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Policy Transactions

TaxRateToUse

string

Mode of payment

Allowed values:NOWITHHOLDINGELECTEDUSEVALUESENTEREDNOWITHHOLDINGALLOWEDUSEDEFAULTTABLE

FilingStatus

string

Allowed values:SINGLEDOMESTICPARTNERSHIPDEFAULTMARRIEDHEADOFHOUSEHOLDWIDOWEDDIVORCED

SystematicProgramContactMfa

object

Contact channels for multi-factor authentication on systematic program transactions

emailstring(email)

Example:mfa.user@example.com

mobilestring

Mobile number (E.164 or display format)

Example:+12025550199

Example

SystematicProgramNamedParty

object

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

primaryIdstring

Example:servicing.agent@example.com

namestring

Example:Example Agent

Example

FeatureTransactionProduct

object

Product-level transaction classification accompanying the systematic program request

transactionTypestring

Example:ONETIMEWITHDRAWAL

transactionSubtypestring

Example:SPECIFIEDAMOUNT

Example