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Policy Transactions

NotarySignatureDto

object

Notary Signature details

isSignedPresentboolean

Indicates if a signature is present

Example:true

signDatestring(date)

Date when the signature was applied

Example:2024-01-01

commissionExpiredDatestring(date)

Commissioned Date when the signature was applied

Example:2024-01-01

isSealPresentboolean

Is seal present

Example:true

Example

ReinstatementQuoteRequest

object
correlationIdstringrequired

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)required

Date when the transaction was originally scheduled or expected to happen. It can be a non-business day

Example:2023-01-01

reverseInitiatorboolean

Property to isolate source transaction(s) that initiated the reversal

Default:false

externalIdentifiersobject
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policyobjectrequired
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Example

ReinstatementRequest

object
correlationIdstringrequired

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)required

Date when the transaction was originally scheduled or expected to happen. It can be a non-business day

Example:2023-01-01

reverseInitiatorboolean

Property to isolate source transaction(s) that initiated the reversal

Default:false

policyobjectrequired
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transactionAmountsobjectrequired
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systematicProgramobjectrequired
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caseIdstringrequired

Zinnia Live Case ID

Example:CA0000007389

Example

SystematicProgramUpdateRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)required

Date (with pattern “yyyy-mm-dd”) when the transaction was originally scheduled or expected to happen, can be a non-business day

Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})

reverseInitiatorboolean

Property to isolate source transaction(s) that initiated the reversal

authorizationManualboolean

Indicates manual authorization handling may apply for this submission

contactMFAobject

Contact channels for multi-factor authentication on systematic program transactions

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agentobject

Named participant (e.g. servicing agent or policy holder context on the request)

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policyHolderobject

Named participant (e.g. servicing agent or policy holder context on the request)

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taxWithholdingInstructionsarray[object]
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fundAllocationobject
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fundDistributionsarray[object]
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featureTransactionProductobject

Product-level transaction classification accompanying the systematic program request

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submittedDatestring(date-time)

When the transaction was submitted (ISO-8601)

Example:2026-02-27T11:55:17Z

currencystring

ISO 4217 currency code

Example:USD

systematicProgramobjectrequired
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caseIdstring

Zinnia Live Case ID

Example:CA0000007389

externalTransactionIdstring

Transaction ID from external system

Example:A12345

Example

SystematicProgramQuoteRequest

object
correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)required

Date (with pattern “yyyy-mm-dd”) when the transaction was originally scheduled or expected to happen, can be a non-business day

Match pattern:([0-9]{4})-([0-9]{2})-([0-9]{2})

reverseInitiatorboolean

Property to isolate source transaction(s) that initiated the reversal

arrangementIdstring

The unique ID for the systematic programs available in the policy

Example:arr_1

systematicProgramobjectrequired
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caseIdstring

Zinnia Live Case ID

Example:CA0000007389

externalTransactionIdstring

Transaction ID from external system

Example:A12345

Example