Zinnia

Zinnia Policy - Transactions API

All Apis related to policy operations

Documentation GitHub OpenAPI

Operations 5

GET /bpm/actuator/health Zahara BPM Health Check #

POST /policy/v1/transactions/case Create case for transaction #

PUT /policy/v1/cases/{caseId}/cancel Cancel a case #

POST /policy/v1/transactions/{planCode}/{policyNumber}/systematicprograms/quote Systematic Program Quote Request #

POST /policy/v1/transactions/{planCode}/{policyNumber}/canceltransaction Cancel Transaction #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Zinnia Policy Transactions API. Policy - Transactions API
  description: 'Enterprise API for enforcing policy transactions and validations. This API provides a comprehensive interface for - Policy transaction validation and processing

    - Financial and non-financial transaction management

    - Policy party management and updates

    - Systematic program management

    **Version History** * Draft version 1.0.6

    - Added Two Endpoints- Reinstatement eligibility check api, Reinstatement actual transaction api

    * Draft Specifications (Subject to Change Upon Review)'
  version: 1.0.8
  x-changelog:
  - date: '2026-08-13'
    change: 'ZCLA-649 Initial death claim — aligned InitialDeathClaimRequest with the revised FNOL payload: added policy.isContestable/isFuneralHomeAssigned, deathDetails.causeOfDeath, COVEREDINSURED party role, deathNotification.partyRole enum; renamed documents[].edsDocumentId to documents[].documentId; removed parties[].isFuneralHomeAssigned (now policy-level only)'
  - date: '2026-08-13'
    change: 'ZCLA-649 Initial death claim — added deathNotification.partyId (now required, enforced via bean validation on submit) and deathNotification.partyRole to identify the deceased party, and a riderClaim[] array (DeathClaimRiderClaim: riderCode, riderName, riderElected, partyId)'
  - date: '2026-08-03'
    change: Initial death claim — added POST initialdeathclaim/eligibilitycheck (no request body; returns TransactionResponse)
  - date: '2026-08-03'
    change: Initial death claim submit — aligned InitialDeathClaimRequest with IdnClaimRequest (added documents/DeathClaimDocument, party isNotifier, expanded partyRole and relationshipToInsured enums); responses now use shared TransactionAcceptedResponse (202) and TransactionResponse (errors)
  - date: '2026-07-29'
    change: Billing feature change — eligibility and validation endpoints with BillingFeatureChangeRequest payload (policyFeatures, transactionReason, signatures, documents, selfServeFlow)
  - date: '2026-07-24'
    change: Partial withdrawal one-time — updated PartialWithdrawalOneTime payload (selfServeFlow; tax withholding top-level fields and w4r; removed authorization from request body)
  - date: '2026-05-26'
    change: Added POST initialdeathclaim endpoint with standalone Initial Death Claim schemas
  - date: '2026-05-11'
    change: Systematic program — extended SystematicProgramUpdate request (MFA, agent, policyHolder, tax, funds, feature product, submittedDate, currency, disbursementType); PaymentForm EFT; Frequency BIANNUAL/DEFAULT; optional pdfId on TransactionAcceptedResponse for systematic program submit 202
  - date: '2026-03-18'
    change: Active restrict — POST/GET /bpm/v1/policies/{planCode}/{policyNumber}/Restrict and policy API alias
  - date: '2025-07-17'
    change: CMW-29105 - Updated SystematicProgramUpdate Post to PUT
  - date: '2025-07-22'
    change: CMW-30437 - New End point for Systematic Programs Quote API
  - date: '2025-09-01'
    change: CMW-31343 - New End point for Reinstatement Quote API and Reinstatement Actual Transaction API
  - date: '2025-09-03'
    change: ZDR-3002 - Added One time premium 400 error example
servers:
- url: https://dev.api.zinnia.io
  description: DEV Environment
- url: https://qa.api.zinnia.io
  description: QA Environment
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/zinnia/refs/heads/main/openapi/zinnia-policy-transactions-api-openapi.yml