Developer Portal
  • APIs
  • Events
Search · ⌘K
Policy Transactions
1.0.9
  • Overview
      • base coverage updatepost
      • Validation Freelook Cancellation Transactionpost
      • Initial Death Claim Eligibility Checkpost
      • Initial Death Claim Validationpost
      • Submit Initial Death Claim Transactionpost
      • Validation OneTime Premium Transactionpost
      • Submit OneTime Premium Transactionpost
      • Eligibility Check OneTime Premium Transactionpost
      • Validation OneTime RMD Transactionpost
      • Submit OneTime RMD Transactionpost
      • Eligibility Check OneTime RMD Transactionpost
      • Eligibility Check Reinstatement Requestpost
      • Submit reinstatement transaction requestpost
      • Validate Systematic Program Update Transactionpost
      • Submit Systematic Program Update Transactionput
      • EligibilityCheck Systematic Program Update Transactionpost
      • Eligibility Check Partial Withdrawal One Timepost
      • Eligibility Check Partial Withdrawal One Timepost
      • Submit Partial Withdrawal OneTimepost
      • FullSurrender Eligibility Check endpointpost
      • Fullsurrender Validation Endpointpost
      • Submit full surrenderpost
      • NewLoan Eligibility Check endpointpost
      • Fullsurrender Validation Endpointpost
      • Submit New Loan Requestpost
      • Validate Systematic Program Transactionpost
      • Submit Systematic Program Transactionpost
      • Eligibility Check Systematic Program Transactionpost
      • Validate loan Repayment One Time Transactionpost
      • Submit loan Repayment OneTime Transactionpost
      • EligibilityCheck Loan Repayment OneTime Transactionpost
      • Request to reverse and recreatepost
      • Eligibility Check For Initial Premiumpost
      • Validation Check For Initial Premiumpost
      • Initial Premium Transactionpost
      • Eligibility Check For Fund Allocationpost
      • Validation Check For Fund Allocationpost
      • Fund Allocation Transactionpost
      • Eligibility Check For Fund Transferpost
      • Validation Check For Fund Transferpost
      • Fund Transfer Transactionpost
      • Eligibility Check For Outgoing Fund Transferpost
      • Validation Check For Outgoing Fund Transferpost
      • Outgoing Fund Transfer Transactionpost
      • Validation multi agent Transactionpost
      • Submit active restrict transactionpost
      • Get restriction alerts for a policyget
      • Get restriction alerts for a policyget
      • Eligibility Check For Non-Financial Transactionpost
      • Eligibility Check Bank Transactionpost
      • Party Change requestpost
      • Eligibility Check Billing Feature Changepost
      • Validate Billing Feature Changepost
      • Billing Feature Changepost
      • Eligibility Check Payee Role Changepost
      • Validate Payee Role Changepost
      • Submit Payee Role Changepost
      • Eligibility Check Trustee Role Changepost
      • Validate Trustee Role Changepost
      • Submit Trustee Role Changepost
      • Eligibility Check Power of Attorney Role Changepost
      • Validate Power of Attorney Role Changepost
      • Submit Power of Attorney Role Changepost
      • Eligibility Check Authorized Signatory Role Changepost
      • Validate Authorized Signatory Role Changepost
      • Submit Authorized Signatory Role Changepost
      • Eligibility Check Multi Owner Changepost
      • Validate Multi Owner Changepost
      • Submit Multi Owner Changepost
      • Eligibility Check Coverage Joint Insured Role Changepost
      • Validate Coverage Joint Insured Role Changepost
      • Submit Coverage Joint Insured Role Changepost
      • Freelook cancellation requestpost
      • Update Initial Death Claim Notification Methodput
      • Address Change Requestput
      • Eligibility Check Email Address Transactionpost
      • Eligibility Check Address Transactionpost
      • Create new address based on requestpost
      • Add new Email Address based on requestpost
      • Validate Address based on requestpost
      • Create new Emailaddress based on requestpost
      • Email Address Change Requestput
