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Get Proposal Form​

Retrieves Proposal Form based on unique productId,manufacturerId and version

Query Parameters
    productId Product id required
    manufacturerId Manufacturerid required
Responses

Successful Response

Schema
    errors object

    This array contains error messages in case of an error

    reqId string required

    Request Id for the quote assigned by 1SB

    data object required

    Section to carry responses

    productId string

    Product Id

    fieldGroups object

    This section will carry multiple sub field groups and fields also carry attributes which give additional information for each field, such as

    • id : Unique internal identifier for the field configuration. Used for ordering, mapping, or reference within the proposal/quote master.
    • name : Technical name of the field used as a key in request and response payloads. - label : Display label of the field shown on the user interface.
    • type : Data type of the field value (e.g., text, number, date).
    • input : UI input control type (e.g., textbox, dropdown). Empty indicates default control.
    • min : Minimum allowed length of the input value.
    • max : Maximum allowed length of the input value.
    • order : Sequence number that determines the position of the field on the UI.
    • value : List of predefined or selectable values applicable for dropdown or option-based fields.
    • entity : Reference to an external entity or master data source, if applicable . - default : Default value assigned to the field when no user input is provided.
    • defaultExp : Expression used to dynamically derive the default value at runtime.
    • mandatory : Indicates whether the field is mandatory (1 = Mandatory, 0 = Optional).
    • pattern : Regular expression pattern used to validate the input value.
    • validation : Validation rule or validation type applied to the field.
    • validationExp : Expression used to evaluate custom validation logic.
    • visibility : Rule or condition that controls whether the field is visible on the UI.
    • description : Detailed explanation of the field’s purpose.
    • mappingType : Defines how the field maps to insurer or internal system fields.
    • placeholder : Hint text displayed inside the input field before the user enters a value.
    • pythonDefaultExp : Python expression used to calculate the default value dynamically.
    • pythonValidationExp : Python expression used to perform custom validation.
    • pythonVisibilityExp : Python expression used to dynamically control field visibility.
    traceInfo object required

    Section to capture tracking and reference information used to trace the proposal across 1SB and insurer systems. These identifiers help in mapping quotes, proposals, and applications during the proposal lifecycle.This section will carry attributes which give additional information. example: name, description, type, pattern, order, visibility, validation, mandatory, etc

    fields object

    This section will carry attributes which give additional information such as name, description, type, length, order, visibility, validation, and mandatory status for each tracking field.

    manufacturerQuoteID string

    Possible values: <= 50 characters

    Quote identifier generated by the insurance manufacturer. This value is used to uniquely identify the quote at the insurer’s system and is helpful for reconciliation and tracking.

    1SBQuoteRequestID string

    Possible values: non-empty and <= 50 characters

    Unique quote request ID generated by 1SilverBullet. This ID is used internally to track the quote request across multiple downstream systems and APIs.

    manuApplicationNo string

    Possible values: <= 50 characters

    Application number generated by the insurance manufacturer once the proposal is created. This number is used for all subsequent interactions with the insurer.

    1SBproposalRefId string

    Possible values: non-empty and <= 50 characters

    Unique proposal reference ID generated by 1SilverBullet. This ID acts as the primary reference for tracking the proposal status, documents, and integrations within the 1SB platform.

    distributor object required

    This section captures distributor and sales channel details involved in the proposal. These details are used by 1SilverBullet and insurance companies to identify the intermediary, sales channel, and source of the transaction. This section will carry attributes which give additional information such as name, description, type, length, order, visibility,validation, and mandatory status for each tracking field.

    fields object

    This section contains additional attributes for distributor-related fields, which may vary based on the insurer and distributor. Insurer-specific mandatory fields (e.g., Agent ID and Channel Type for ICICI) will be added as required and passed to the respective insurer.

    These attributes include details such as ID, field name, data type, input type, length constraints, default value, pattern, display settings, validation rules, mandatory flag, mapping type, and system-driven expressions for defaulting, validation, and visibility.

    agentCode string required

    This field value will be provided by consumer app as assigned by insurance company or SP code intermediary code assigned by the insurance company. This value is provided by the consumer application and is used to uniquely identify the selling agent or partner.

    channelType string required

    Possible values: [B2B, B2C]

    Identifies the sales channel through which the proposal is sourced. This field is insurer dependent and is used to classify transactions such as B2B, B2C, corporate agents, brokers, or other channels.

    sourceTransactionID string

    Possible values: <= 12 characters

    Transaction identifier generated by the source system. This value is used for internal tracking and reconciliation between upstream and downstream systems.

