AltPremModeAnnualIndexOptionClaimEndorsementExchangeReasonFinancialActivityKeyedValueOLifEExtensionPolicyLoanSummaryPolicyXLatRequirementInfo| Description |
| Policy |
| Type : Complex Element |
| Definition |
| If the holding is a policy, this object pertains. It contains all the policy properties that are generic across insurance policy types. If the policy has investment options, the investment portion of that holding is represented using the Investment object in the model. In the Policy object the four objects <Life>, <Annuity>, <DisabilityHealth>, and <PropertyandCasualty> are all optional, singly occurring and all are mutually exclusive. If one of the four objects appears as a child of a Policy object instance then the other three objects MUST NOT appear. |
| Parents |
| Holding |
| Elements | |||
| AccountNumber | Account Number | ||
| AcctHolderName | Account Holder Name | ||
| AdministeringCarrierCode | Administering Carrier Code | ||
| AdvancingRejectedInd | Advancing Rejected Indicator | ||
| AltPremMode | Alternate Premium Mode | ||
| AnnualCoverIndexType | Annual Cover Index Type | ||
| AnnualIndexOption | Annual Index Option | ||
| AnnualIndexType | Annual Index Type | ||
| AnnualPaymentAmt | Annualized Payment Amount | ||
| Annuity | Annuity | ||
| ApplicationInfo | Application Information | ||
| BankAcctType | Bank Account Type | ||
| BankBranchName | Bank Branch Name | ||
| BankName | Bank Name | ||
| BeneficiaryInd | Beneficiary Indicator | ||
| BilledToDate | Billed To Date | ||
| BillingResumeDate | Billing Resume Date | ||
| BillingStopDate | Billing Stop Date | ||
| BillNumber | Bill Number | ||
| CarrierAdminSystem | Carrier Administration System | ||
| CarrierCode | Carrier Code | ||
| CarrierCommCode | Carrier Commission Code | ||
| CarrierCommCodeDesc | Carrier Commission Code Description | ||
| CaseControlNumberAssuming | Case Control Number Assuming | ||
| CertificateNo | Certificate Number for Group Policies | ||
| ChargeTotalAmt | Charge Total Amount | ||
| Claim | Claim | ||
| CommissionAnnualizedInd | Commission Annualized Indicator | ||
| CommissionExtension | Commission Extension | ||
| CommissionOptionSelected | Commission Option Selected | ||
| CommissionRollOverPct | Commission Roll Over Percent | ||
| ContestabilityEndDate | Contestability End Date | ||
| ConvertToPrivateInd | Convert to Private Indicator | ||
| CoverIndexRate | Cover Index Rate | ||
| CreditCardExpDate | Credit Card Expiration Date | ||
| CreditCardType | Credit Card Type | ||
| CusipNum | CUSIP Number | ||
| DeductionDate | Deduction Date | ||
| DisabilityHealth | Disability Health | ||
| DistributionAgreementCode | Distribution Agreement Code | ||
| DownloadDate | Download Date | ||
| Duration | Duration | ||
| DurationDesign | Duration Design | ||
| EffDate | Effective Date | ||
| EffPartialDate | Effective Partial Date | ||
| EFTEndDate | Electronic Funds Transfer (EFT) End Date | ||
| Endorsement | Endorsement | ||
| EndorsementInd | Endorsement Indicator | ||
| ExchangeReason | Exchange Reason | ||
| ExchangeReasonCode | Exchange Reason Code | ||
| FaceIncreaseEffectiveDt | Face Increase Effective Date | ||
| FaceIncreaseNetAmt | Face Increase Net Amount | ||
| FiledFormNumber | Filed Form Number | ||
| FinalPaymentAmt | Final Payment Amount | ||
| FinalPaymentDate | Final Payment Date | ||
| FinancialActivity | Financial Activity | ||
| FinReportingCarrierCode | Financial Reporting Carrier Code | ||
| FirstBillSkipMonth | First Billing Skip Month | ||
| FormNo | Form Number | ||
| FreeAvailableAmt | Free Available Amount | ||
| GovtAllotmentSuspenseAcctAmt | Government Allotment Suspense Account Amount | ||
| GracePeriodEndDate | Grace Period End Date | ||
| GroupPolicy | Group Policy | ||
| IllustratedMaturityHigh | Illustrated Maturity High | ||
| IllustratedMaturityLow | Illustrated Maturity Low | ||
| InvestRule | Investment Rule | ||
| InvestRuleUserElectionInd | Invest Rule Election Indicator | ||
| IRSTriggerInd | IRS Trigger Indicator | ||
| IRSTriggerType | IRS Trigger Type | ||
| IssuedAsAppliedInd | Issued as Applied Indicator | ||
| IssueDate | Issue Date | ||
| IssueNation | Issue Nation | ||
| IssueNationDesc | Issue Nation Description | ||
| IssueSubType | Issue Sub Type | ||
| IssueType | Issue Type | ||
