account

Evidence Request

post

Body

application/json

Additional evidence requested from TPP to PG.

TppEvidenceRequest

TXLifeobjectrequired
Show Child Parameters
AppliesToPartyIDstring
ReqIdstring

Response

application/json

Case Created

SuccessResponse

statusCodeinteger(int32)

Example:201

timestampstring(date-time)
messagestring

Example:Request Submitted Successfully

 
application/json

Submit interim status update

post

Body

application/json

Details required to submit interim status to PG

InterimStatusUpdateRequest

eappIdstringrequired

Unique application Id generated by the UI. Each application would have unique identifier

Example:15ea7582-262f-4dfe-8a60-1e8b8e763fd4

caseIdstringrequired

Zinnia Live case

Example:CA0000005656

policyNumberstring

Policy Number

Example:AB00000001

uwCaseIdstring

Underwriter caseId

Example:UW0000005656

carrierstring

Client Code

Example:CL0000001

policyStatusstring

Status of Policy

Example:Policy Status

underwritingobject
Show Child Parameters

Response

application/json

Case Created

SuccessResponse

statusCodeinteger(int32)

Example:201

timestampstring(date-time)
messagestring

Example:Request Submitted Successfully

 
application/json

Create Underwriting Case

post

Body

application/json

Details required to initiate the underwriting process and initial validation

ApplicationData

eappIdstringrequired

Unique application Id generated by the UI. Each application would have unique identifier

Example:15ea7582-262f-4dfe-8a60-1e8b8e763fd4

caseIdstringrequired

Zinnia Live case

Example:CA0000005656

correlationIdstringrequired

Unique process identifier to track the all linked processed against one single application. This is an optional

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

carrierstringrequired

Example:CarrierName_1

customerIdstringrequired

We get the customer Id as part of application request to support older products.

Example:0017b0000102A1UAAU

idpUserIdstring

Need to update idp user id description

Example:abc

appStartDatestring(date-time)required

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”). Application start date

actionTypestringrequired

To create the application, actionType would be - Create

Allowed values:CreateUpdateSubmit

Example:Create

policyStatusstringrequired

Status of the policy. It should be - Issued in order to issue the policy

Allowed values:Applied ForApprovedSubmitted to UnderwritingPendingDeclinedQuotedRisk Not AcceptableProposedCounter OfferNot TakenIssue PendingIssuedClosedActiveLapsedCancelled Not TakenLapse PendingCancelled FreeLookCancelledOffer AcceptedDeath Claim PendingDeath Claim PaidExpiredMaturedSurrenderedRescissionDeath Claim ApprovedSuspended ActiveSuspended Not Active

Example:Issued

appSubmissionTypestringrequired

Submission method of the application

Allowed values:InternetElectronicHandwritten

Example:Electronic

policyHoldingFormstringrequired

Holding Form. It should always be Individual.

Allowed values:Individual

Example:Individual

policyHoldingStatusstring

Holding Status

Allowed values:ProposedActive

Example:Proposed

consentIndstringrequired

Consent Indicator Value. Whether the user has provided the consent for this policy or not. This value is used by the underwriting system.

Allowed values:YesNo

appStatestringrequired

State Code

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWYGUPR

Example:AL

consentIndStatestringrequired

Consented state value

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY

consentSubmissionTypestringrequired

Consented submission method of the application

Allowed values:InternetElectronicHandwritten

Example:Electronic

appFormNumberstring

Form number if applicable. The number assigned on the application form.

Example:ICC20 ABC 104_08-20

appVersionNumberstring

Form version number if applicable

Example:ICC20 ABC 104_08-20

pageLastVisitedIdstring

User Id who has accessed this page last time.

appLastUpdatedstring(date-time)

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”). Application last update date.

appExpirationDatestring(date-time)

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”). Application expiration date

marketingOptIndstring

Marketing Indicator flag used by the distributor to capture the sale scope.

Allowed values:YesNo

agreeToTermsIndstring

Agreed to terms and condition or not.

Allowed values:YesNo

replacementIndicatorstring

Flag to dertermine whether this is replacement application or not.

Allowed values:YesNoUnknown

pageIdstring

Page Identifier

Example:5f45f7b34a3eea021f2fef1c

quoteobject
Show Child Parameters
payloadobject
Show Child Parameters

Response

application/json

Case Created

SuccessResponse

statusCodeinteger(int32)

Example:201

timestampstring(date-time)
messagestring

Example:Request Submitted Successfully

 
application/json

Underwriting Processing

post

Body

application/json

Details require to proceed further with underwriting process

UnderwritingRequest

eappIdstringrequired

Unique application Id geenrated by the UI. Each application would have unique identifier

Example:15ea7582-262f-4dfe-8a60-1e8b8e763fd4

caseIdstringrequired

Zinnia Live case

Example:CA0000005656

correlationIdstringrequired

Unique process identifier to track the all linked processed against one single application. This is an optional

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

carrierstringrequired

Example:CarrierName1

customerIdstringrequired

We get the customer Id as part of application request to support older products.