    buyersZipCode string

    Possible values: <= 10 characters

    Postal or ZIP code of the buyer’s location. This may be used by insurers for regional classification or compliance checks.

    clientID string

    Possible values: <= 15 characters

    Client identifier used by the distributor or partner system. This value helps map the proposal to a customer record in external systems.

    selectedTab boolean

    Flag indicating whether a specific distributor-related tab or flow was selected during proposal creation.

    bankName string

    Possible values: non-empty and <= 50 characters

    Name of the bank associated with the distributor or sourcing channel, if applicable.

    bankBrnch string

    Possible values: non-empty and <= 20 characters

    Name of the bank branch associated with the distributor, where applicable.

    fscCode string

    Possible values: non-empty and <= 50 characters

    FSC (Financial Service Code) used to identify the distributor or banking partner within insurer systems.

    advisorCode string

    Possible values: <= 100 characters

    Code identifying the advisor involved in selling or assisting with the proposal.

    csrLimCode string

    Possible values: non-empty and <= 50 characters

    CSR LIM code used for insurer-specific servicing or limit mapping.

    sourceOfSale string

    Possible values: non-empty and <= 20 characters

    Most companies use for sourcing hierarchy. Contents of this field will be driven by respective company transformation requirements.

    distributorID string

    Possible values: non-empty and <= 20 characters, [AIBPL, LTFHL]

    Unique distributor identifier assigned by 1SilverBullet. This ID is used to map proposals to the registered distributor.

    source string

    Possible values: non-empty and <= 50 characters

    Source from which the proposal originated, such as platform, campaign, or partner system.

    cusBankAccNo string

    Possible values: <= 20 characters

    Customer’s bank account number provided for distributor or payment-related reference.

    needRiskProfile boolean

    Indicates whether a risk profiling exercise is required for the customer as part of the proposal journey.

    oppId string

    Possible values: <= 20 characters

    Opportunity ID used to map the proposal to a sales opportunity in CRM or partner systems.

    cafosCode string

    Possible values: non-empty and <= 20 characters

    Cafos code used by specific insurer or distributor integrations for internal reference.

    lanNo string

    Possible values: >= 5 characters and <= 16 characters

    Loan Account Number associated with the proposal. This field is conditionally applicable based on the selected sales channel.

    subChannel string

    Possible values: <= 15 characters

    Sub-classification of the primary sales channel, used for insurer-specific reporting and routing.

    proposerDetails object required

    Section to capture proposer information. The proposer is the individual responsible for submitting the proposal and paying the premium. These details are required for underwriting, KYC, regulatory compliance, and communication.Please refer the Master Lookup API for getting Enum value of the perticular tag.

    personalDetails object

    Section to capture personal, demographic, and regulatory details of the proposer. The structure and fields within this section are entirely driven by the insurer’s proposal master configuration. Insurers may add, remove, or modify fields as required and define corresponding validations based on their underwriting and regulatory requirements. This section will carry attributes that provide additional information for each proposer personal field, such as unique identifier (id), field name, data type, input type, minimum and maximum length, default values, patterns, visibility rules, validation rules, mandatory indicators, mapping type, and system-driven expressions.

    fields object

    This section will carry attributes which give additional information for each proposer personal field, such as unique identifier (id), field name, data type, input type, min/max length, default values, pattern, visibility rules, validation rules, mandatory indicator, mapping type, and system-driven expressions.

    relationWithFirstLifeAssured string required

    Relationship of proposer with primary life assured.

    firstName string required

    Possible values: non-empty and <= 30 characters

    First name of proposer as per valid ID proof.

    middleName string

    Possible values: <= 30 characters

    Middle name of proposer as per ID proof.

    lastName string required

    Possible values: non-empty and <= 30 characters

    Last name of proposer as per valid ID proof.

    maritalStatus string required

    Possible values: [MARRIED, SINGLE]

    Current marital status of the proposer.

    dateOfBirth date

    Date of Birth of Member. Date is formatted string as per ISO 8601 standard. Format - YYYY-MM-DD

    gender string

    Possible values: [MALE, FEMALE, OTHER]

    Gender of the proposer.

    mobileNumber string required

    Possible values: >= 10 characters and <= 16 characters

    Proposer mobile number for OTP and communication.

    email string

    Possible values: <= 50 characters

    Email address of proposer.

    fatherName string

    Possible values: <= 60 characters

    Full name of proposer’s father as per ID proof.

    motherName string

    Possible values: <= 60 characters

    Full name of proposer’s mother as per ID proof.

