Policy Transactions
Eligibility Check For Non-Financial Transaction
post
Path Parameters
planCodestringrequired
policyNumberstringrequired
Policy Number
transactionTypestringrequired
Transaction Type
Allowed values:addressemailaddressphonebankaccountcommunicationpreference
Response
application/json
Response
application/json
Non Financial Eligibility Success Response
TransactionResponse
statusstring
Allowed values:successfailure
errorarray[object]
Show Child Parameters
quoteResponseobject
post/bpm/v1/policies/{planCode}/{policyNumber}/{transactionType}/eligibilitycheck
Authentication
Path Parameters
application/json
Eligibility Check Bank Transaction
post
Path Parameters
planCodestringrequired
policyNumberstringrequired
Policy Number
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
Authentication
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
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}/parties/{partyId}/{partyRole}/validation
Path Parameters
Body
{
"effectiveDate": "effectiveDate",
"party": {}
}
application/json
Eligibility Check Billing Feature Change
Evaluates whether the policy is eligible for a billing feature change transaction.
post
Path Parameters
planCodestringrequired
Plan Code
policyNumberstringrequired
Policy Number
Response
application/json
Response
application/json
Billing Feature Change Eligibility Success Response
TransactionResponse
statusstring
Allowed values:successfailure
errorarray[object]
Show Child Parameters
quoteResponseobject
post/bpm/v1/policies/{planCode}/{policyNumber}/billingfeaturechange/eligibilitycheck
Authentication
Path Parameters
application/json
Validate Billing Feature Change
Validates the billing feature change request against business rules before submission.
post
Path Parameters
planCodestringrequired
Plan Code
policyNumberstringrequired
Policy Number
Body
application/json
Body
application/json
BillingFeatureChangeRequest
Request body for billing feature change validation
(POST /bpm/v1/policies/{planCode}/{policyNumber}/billingfeaturechange/validation
and policy API alias).
planCodestring
Plan code (may duplicate path parameter)
policyNumberstring
Policy number (may duplicate path parameter)
caseIdstring
Zinnia Live Case ID
Example:CA0000007389
correlationIdstring
The unique ID to track transaction request across all systems
Example:e3bdb22b-790f-4357-ae60-42cdb0ff0d12
carrierIdstring
Carrier identifier
Example:FNWL
effectiveDatestring(date)required
Effective date for the billing feature change
Example:2026-07-24
transactionReasonstring
Reason for initiating the billing feature change transaction
Allowed values:AMOUNTFREQUENCYPAYMENTDUEDATE
Example:AMOUNT
policyFeaturesarray[object]required
Billing policy feature details for the change request
>= 1 items
Show Child Parameters
signaturesarray[object]
Signature details for billing feature change
Show Child Parameters
documentsarray[object]
Supporting document reference for billing feature change
Show Child Parameters
selfServeFlowboolean
Whether the request originated from a self-serve flow
Example:true
supportingDocumentAttachedboolean
Indicates whether supporting documents are attached
Example:true
Response
application/json
Response
application/json
Billing Feature Change Validation Success Response
TransactionResponse
statusstring
Allowed values:successfailure
errorarray[object]
Show Child Parameters
quoteResponseobject
post/bpm/v1/policies/{planCode}/{policyNumber}/billingfeaturechange/validation
Authentication
Path Parameters
Body
{
"correlationId": "e3bdb22b-790f-4357-ae60-42cdb0ff0d12",
"effectiveDate": "2026-07-24",
"transactionReason": "AMOUNT",
"policyFeatures": [
{
"featureType": "BILLING",
"paymentAmount": 1000,
"approvalDate": "2026-07-24",
"frequency": "DAILY"
}
],
"signatures": [
{
"isSignedPresent": true,
"signDate": "2026-06-26",
"signDesignation": null,
"signType": "OWNER",
"signTypeForUI": "Owner"
},
{
"isSignedPresent": false,
"signDate": null,
"signDesignation": null,
"signType": "JOINTOWNER",
"signTypeForUI": "Joint Owner"
}
],
"documents": [
{
"documentId": "DOC123456",
"documentType": "NFO_FORM",
"documentDate": "2026-06-26",
"caseId": "CA0000007389",
"policyNumber": "WL987654321",
"planCode": "WL1001"
}
],
"selfServeFlow": true,
"supportingDocumentAttached": true
}
application/json