      • Multiple Email Address Change Requestput
      • Create new Phone Number based on requestpost
      • Phone Number Change Requestput
      • Multiple Phone Number Change Requestput
      • Identifier change Requestpatch
      • Add new Bank Account based on requestpost
      • Bank Account Change Requestput
      • Eligibility Check Communication Preference Transactionpost
      • Validate Communication Preference based on requestpost
      • Update Communication Preference based on requestpost
      • Update Party Name based on requestpost
      • Validate Party Name Changepost
      • Party Add requestpost
      • Party Change requestput
      • EligibilityCheck For Party Role Transactionpost
      • Eligibility Check Tax Withholdingpost
      • Validate Tax Withholdingpost
      • Submit Tax Withholding Transactionpost
      • Eligibility Check Billing Feature Changepost
      • Validate Billing Feature Changepost
      • Billing Feature Changepost
      • Eligibility Check Payee Role Changepost
      • Validate Payee Role Changepost
      • Submit Payee Role Changepost
      • Eligibility Check Trustee Role Changepost
      • Validate Trustee Role Changepost
      • Submit Trustee Role Changepost
      • Eligibility Check Power of Attorney Role Changepost
      • Validate Power of Attorney Role Changepost
      • Submit Power of Attorney Role Changepost
      • Eligibility Check Authorized Signatory Role Changepost
      • Validate Authorized Signatory Role Changepost
      • Submit Authorized Signatory Role Changepost
      • Eligibility Check Multi Owner Changepost
      • Validate Multi Owner Changepost
      • Submit Multi Owner Changepost
      • Eligibility Check Coverage Joint Insured Role Changepost
      • Validate Coverage Joint Insured Role Changepost
      • Submit Coverage Joint Insured Role Changepost
      • Freelook cancellation requestpost
      • Eligibility Check to Set Delivery Datepost
      • Set Delivery Date Transactionpost
      • EDelivery Enrollmentpost
      • Eligibility Check For Non-Forfeiture Transactionpost
      • Validation Check For Non-Forfeiture Transactionpost
      • Non-Forfeiture Transactionpost
      • Zahara BPM Health Checkget
      • Create case for transactionpost
      • Cancel a caseput
      • Systematic Program Quote Requestpost
      • Cancel Transactionpost
      • Get PPFA Reference Data by Policyget
      • Get PPFA Reference Data by Policyget
      • Transaction eligibilitypost
      • Case eligibilitypost
      • Receives policyholder authorization status from MPV and updates the statusput
      • Secure API to get TransactionData by transactionIdget
      • Get supported configurations for a transactionget
      • Get supported configurations for a transactionget
      • Get supported configurations for a transactionget
      • Get eligible transaction types for a policy by CUSIP and policy numberget
    • DtccParticipantReferenceResponse
    • DtccParticipantRecord
    • ProductTransactionReferenceResponse
    • ProductTransactionRecord
    • RestrictionTypeReferenceResponse
    • RestrictionTypeRecord
    • RestrictionSubTypeRecord
    • TransactionAttributesResponse
    • TransactionAttributeRecord
    • EligibilityRequest
    • EligibilityResponse
    • CaseEligibilityRequest
    • CaseEligibilityResponse
    • CaseEligibilitySubjectResult
    • CaseEligibilitySectionResult
    • EligibilitySubjectResult
    • PolicyEligibilitySectionResult
    • UserEligibilitySectionResult
    • RestrictionEligibilitySectionResult
    • EligibilityReason
    • RestrictedTransactionResult
    • EligibilityErrorResponse
    • IdentifierInstance
    • CreateCaseRequest
    • CaseSuccessResponse
    • CaseCancellationRequest
    • CaseCancellationResponse
    • EligibleTransactionType
    • EligibleTransactionsResponse
    • LoanRepaymentOneTimeRequest
    • NewLoanRequest
    • FullSurrenderRequest
    • PartialWithdrawalOneTimeRequest
    • OneTimePremiumRequest
    • MecAuthorizationValueAdjustment
    • MecAuthorizationSignature