    spouseName string

    Possible values: <= 60 characters

    Spouse name, applicable if proposer is married.

    panNumber string required

    Possible values: >= 10 characters and <= 10 characters

    PAN number of proposer in uppercase.

    politicallyExposedPerson boolean required

    Indicates whether proposer is a Politically Exposed Person.

    taxResidentUS boolean

    Indicates if proposer is tax resident of India only.

    birthCountry string required

    Country of birth of proposer.

    placeOfBirth string

    Possible values: <= 50 characters

    Place or city of birth of proposer.

    nationality string required

    Nationality of proposer.

    residentStatus string required

    Residential status of proposer for taxation.

    isThirdPartyPayment boolean required

    Indicates whether premium is paid by someone other than proposer. If yes, third-party declaration and payer KYC are required.

    professionalDetails object

    Section to capture professional and income-related details of the proposer. These details are used for underwriting and financial assessment.

    fields object

    This section defines professional background, education, and income details of the proposer field dropdown value present in the Value tag in the proposal json.

    qualification string required

    Highest educational qualification of proposer.

    taxableIncome number required

    Possible values: >= 1

    Annual income other than agriculture income. Used for underwriting and compliance checks.

    nonTaxableIncome number required

    Possible values: >= 1

    Annual agriculture or non-taxable income of proposer.

    annualIncome number

    Possible values: >= 1

    Annual income of proposer.

    profession string

    profession of proposer.

    kycDetails object

    Section to capture professional details of the Proposer. This section will carry attributes that provide additional information for each proposer KYC details field, such as unique identifier (id), field name, data type, input type, minimum and maximum length, default values, patterns, visibility rules, validation rules, mandatory indicators, mapping type, and system-driven expressions.

    fields object

    This section defines the identity, address, age, and income proof details required for the proposer's KYC processing. This section will carry attributes that provide additional information for each proposer field, such as unique identifier (id), field name, data type, input type, minimum and maximum length, default values, patterns, visibility rules, validation rules, mandatory indicators, mapping type, and system-driven expressions.

    idProof string required

    Possible values: [AADHAR, DRIVINGLICENSE, JOBCARDNREGA, PASSPORT, VOTERSID]

    Select your choice of id proof

    idAadharNumber string

    Please enter last 4 digits of your Aadhar Number

    idProofNumber string

    Your Identity Proof Number

    idProofExpiryDate date

    Your Identity Proof Expiry Date(if available)

    addressProof string required

    Possible values: [AADHAR, DRIVINGLICENCE, PASSPORT, VOTERSID]

    Select your choice of address proof

    addressProofNumber string

    Your Address Proof Number

    ageProof string required

    Possible values: [AADHAR, DEFENCEID, DRIVINGLICENSE, EMPCERTIFICATE, GOVTEMPID, GOVTREGDOCID, MUNICIPALRECORD, PANCARD, PASSPORT, SCHOOLCOLLEGERECORD]

    Select your choice of age proof

    itProof string required

    Possible values: [FORM60, PANCARD]

    Select your choice of IT proof

    panNumber string

    PAN Number

    photoSubmitted boolean

    Is photo Submitted?

    incomeProof string

    Possible values: [AGRIINCOMECERTIFICATE, AUDITEDCOMACC, AUDITEDFIRMACC, BANKSTATEMENT, CACERTIFICATE, EMPCERTIFICATE, FORM16, ITRETURNSLAST3Y, LANDRECORD, NONE, SALARYSLIP]

    Select your choice of income proof

    kycDeclaration boolean required

    I agree that the PAN details and other information provided by me/us in the proposal form may be used by the company to download /verify/register/update my/our KYC documents on/from the CERSAI CKYC portal...

    FATCADeclaration boolean required

    This information is required to be collected as per The Income Tax Act, 1961 to comply with FATCA and CRS regulations.

    nriDetails object

    Section to capture nri details of the Proposer.This section will carry attributes that provide additional information for each proposer nri details field, such as unique identifier (id), field name, data type, input type, minimum and maximum length, default values, patterns, visibility rules, validation rules, mandatory indicators, mapping type, and system-driven expressions.

    fields object
    countryOfNationality2 string required

    Select your country of Nationality

    countryOfNationality1 string required

    Select your country of Nationality

    countryOfResidence2 string required

    Select of your country of residence

    countryOfResidence1 string required

    Select of your country of residence

    passportNumber string required

    No special characters allowed

    purposeOfStay string required

    No special characters allowed

    nameOfEmployer string required

    No special characters allowed

    dateOfArrivingIndia date required

    Type your date of arriving here

    dateOfLeavingIndia date required

    Type your date of leaving India here

    durationOfStayYears number required

    Type the duration of stay in years here

    durationOfStayMonths number required

    Type your duration of stay in months here

    intentedDurationOfStayInYear1 number

    Please enter number of years

    intentedDurationOfStayInMonth1 number

    Please enter number of months

    bankType string required

    Possible values: [NRE, NRO]

