Policy Transactions

Zinnia Policy Transactions API.

DistributionMethod

object
distributionMethodOptionstring

Allowed values:US_MAILDIRECT_DEPOSITBROKERAGE_ACCOUNTEFTWIREMANUAL_CHECKEXPRESS_CHECKCHECKACHEXCHANGEPREMIUMLOANCREDITCARDDTCC

Example:DIRECT_DEPOSIT

bankDetailsarray[object]
Show Child Parameters
manualCheckAddressboolean
isBankConfirmationLetterAvailableboolean
isVoidCheckAvailableboolean
isValidSecurityRequirementsboolean

Example:true

mailingAddressobject
Show Child Parameters
usMailOptionstring

Allowed values:MAIL_CHECKS_TO_THE_OWNERS_ADDRESS_OF_RECORDMAIL_CHECKS_TO_THE_ADDRESS_LISTED_BELOW

dtccDetailsobject
Show Child Parameters
Example

BankDetails

object
actionstring

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

object
payeeNamestring

Example:Jane Smith

participantIdstring

Example:DTCC-10001

participantDescstring

Example:Primary Participant

contractBinNumberstring

Example:BIN-10001

Example

ClaimDocumentMetadata

object
displayNamestring

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

object
planCodestring

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