Policy Transactions
PolicyCoverageChangesPersonalInformation
objectfirstNamestring
Legal first name of the individual party; mandatory if partyType=INDIVIDUAL
Example:John
middleNamestring
Legal middle name
Example:M
lastNamestring
Legal last name; mandatory if partyType=INDIVIDUAL
Example:Doe
suffixstring
Name suffix
Example:SR
prefixstring
Name prefix/title
Example:MR
dateOfBirthstring(date)
Date of birth; mandatory if partyType=INDIVIDUAL
Example:1990-01-01
genderstring
Gender of the individual party
Allowed values:MALEFEMALEUNKNOWN
Example:MALE
birthSexstring
Birth sex, used for underwriting/rating
Allowed values:MALEFEMALEUNKNOWN
Example:MALE
birthCountrystring
Country of birth (ISO-3166 alpha-2)
Example:US
citizenCountrystring
Country of citizenship (ISO-3166 alpha-2)
Example:US
Example
PolicyCoverageChangesPartyIdentifier
objecttypestring
Type of government or legal identification document
Allowed values:PASSPORTSSNDRIVERSLICENSENATIONALID
Example:PASSPORT
valuestring
Value/number of the identifier
Example:123456789
descriptionstring
Free-text description of the identifier
Example:Passport number
sourcestring
Issuing authority or source
Example:State of California
issueDatestring(date)
Date issued
Example:2015-08-15
expirationDatestring(date)
Date of expiration
Example:2025-08-15
statusstring
Current status of the identifier
Allowed values:ACTIVEEXPIREDINACTIVE
Example:ACTIVE
countryOfIssuestring
Country that issued the identifier (ISO-3166 alpha-2)
Example:US
Example
PolicyCoverageChangesPhoneNumber
objectidstring
Unique identifier of this phone record
Example:2ad51ecf-9923-437f-a6f0-70968e464cdb
typestring
Classification of the phone number
Allowed values:MOBILEHOMEWORK
Example:MOBILE
countryCodestring
Country calling code
Example:1
areaCodestring
Area code
Example:973
dialNumberstringrequired
Local dial number; mandatory if phone supplied
Example:7657890
extensionstring
Extension number, if applicable; send JSON null when not applicable
bestTimestring
Best time of day to reach the party
timezonestring
Timezone associated with the phone number
Example
PolicyCoverageChangesEmail
objectidstring
Unique identifier of this email record
Example:2ad51ecf-9923-437f-a6f0-70968e464cdb
typestring
Classification of the email address
Allowed values:PERSONALBUSINESS
Example:PERSONAL
addressstring(email)required
The email address; mandatory if email supplied
Example:user@example.com
Example
PolicyCoverageChangesSignature
objectdatestring(date)
Date the signature was captured
Example:2021-01-12
citystring
City where the signature was captured
Example:Quincy
statestring
State where the signature was captured
Example:CA
Example