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Policy Transactions

TransactionAttributesResponse

object

Response for GET /policy/v1/transactions/{planCode}/{policyNumber}/transaction-attributes/{transactionType}. Always returns HTTP 200. Check found to determine whether configuration exists. Attributes are merged from ref-transaction-attributes (plan-specific) and ref-transaction-attributes-default (client-level defaults); specific takes precedence on collision.

foundbooleanrequired

true when at least one collection returned a record and attributes were resolved; false otherwise.

Example:true

messagestring

Human-readable explanation when found is false. Absent when found is true.

Example:No attribute configuration found for transactionType=Nonforfeiture, clientCode=GILI, planCode=GCFIA901

clientCodestring

Carrier code derived from the policy. Null when the policy could not be fetched.

Example:GILI

planCodestringrequired

Plan code from the request path.

Example:GCFIA901

policyNumberstringrequired

Policy number from the request path.

Example:9013055733

transactionTypestringrequired

Transaction type from the request path.

Example:OneTimeWithdrawal

attributesarray[object]required

A single resolved attribute entry. Always contains only the final resolved value — override configuration is never included in the response.

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Example

TransactionAttributeRecord

object

A single resolved attribute entry. Always contains only the final resolved value — override configuration is never included in the response.

attributeNamestringrequired

Attribute identifier.

Example:sendPaymentToBrokrageAccount

attributeTypestringrequired

Data type of the attribute value.

Allowed values:STRINGBOOLEANNUMBERLIST

Example:BOOLEAN

itemTypestring

Required when attributeType is LIST (e.g. “STRING”); null for all other types.

Example:STRING

attributeValuerequired

The resolved value. Type corresponds to attributeType — Boolean, String, Number, or array of itemType for LIST. For derived attributes this reflects the matched override value, or the configured default when no override matched.

Example:true

Example

EligibilityRequest

object

Optional request body shared by all four eligibility endpoints. planCode and policyNumber are supplied as path parameters, not in the body.

itemsarray[string]

Subject identifiers to evaluate. Semantics depend on the endpoint: transaction/cancellation — transaction type codes (e.g. FullSurrender); capabilities — capability codes (e.g. ViewPolicy); restrictions — restriction type codes (e.g. DIVORCE, OVERPAYMENT). When absent or empty, all subjects configured for the plan are evaluated.

Example:FullSurrender, PartialWithdrawalOneTime

Example

EligibilityResponse

object

Top-level eligibility response envelope. Shared by all four endpoints.

eligibilityTypestringrequired

Echoes the eligibility type evaluated by the endpoint.

Allowed values:transactioncapabilitiesrestrictionscancellationsendFormDocuments

Example:transaction

resultsarray[object]required

Composed eligibility result for a single evaluated subject. Null fields are omitted from the JSON response (@JsonInclude NON_NULL). Three shapes exist: evaluated (sections present), notAvailable (subject absent from product-transactions), or notConfigured (subject absent from transactions-params).

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Example

EligibilitySubjectResult

object

Composed eligibility result for a single evaluated subject. Null fields are omitted from the JSON response (@JsonInclude NON_NULL). Three shapes exist: evaluated (sections present), notAvailable (subject absent from product-transactions), or notConfigured (subject absent from transactions-params).

eligibilityItemstringrequired

Subject identifier evaluated (transaction type, capability code, or restriction type code).

Example:FullSurrender

eligiblebooleanrequired

true only when policyEligibility=ELIGIBLE AND userEligibility=ELIGIBLE AND restriction is not RESTRICTED/HARD_RESTRICTED. SOFT_RESTRICTED does not fail eligibility. Any COULD_NOT_DETERMINE section forces eligible=false.

restrictedTransactionsarray[object]

A transaction affected by a restriction type, with its blocking status.

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policyEligibilityobject

One evaluation section of a per-subject result (policyEligibility, userEligibility, or restriction).
policyEligibility status: ELIGIBLE | NOT_ELIGIBLE | COULD_NOT_DETERMINE
userEligibility status: ELIGIBLE | NOT_ELIGIBLE | COULD_NOT_DETERMINE
restriction status: NOT_RESTRICTED | RESTRICTED | SOFT_RESTRICTED | HARD_RESTRICTED | COULD_NOT_DETERMINE

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userEligibilityobject

One evaluation section of a per-subject result (policyEligibility, userEligibility, or restriction).
policyEligibility status: ELIGIBLE | NOT_ELIGIBLE | COULD_NOT_DETERMINE
userEligibility status: ELIGIBLE | NOT_ELIGIBLE | COULD_NOT_DETERMINE
restriction status: NOT_RESTRICTED | RESTRICTED | SOFT_RESTRICTED | HARD_RESTRICTED | COULD_NOT_DETERMINE

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restrictionobject

One evaluation section of a per-subject result (policyEligibility, userEligibility, or restriction).
policyEligibility status: ELIGIBLE | NOT_ELIGIBLE | COULD_NOT_DETERMINE
userEligibility status: ELIGIBLE | NOT_ELIGIBLE | COULD_NOT_DETERMINE
restriction status: NOT_RESTRICTED | RESTRICTED | SOFT_RESTRICTED | HARD_RESTRICTED | COULD_NOT_DETERMINE

Show Child Parameters
notAvailableboolean

True when the subject is absent from product-transactions for this plan.

notConfiguredboolean

True when the subject has no entry in transactions-params.

messagestring

Human-readable explanation accompanying notAvailable or notConfigured.

Example:Transaction Not Configured

Example