Annuity Contract Values

Create annuity contract value

Changed on

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.

post/v1/annuity_contracts/{annuity_contract_id}/values

Request

  • Base URL
    https://api.slant.app
  • URL
    https://api.slant.app/v1/annuity_contracts/{annuity_contract_id}/values
  • Auth
    HTTP bearer

Headers

Authorizationstring
Idempotency-Keystring

Request body

kind'accumulation_value' | 'surrender_value' | 'surrender_charge' | 'death_benefit' | 'premiums_paid_to_date' | 'cash_value' | 'loan_value' required
amountnumber required

Money in dollars.

as_of_datestring date required
book_idstring

Optional book context; must match the household.

Response

Successful financial resource access

kind'accumulation_value' | 'surrender_value' | 'surrender_charge' | 'death_benefit' | 'premiums_paid_to_date' | 'cash_value' | 'loan_value'
amountstring nullable

Money in dollars as a decimal string.

as_of_datestring date
idstring required
created_atstring date-time
updated_atstring date-time
annuity_contract_idstring
source_kind'integration' | 'statement' | 'advisor'

Changes