Policy Transactions
PartyRoleChangeBankDetails
objectBank details associated with a party
bankIdstring
appliesToPartyIdstring
startDatestring(date)
endDatestring(date)
nameOnAccountstring
accountStatusstring
accountTypestring
accountSubTypestring
accountNumberstring
routingNumberstring
internationalBankAccountNumberstring
branchNamestring
branchAddressobject
Show Child Parameters
branchPhoneNumberstring
bankAccountPurposestring
Example
PartyRoleChangeDeathDetails
objectdateOfDeathstring(date)
causeOfDeathstring
deathNotificationDatestring(date)
dateOfDueProofstring(date)
Example
PartyRoleChangeImpairmentDetails
objectdisabledboolean
disabilityStartDatestring(date)
Example
PartyDetailsForPartyRole
objectFull party detail payload (pa-bpm-txn-common PartyDetailsForPartyRoleDto).
Only the fields relevant to the action/party role need to be populated.
startDatestring(date)
endDatestring(date)
timestampstring
customerIdstring
partyIdstring
Party identifier. Required for UPDATE/DELETE actions; omit (or leave
null) for ADD so the carrier assigns one. Defaults to a random UUID
client-side if not explicitly set - always set explicitly for
UPDATE/DELETE.
parentPartyIdstring
Parent party identifier (e.g. for a minor’s guardian relationship)
partyTypestring
partyStatusstring
beneficiaryPercentageinteger
firstNamestring
middleNamestring
lastNamestring
fullNamestring
prefixstring
suffixstring
genderstring
genderIdentitystring
dateOfBirthstring(date)
attainedAgeinteger
birthCountrystring
citizenCountrystring
birthStatestring
doingBusinessAsstring
abbreviatedNamestring
organizationCodestring
entityTypestring
trustDatestring(date)
trustTypestring
trustTitlestring
trustAccessCodestring
amendedTrustDatestring(date)
governingStateOfTruststring
preferredCommunicationTypestring
preferredAddressIndicatorstring
identificationsarray[object]
Show Child Parameters
addressesarray[object]
Show Child Parameters
phonesarray[object]
Show Child Parameters
emailsarray[object]
Show Child Parameters
bankDetailsarray[object]
Bank details associated with a party
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versionstring
agentExternalIdstring
agentTypestring
agentPercentagenumber(double)
partyPercentagenumber(double)
collateralAmountnumber(double)
deathDetailsobject
Show Child Parameters
impairmentDetailsobject
Show Child Parameters
isPartyBeneficiaryNonNaturalboolean
isIrrevocableboolean
isRequiredMinimumDistributionDesignatedboolean
preferredAddressIdstring
preferredEmailIdstring
preferredPhoneIdstring
isAddressSameAsOwnerstring
Example
PartyUpdate
objectA single party change entry (pa-bpm-txn-common PartyUpdateDto). One
MultiPartyRoleChangeRequest carries a list of these - one per party being
added, updated, or removed in this transaction.
actionstringrequired
Action to apply for this party update entry
Allowed values:ADDUPDATEDELETENONE
Example:ADD
customerIdstring
Top-level customer ID. Sent alongside party.customerId for the same party.
relationshipToPartystring
partyRolestring
The specific party role for this entry. Each backing microservice sends
its own literal value today, with no shared casing convention across
services (tracked for future normalization): PAYEE (payee-change),
TRUSTEE (trustee-change), ATTORNEY_IN_FACT (poa-change),
AuthorizedSignatory (authorized-signatory-change), Owner / JointOwner
(owner-mgmt), CoverageJointInsured (rider-role-change).
Example:CoverageJointInsured
referencePartyIdstring
PartyId of an existing party on the policy to clone when adding a new
party (e.g. ADD a new Coverage Joint Insured with the same details as
an existing party). Only relevant for action ADD; not forwarded to
downstream carrier systems.
partyStatusstring
carrierDecisionstring
rejectionReasonstring
delegatedExecutionAuthorityTypestring
Power of Attorney specific - delegated execution authority type
powerOfAttorneyAccessLevelTypestring
Power of Attorney specific - access level type
partyobject
Full party detail payload (pa-bpm-txn-common PartyDetailsForPartyRoleDto).
Only the fields relevant to the action/party role need to be populated.
Show Child Parameters
Example