    Select your bank type?

    bankAccountNumber string required

    Provide your correct bank details

    countryName string

    Select country by which Tin number was issued

    tinNo1 string

    No special character is allowed

    countryName2 string

    Select country by which Tin number was issued, not same as India or Tin Issuing Country 3

    tinNo2 string

    No special character is allowed

    countryName3 string

    Select country by which Tin number was issued, not same as India or Tin Issuing Country 2

    tinNo3 string

    No special character is allowed

    travelInLastOneYear1 boolean required

    Have you Travelled in the Last one Year?

    countryTravelled string

    Possible values: [1, 2, 3, 4]

    Select an option

    modeOfTravel1 string

    Possible values: [OWNED VEHICLE, PRIVATE, PUBLIC]

    What was your mode of Travel?

    natureOfBusiness1 string

    No special character is allowed

    safetyPrecaution1 string

    No special character is allowed

    fieldGroups object
    nriDisclaimers object

    NRI Disclaimers

    about boolean

    Select YES to continue the journey

    declaration1 boolean

    Select YES to continue the journey

    declaration2 boolean

    Select YES to continue the journey

    nriTravelDetails object

    Sub-sections for country-specific travel details (1 through 4)

    nameOfCountry string

    Type the country name here

    city string

    No special character is allowed

    arrivalDate date

    Type your arrival date to India here

    departureDate date

    Type your Departure date here

    visaType string

    No special character is allowed

    purposeOfTravel string

    Type your purpose of travel here

    typeOfResidence string

    Possible values: [GUEST HOUSE, HOTEL, OWNED HOUSE, RENTED HOUSE]

    Select your type of residence

    communicationAddressDetails object

    Section to capture Communication Address details of the Life Assured

    fields object
    addressLine1 string required

    Type your correct address

    addressLine2 string

    Provide if applicable, special character not allowed

    addressLine3 string

    Provide if applicable, special characters not allowed

    landmark string

    Type the Landmark of the area

    zipCode string required

    Zip Code of the area provided above

    city string required

    Type name of city

    state string required

    Select name of state

    country string required

    Select name of country

    sameAddress boolean required

    Is your Permanent address same as Communication address?

    permanentAddressDetails object

    Section to capture Permanent Address details

    fields object
    addressLine1 string required

    Provide if applicable

    addressLine2 string

    Provide if applicable, special character not allowed

    addressLine3 string

    Provide if applicable, special character not allowed

    landmark string

    Provide if applicable

    zipCode string required

    Type correct zip code

    city string required

    Type name of city

    state string required

    Select name of state

    country string required

    Select name of the country

    firstLifeAssuredDetails object required

    Section to capture first Life Assured information. The proposer is the individual responsible for submitting the proposal and paying the premium. These details are required for underwriting, KYC, regulatory compliance, and communication.Please refer the Master Lookup API for getting Enum value of the perticular tag.

    personalDetails object

    Section to capture personal, demographic, and regulatory details of the first Life Assured. The structure and fields within this section are entirely driven by the insurer’s proposal master configuration. Insurers may add, remove, or modify fields as required and define corresponding validations based on their underwriting and regulatory requirements. This section will carry attributes that provide additional information for each first Life Assured personal field, such as unique identifier (id), field name, data type, input type, minimum and maximum length, default values, patterns, visibility rules, validation rules, mandatory indicators, mapping type, and system-driven expressions.

    fields object

    This section will carry attributes which give additional information for each first Life Assured personal field, such as unique identifier (id), field name, data type, input type, min/max length, default values, pattern, visibility rules, validation rules, mandatory indicator, mapping type, and system-driven expressions.

    relationWithFirstLifeAssured string required

    Relationship of first Life Assured with proposer

    firstName string required

    Possible values: non-empty and <= 30 characters

    First name of first Life Assured as per valid ID proof.

    middleName string

    Possible values: <= 30 characters

    Middle name of first Life Assured as per ID proof.

    lastName string required

    Possible values: non-empty and <= 30 characters

    Last name of first Life Assured as per valid ID proof.

    maritalStatus string required

    Possible values: [MARRIED, SINGLE]

    Current marital status of the first Life Assured.

