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Policy Transactions

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

TransactionAttributeRecord

object

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

attributeNamestringrequired

Attribute identifier.

Example:sendPaymentToBrokrageAccount

attributeTypestringrequired

Data type of the attribute value.

Allowed values:STRINGBOOLEANNUMBERLIST

Example:BOOLEAN

itemTypestring

Required when attributeType is LIST (e.g. “STRING”); null for all other types.

Example:STRING

attributeValuerequired

The resolved value. Type corresponds to attributeType — Boolean, String, Number, or array of itemType for LIST. For derived attributes this reflects the matched override value, or the configured default when no override matched.

Example:true

Example

EligibilityRequest

object

Optional request body. Plan code and policy number are supplied in the path.

itemsarray[string]

Item identifiers to evaluate. When omitted or empty, all available items are evaluated.

Example:FullSurrender, PartialWithdrawalOneTime

Example

EligibilityResponse

object

Eligibility evaluation response.

eligibilityTypestringrequired

Eligibility category evaluated.

Allowed values:transactioncapabilitiesrestrictionscancellationsendFormDocuments

Example:transaction

resultsarray[object]required

Eligibility result for one evaluated item. Fields that do not apply are omitted.

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Example