Policy Transactions
BankDetails
objectactionstring
Allowed values:NONEUPDATEADDDELETE
Example:UPDATE
bankLocationstring
Example:Newark, NJ
bankTelephoneNumberstring
Example:973-555-0100
bankNamestring
Example:First National Bank
bankIdstring
Example:BNK-10001
routingNumberstring
Example:021000021
bankAccountNumberstring
Example:000123456789
accountTypestring
Allowed values:CHECKINGSAVINGSCREDITCARDACCOUNTDEBITCARDACCOUNTBROKERAGEACCOUNTCERTIFICATEOFDEPOSITACCOUNT
Example:CHECKING
accountStatusstring
Example:ACTIVE
nameOnAccountstring
Example:Jane Smith
primaryAccountboolean
Example:true
branchNamestring
Example:Newark Branch
bankAccountPurposeEnumstring
Allowed values:PREMIUMBILLINGLOANINTERESTBILLINGLOANPRINCIPALBILLINGDISBURSEMENTSPAYOUTONETIMEPREMIUMBILLINGONETIMEWIREOPERATING
Example:DISBURSEMENTS
addressobject
Show Child Parameters
Example
ClaimDtccDetails
objectpayeeNamestring
Example:Jane Smith
participantIdstring
Example:DTCC-10001
participantDescstring
Example:Primary Participant
contractBinNumberstring
Example:BIN-10001
Example
ClaimDocumentMetadata
objectdisplayNamestring
Example:Certified Death Certificate
documentSourcestring
Example:OnBase
documentNamestring
Example:Certified Death Certificate - John Smith
documentNumberstring
Example:DOC-10004567
timeStampstring
Example:2026-10-12T10:15:30Z
subCategorystring
Example:Death Certificate
documentCategorystring
Example:Claim
docClassificationstring
Example:CONFIDENTIAL
documentExtstring
Example:pdf
documentIdstring
Example:EDS-DOC-987654321
documentTypestring
Example:DEATH_CERTIFICATE
docAccessLevelstring
Example:INTERNAL
Example
Outgoingfundtransfer
objectplanCodestring
Example:TEST8
correlationIdstring
Example:oft-corr-001
partyIdstring
Example:owner-party-id-001
policyNumberstring
Example:112132141
businessKeystring
Example:case-12345
transactionNamestring
Example:OutgoingFundTransfer
deleteRequestboolean
requestTypestring
Example:ADD
submitInfoobject
Show Child Parameters
receivedDatestring(date-time)
Example:2026-06-01T10:00:00Z
carrierIdstring
Example:SBGC
caseIdstring
Example:case-12345
effectiveDatestring(date)
Example:2026-06-01
reverseInitiatorboolean
replacementIndicatorboolean
Example:true
typestring
Example:FULLSURRENDER
externalIdentifiersobject
Show Child Parameters
transactionEffectiveOnobject
Show Child Parameters
exchangeInformationobject
Show Child Parameters
transactionAmountsobject
Show Child Parameters
fundAllocationobject
Show Child Parameters
fundDistributionsarray[object]
Show Child Parameters
taxWithholdingInstructionsarray[object]
Show Child Parameters
authorizationDetailsobject
Show Child Parameters
partiesarray[object]
Show Child Parameters
chargesarray[object]
Show Child Parameters
documentsarray[object]
Show Child Parameters
loaTransferValidationobject
Show Child Parameters
selfServeFlowboolean
Example:true
supportingDocumentAttachedboolean
Example:true
isSignValidationRequiredboolean
paperboolean
ownerSignStatusstring
Example:VALID
jointOwnerRoleExistsboolean
Example:true
jointOwnerSignStatusstring
Example:VALID
signaturesarray[object]
Show Child Parameters
Example
BaseCoverageUpdate
objectplanCodestring
planCode (may duplicate path parameter)
Example:IU0101
policyNumberstring
policyNumber (may duplicate path parameter)
Example:FNWLIUL3908872
effectiveDatestring(date)
Example:2026-03-26
correlationIdstring
Example:e3bdb22b-790f-4357-ae60-dute9hdsur6253f0d1d
carrierIdstring
Example:FNWL
requestedCoverageAmountstring
Example:10000
permissionToViewMedicalRecordboolean
mecAckProvidedBooleanboolean
eSignaturePresentboolean
signaturesarray[object]
Show Child Parameters
evidenceOfInsurabilityDocumentsarray[object]
Show Child Parameters
medicalRecordsDocumentsarray[object]
Show Child Parameters
taxWithholdingInstructionsarray[object]
Show Child Parameters
fundDistributionsarray[object]
Show Child Parameters
authorizationDetailsobject
Show Child Parameters
partiesarray[object]
Show Child Parameters
chargesarray[object]
Show Child Parameters
Example