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Policy Transactions

PartialWithdrawalOneTimeRequest

object

Partial withdrawal one-time transaction request including transaction amounts, fund allocation, parties, tax withholding, and signatures.

correlationIdstring

The unique ID to track transaction request across all systems

Example:test-112132141

effectiveDatestring(date)required

Date when the transaction was originally scheduled or expected to happen. It can be a non-business day

Example:2026-03-17

reverseInitiatorboolean

Property to isolate source transaction(s) that initiated the reversal

Default:false

selfServeFlowboolean

Whether the request originated from a self-serve flow

transactionTypestring

Transaction type for partial withdrawal one-time requests

Allowed values:PARTIAL_WITHDRAWAL

Example:PARTIAL_WITHDRAWAL

externalIdentifiersobject
Show Child Parameters
transactionReasonstring

Reason for the partial withdrawal one-time transaction

Allowed values:ONETIMEPREMIUMGRACEPERIODPREMIUMREINSTATEMENTPREMIUMEXCHANGE1035SURRENDERAMOUNTEXCESSTOMECAMOUNTEXCESSTOGUIDELINECURRENTVALUECOSTBASISGUIDELINESINGLEPREMIUMGUIDELINELEVELPREMIUMSEVENPAYPREMIUMTOTALYTDPREMIUMAMOUNTFACEDECREASECOVERAGEINITIALPREMIUMEXPIRATIONCOMPLIANCENOTRANSACTIONREASONSTARTINGPRICELUMPSUMFIVEYEARDEFERRALSPOUSALCONTINUATIONDISCOUNTCONTROLBUSINESSINDICATORNATIONALCHANGEOFADDRESSDATEOFDEATHINITIALDEATHNOTIFICATIONPRODUCTDEFAULTAMOUNTGWBRIDERDISBURSEMENTGWBPHASECHANGEFREQUENCYPREMIUMLOANPAYMENTDUEDATE

Example:ONETIMEPREMIUM

transactionAmountsobjectrequired
Show Child Parameters
fundAllocationobjectrequired
Show Child Parameters
taxWithholdingInstructionsarray[object]
Show Child Parameters
fundDistributionsarray[object]
Show Child Parameters
partiesarray[object]required
Show Child Parameters
chargesarray[object]
Show Child Parameters
suppressionarray[object]
Show Child Parameters
signaturesarray[object]
Show Child Parameters
caseIdstring

Zinnia Live Case ID

Example:CA0000007389

overrideboolean

BPM will have to override the rules if this variable is marked as true

Example

OneTimePremiumRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)required

Date when the transaction was originally scheduled or expected to happen. It can be a non-business day

Example:2023-01-01

reverseInitiatorboolean

Property to isolate source transaction(s) that initiated the reversal

transactionAmountsobjectrequired
Show Child Parameters
payorAny Of
required
Variant 1object
Show Child Parameters
transactionReasonstring

Reason for Initiating One Time Premium Transaction

Allowed values:ONETIMEPREMIUMPRODUCTDEFAULT

Example:PRODUCTDEFAULT

caseIdstring

Zinnia Live Case ID

Example:CA0000007389

externalTransactionIdstring

Transaction ID from external system

Example:A12345

overrideboolean

BPM will have to override the rules if this variable is marked as ‘true’

Example

MecAuthorizationValueAdjustment

object
policyAttributestring

Policy attribute key for this policy detail change

Example:MODIFIEDENDOWMENTCONTRACTAUTHORIZATION

attributeValuestring

Target attribute value

Example

MecAuthorizationSignature

object
isSignedPresentboolean
signDatestring(date)
signDesignationstring
signTypestring

Signature type code

Example:OWNER

signTypeForUIstring

Example:Owner

Example

MecAuthorizationDocument

object
documentIdstring

Example:69cfdc032ddc2a4480bc510f

documentDatestring(date)
documentTypestring

Document type code

Example:CERTIFICATE

Example