    dateOfBirth date

    Date of Birth of Member. Date is formatted string as per ISO 8601 standard. Format - YYYY-MM-DD

    gender string

    Possible values: [MALE, FEMALE, OTHER]

    Gender of the first Life Assured .

    mobileNumber string required

    Possible values: >= 10 characters and <= 16 characters

    first Life Assured mobile number for OTP and communication.

    email string

    Possible values: <= 50 characters

    Email address of proposer.

    fatherName string

    Possible values: <= 60 characters

    Full name of first Life Assured ’s father as per ID proof.

    motherName string

    Possible values: <= 60 characters

    Full name of first Life Assured ’s mother as per ID proof.

    spouseName string

    Possible values: <= 60 characters

    Spouse name, applicable if first Life Assured is married.

    panNumber string required

    Possible values: >= 10 characters and <= 10 characters

    PAN number of first Life Assured in uppercase.

    politicallyExposedPerson boolean required

    Indicates whether first Life Assured is a Politically Exposed Person.

    taxResidentUS boolean

    Indicates if first Life Assured is tax resident of India only.

    birthCountry string required

    Country of birth of first Life Assured .

    placeOfBirth string

    Possible values: <= 50 characters

    Place or city of birth of first Life Assured .

    nationality string required

    Nationality of first Life Assured .

    residentStatus string required

    Residential status of first Life Assured for taxation.

    isThirdPartyPayment boolean required

    Indicates whether premium is paid by someone other than first Life Assured . If yes, third-party declaration and payer KYC are required.

    professionalDetails object

    Section to capture professional and income-related details of the first Life Assured . These details are used for underwriting and financial assessment.

    fields object

    This section defines professional background, education, and income details of the first Life Assured field dropdown value present in the Value tag in the proposal json.

    qualification string required

    Highest educational qualification of first Life Assured .

    taxableIncome number required

    Possible values: >= 1

    Annual income other than agriculture income. Used for underwriting and compliance checks.

    nonTaxableIncome number required

    Possible values: >= 1

    Annual agriculture or non-taxable income of first Life Assured .

    annualIncome number

    Possible values: >= 1

    Annual income of first Life Assured .

    profession string

    profession of first Life Assured .

    kycDetails object

    Section to capture professional details of the first Life Assured . This section will carry attributes that provide additional information for each first Life Assured KYC details field, such as unique identifier (id), field name, data type, input type, minimum and maximum length, default values, patterns, visibility rules, validation rules, mandatory indicators, mapping type, and system-driven expressions.

    fields object

    This section defines the identity, address, age, and income proof details required for the first Life Assured 's KYC processing. This section will carry attributes that provide additional information for each first Life Assured field, such as unique identifier (id), field name, data type, input type, minimum and maximum length, default values, patterns, visibility rules, validation rules, mandatory indicators, mapping type, and system-driven expressions.

    idProof string required

    Possible values: [AADHAR, DRIVINGLICENSE, JOBCARDNREGA, PASSPORT, VOTERSID]

    Select your choice of id proof

    idAadharNumber string

    Please enter last 4 digits of your Aadhar Number

    idProofNumber string

    Your Identity Proof Number

    idProofExpiryDate date

    Your Identity Proof Expiry Date(if available)

    addressProof string required

    Possible values: [AADHAR, DRIVINGLICENCE, PASSPORT, VOTERSID]

    Select your choice of address proof

    addressProofNumber string

    Your Address Proof Number

    ageProof string required

    Possible values: [AADHAR, DEFENCEID, DRIVINGLICENSE, EMPCERTIFICATE, GOVTEMPID, GOVTREGDOCID, MUNICIPALRECORD, PANCARD, PASSPORT, SCHOOLCOLLEGERECORD]

    Select your choice of age proof

    itProof string required

    Possible values: [FORM60, PANCARD]

    Select your choice of IT proof

    panNumber string

    PAN Number

    photoSubmitted boolean

    Is photo Submitted?

    incomeProof string

    Possible values: [AGRIINCOMECERTIFICATE, AUDITEDCOMACC, AUDITEDFIRMACC, BANKSTATEMENT, CACERTIFICATE, EMPCERTIFICATE, FORM16, ITRETURNSLAST3Y, LANDRECORD, NONE, SALARYSLIP]

    Select your choice of income proof

    kycDeclaration boolean required

    I agree that the PAN details and other information provided by me/us in the proposal form may be used by the company to download /verify/register/update my/our KYC documents on/from the CERSAI CKYC portal...