    • MecAuthorizationDocument
    • MecAuthorizationRequest
    • TaxWithholdingChangeRequest
    • BillingFeatureChangeTransactionReason
    • BillingFeatureChangePolicyFeature
    • BillingFeatureChangeSignature
    • BillingFeatureChangeDocument
    • BillingFeatureChangeRequest
    • OnetimeRmdRequest
    • ThirdPartyDeleteRequest
    • AgentChangeDto
    • AnnuitantChangeRequest
    • SignatureDto
    • NotarySignatureDto
    • PartyUpdateAction
    • PartyRoleChangeDocument
    • PartyRoleChangeIdentification
    • PartyRoleChangeAddress
    • PartyRoleChangePhone
    • PartyRoleChangeEmail
    • PartyRoleChangeBankDetails
    • PartyRoleChangeDeathDetails
    • PartyRoleChangeImpairmentDetails
    • PartyDetailsForPartyRole
    • PartyUpdate
    • MultiPartyRoleChangeRequest
    • ReinstatementQuoteRequest
    • ReinstatementRequest
    • SystematicProgramUpdateRequest
    • SystematicProgramQuoteRequest
    • SystematicProgramSubmitRequest
    • ActiveRestrictSubmitInfo
    • ActiveRestrictRestrictionItem
    • ActiveRestrictTransactionDocument
    • ActiveRestrictTransactionRequest
    • ActiveRestrictPersonRef
    • ActiveRestrictTdsDocumentRef
    • ActiveRestrictRestrictedTransactionItem
    • ActiveRestrictActivationBlock
    • ActiveRestrictDeactivationBlock
    • ActiveRestrictAlertEntry
    • ActiveRestrictPolicyAlertDocument
    • AddressChangeRequest
    • AdhocDisbursementParty
    • ReinstatementDisbursementParty
    • SetDeliveryDateEligibilityRequest
    • SetDeliveryDateRequest
    • EDeliveryEnrollmentRequest
    • InitialPremiumRequest
    • FundAllocationChangeRequest
    • InvestmentType
    • TransactionExchange
    • TransactionTaxBasis
    • FundAllocation
    • ExchangeDescription
    • LineOfBusiness
    • QualificationType
    • loanInterestType
    • TransactionAcceptedResponse
    • TransactionFailureResponse
    • TransactionResponse
    • PolicyTransactionResponse
    • Errors
    • Error
    • EmailChangeRequest
    • PhoneChangeRequest
    • BankAccountChangeRequest
    • CommunicationPreferenceChangeRequest
    • PartyNameChangeRequest
    • ThirdPartyChangeRequest
    • AssigneeChangeRequest
    • PartyChangeRequest
    • CancelTransactionRequest
    • FreeLookCancellationRequest
    • ReverseRecreateRequest
    • CancelTransaction
    • OneTimePremiumTransaction
    • ReinstatementTransaction
    • ReinstatementQuoteTransaction
    • LoanRepaymentOneTime
    • NewLoan
    • FullSurrender
    • FullSurrenderActualTransactionAmounts
    • PartialWithdrawalOneTime
    • PartialWithdrawalTransactionType
    • PartialWithdrawalExternalIdentifiers
    • PartialWithdrawalTransactionReason
    • PartialWithdrawalFundAllocation
    • PartialWithdrawalAllocationOption
    • PartialWithdrawalTaxWithholdingInstruction
    • PartialWithdrawalFilingStatus
    • PartialWithdrawalW4r
    • PartialWithdrawalW4rContribution
    • PartialWithdrawalTaxFormType
    • PartialWithdrawalFundDistribution
    • PartialWithdrawalDistributionAmountType
    • PartialWithdrawalFundDistributionSegment
    • PartialWithdrawalAuthorization
    • PartialWithdrawalAuthorizationSignature
    • PartialWithdrawalAuthorizationSignatureType
    • PartialWithdrawalAuthorizationDesignation
    • PartialWithdrawalParty
    • PartialWithdrawalPartyRole
    • PartialWithdrawalPartyType
    • PartialWithdrawalPreferredContactMethod
    • PartialWithdrawalPersonalInformation
    • PartialWithdrawalNamePrefix
    • PartialWithdrawalNameSuffix
    • PartialWithdrawalGender
    • PartialWithdrawalOrganisationDetails
    • PartialWithdrawalEntityType
    • PartialWithdrawalTrustType
    • PartialWithdrawalPhone
    • PartialWithdrawalPhoneType
    • PartialWithdrawalEmail
    • PartialWithdrawalEmailType
    • PartialWithdrawalAddress
    • PartialWithdrawalAddressType
    • PartialWithdrawalOvernightCheckInfo
    • PartialWithdrawalOvernightAccountType
    • PartialWithdrawalIdentification
    • PartialWithdrawalIdentificationType
    • PartialWithdrawalBankDetails
    • PartialWithdrawalBankAccountStatus
    • PartialWithdrawalBankAccountType
