Distributer Code Product Code
ICICI All Products
ID Level1 Level2 Level3 Level4 Level5 Level6 Mandatory Name Label Field Description Min Length Max Length type of Field (get API) Mandatory Condition order visibility conditions Validation Expression
1 traceInfo
1 manufacturerQuoteID N Quote number of single quote request which is generated by manufacturer. 0 50 text
2 1SBQuoteRequestID 1SB field Quote ID assigned by 1SB for Single Quote request 1 50 text
3 manuApplicationNo N This field will carry the manufacturer provided application no or proposal number. 0 50 text
4 1SBproposalRefId 1SB field Proposal Id generated by 1SB on submission of proposal request. 1 50 text
2 distributor This section will capture distributor details
180 distributorID Y Distributor ID Distributor ID assign to each consumer by 1SB 0 20 text
5 channelType Y Channel Type This is used by insurance companies to identify sales channel and this field will be insurance company dependent single-select
6 agentCode Y Agent Code This field value will be provided by consumer app as assigned by insurance company 8 8 text
7 sourceKey N Source Key Source Key 0 20 text
8 sourceOfSale Y Source Of Sale Most companies use for sourcing hierarchy. Contents of this field will be driven by respective company transformation requirements 4 4 text required in all channels except agency required in all channels except agency
9 sourceOfFund Y Source of Fund single-select
10 sourceOfFundDesc Y Source of Fund Description Source of Fund Description 1 30 text if sourceOfFund is "Others" if sourceOfFund is "Others"
11 salesDataReq N Sales Data Requested Is sales data requested boolean
12 dependentFlag Y Dependent Flag Is this Policy Self Proposed boolean If Proposer = Life Assured then dependentflag = 'N' and if Proposer<>Life Assured dependentflag = 'Y
13 sourceTransactionID N Source Transaction ID 0 12 text
14 buyersZipCode N Zipcode Of The Buyer Zip code of the buyer 0 10 text
15 sellersZipCode N Zipcode Of The Seller Zip code of the seller 0 10 text
16 clientID N Client ID 0 15 text
17 uidID N UID 0 15 text
18 lanNo Y Lan Number 5 16 text Required for Corporate Agents and Brokers Required for Corporate Agents and Brokers
19 subChannel N Sub Channel 0 15 text
20 selectedTab N Selected Tab 0 10 boolean
21 bankName Y Bank Name 4 4 text
22 bankBrnch Y Branch Name 1 20 text
23 distributorSource Y Distributor Source 1 10 text
24 spCode Y SP Code 1 20 text
25 fscCode Y FSC Code 1 20 text
26 oppId N Opp ID 0 20 text
27 cafosCode Y Cafos Code 1 20 text
28 csrLimCode Y CSR Lim Code 1 20 text
29 needRiskProfile N Need Risk Profile 0 20 boolean
30 cusBankAccNo N Customer Bank Account Number 0 20 text
3 proposerDetails
4 personalDetails
31 relationWithFirstLifeAssured Y Relation with Life Assured Relationship of member with first or primary life assured. example: Self, Spouse, mother, father etc. single-select Mandatory when LA<> PR Mandatory when LA(Life Assured)<> PR(Proposer)
i.e dependent flag = True
32 firstName Y First Name First Name of Proposer 1 30 text No extra space after the name, not more than two same consecutive alphabets are allowed
33 lastName Y Last Name Last Name of Proposer 1 30 text
34 maritalStatus Y Marital Status Marital status of Proposer single-select
35 dateOfBirth Y Date Of Birth Date of Birth of Proposer.
Date is formatted string as per ISO 8601 standard.
Format - YYYY-MM-DD
Date
36 gender Y Gender Gender of Proposer single-select
37 mobileNumber Y Mobile Number Mobile Number of Proposer 10 16 number Min 10 & Max 16 digit in case of resident status =NRI/FOREIGN NATIONAL /PIO else Min & Max 10 digit. Min 10 & Max 16 digit in case of resident status =NRI/FOREIGN NATIONAL /PIO else Min & Max 10 digit.