    FATCADeclaration boolean required

    This information is required to be collected as per The Income Tax Act, 1961 to comply with FATCA and CRS regulations.

    nriDetails object

    Section to capture nri details of the first Life Assured .This section will carry attributes that provide additional information for each proposer nri details field, such as unique identifier (id), field name, data type, input type, minimum and maximum length, default values, patterns, visibility rules, validation rules, mandatory indicators, mapping type, and system-driven expressions.

    fields object
    countryOfNationality2 string required

    Select your country of Nationality

    countryOfNationality1 string required

    Select your country of Nationality

    countryOfResidence2 string required

    Select of your country of residence

    countryOfResidence1 string required

    Select of your country of residence

    passportNumber string required

    No special characters allowed

    purposeOfStay string required

    No special characters allowed

    nameOfEmployer string required

    No special characters allowed

    dateOfArrivingIndia date required

    Type your date of arriving here

    dateOfLeavingIndia date required

    Type your date of leaving India here

    durationOfStayYears number required

    Type the duration of stay in years here

    durationOfStayMonths number required

    Type your duration of stay in months here

    intentedDurationOfStayInYear1 number

    Please enter number of years

    intentedDurationOfStayInMonth1 number

    Please enter number of months

    bankType string required

    Possible values: [NRE, NRO]

    Select your bank type?

    bankAccountNumber string required

    Provide your correct bank details

    countryName string

    Select country by which Tin number was issued

    tinNo1 string

    No special character is allowed

    countryName2 string

    Select country by which Tin number was issued, not same as India or Tin Issuing Country 3

    tinNo2 string

    No special character is allowed

    countryName3 string

    Select country by which Tin number was issued, not same as India or Tin Issuing Country 2

    tinNo3 string

    No special character is allowed

    travelInLastOneYear1 boolean required

    Have you Travelled in the Last one Year?

    countryTravelled string

    Possible values: [1, 2, 3, 4]

    Select an option

    modeOfTravel1 string

    Possible values: [OWNED VEHICLE, PRIVATE, PUBLIC]

    What was your mode of Travel?

    natureOfBusiness1 string

    No special character is allowed

    safetyPrecaution1 string

    No special character is allowed

    fieldGroups object
    nriDisclaimers object

    NRI Disclaimers

    about boolean

    Select YES to continue the journey

    declaration1 boolean

    Select YES to continue the journey

    declaration2 boolean

    Select YES to continue the journey

    nriTravelDetails object

    Sub-sections for country-specific travel details (1 through 4)

    nameOfCountry string

    Type the country name here

    city string

    No special character is allowed

    arrivalDate date

    Type your arrival date to India here

    departureDate date

    Type your Departure date here

    visaType string

    No special character is allowed

    purposeOfTravel string

    Type your purpose of travel here

    typeOfResidence string

    Possible values: [GUEST HOUSE, HOTEL, OWNED HOUSE, RENTED HOUSE]

    Select your type of residence

    communicationAddressDetails object

    Section to capture Communication Address details of the Life Assured

    fields object
    addressLine1 string required

    Type your correct address

    addressLine2 string

    Provide if applicable, special character not allowed

    addressLine3 string

    Provide if applicable, special characters not allowed

    landmark string

    Type the Landmark of the area

    zipCode string required

    Zip Code of the area provided above

    city string required

    Type name of city

    state string required

    Select name of state

    country string required

    Select name of country

    sameAddress boolean required

    Is your Permanent address same as Communication address?

    permanentAddressDetails object

    Section to capture Permanent Address details

    fields object
    addressLine1 string required

    Provide if applicable

    addressLine2 string

    Provide if applicable, special character not allowed

    addressLine3 string

    Provide if applicable, special character not allowed

    landmark string

    Provide if applicable

    zipCode string required

    Type correct zip code

    city string required

    Type name of city

    state string required

    Select name of state

    country string required

    Select name of the country

    other object required

    Section to capture other details including policy objectives and MWPA status. This section will carry attributes which give additional information for each proposer personal field, such as unique identifier (id), field name, data type, input type, min/max length, default values, pattern, visibility rules, validation rules, mandatory indicator, mapping type, and system-driven expressions.

    fields object
    objective string required

    Possible values: [BOTH, OTHERS, PROTECTION, RETIREMENT, SAVING]

    Objective of buying policy

    objectiveDesc string

    Detailed description if 'Others' is selected as objective.

    mwpa boolean required

    Option to take the policy under Married Women's Property Act.

    sourceOfFund string

    Possible values: [BUSINESSINCOME, INHERITENCE, OTHERS, SALARY, SALEOFASSETS]

    The source of funds for premium payment.

    fieldGroups object
    beneficiaryDetails object[]

    Captures details of beneficiaries if MWPA is selected.