| Jurisdiction | Jurisdiction | ||
| JuvenilePolicyInd | Juvenile Policy Indicator | ||
| KeyedValue | Keyed Value | ||
| LapseTaxableGain | Lapse Taxable Gain | ||
| LastBankChangeDate | Last Bank Change Date | ||
| LastCOIAnnivDate | Last Cost Of Insurance (COI) Anniversary Date | ||
| LastCOIDate | Last Cost Of Insurance (COI) Date | ||
| LastDeductedCOICharges | Last Deducted Cost Of Insurance (COI) Charges | ||
| LastDeductedExpenseCharges | Last Deducted Expense Charges | ||
| LastNoGoodCheckDate | Last No Good Check Date | ||
| LastNoGoodCheckReason | Last No Good Check Reason | ||
| LastNoticeDate | Last Notice Date | ||
| LastNoticeType | Last Notice Type | ||
| Life | Life | ||
| LineOfBusiness | Line Of Business | ||
| MarketingName | Marketing Name | ||
| MinPremiumInitialAmt | Minimum Premium Initial Amount | ||
| MoneyTransferType | Money Transfer Type | ||
| NettingElectedInd | Netting Elected Indicator | ||
| NonStdCommTaken | Non Standard Commission Taken | ||
| OLifEExtension | OLifE Extension | ||
| OtherInsuredInd | Other Insured Indicator | ||
| OwnerLegalName | Owner Legal Name | ||
| PaidToDate | Paid To Date | ||
| ParentCarrierCode | Parent Carrier Code | ||
| ParticipatingInd | Participating Indicator | ||
| PaymentAmt | Payment Amount | ||
| PaymentCompletionDate | Payment Completion Date | ||
| PaymentDraftDay | Payment Draft Day | ||
| PaymentDueDate | Payment Due Date | ||
| PaymentMethod | Payment Method | ||
| PaymentMode | Payment Mode | ||
| PlanName | Plan Name | ||
| PolFee | Policy Fee | ||
| PolicyLoanSummary | Policy Loan Summary | ||
| PolicyStatus | Policy Status | ||
| PolicyStatusDesc | Policy Status Description | ||
| PolicyValue | Policy Value | ||
| PolicyValueLastYear | Policy Value Last Year | ||
| PolicyXLat | Policy Language Translations | ||
| PolNumber | Policy Number | ||
| PortabilityInd | Portability Indicator | ||
| PremiumIndexRate | Premium Index Rate | ||
| PremRefundAmt | Premium Refund Amount | ||
| PriorBillNumber | Prior Bill Number | ||
| PriorCarrierAdminSystem | Prior Carrier Administration System | ||
| PriorCarrierCode | Prior Carrier Code | ||
| PriorEffDate | Prior Effective Date | ||
| PriorIssueDate | Prior Issue Date | ||
| PriorPolicyStatus | Prior Policy Status | ||
| PriorPolNumber | Prior Policy Number | ||
| ProductCode | Product Code | ||
| ProductTransRefGUID | Product Transaction Reference GUID | ||
| ProductType | Product Type | ||
| ProductVersionCode | Product Version Code | ||
| PropertyandCasualty | Property and Casualty | ||
| RatedInd | Rated Indicator | ||
| ReinstatementDate | Reinstatement Date | ||
| ReinsuranceInd | Reinsurance Indicator | ||
| RenewalDate | Renewal Date | ||
| ReplacedPolicyPhysicalStatus | Replaced Policy Physical Status | ||
| ReplacementType | Replacement Type | ||
| RequirementInfo | Requirement Information | ||
| RoutingNumber | Routing Number | ||
| ShortName | Short Name | ||
| SpecialHandling | Special Handling | ||
| SponsoringPlanCode | Sponsoring Plan Code | ||
| SponsoringPlanSeparationDate | Sponsoring Plan Separation Date | ||
| SponsoringPlanType | Sponsoring Plan Type | ||
| StampDuty | Stamp Duty | ||
| StatementBasis | Statement Basis | ||
| StatusChangeDate | Status Change Date | ||
| StatusReason | Reason for Status | ||
| SurrChgModalOccsRemaining | Surrender Charge Modal Occurrences Remaining | ||
| SurrChgModalOccsRemainingMode | Surrender Charge Modal Occurrences Remaining Mode | ||
| SurrenderChargeFreeDate | Surrender Charge Free Date | ||
| TaxJurisdiction | Tax Jurisdiction | ||
| TaxNation | Tax Nation | ||
| TaxStatus | Tax Status | ||
| TermDate | Termination Date | ||
| Territory | Territory | ||
| Total1stYearAddlPaymentAmt | Total First Year Additional Payment Amount | ||
| TotCommRetained | Total Commission Retained | ||
| WeightedAvgIntRate | Weighted Average Interest Rate | ||
| WithdrawalFreePct | Withdrawal Free Percentage | ||
| Attributes | |||
| BankHoldingID | Bank Holding IDREF (References Holding) |
||
| BankID | Bank IDREF (References Party) |
||
| CarrierPartyID | Carrier Party IDREF (References Party) |
||
| DataRep | Data Representation | ||
| id | id | ||
| ProductID | Product IDREF (References InvestProduct) |
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