38 email N Email ID Email ID of proposer 0 100 text
39 fatherName N Father's Name 1 30 text No extra space after the name, not more than two same consecutive alphabets are allowed
40 motherName N Mother's Name 1 30 text No extra space after the name, not more than two same consecutive alphabets are allowed
41 spouseName N Spouse Name 1 30 text No extra space after the name, not more than two same consecutive alphabets are allowed
42 panNumber N PAN Number 0 10 text
43 politicallyExposedPerson Y Is Politically Exposed Person? boolean
44 sharePortfolio Y Do you want to share Portfolio Details with A boolean Applicable for Assited Sales Flow(SOL Flow) Applicable for Assited Sales Flow(SOL Flow)
45 residentStatus Y Residential Status single-select
46 nationality N Nationality single-select
5 professionalDetails
47 qualification Y Qualification 1 50 single-select
48 profession Y Profession 1 30 single-select Mandatory if Occupation is selected as "professional" Mandatory if Occupation is selected as "professional"
49 occupation Y Occupation 1 50 single-select
50 occupationDesc Y Occupation Description 0 30 text Mandatory if Occupation is selected as others Mandatory if Occupation is selected as others
51 isICICIStaff N Is Proposer a ICICI Staff? boolean
52 organisation Y Organisation 1 30 single-select If occupation is selected as 'salaried' or 'selfEmployed_Professional' or 'others' If occupation is selected as 'salaried' or 'selfEmployed_Professional' or 'others'
53 organisationDesc Y Organisation Description 1 20 text If organisation is selected as others If organisation is selected as others
54 nameOfOrganisation Y Name of Organisation 1 30 single-select
55 industryType Y Industry Type 1 30 single-select
56 industryTypeDesc Y Industry Type Description 1 30 text if industryType is selected as others if industryType is selected as others
57 industryTypeQuestion Y Industry Type Question 1 30 text
58 annualIncome Y Annual Income 1 10,00,00,00000 number
6 kycDetails
59 idProof Y ID Proof 1 10 single-select
60 addressProof Y Address Proof 1 10 single-select
61 ageProof Y Age Proof 1 10 single-select
62 itProof Y IT Proof 1 10 single-select Applicable for Assited Sales Flow(SOL Flow) Applicable for Assited Sales Flow(SOL Flow)
63 incomeProof N Income Proof 0 10 single-select
64 otherIDDesc N Other Id Description 0 30 text
65 otherIDNumber Y Other ID Number 1 30 text if otherIDDesc is not null
66 otherIDExpiryDate Y Other Id Expiry Date 1 30 text if otherIDDesc is not null
67 photoSubmitted Y Is photo Submitted? 1 10 boolean
7 nriDetails Y mandatory if residential status is “NRI/PIO/Foreign National” mandatory if residential status is “NRI/PIO/Foreign National”
68 passportNumber Y Passport Number 1 20 text
69 dateOfArrivingIndia Y Date of Arriving in india 1 10 date
70 dateOfLeavingIndia Y Date of Leaving India 1 10 date
71 durationOfStayYears Y Duration of stay Years 1 10 Number
72 durationOfStayMonths Y Duration of stay Months 1 10 Number
73 countryOfResidence Y Country of Residence 1 50 single-select
74 countryName N Tin Number Issuing Country 0 50 single-select
75 tinNo1 N Tin Number 1 0 20 text
76 tinNo2 N Tin Number 2 0 20 text
77 tinNo3 N Tin Number 3 0 20 text
78 birthCountry N Birth Country 0 50 single-select
79 placeOfBirth N Place Of Birth 0 50 text
80 countryOfNationality N Country of Nationality 0 50 single-select
81 taxResidentUS Y Is proposer a tax resident of US? 1 10 boolean
82 purposeOfStay Y Purpose Of Stay 2 100 text
83 nameOfEmployer Y Employer Of Name 2 100 text
