Get insurance policy
Financial terms and values; no custodian data or attachments. Numbers are masked. Imported annuity terms and parties are read-only except notes. Values use dollars; balances use cents. Party arrays replace submitted roles or accessible annuity parties. Only advisor valuations can be edited.
Authorizations
OAuth 2.0 Bearer Token from Clerk authentication
Headers
Path Parameters
Response
Successful financial resource access
life, disability, ltc, health, property_casualty, umbrella Masked policy number; the full number is never returned.
term, permanent whole_life, universal_life, indexed_universal_life, variable_universal_life Money in dollars as a decimal string.
Money in dollars as a decimal string.
Money in dollars as a decimal string.
Money in dollars as a decimal string.
Money in dollars as a decimal string.
monthly, quarterly, semiannual, annual, single, other Person, Trust, Household, Business Replaces this role; omit to preserve existing people.
Replaces this role; omit to preserve existing people.
Replaces this role; omit to preserve existing people.
Replaces this role; omit to preserve existing people.