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Policy Transactions

MecAuthorizationRequest

object
planCodestring

Plan code (may duplicate path parameter)

Example:EVIUL01

policyNumberstring

Policy number (may duplicate path parameter)

Example:EVGL713008350

effectiveDatestring(date)

Example:2026-04-09

correlationIdstring(uuid)

Example:e3bdb22b-790f-4357-ae60-42cdb0ff0d40

carrierIdstring

Example:EVGL

valueAdjustmentobject
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signaturesarray[object]
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documentsarray[object]
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supportingDocumentAttachedboolean
Example

OnetimeRmdRequest

object
caseIdstring

Zinnia Live Case ID

Example:CA0000007389

correlationIdstring

The unique ID to track transaction request across all systems

Example:657b717b7dcf554abf9ef067

effectiveDatestring(date)

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

reverseInitiatorboolean

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

Default:false

externalIdentifiersobject
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transactionAmountsobject
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fundAllocationobject
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taxWithholdingInstructionsarray[object]
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fundDistributionsarray[object]
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partiesarray[object]
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chargesarray[object]
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Example

ThirdPartyDeleteRequest

object
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

signaturesarray[object]required

Signature details for the agent change

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partyobjectrequired
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Example

AgentChangeDto

object
fromAORstring

From AOR

Example:744760

toAORstring

To AOR

Example:744760

fromAgentIdstring

From agent id

Example:744760

toAgentIdstring

To agent id

Example:744760

policyIdstring

Policy number

Example:EVGL0020303021

caseIdstring

Case id

Example:CA0004789

partyRolestring

Party role

Example:PRIMARYWRITINGAGENT

signaturesarray[object]

Signature details for the agent change

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partyUpdatesarray[object]

Party updates list

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Example

AnnuitantChangeRequest

object
effectiveDatestring(date)

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

Example:2023-01-01

signaturesarray[object]

Signature details for the agent change

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partyUpdatesarray[object]

Party updates list

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Example