84 travelDetails N Travel Details 0 50 text
85 bankType N Bank Type 0 20 single-select
8 communicationAddressDetails
86 addressLine1 2 30 Y Address Line 1 1 30 text
87 addressLine2 2 30 N Address line 2 0 30 text
88 addressLine3 2 30 N Address Line 3 0 30 text
89 landmark 2 30 N Landmark 0 30 text
90 zipCode 6 6 Y Zip Code 1 10 text
91 city 2 30 Y City 1 50 text
92 state Y State 1 30 single-select
93 country Y Country 1 50 single-select
9 permanentAddressDetails
94 addressLine1 2 30 Y Address Line 1 1 30 text
95 addressLine2 2 30 N Address line 2 0 30 text
96 addressLine3 2 30 N Address Line 3 0 30 text
97 landmark 2 30 N Landmark 0 30 text
98 zipCode 6 6 Y Zip Code 1 10 text
99 city 2 30 Y City 1 50 text
100 state Y State 1 30 single-select
101 country Y Country 1 50 single-select
10 firstLifeAssuredDetails
11 personalDetails
102 firstName Y First Name 1 50 text No extra space after the name, not more than two same consecutive alphabets are allowed
103 lastName Y Last Name 1 50 text
104 maritalStatus Y Marital Status 1 30 single-select
105 dateOfBirth Y Date of birth 1 10 Date
106 gender Y Gender 1 15 single-select
107 mobileNumber Y Mobile Number 10 16 number Min 10 & Max 16 digit in case of resident status =NRI/FOREIGN NATIONAL /PIO else Min & Max 10 digit. Min 10 & Max 16 digit in case of resident status =NRI/FOREIGN NATIONAL /PIO else Min & Max 10 digit.
108 stdNumber N STD Number 0 15 text
109 landLineNumber N Land Line Number 0 15 text
110 residentStatus Y Residential Status 1 10 single-select
111 aadharNumber N AADHAR Number 0 15 text
112 nationality Y Nationality 1 15 single-select
180 zipCode Y 1 10 text
12 professionalDetails
113 qualification Y Qualification 1 50 single-select
114 profession N Profession 0 30 single-select
115 occupation Y Occupation 1 50 single-select
116 occupationDesc 0 30 Y Occupation Description 1 30 text Mandatory if Occupation is selected as others Mandatory if Occupation is selected as others
117 designation N Designation 0 30 single-select
118 nameOfOrganisation 3 30 N Name of Organisation 30 text
119 annualIncome 0 10,00,00,00000 Y Annual Income 1 15 number
13 kycDetails
120 idProof Y ID Proof single-select
121 addressProof Y Address Proof single-select
122 ageProof Y Age Proof single-select
123 itProof Y IT Proof single-select Applicable for Assited Sales Flow(SOL Flow) Applicable for Assited Sales Flow(SOL Flow)
124 incomeProof N Income Proof single-select
125 otherIDDesc N Other Id Description 0 30 text
126 otherIDNumber Y Other ID Number 1 30 text Mandatory if otherIDDesc value is present
127 otherIDExpiryDate Y Other Id Expiry Date 1 30 text Mandatory if otherIDDesc value is present
14 nriDetails Y mandatory if residential status is “NRI/PIO/Foreign National” mandatory if residential status is “NRI/PIO/Foreign National”
128 passportNumber Y Passport Number 1 20 text
129 dateOfArrivingIndia Y Date of Arriving in india 1 10 date
130 dateOfLeavingIndia Y Date of Leaving India 1 10 date
131 durationOfStayYears Y Duration of stay Years 1 10 Number
132 durationOfStayMonths Y Duration of stay Months 1 10 Number
133 countryOfResidence Y Country of Residence 1 50 single-select
134 countryName N Tin Number Issuing Country 0 50 single-select
135 tinNo1 N Tin Number 1 0 20 text
136 tinNo2 N Tin Number 2 0 20 text
137 tinNo3 N Tin Number 3 0 20 text
138 birthCountry N Birth Country 0 50 single-select
139 placeOfBirth N Place Of Birth 0 50 text
140 countryOfNationality N Country of Nationality 0 50 single-select
141 taxResidentUS Y Is proposer a tax resident of US? 1 10 boolean
