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Policy Transactions

EligibilityRequest

object

Optional request body. Plan code and policy number are supplied in the path.

itemsarray[string]

Item identifiers to evaluate. When omitted or empty, all available items are evaluated.

Example:FullSurrender, PartialWithdrawalOneTime

Example

EligibilityResponse

object

Eligibility evaluation response.

eligibilityTypestringrequired

Eligibility category evaluated.

Allowed values:transactioncapabilitiesrestrictionscancellationsendFormDocuments

Example:transaction

resultsarray[object]required

Eligibility result for one evaluated item. Fields that do not apply are omitted.

Show Child Parameters
Example

CaseEligibilityRequest

object

Optional request body for case-level eligibility. The caller supplies only caseId in the path; policy and transaction context are resolved from Case Management. When items is absent or empty, all configured case features are evaluated.

itemsarray[string]

Case feature identifiers to evaluate.

Example:cancelTransaction

Example

CaseEligibilityResponse

object

Top-level case eligibility response envelope.

eligibilityTypestringrequired

Case eligibility response type.

Allowed values:case

Example:case

caseIdstringrequired

Case identifier evaluated.

Example:CA0001552404

carrierCodestring

Carrier code resolved from Case Management.

Example:EVGL

processTypeKeystring

Process key resolved from Case Management.

Example:Withdrawal

processSubTypeKeystring

Process subtype key resolved from Case Management.

Example:Full Surrender

transactionTypestring

Transaction type resolved from case process mapping.

Example:FullSurrender

resultsarray[object]required

Composed eligibility result for a single case feature. Null fields are omitted from the JSON response. Evaluated results include the configured check sections; unavailable or unmapped features include notAvailable/notConfigured metadata.

Show Child Parameters
Example

CaseEligibilitySubjectResult

object

Composed eligibility result for a single case feature. Null fields are omitted from the JSON response. Evaluated results include the configured check sections; unavailable or unmapped features include notAvailable/notConfigured metadata.

eligibilityItemstringrequired

Case feature identifier evaluated.

Example:cancelTransaction

eligiblebooleanrequired

true only when every enabled blocking check for this feature returns PASSED. FAILED or COULD_NOT_DETERMINE on any enabled blocking check forces eligible=false.

caseStatusEligibilityobject

One case eligibility check result section.

Show Child Parameters
carrierEligibilityobject

One case eligibility check result section.

Show Child Parameters
userEligibilityobject

One case eligibility check result section.

Show Child Parameters
zaharaTransactionEligibilityobject

One case eligibility check result section.

Show Child Parameters
checkResultsobject

Map of all configured check results keyed by check name.

Example:{"CASE_STATUS":{"status":"PASSED"},"CARRIER_ONBOARDED":{"status":"PASSED"},"USER_PERMISSION":{"status":"PASSED"},"ZAHARA_TRANSACTION_STATUS":{"status":"PASSED"}}

notAvailableboolean

True when the requested feature is not enabled for the resolved case transaction.

notConfiguredboolean

True when the case cannot be mapped to a configured transaction.

messagestring

Human-readable explanation accompanying notAvailable or notConfigured.

Example:Feature Not Available

Example