Search
K
Policy Transactions

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.

Show Child Parameters
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.

Show Child Parameters
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 shared by all four eligibility endpoints. planCode and policyNumber are supplied as path parameters, not in the body.

itemsarray[string]

Subject identifiers to evaluate. Semantics depend on the endpoint: transaction/cancellation — transaction type codes (e.g. FullSurrender); capabilities — capability codes (e.g. ViewPolicy); restrictions — restriction type codes (e.g. DIVORCE, OVERPAYMENT). When absent or empty, all subjects configured for the plan are evaluated.

Example:FullSurrender, PartialWithdrawalOneTime

Example