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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

TransactionEligibilityRequest

object

Optional request body for path-based transaction eligibility. planCode and policyNumber are supplied as path parameters, not in the body.

itemsarray[string]

Transaction type identifiers to evaluate. When absent or empty, all transactions configured for the plan in product-transactions reference data are evaluated.

Example:FullSurrender, PartialWithdrawalOneTime

Example

TransactionEligibilityResponse

object

Top-level transaction eligibility response envelope.

eligibilityTypestringrequired

Eligibility type evaluated. Always transaction for this endpoint.

Example:transaction

resultsarray[object]required

Composed eligibility result for a single transaction subject. Null fields are omitted from the JSON response. Three shapes exist: evaluated (sections present), notAvailable (subject absent from product-transactions), or notConfigured (subject absent from transactions-params).

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Example

TransactionEligibilitySubjectResult

object

Composed eligibility result for a single transaction subject. Null fields are omitted from the JSON response. Three shapes exist: evaluated (sections present), notAvailable (subject absent from product-transactions), or notConfigured (subject absent from transactions-params).

eligibilityItemstringrequired

Transaction type identifier evaluated.

Example:FullSurrender

eligiblebooleanrequired

Overall eligibility. true only when policy and user sections are ELIGIBLE and restriction is not HARD_RESTRICTED.

policyEligibilityobject

One child section of a per-subject result (policy or user eligibility). status values: ELIGIBLE, NOT_ELIGIBLE, COULD_NOT_DETERMINE.

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userEligibilityobject

One child section of a per-subject result (policy or user eligibility). status values: ELIGIBLE, NOT_ELIGIBLE, COULD_NOT_DETERMINE.

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restrictionobject

Restriction section of a per-subject result. status values: NOT_RESTRICTED, SOFT_RESTRICTED, HARD_RESTRICTED, COULD_NOT_DETERMINE. The access array lists all configured blocking restrictions for the transaction; it is present on restriction sections and omitted from policy/user sections.

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notAvailableboolean

True when the subject is absent from product-transactions for this plan.

notConfiguredboolean

True when the subject has no entry in transactions-params.

messagestring

Fixed message accompanying notAvailable or notConfigured sentinel responses.

Example:Transaction Not Configured

Example

TransactionEligibilitySectionResult

object

One child section of a per-subject result (policy or user eligibility). status values: ELIGIBLE, NOT_ELIGIBLE, COULD_NOT_DETERMINE.

statusstring

Allowed values:ELIGIBLENOT_ELIGIBLECOULD_NOT_DETERMINE

Example:ELIGIBLE

reasonobject

Structured reason for a non-passing, warned, or indeterminate section.

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Example