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Policy Transactions

PartialWithdrawalSuppressionType

string

Allowed values:CORRESPONDENCETAXDISBURSEMENTCOMMISSION

Example

PartialWithdrawalSignature

object
signTypestring

Signature type code

Example:OWNER

signDatestring(date)

Example:2026-07-10

signDesignationstring

Example:Executor

isSignedPresentboolean

Example:true

Example

PartyRole

string

Party Role

Allowed values:OWNERPRIMARYBENEFICIARYCONTINGENTBENEFICIARYINSUREDPAYORPAYEEAGENTTHIRDPARTYDESIGNEE

PayeeOrBeneficiary

object
partyIdstring

Pending Review by Product Team

Example:Party_PI_1

paymentFormstring

Mode of payment

Allowed values:DTCCCREDITCARDACHCHECKWIREEXCHANGEEFT

allocationPercentagenumber(double)

At Policy Level for Each Applicable Fund (Everly there is only one Fixed) Therefore this be 100%

Example:100

bankIdstring

Comes in Acord 103

Example:Bank_1

Example

AdhocFundAllocation

object
allocationOptionstringrequired

Defines the format of how the funds are removed, i.e. dollar, percentage, pro-rata, etc.

Allowed values:PRORATADOLLARSPECIFYPERCENTAGESPECIFIEDFUNDSSPECIFIEDSEGMENTSDEFAULTPECKINGORDEREARNINGSONLY

Example