    • PartialWithdrawalBankAccountPurpose
    • PartialWithdrawalCharge
    • PartialWithdrawalChargeType
    • PartialWithdrawalChargeWaiverIndicator
    • PartialWithdrawalSuppression
    • PartialWithdrawalSuppressionType
    • PartialWithdrawalSignature
    • PartyRole
    • PayeeOrBeneficiary
    • AdhocFundAllocation
    • AllocationOption
    • Charge
    • ChargeWaiverIndicator
    • ChargeType
    • PaymentFrom
    • AdhocFundDistributions
    • TransactionAmounts
    • PartialWithdrawal.TransactionAmounts
    • PartialWithdrawalAmountType
    • PartialWithdrawalDisbursementType
    • PartialWithdrawalDistributionCode
    • PartialWithdrawalDisbursementPaymentForm
    • PartialWithdrawalWithdrawalReason
    • PartialWithdrawalHardshipType
    • PartialWithdrawalEmergencyType
    • AdhocTransactionAmount
    • AdhocParty
    • AmountType
    • LoanType
    • DisbursementType
    • DisbursementPaymentForm
    • TaxWithholdingInstructions
    • TaxWithholdingType
    • TaxRateToUse
    • FilingStatus
    • SystematicProgramContactMfa
    • SystematicProgramNamedParty
    • FeatureTransactionProduct
    • SystematicProgramUpdate
    • SystematicProgramQuote
    • AdhocSystematicProgram
    • ReinstatementSystematicProgram
    • PaymentForm
    • ArrangementType
    • Frequency
    • BaseAdhocParty
    • AddressChange
    • EmailChange
    • Email
    • MultipleEmailChangeRequest
    • MultipleEmail
    • PhoneChange
    • phone
    • MultiplePhoneChangeRequest
    • MultiplePhone
    • IdentifierChangeRequest
    • IdentifierType
    • IdentifierStatus
    • Identifier
    • ExternalIdentifier
    • GovernmentIssuedIdentifier
    • PassportIdentifier
    • StateIdIdentifier
    • DriversLicenseIdentifier
    • SsnIdentifier
    • ItinIdentifier
    • AlienRegistrationIdentifier
    • ExternalPartyIdentifier
    • BankAccountChange
    • BranchAddress
    • CommunicationPreferenceChange
    • PartyNameChange
    • PartyName
    • PartyChange
    • Party
    • Country
    • State
    • FormerName
    • Identification
    • Address
    • Phone
    • BankAccount
    • BeneficiaryAllocation
    • TaxWithholding
    • FreeLookCancellation
    • CountryV2
    • CountryCallingCodes
    • ReverseRecreate
    • Correction
    • SuccessResponse
    • ValidationResult
    • ValidationResponse
    • ResourceNotFoundResponse
    • AccessDeniedResponse
    • ServerErrorResponse
    • TransactionReason
    • FundTransferRequest
    • AdhocFundTransferFromFund
    • AdhocFundTransferFundSegment
    • AdhocFundTransferToFund
    • TransactionModelResponse
    • Identifiers
    • ReinstatementQuoteResponse
    • ReinstatementSubmitRequest
    • ReinstatementErrorResponse
    • ReinstatementRequestQuote
    • AuthorizationStatusRequest
    • AuthorizationStatusResponse
    • ErrorResponse
    • PPFAIntegratedDataResponse
    • TransactionSubtype
    • EffectiveDateDuration
    • CodeDisplayName
    • ViAmounts
    • ViFund
    • InitialDeathClaimRequest
    • DeathClaimPolicy
    • DeathClaimParty
    • OrganizationDetails
    • TrustDetails
    • PersonalInformation
    • PartyIdentifier
    • PartyAddress
    • AddressDetail
    • PartyPhoneNumber
    • PhoneDetail
    • PartyEmail
    • EmailDetail
    • DeathNotification
    • DeathDetails
    • DeathClaimDocument
    • DeathClaimRiderClaim
    • IdnNotificationMethodUpdate
    • ClaimParty
    • ClaimBeneChangeDetail
    • ClaimNotificationPreferences
    • ClaimNotificationMethod
    • ClaimFax
    • ClaimEmail
    • ClaimAddress
    • ClaimPhone
    • ClaimFormAddress
    • DistributionMethod
    • BankDetails
    • ClaimDtccDetails
    • ClaimDocumentMetadata
    • Outgoingfundtransfer
    • BaseCoverageUpdate
    • Nonforfeiture
Policy Transactions

Zinnia Policy Transactions API.

  • Download spec
Zinnia Policy Transactions API.
  • Download spec
Developer Portal
About Zinnia
  • Meet Zinnia
  • Meet Our Leaders
  • Our History
Legal
  • Privacy Policy
  • Terms of Use
Reach Out
  • Contact
  • Press Inquiries
  • 600 Steamboat Road Greenwich, CT 06830