ACORD Life Party Reference Model - Version 2.9.

00
Party

Person
Carrier

Height2

Client

Weight2
Education

ExpenseNeed

Please note, objects are

arranged according to
function in order to ease
finding related items.

Organization
OrganizationFinancialData

Provider

Scenari o

Physician
PhysicianInfo
Pharmacy
Producer

EOCovera g e
Registration
Addres s
AgencyAffiliation

License

CarrierAppointment

Exam ExamingInstitution

Registration AgencyAffiliation

Part y
License
Addres s
AgencyAffiliation

RegistrationJurisdiction
Exam

ApptCounty

LineOfAuthority
Exam

ExamingInstitution
Applies T o
RequirementInf o Fulfiller
Requestor
ReceivedP a r t y
ReferredPa r t y
RequestedAddr e s s
RequestorContact
AppliesToParticipant

Applies T o

RequirementInf o Fulfiller

DistributionAgreementInfo

Requestor
ReceivedP a r t y
ReferredPa r t y
RequestedAddr e s s
RequestorContact
AppliesToParticipant

DistributionAgreement
BankingInfo

DistributionLevel
DistributionChannelInf o

StatusEvent

LineOfAuthority

ResultsReceiverParty Part y

Exam ExamingInstitution

StatusEvent
ResultsReceiverParty Part y

ExamingInstitution

StatusReceiverParty Part y

Applies T o

RequirementInf o Fulfiller

Attachment

Requestor
ReceivedP a r t y
ReferredPa r t y
RequestedAddr e s s
RequestorContact
AppliesToParticipant

StatusReceiverParty Part y
Attachment
PriorName
Address

StatusEvent

Phone

ResultsReceiverParty

EMailAddress

StatusReceiverParty Part y

URL

Attachment

Part y

Employment Employer
Department
Risk
Violation

CriminalConviction
Physician
Facilit y

SubstanceUsage
MedicalCondition

Physician

MedicalTreatment
CardiacMurmur

Physician
Facilit y

Part y

MedicalTreatment

Physician
Facilit y

MedicalPrevention

MedicalCondition
Physician
Facilit y

MedicalExam

Examiner
ExaminerCompany
Interpreter

ChestFullMeasure
ChestForcedMeasur
e
AbdomenMeasure

LifeStyleActivity

FamilyIllne s s

AviationExp

MilitaryEx p

RacingExp

HHFamilyInsuran c e Part y
FinancialExperience
MedicalEquipment

MedicalCondition

PriorLTC

CompetitionDetail
UnderwaterDivingExp
DivePurpose
ClimbingExp
AirSportsExp
CompetitionDetail
BallooningEx p
HangGlidingEx p
ParachutingExp
UltraliteEx p
ForeignTravel

Legend

PrescriptionDrug
Primary Object

Physician

PrescriptionFill Pharma c y
PrescriptionDrug

Object Collection

PartyXLat

Single Object Occurrence

Attachment

Foreign Object Reference

? Copyright ACORD Corp.

Last Updated Dec 18, 2003

Choice (only one child)

Blue = Release Candidate

ACORD Life Holding Reference Model - Version 2.9.00

Please note, objects are
arranged according to
function in order to ease
finding related items.

Holding
Investment

SubAccount

Bank
BankHolding

Policy

Carrier
Portfoli o
InvestProduct
Bank
Carrier

Life

ApplicationInfo CasePar t y
Coverage

FinancialActivity

ReinsuranceInfo

Applies T o

Part y

LifeParticipant MailingAddres s
SubstandardRating

FinancialInsitution

Intent

Part y
Scenari o

ArrDestination

SubAccount
Payment P a r t y
BankingInfo
Holding
SubAccount
Payment P a r t y
BankingInfo

TaxWithholdingApplies T o
Part y

CompensationPayment FinancialStatement
CommDetai l

Authorization
AuthorizationTransaction
Loan
SystemMessage RelatedObject

Applies T o

RequirementInf o Fulfiller

Requestor
ReceivedP a r t y
ReferredPa r t y
RequestedAddr e s s

StatusEvent
ResultsReceiverParty

ReinsuranceInfo Carrier

StatusReceiverParty

Attachment

Attachment

CoverageXLat

Endorsement

LifeUSA

Arrangement
ArrSource

Carrier

CovOptionXLat

TaxWithholdingApplies T o
FinancialActivityInf
o
Part y
Participant MailingAddres s

Part y

Attachment

SubstandardRating

AccountingActivity

Banking

SignatureInfo

CovOption LifeParticipant
Payee
BankHolding

Payment

Carrier
PolicyProduct

Exclusion RelatedCovOption

Superannuation (Aus)