142 purposeOfStay Y Purpose Of Stay 2 100 text
143 nameOfEmployer Y Employer Of Name 2 100 text
144 travelDetails N Travel Details 0 50 text
145 bankType N Bank Type 0 20 single-select
21 Health Questionnaire
Q1 Q1 Y Q1 Height (Ft/ Inches) number Yes
Q2 Q2 Y Q2 Height (Cm) number Yes
Q3 Q3 Y Q3 Weight (Kilograms) number Yes
Q4 Q4 Y Q4 Do you consume or have ever consumed tobacco? boolean Yes
Q5 Q5 Y Q5 Tobacco consumed as
multi-select Yes
Q6 Q6 Y Q6 Quantity per day single-select Yes
Q7 Q7 Y Q7 Since How many years number Yes
Q8 Q8 Y Q8 Do you consume or have ever consumed Alcohol boolean Yes
Q9 Q9 Y Q9 Alcohol consumed as
multi-select Yes
Q10 Q10 Y Q10 Quantity per day number Yes
Q11 Q11 Y Q11 Since How many years number Yes
Q12 Q12 Y Q12 Do you consume or have ever consumed Narcotics boolean Yes
Q13 Q13 Y Q13 Is your occupation associated with any specific hazard or do you take part in activities or have hobbies that could be dangerous in any way ? (eg - occupation - Chemical factory, mines, explosives, radiation, corrosive chemicals j - aviation other than as a fare paying passenger, diving, mountaineering, any form of racing, etc ) boolean Yes
Q14 Q14 Y Q14 Are you employed in the armed, para military or police forces ?(If yes, please provide Rank, Department/Division, Date of last medical & category after medical exam). 1 50 text Yes
Q15 Q15 Y Q15 Have you lost weight of 10 kgs or more in the last six months? boolean Yes
Q16 Q16 Y Q16 Family details of the life assured(include parents/sibling) Are any of your family members suffering from /have suffered from/have died of heart disease,Diabetes Mellitus, cancer or any other hereditary/familial disorder, before 55 years of age.if yes please provide details below. boolean Yes
Q17 Q17 Y Q17 Have you undergone or been advised to undergo any tests/investigations or any surgery or hospitalized for observation or treatment in the past? boolean Yes
Q18 Q18 Y Q18 Have you ever suffered or being diagnosed with or been treated for any of the following? (If answer 15 is "Yes", at least one of the 14 answers to be passed as "Yes", then remarks and nested question 9.a. need to be passed) boolean Yes
Q19 Q19 Y Q19 Hypertension/ High BP/ high cholesterol boolean Yes
Q20 Q20 Y Q20 Chest Pain/ Heart Attack/ any other heart disease or problem boolean Yes
Q21 Q21 Y Q21 Undergone angioplasty, bypass surgery, heart surgery boolean Yes
Q22 Q22 Y Q22 Diabetes/ High Blood Sugar/ Sugar in Urine boolean Yes
Q23 Q23 Y Q23 Asthma, Tuberculosis or any other respiratory disorder boolean Yes
Q24 Q24 Y Q24 Nervous disorders/ stroke/ paralysis/ epilepsy boolean Yes
Q25 Q25 Y Q25 Any GastroIntestinal disorders like Pancreatitis, Colitis etc. boolean Yes
Q26 Q26 Y Q26 Liver disorders/ Jaundice/ Hepatitis B or C boolean Yes
Q27 Q27 Y Q27 Genitourinary disorders related to kidney, prostate, urinary system boolean Yes
Q28 Q28 Y Q28 Cancer, Tumor, Growth or Cyst of any Kind boolean Yes
Q29 Q29 Y Q29 HIV infection AIDS or positive test for HIV boolean Yes
Q30 Q30 Y Q30 Any blood disorders like Anaemeia, Thalassemia etc boolean Yes
Q31 Q31 Y Q31 Psychiatric or mental disorders boolean Yes
Q32 Q32 Y Q32 Any other disorder not mentioned above boolean Yes
Q33 Q33 Y Q33 Would you like to fill the Health Declaration Form? boolean Yes
Q34 Q34 Y Q34 What is the name of the medical condition? 1 50 text Yes
Q35 Q35 Y Q35 What was the date of diagnosis? 1 50 text Yes
Q36 Q36 Y Q36 How long did the treatment go on for? 1 50 text Yes