  • Array [
    • firstName string

    First name exactly as per valid ID proof.

    lastName string

    Last name exactly as per valid ID proof.

    dateOfBirth date

    Date of birth as per valid ID proof.

    relationWithLA string

    Possible values: [DAUGHTER, SON, WIFE]

    Relationship with the Life Assured.

    shareOfBenefit integer

    Possible values: >= 1 and <= 100

    Percentage share of the benefit (Total must equal 100).

  • ]
    • trusteeDetails object

    Captures details of the appointed trustee.

    trusteeType string

    Possible values: [ENTITY, INDIVIDUAL]

    name string

    Full name as per valid ID proof.

    dateOfBirth date
    panNumber string

    Valid PAN number.

    bankDetails object
    bankName string
    accountNumber string
    ifscCode string
    micrCode integer
    existingPolicyDetails object[]

    Details of current Life/Health policies held with ICICI or other firms.

  • Array [
    • insCompany string

    Name of the Insurance company.

    policyId string
    sumAssured string
    proposalDate date
    decision string

    Possible values: [DECLINED, POSTPONED, REVISED PREMIUM, STANDARD, MODIFIED]

  • ]
    • nomineeDetails object required

    Section to capture details of policy nominees and appointees (if nominee is a minor).This section will carry attributes that provide additional information for each first Life Assured personal field, such as unique identifier (id), field name, data type, input type, minimum and maximum length, default values, patterns, visibility rules, validation rules, mandatory indicators, mapping type, and system-driven expressions.

    fields object
    selectNumberOfNominees string required

    Possible values: [1]

    Total number of nominees to be added.

    fieldGroups object
    nominee1 object

    Primary Nominee details.

    firstName1 string required

    First name exactly as per valid ID Proof.

    lastName1 string required

    Last name exactly as per valid ID Proof.

    gender1 string required

    Possible values: [F, M]

    dateOfBirth1 date required

    Nominee's birth date. Age > 100 not allowed.

    relationWithLA1 string required

    Possible values: [BROTHER, BROTHERINLAW, FATHER, GRANDFATHER, GRANDSON, HUSBAND, NEPHEW, SON, UNCLE, AUNT, DAUGHTER, GRANDDAUGHTER, GRANDMOTHER, MOTHER, NIECE, SISTER, SISTERINLAW, WIFE]

    Relationship with the Life Assured (List depends on Gender).

    reason string

    Possible values: [IMMEDIATE FAMILY MEMBERS OF ADVANCED AGE, NO IMMEDIATE FAMILY MEMBER PRESENT FOR NOMINATION, NOMINATING DUE TO LOVE AND AFFECTION, NOMINEE IS DEPENDENT ON THE PROPOSER, OTHERS]

    Required if nominee is non-blood related.

    percentageShare1 integer required

    Possible values: >= 1 and <= 100

    Share percentage. Total sum of all nominees must equal 100.

    appointeeDetails1 object

    Appointee details required only if Nominee 1 is a minor (<18 years).

    firstName1 string
    lastName1 string
    gender1 string

    Possible values: [F, M]

    dateOfBirth1 date

    Appointee must be 18+ years old.

    relationWithNominee1 string

    Possible values: [BROTHER, BROTHERINLAW, FATHER, GRANDFATHER, GRANDSON, HUSBAND, NEPHEW, SON, UNCLE]

    bankDetails object
    accountType string

    Possible values: [CURRENT, SAVING]

    accountNumber string
    ifscCode string
    otpDetails object required

    Internal system section to track One-Time Password (OTP) generation and validation details. This section will carry attributes that provide additional information for each first Life Assured personal field, such as unique identifier (id), field name, data type, input type, minimum and maximum length, default values, patterns, visibility rules, validation rules, mandatory indicators, mapping type, and system-driven expressions.

    fields object
    otpReqCreatedTime string

    Timestamp at which the OTP request was generated.

    otpReqUpdatedTime string

    Timestamp at which the OTP request was last updated.

    otpReqOtpNo string

    Possible values: <= 10 characters

    The actual OTP number received by the user.

    otpReqStatus string

    Possible values: <= 10 characters

    Status of the OTP (e.g., Successfully accepted).

    otpReqExpiryTimeInMin string

    Possible values: <= 10 characters

    Default value: 30

    The duration in minutes before the OTP expires.