FinancialActivity

Annuity
Payout

Applies T o
RelatedObject

Payment

Bank
BankingInfo

Payee
BankHolding

AccountingActivity Applies T o

ReinsuranceInfo Carrier
y
Participant Part
MailingAddres s

TaxWithholding

TaxWithholding Applies T o
Claim

Rider
BenefitLimit

Applies T o

FinancialActivityInfo
Part y
ActualObject
ParticipantObj e c t
Provider

AltPremMode

ReinsuranceInfo Carrier
Part y

Participant MailingAddres s
CovOption LifeParticipant
ReinsuranceInfo

Carrier

SubstandardRating

Attachment

CovOptionXLat

HoldingXLat

AnnuityUSA
DisabilityHealth
ReinsuranceInfo Carrier
Rider
BenefitLimit
ReinsuranceInfo Carrier
Part y

Participant MailingAddres s
CovOption LifeParticipant
ReinsuranceInfo

Carrier

SubstandardRating
CovOptionXLat

Legend

y
Participant Part
MailingAddres s

Primary Object

PropertyandCasualty

Object Collection
Single Object Occurrence
Foreign Object Reference
Choice (only one child)
? Copyright ACORD Corp.

Blue = Release Candidate

Last Updated Dec 18, 2003

ACORD Life PolicyProduct Reference Model - Version 2.9.00

Please note, objects are
arranged according to
function in order to ease
finding related items.

PolicyProduct
Part y

AnnuityProduct

LifeProduct
CoverageProduct

Part y

UnderwritingClassProduct
UnderwritingClassProductXLat
CovOptionProduct

Part y

UnderwritingClassProduct
UnderwritingClassProductXLat
CovOptionProductXLat
CoverageProductXLat

FeatureProduct

IncomePayoutProductOption

JurisdictionApproval

PaymentModeMethProdu c t

IncomeOptConflic t

FeatureRequisite

IncomeOptRequisite

FeatureOptConflict

FeatureConflict

FeatureOptRequisite

FeatureRequisite
FeatureOptProduct
PaymentModeMethProdu c t
JurisdictionApproval
IncomeOptConflic t

Ownership

IncomeOptRequisite

QualifiedPlanEntity

FeatureOptConflict

EntityType
AllowedRelationship
FundingSourceMethodsAllowed
BusinessProcessAllowed

AllocTypeProduct
SourceInvestProduct
DestInvestProduct

LineOfAuthorityCC

ExclusionInvestProduct

LineOfAuthority

InvestProduct
Part y

FeatureOptRequisite
Fee
RateVariation

RateVariationByDuration
RateVariationByVolume
InvestPortfolio

Exam

InvestPortfolioXLat

Authorization

InvestProductInfo

AuthorizationTransaction

Produc t
InvestProduct

Fee

PaymentModeMethProdu c t

JurisdictionApproval

Breakpoint

InvestProductInfoXLat

Fee
PolicyProductInfo

InvestProductXLat
PolicyProduct

CommOptionAvailable
JurisdictionApproval
InvestProductInfo

Produc t
InvestProduct

Fee
JurisdictionApproval
InvestProductInfoXLat

Legend

PolicyProductXLat
Primary Object
Object Collection
Single Object Occurrence
Foreign Object Reference

? Copyright ACORD Corp.

Last Updated Dec 18, 2003

Choice (only one child)

Blue = Release Candidate

ACORD Life Misc Objects Reference Model - Version 2.9.00

Activity

FormInstance

Part y
Holding

SettlementInfo

Submitter
RelatedObject

Provider

FormResponse

ScheduledChange Chang e

SettlementDetail Receiver
AssociatedFi r m

AssociatedResponseData

Attachment

TopLevelOb j e c t
ActualObject

Attachment
CommSchedule

Please note, objects are

arranged according to
function in order to ease
finding related items.

SourceInfo

SignatureInfo Part y

CommFormula

Attachment
Attachment
SystemMessage
RelatedObject

Criteria
Grouping
Address
XTbML

Household
Currency

ContentClassification

Attachment

Extension
ExchangeRate
Relation

Table
OriginatingObjec t
RelatedObject
Participant

DistributionAgreement

MetaData
KeyDef
AxisDef

PolicyProductInfo PolicyProduct
CommOptionAvailable

Scenario

Values

ScenarioParticipant

Key

Part y

JurisdictionApproval

Key

CommRemitt a n c e

Axis
V

FinancialStatement
Carrier

Axis

CommissionStatement Agent

Axis

Holding

CommissionDetail WritingProducer

PaidProducer

CommissionCalcIn f o
CommissionCalcActivity
CompanyProducer
Holding

CommissionDetailWritingProducer
PaidProducer

CommissionCalcDetail
BillingStatement
BillingDetail

Remitter
Bank
Holding
Owner

AccountingStatement

Legend

AccountingActivity
Primary Object

PeriodicBalanceYTDInfo

Object Collection
Single Object Occurrence
Foreign Object Reference

? Copyright ACORD Corp.

