Policy Transactions

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

BaseCoverageUpdate

object
planCodestring

planCode (may duplicate path parameter)

Example:IU0101

policyNumberstring

policyNumber (may duplicate path parameter)

Example:FNWLIUL3908872

effectiveDatestring(date)

Example:2026-03-26

correlationIdstring

Example:e3bdb22b-790f-4357-ae60-dute9hdsur6253f0d1d

carrierIdstring

Example:FNWL

requestedCoverageAmountstring

Example:10000

permissionToViewMedicalRecordboolean
mecAckProvidedBooleanboolean
eSignaturePresentboolean
signaturesarray[object]
Show Child Parameters
evidenceOfInsurabilityDocumentsarray[object]
Show Child Parameters
medicalRecordsDocumentsarray[object]
Show Child Parameters
taxWithholdingInstructionsarray[object]
Show Child Parameters
fundDistributionsarray[object]
Show Child Parameters
authorizationDetailsobject
Show Child Parameters
partiesarray[object]
Show Child Parameters
chargesarray[object]
Show Child Parameters
Example

Nonforfeiture

object
planCodestring

planCode (may duplicate path parameter)

Example:string

policyNumberstring

policyNumber (may duplicate path parameter)

Example:string

correlationIdstring

Example:string

carrierIdstring

Example:string

policyFeaturesarray[object]
Show Child Parameters
signaturesarray[object]
Show Child Parameters
documentsarray[object]
Show Child Parameters
supportingDocumentAttachedboolean

Example:true

partiesarray[object]
Show Child Parameters
Example