    payoutDetails object required

    Section to capture bank account details for policy payouts. This section supports automated verification via Penny Drop and IFSC APIs. This section will carry attributes that provide additional information for each first Life Assured personal field, such as unique identifier (id), field name, data type, input type, minimum and maximum length, default values, patterns, visibility rules, validation rules, mandatory indicators, mapping type, and system-driven expressions.

    fields object
    accountNumber string required

    Bank account number (6 to 16 digits). Note: If the Penny Drop API is called, the Account Holder Name and Bank Name will be auto-filled based on this input.

    ifscCode string required

    11-digit alphanumeric bank branch code. Note: Providing this triggers the IFSC API to auto-populate the Bank Name and MICR Code.

    accountHolderName string required

    Name of the account holder as per bank records. Defaults to Proposer Name if relation is 'Self', or auto-filled via Penny Drop API.

    accountType string required

    Possible values: [CURRENT, SAVING]

    Type of bank account (e.g., Saving or Current).

    bankName string required

    Name of the banking institution. Auto-filled via Penny Drop or IFSC API.

    micrCode string required

    9-digit MICR code. Auto-filled based on the IFSC Code API.

    payAmount string

    Internal field for payout amount (set to invisible in source).

    payoutDeclaration boolean required

    Mandatory checkbox to set up standing instructions (ECS) for future premium payments.

    ACR object

    Agent Confidentiality Report. Note: This section is only visible in an Assisted Journey. It will not be shown if the channel type is B2C. This section will carry attributes that provide additional information for each first Life Assured personal field, such as unique identifier (id), field name, data type, input type, minimum and maximum length, default values, patterns, visibility rules, validation rules, mandatory indicators, mapping type, and system-driven expressions.

    fields object
    ACR1 string required

    Possible values: [BOTH (PROTECTION & SAVING), OTHERS, PROTECTION, RETIREMENT, SAVING]

    Purpose of buying the insurance policy.

    ACR34 string required

    Nature of work performed by the proposer.

    ACR2 string required

    Possible values: [COLD CALL, COLLEAGUE, FRIEND, LEAD, OTHERS, REFERENCE, RELATIVE, WALK-IN]

    Manner in which the agent is acquainted with the proposer.

    ACR3 string required

    Possible values: [1-6 MONTHS, 6-12 MONTHS, < 1 MONTH, < 1 WEEK, > 1 YEAR]

    Duration of time the agent has known the proposer.

    ACR4 boolean required

    Whether the proposer is a relative of the agent.

    ACR5 string

    Possible values: [FATHER, GRAND FATHER, GRAND MOTHER, MOTHER, SPOUSE]

    Relationship details if the proposer is a relative.

    ACR6 string required

    Possible values: [JUDGE, MEMBER OF PARLIAMENT, MEMBER OF STATE LEGISLATURE, NATIONAL/STATE LEVEL OFFICE BEARER OF POLITICAL PARTY, NONE]

    Details if the proposer is a Politically Exposed Person (PEP).

    ACR35 string required

    Possible values: [BUSINESS INCOME, INHERITENCE, OTHERS, SALARY, SALE OF ASSETS]

    The category/source of the proposer's annual income.

    ACR36 number required

    Total annual income amount in INR.

    ACR10 string required

    Possible values: [AUDITED PROFIT AND LOSS A/C, BALANCE SHEET, BANK STATEMENT WITH SALARY CREDIT, CAR ID PROOF, COMPUTATION OF INCOME, FORM 16, FORM J, SALARY SLIP, OTHERS]

    The type of income proof document verified by the agent.

    ACR7 string required

    Possible values: [COMPANY PROVIDED, OWNED, RENTED]

    Residential asset status.

    ACR8 string required

    Possible values: [2 WHEELER, 4 WHEELER, NA]

    Vehicle asset status.

    ACR15 boolean required

    Presence of physical handicap or deformity.

    ACR16 boolean required

    Presence of mental retardation.

    ACR17 boolean required

    History of significant illness or surgery.

    ACR18 boolean required

    Any pending medical investigations.

    ACR37 boolean required

    Any other risks related to occupation, sports, or social standing.

    ACR19 string

    Mandatory details if additional risks are identified (ACR37).

    ACR20 string required

    Details of other insurance policies held or applied for.

    ACR38 boolean required

    Any other material info regarding financial status or source of funds.

    ACR21 string

    Mandatory details if other remarks (ACR38) are provided.

    ACR24 string

    Place of the report generation.

    ACRDeclar2 boolean required

    Agent's declaration for truthfulness and verification of identity/address.

    ACRDeclar boolean required

    Certification of compliance with Anti-Money Laundering (AML) policies.

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