Last Updated Dec 19, 2003

Choice (only one child)

Blue = Release Candidate

ACORD Life Transaction Reference Model - Version 2.9.00

TXLife

TXLife
UserAuthRequest

Please note, objects are

arranged according to
function in order to ease
finding related items.

TXLife
UserAuthResponse
TXLifeNotify

UserPswd

TransResult
IllustrationRequest AnchorBas i s

VendorApp

ResultInfo

RequestBasis

ProxyVendor

VectorRequest
TXLifeRequest

TXLifeResponse
VectorItem

IllustrationRequest AnchorBas i s
RequestBasis

IllustrationRequest

MIBReques t
VectorRequest
MIBServiceDescriptor

VectorItem

MIBReques t
MIBServiceDescriptor

VectorItem
MIBServiceOptions
IllustrationTxn
MIBRespons e

TransResult

MIBServiceDescriptor

MIBServiceOptions
CriteriaExpression

ResultInfo

MIBServiceOptions
CriteriaExpression

OLifE

Criteria

Criteria

CriteriaExpression

CriteriaExpression

ReinsuranceRequest

IllustrationTxn

RequestBasis

VectorRequest

IllustrationTxn

AnchorBas i s

XTbML

ChangeSubType

PolicyActivityList
IllustrationResult
FormInstanceRequest

ResultBasis

FormInstanceDestination
Vector
TransResult
ChangeSubType
DataTransmittalSubType

ResultInfo
TargetURL

OLifE

OLifE

XTbML

XTbML

Legend
Primary Object
Object Collection
Single Object Occurrence
Foreign Object Reference
? Copyright ACORD Corp.

Last Updated Dec 18, 2003

Choice (only one child)

Blue = Release Candidate

ACORD Life Transaction Message Catalog - Version 2.9.00

New Business
Case Status Notification Request
Case Status Notification Transmittal
Denial of Risk
General Requirement Order Request
General Requirement Results Request
General Requirement Results Transmittal
Illustration Request
New Business Submission
Paramed Report Order
Paramed Requirements Results Request
Paramed Requirements Results Transmittal
Pharmaceutical Information Request
Replacement Notification Request
Replacement Processing Request
Requirement Inquiry
Requirement Request
Requirement Transmittal
Underwriting Action Update
FormInstance Request

Tran
125
1125
503
121
122
1122
111
103
104
124
1124
601
126
127
216
123
1123
151
500

MIB Transactions
MIB Follow-up
MIB Inquiry
MIB Update

Tran
403
401
402

Inquiries & Status Transmittals

Activity Inquiry
Arrangement Inquiry
Billing Change Information
Billing Information Inquiry
Billing Statement Inquiry
Commission Statement Inquiry
Commission Statement Transmittal
Financial Activity Inquiry
Grouping Inquiry
Holding Inquiry
Holding Transmittal
Invest Product Inquiry
Licensing Inquiry
Appointment Status Transmittal
Party Inquiry
Party Transmittal
Policy Product Inquiry
Policy Product Transmittal
Requirements Inquiry
System Message Inquiry
Values Inquiry

Tran
217
215
184
208
207
206
1206
213
205
203
1203
202
211
1223
204
1204
201
1201
216
214
212

Reinsurance
Life Reinsurance Activity (LREACT)
Life Reinsurance Facultative Transaction

Tran
551
552

? Copyright ACORD Corp.

Last Updated Dec 18, 2003

Group
Group Enrollment

Tran
130

Search
Activity Search
Grouping Search
Holding Search
Investment Product Search
Party Serach
Policy Product Search
XTbML Search

Tran
305
306
302
303
301
304
321

Tabular Data
Tabular Data Request
Tabular Data Search
Tabular Data Transmittal

Tran
221
321
1221

Investment Specific
Arrangement Administration
Financial Activity
Fund Allocation
Fund Transfer
Settlement

Tran
107
185
101
102
140

Party Changes
Address Change Request
E-Mail Address Change Request
Party Change Request
Phone Change Request

Tran
181
183
186
182

Holding Changes
Holding Change
Holding Status Change
Payment
Withdrawal

Tran
502
505
508
105

Misc Changes/Updates
Activity Update
Change Attachment (Note)
Endorsement Update Request
Generic Data Transfer

Tran
187
506
504
191

System Messages
Poll for Notifications
System Message Inquiry
System Message Update

Tran
210
214
188

Licensing
Tran
Licensing Inquiry
211
Appointment Renewal Request
411
Appointment Non Renewal Notification
412
Appointment Request
410
Appointment Status Transmittal
1223
Appointment Terminate
413