-01",
"expirationDate": "2070-01-01",
"status": "ACTIVE",
"countryOfIssue": "US"
}
]
},
{
"partyId": "e6954b3d-a0ef-47dc-ac49-046db6bc7da7",
"partyRole": "PRIMARYBENEFICIARY",
"partyType": "INDIVIDUAL",
"relationshipToInsured": "SPOUSE",
"isFuneralHomeAssigned": true,
"personalInformation": {
"firstName": "BENEFICIARY1",
"middleName": "string",
"lastName": "string",
"suffix": "string",
"prefix": "string",
"dateOfBirth": "1990-01-01",
"gender": "MALE",
"birthSex": "MALE",
"birthCountry": "US",
"citizenCountry": "US"
},
"partyCommunication": "REGULARMAIL",
"identifiers": [
{
"type": "SSN",
"value": "string",
"description": "Social Security Number",
"source": "SSA",
"issueDate": "2015-01-01",
"expirationDate": "2070-01-01",
"status": "ACTIVE",
"countryOfIssue": "US"
}
],
"address": {
"preferredAddressId": "1",
"addresses": [
{
"addressId": "1",
"startDate": "2026-05-13",
"addressType": "RESIDENCE",
"addressLine1": "1112 Pickle Street",
"addressLine2": "South Jersey",
"addressLine3": "1234 Post box",
"city": "Garden City",
"state": "AL",
"zipCode": "67846",
"zipCodeExtension": "23",
"country": "US",
"isPreferred": true
}
]
},
"phoneNumber": {
"preferredPhoneId": "1",
"phones": [
{
"phoneId": "1",
"startDate": "2026-05-13",
"phoneType": "MOBILE",
"countryCode": "1",
"areaCode": "973",
"dialNumber": "765789",
"isPreferred": true
}
]
},
"email": {
"preferredEmailId": "1",
"emails": [
{
"emailId": "1",
"startDate": "2026-05-13",
"emailType": "PERSONAL",
"emailAddress": "informant@example.com",
"isPreferred": true
}
]
}
},
{
"partyId": "uuid-PRIMARYBENEFICIARY2",
"partyRole": "PRIMARYBENEFICIARY",
"partyType": "INDIVIDUAL",
"relationshipToInsured": "SPOUSE",
"isFuneralHomeAssigned": true,
"personalInformation": {
"firstName": "BENEFICIARY2",
"middleName": "string",
"lastName": "string",
"suffix": "string",
"prefix": "string",
"dateOfBirth": "1990-01-01",
"gender": "MALE",
"birthSex": "MALE",
"birthCountry": "US",
"citizenCountry": "US"
},
"partyCommunication": "REGULARMAIL",
"identifiers": [
{
"type": "SSN",
"value": "string",
"description": "Social Security Number",
"source": "SSA",
"issueDate": "2015-01-01",
"expirationDate": "2070-01-01",
"status": "ACTIVE",
"countryOfIssue": "US"
}
],
"address": {
"preferredAddressId": "1",
"addresses": [
{
"addressId": "1",
"startDate": "2026-05-13",
"addressType": "RESIDENCE",
"addressLine1": "1112 Pickle Street",
"addressLine2": "South Jersey",
"addressLine3": "1234 Post box",
"city": "Garden City",
"state": "AL",
"zipCode": "67846",
"zipCodeExtension": "23",
"country": "US",
"isPreferred": true
}
]
},
"phoneNumber": {
"preferredPhoneId": "1",
"phones": [
{
"phoneId": "1",
"startDate": "2026-05-13",
"phoneType": "MOBILE",
"countryCode": "1",
"areaCode": "973",
"dialNumber": "765789",
"isPreferred": true
}
]
},
"email": {
"preferredEmailId": "1",
"emails": [
{
"emailId": "1",
"startDate": "2026-05-13",
"emailType": "PERSONAL",
"emailAddress": "beneficiary@example.com",
"isPreferred": true
}
]
}
}
],
"deathNotification": {
"notificationReceivedDate": "2026-07-11",
"proofOfDeathReceived": false,
"certifiedReceivedDate": "2025-12-15",
"claimStatus": "PENDING",
"deathDetails": {
"dateOfDeath": "2025-12-15",
"locationOfDeath": "string",
"countryOfDeath": "US"
}
},
"documents": [
{
"documentType": "DEATH_CLAIM",
"documentName": "Certified Death Certificate - John Doe",
"edsDocumentId": "EDS-DOC-20260617-001"
}
]
}
application/json
Validation OneTime Premium Transaction
post
Path Parameters
planCodestringrequired
policyNumberstringrequired
Policy Number
Body
application/json
Body
application/json
OneTimePremiumRequest
correlationIdstring
The unique ID to track transaction request across all systems
Example:657b717b7dcf554abf9ef067
effectiveDatestring(date)required
Date when the transaction was originally scheduled or expected to happen. It can be a non-business day
Example:2023-01-01
reverseInitiatorboolean
Property to isolate source transaction(s) that initiated the reversal
transactionAmountsobjectrequired
Show Child Parameters
payor
Any Ofrequired
Variant 1object
Show Child Parameters
transactionReasonstring
Reason for Initiating One Time Premium Transaction
Allowed values:ONETIMEPREMIUMPRODUCTDEFAULT
Example:PRODUCTDEFAULT
caseIdstring
Zinnia Live Case ID
Example:CA0000007389
externalTransactionIdstring
Transaction ID from external system
Example:A12345
overrideboolean
BPM will have to override the rules if this variable is marked as ‘true’
Response
application/json
Response
application/json
OneTime Premium Success Response.yaml
TransactionResponse
statusstring
Allowed values:successfailure
errorarray[object]
Show Child Parameters
quoteResponseobject
post/policy/v1/transactions/{planCode}/{policyNumber}/onetimepremium/validation
Authentication
Path Parameters
Body
{
"effectiveDate": "2023-01-01",
"transactionAmounts": {
"requestedAmount": 0
},
"payor": {
"bankId": "bankId"
}
}
application/json
Submit OneTime Premium Transaction
post
Path Parameters
planCodestringrequired
policyNumberstringrequired
Policy Number
Body
application/json
Body
application/json
OneTimePremiumRequest
correlationIdstring
The unique ID to track transaction request across all systems
Example:657b717b7dcf554abf9ef067
effectiveDatestring(date)required
Date when the transaction was originally scheduled or expected to happen. It can be a non-business day
Example:2023-01-01
reverseInitiatorboolean
Property to isolate source transaction(s) that initiated the reversal
transactionAmountsobjectrequired
Show Child Parameters
payor
Any Ofrequired
Variant 1object
Show Child Parameters
transactionReasonstring
Reason for Initiating One Time Premium Transaction
Allowed values:ONETIMEPREMIUMPRODUCTDEFAULT
Example:PRODUCTDEFAULT
caseIdstring
Zinnia Live Case ID
Example:CA0000007389
externalTransactionIdstring
Transaction ID from external system
Example:A12345
overrideboolean
BPM will have to override the rules if this variable is marked as ‘true’
Response
application/json
Response
application/json
Submit Transaction Successful
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
pdfIdstring
Identifier for the generated or associated PDF document (e.g. OnBase document number). Returned on systematic program setup and update submit when available.
Example:DOC-10004567
post/policy/v1/transactions/{planCode}/{policyNumber}/onetimepremium
Authentication
Path Parameters
Body
{
"effectiveDate": "2023-01-01",
"transactionAmounts": {
"requestedAmount": 0
},
"payor": {
"bankId": "bankId"
}
}
application/json