Policy Transactions

ProductTransactionRecord

object

A single product transaction record. Only currently effective records are returned.

clientCodestring

Rule-engine client code.

Example:OTP_BPM

planCodestring

Example:ANN100

transactionstring

Transaction type identifier.

Example:FullWithdrawal

transactionDescstring

Example:Full Withdrawal

effectiveDatestring(date)

Record validity start (ISO 8601, inclusive).

Example:2025-01-01

expirationDatestring(date)

Record validity end (ISO 8601, inclusive). null means no expiry.

Example

RestrictionTypeReferenceResponse

object

Wrapped response envelope for the restriction-list reference endpoint.

referenceTypestringrequired

Example:restriction-list

resultsarray[object]required

A single restriction type record. restrictionSubTypes is always present (empty array when none exist, never null). description may be null.

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Example

RestrictionTypeRecord

object

A single restriction type record. restrictionSubTypes is always present (empty array when none exist, never null). description may be null.

restrictionTypestringrequired

Restriction type code.

Example:OVERPAYMENT

labelstringrequired

Human-readable short label.

Example:Overpayment

restrictionSubTypesarray[object]required

An individual sub-type within a restriction type.

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descriptionstring

Example:This alert restricts certain transactions on a policy.

effectiveDatestring(date)required

Record validity start (ISO 8601, inclusive).

Example:2025-01-01

expirationDatestring(date)

Record validity end (ISO 8601, inclusive). null means no expiry.

Example

RestrictionSubTypeRecord

object

An individual sub-type within a restriction type.

typestring

Sub-type identifier/label.

Example:No info released

descriptionstring

Example:This policy/contract is under a legal hold.

Example

TransactionAttributesResponse

object

Response for GET /policy/v1/transactions/{planCode}/{policyNumber}/transaction-attributes/{transactionType}. Always returns HTTP 200. Check found to determine whether configuration exists. Attributes are merged from ref-transaction-attributes (plan-specific) and ref-transaction-attributes-default (client-level defaults); specific takes precedence on collision.

foundbooleanrequired

true when at least one collection returned a record and attributes were resolved; false otherwise.

Example:true

messagestring

Human-readable explanation when found is false. Absent when found is true.

Example:No attribute configuration found for transactionType=Nonforfeiture, clientCode=GILI, planCode=GCFIA901

clientCodestring

Carrier code derived from the policy. Null when the policy could not be fetched.

Example:GILI

planCodestringrequired

Plan code from the request path.

Example:GCFIA901

policyNumberstringrequired

Policy number from the request path.

Example:9013055733

transactionTypestringrequired

Transaction type from the request path.

Example:OneTimeWithdrawal

attributesarray[object]required

A single resolved attribute entry. Always contains only the final resolved value — override configuration is never included in the response.

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Example