Policy Transactions
ClaimParty
objectBeneficiary/party details used internally by notification-method update processing.
partyIdstring
Example:e6954b3d-a0ef-47dc-ac49-046db6bc7da7
partyRoleIdstring
Example:PR-10045
partyRolestring
Example:PRIMARYBENEFICIARY
partyTypestring
Example:INDIVIDUAL
trustTypestring
Example:INTERVIVOSTRUST
prefixstring
Example:Ms.
suffixstring
Example:Jr.
firstNamestring
Example:Jane
middleNamestring
Example:Marie
lastNamestring
Example:Smith
fullNamestring
Example:Jane Marie Smith
genderstring
Example:FEMALE
dateOfBirthstring(date)
Date (with pattern “yyyy-mm-dd”)
Example:1990-01-01
dateOfDeathstring(date)
Date (with pattern “yyyy-mm-dd”)
relationshipToInsuredstring
Example:SPOUSE
relationshipToPartystring
Example:SPOUSE
beneficiaryPartyTypestring
Example:PRIMARY
beneficiaryPercentagenumber(double)
Example:50
beneficiaryNetDeathBenefitnumber(double)
Example:100000
beneficiaryStatestring
Example:NJ
residenceStatestring
Example:NJ
ssnstring
Example:123-45-6789
phoneobject
Show Child Parameters
agentExternalIdstring
Example:AGT10001
taxIdentifierTypestring
Example:SSN
sorDistributionMethodobject
Show Child Parameters
formDistributionMethodobject
Show Child Parameters
actionstring
Allowed values:NONEUPDATEADDDELETE
Example:UPDATE
residentAddressobject
Show Child Parameters
identifiersarray[object]
Show Child Parameters
organizationCodestring
Example:ORG-10045
entityTypestring
Example:CORPORATION
trustTitlestring
Example:Trustee
trustDatestring(date)
Date (with pattern “yyyy-mm-dd”)
Example:2025-12-15
trustNamestring
Example:The Smith Family Trust
governingStateOfTruststring
Example:NJ
enityTypestring
Mirrors the “entityType” field above; retained for backward compatibility with the source model.
Allowed values:SOLEPROPRIETORSHIPGENERALPARTNERSHIPLIMITEDPARTNERSHIPCCORPORATIONSCORPORATIONLIMITEDLIABILITYCOMPANYCHARITABLEORGANIZATIONESTATETRUSTCORPORATIONINSURANCECOMPANYUNKNOWN
Example:CORPORATION
Example
ClaimBeneChangeDetail
objectchangeRequireboolean
Example:true
changeTypestring
Allowed values:BENEFICIARY_DECEASEDBENEFICIARY_NOTIFICATION_CHANGEBENEFICIARY_ADDRESS_CHANGE
Example:BENEFICIARY_NOTIFICATION_CHANGE
beneDeceasedboolean
beneDeathDatestring(date)
Date (with pattern “yyyy-mm-dd”)
beneDeathSourceOfInfostring
Example:Death Master File
notificationPreferencesobject
Show Child Parameters
documentDataarray[object]
Document metadata associated with this change
Show Child Parameters
Example
ClaimNotificationPreferences
objectnotificationMethodobject
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faxobject
Show Child Parameters
emailobject
Show Child Parameters
addressobject
Show Child Parameters
phoneobject
Show Child Parameters
Example
ClaimNotificationMethod
objectactionstring
Allowed values:NONEUPDATEADDDELETE
Example:UPDATE
methodstring
Allowed values:MAILEMAILFAXNUMBER
Example:EMAIL
faxOptedboolean
emailOptedboolean
Example:true
mailOptedboolean
Example
ClaimFax
objectactionstring
Allowed values:NONEUPDATEADDDELETE
Example:UPDATE
faxNumberstring
Example:973-555-0101
Example