Annuity Contracts

Create annuity contract

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

Request

  • Base URL
    https://api.slant.app
  • URL
    https://api.slant.app/v1/annuity_contracts
  • Auth
    HTTP bearer

Headers

Authorizationstring
Idempotency-Keystring

Request body

carrier_keystring nullable
carrier_namestring required
contract_numberstring required
contract_type'variable_annuity' | 'other_annuity' required
product_codestring nullable
product_namestring nullable
statusstring nullable
tax_statusstring nullable
established_onstring date nullable
issued_onstring date nullable
anniversary_onstring date nullable
matures_onstring date nullable
notesstring nullable
book_idstring

Optional book context; must match the household.

household_idstring required

Authorized household placement.

Response

Successful financial resource access

carrier_keystring nullable
carrier_namestring
contract_numberstring

Masked contract number; the full number is never returned.

contract_type'variable_annuity' | 'other_annuity'
product_codestring nullable
product_namestring nullable
statusstring nullable
tax_statusstring nullable
established_onstring date nullable
issued_onstring date nullable
anniversary_onstring date nullable
matures_onstring date nullable
notesstring nullable
idstring required
created_atstring date-time
updated_atstring date-time
term_authority'advisor' | 'integration'
data_providerstring nullable
last_synced_atstring date-time nullable
registration_typestring nullable
current_valuesobject

Changes