Policy Transactions
DeathClaimPolicy
objectpolicyNumberstringrequired
Example:POL-20251215-001
productTypestringrequired
Type of product
Example:FIXEDINDEXEDANNUITY
lineOfBusinessstringrequired
Line of business
Allowed values:LIFEANNUITY
Example:LIFE
isContestableboolean
Indicates whether the policy is within the contestability period at the time of death.
Example:true
isFuneralHomeAssignedboolean
Indicates whether a funeral home has been assigned against the policy.
Example
DeathClaimParty
objectpartyIdstringrequired
Unique identifier for the party
Example:2f356dcc-303d-4fc0-94a2-5369fb62642a
partyRolestringrequired
Allowed values:INSUREDOWNERJOINTOWNERANNUITANTJOINTANNUITANTPRIMARYBENEFICIARYCONTINGENTBENEFICIARYCOVEREDINSUREDPRIMARYSERVICINGAGENTOTHER
Example:PRIMARYBENEFICIARY
partyTypestringrequired
Allowed values:INDIVIDUALORGANIZATION
Example:INDIVIDUAL
relationshipToInsuredstring
Allowed values:SPOUSECHILDPARENTSIBLINGBROTHERSISTEROTHER
Example:SPOUSE
isNotifierboolean
Indicates whether this party is the notifier of the death claim.
Example:true
personalInformationobject
Show Child Parameters
organizationDetailsobject
Show Child Parameters
trustDetailsobject
Show Child Parameters
partyCommunicationstring
Allowed values:REGULARMAILEMAILPHONE
faxNumberstring
Example:973-555-0101
identifiersarray[object]
Show Child Parameters
addressobject
Show Child Parameters
phoneNumberobject
Show Child Parameters
emailobject
Show Child Parameters
Example
OrganizationDetails
objectfullNamestring
Example:Acme Trust Company
organizationCodestring
Example:ORG-10045
entityTypestring
Allowed values:SOLEPROPRIETORSHIPGENERALPARTNERSHIPLIMITEDPARTNERSHIPCCORPORATIONSCORPORATIONLIMITEDLIABILITYCOMPANYCHARITABLEORGANIZATIONESTATETRUSTCORPORATIONINSURANCECOMPANYUNKNOWN
Example:CORPORATION
trustDatestring(date)
Date (with pattern “yyyy-mm-dd”)
Example:2025-12-15
trustTypestring
Example:CORPORATETRUST
trustTitlestring
Example:Trustee
Example
TrustDetails
objecttrustNamestring
Example:The Smith Family Trust
trustTypestring
Allowed values:TESTAMENTARYTRUSTINTERVIVOSTRUSTINDIVIDUALTRUSTCORPORATETRUSTGRANTORTRUSTPETTRUST
Example:TESTAMENTARYTRUST
trustDatestring(date)
Date (with pattern “yyyy-mm-dd”)
Example:2025-12-15
governingStateOfTruststring
Example:NJ
Example
PersonalInformation
objectfirstNamestring
Example:Jane
middleNamestring
Example:Marie
lastNamestring
Example:Smith
suffixstring
Example:Jr.
prefixstring
Example:Ms.
dateOfBirthstring(date)
Date (with pattern “yyyy-mm-dd”)
Example:1990-01-01
genderstring
Allowed values:MALEFEMALEOTHER
birthSexstring
Allowed values:MALEFEMALE
birthCountrystring
Example:US
citizenCountrystring
Example:US
Example