Example:0017b0000102A1UAAU

idpUserIdstring

Example:abc

appStartDatestring(date-time)required

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”). Application start date

actionTypestringrequired

To update the application, actionType would be - Update

Allowed values:CreateUpdateSubmit

Example:Update

policyStatusstringrequired

Status of the policy. It should be - Issued in order to issue the policy

Allowed values:Applied ForApprovedSubmitted to UnderwritingPendingDeclinedQuotedRisk Not AcceptableProposedCounter OfferNot TakenIssue PendingIssuedClosedActiveLapsedCancelled Not TakenLapse PendingCancelled FreeLookCancelledOffer AcceptedDeath Claim PendingDeath Claim PaidExpiredMaturedSurrenderedRescissionDeath Claim ApprovedSuspended ActiveSuspended Not Active

Example:Issued

appSubmissionTypestringrequired

Submission method of the application

Allowed values:InternetElectronicHandwritten

Example:Electronic

policyHoldingFormstringrequired

Holding Form. It should always be Individual.

Allowed values:Individual

Example:Individual

policyHoldingStatusstring

Holding Status

Allowed values:ProposedActive

Example:Proposed

consentIndstringrequired

Consent Indicator Value. Whether the user has provided the consent for this policy or not. This value is used by the underwriting system.

Allowed values:YesNo

appStatestringrequired

State Code

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWYGUPR

Example:AL

consentIndStatestringrequired

Consented state value

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY

consentSubmissionTypestringrequired

Consented submission method of the application

Allowed values:InternetElectronicHandwritten

Example:Electronic

appFormNumberstring

Form number if applicable. The number assigned on the application form.

Example:ICC20 ABC 104_08-20

appVersionNumberstring

Form version number if applicable

Example:ICC20 ABC 104_08-20

pageLastVisitedIdstring

User Id who has accessed this page last time.

appLastUpdatedstring(date-time)

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”). Application last update date.

appExpirationDatestring(date-time)

Date (with pattern “yyyy-MM-dd’T’HH:mm:ss’Z’”). Application expiration date

marketingOptIndstring

Marketing Indicator flag used by the distributor to capture the sale scope.

Allowed values:YesNo

agreeToTermsIndstring

Agreed to terms and condition or not.

Allowed values:YesNo

replacementIndicatorstring

Flag to dertermine whether this is replacement application or not.

Allowed values:YesNoUnknown

pageIdstring

Page Identifier

Example:5f45f7b34a3eea021f2fef1c

overrideDecisionFlagboolean

Flag to dertermine override decisions. In case of true Override results is required.

overrideResultsobject
Show Child Parameters
quoteobject
Show Child Parameters
payloadobject
Show Child Parameters

Response

application/json

Created

SuccessResponse

statusCodeinteger(int32)

Example:201

timestampstring(date-time)
messagestring

Example:Request Submitted Successfully

 
application/json

Receive additional information from UI in response to Underwriter's request.

post

Body

application/json

Required to submit additional details to Underwriting System.

EvidenceResponse

eappIdstring

Unique application Id generated by the UI. Each application would have unique identifier

Example:15ea7582-262f-4dfe-8a60-1e8b8e763fd4

caseIdstring

Zinnia Live case

Example:CA0000005656

correlationIdstring

Unique process identifier to track the all linked processed against one single application. This is an optional

Example:2ad51ecf-9923-437f-a6f0-70968e464cdb

carrierstring

Example:CarrierName_1

firstNamestring

Frst Name of the party

Example:Thomas

lastNamestring

Last Name of the the party

Example:Lawrence

middleNamestring

Middle name of the party

namestring

Full name of the party.

Example:Thomas Lawrence

genderstring

Gender of party

Allowed values:MaleFemale

Example:Male

dobstring(date)

Date of birth of party

ssnstring

Party SSN. In case if non individual it should be Tax Id

>= 9 characters<= 9 characters

Example:121328426

address1string

Address line 1

Example:Wt Road

address2string

Address line 2

Example:St Street

citystring

City name

Example:Test City

statestring

State Code

Allowed values:ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY

Example:AL

zipstring

Zip Code. Max char allowed is 9.

<= 9 characters

Example:123456

phonestring

Phone number

Example:111-111-2222

classificationstring

Party classification

Allowed values:IndividualBusinessTrustCorporationPartnershipOtherGroup of IndividualsEstateChild

Example:Individual

reqCodestring

reqCode as string

Example:Clarifying Question UW

reqIdstring

reqId as string

Example:1030000001

requirementIdstring

requirementId as string

Example:2001234

requestedDatestring(date)

requestedDate in ‘YYYY-MM-DD’ format.

appliesToPartyIdstring

Provided by the Underwriting System.

Example:ID_407226

questionstring

Question will be free text entered by th case manager

Example:Required utility bill to process the request

responsestring

Based on the question type. If it requires attachment then client will submit the document against it.

Example:Sharing the utility bill details

documentsarray[object]
Show Child Parameters

Response

application/json

Case Created

SuccessResponse

statusCodeinteger(int32)

Example:201

timestampstring(date-time)
messagestring

Example:Request Submitted Successfully

 
application/json