Q37 Q37 Y Q37 What is the current state of the medical condition? 1 50 text Yes
Q38 Q38 Y Q38 Please provide details of the treatment 1 50 text Yes
Q39 Q39 Y Q39 What tests have you undergone for treatment? 1 50 text Yes
Q40 Q40 Y Q40 Any other details you want to provide 1 50 text Yes
Q41 Q41 Y Q41 Have you ever suffered/are suffering from or have undergone investigations or treatment for any gynecological complications such as disorders of cervix,uterus,ovaries,breast, breast lump,cyst etc. boolean Yes
Q42 Q42 Y Q42 Do you have any congenital defect/abnormality/physical deformity/handicap? boolean Yes
Q43 Q43 Y Q43 Did you have any ailment/injury/accident requiring treatment/medication for more than a week or have you availed leave for more than 5 days on medical grounds in the last two years? boolean Yes
Q44 Q44 Y Q44 Are you pregnant at present ? boolean Yes
Q45 Q45 Y Q45 Confirm the Duration (in weeks) text Yes
Q46 Q46 Y Q46 In the last 3 months have you been tested positive for COVID-19* boolean Yes
Q47 Q47 Y Q47 In the last 3 months have you been self-isolated with symptoms on medical advice?* boolean Yes
Q48 Q48 Y Q48 In the last 1 month have you been advised to self-isolate due to COVID-19 (excluding mandatory government orders to remain at home)* boolean Yes
Q49 Q49 Y Q49 In the last 1 month did you have persistent cough, fever, raised temperature or been in contact with an individual suspected or confirmed to have COVID-19?* boolean Yes
Q50 Q50 Y Q50 Do you work in an occupation, where you have a higher risk to get in close contact with COVID-19 patients or with coronavirus contaminated material?* boolean Yes
Q51 Q51 Y Q51 Have you ever been tested positive for COVID 19  boolean Yes
Q52 Q52 Y Q52 Are you fully recovered? boolean Yes
Q53 Q53 Y Q53 Date of diagnosis boolean Yes
Q54 Q54 Y Q54 Date of recovery boolean Yes
Q55 Q55 Y Q55 Were you  hospitalized for Covid19 treatment : boolean Yes
Q56 Q56 Y Q56 In the last 1 months have you or any of your family member been self-isolated with symptoms on medical advice?(excluding mandatory government orders to remain at home) boolean Yes
Q57 Q57 Y Q57 In the last 1 month did you have persistent cough, fever ,sore throat, nausea, vomiting ,diarrhea, difficulty in breathing ,loss of smell and taste any other symptoms of coronavirus (COVID-19) and advised to do a Covid test or you/your family member have been in contact with an individual suspected or confirmed  to have COVID-19? boolean Yes
Q58 Q58 Y Q58 Do you work in an occupation like health care worker/Corona warrior Include (General Practitioners, Doctors, Hospital Doctors, Surgeons, Therapists, Nurses, Pathologist, paramedics, Pharmacist, Ward helpers, Individuals working in Hospitals/ Clinics having novel coronavirus (SARS-CoV-2/COVID-19) Ward ?)  where you have a higher risk to get in close contact with COVID-19 patients or with coronavirus contaminated material ? boolean Yes
Q59 Q59 Y Q59 Have you travelled abroad in last 15 days  or intend to travel abroad in next 15 days boolean Yes
Q60 Q60 Y Q60 If yes :name of country 1 50 text Yes
Q61 Q61 Y Q61 Expected date of arrival in India ? date Yes
Q62 Q62 Y Q62 Expected date of leaving India ? date Yes
Q63 Q63 Y Q63 Have you taken Covid 19 vaccine in last 7 days ? boolean Yes
Q64 Q64 Y Q64 Have you experienced any side effects post Covid vaccination  boolean Yes
Q65 Q65 Y Q65 If yes, was hospitalization required to treat side effects 1 50 text Yes
Q66 Q66 Y Q66 Details of side effect experienced 1 50 text Yes
15 eiaDetails
146 existingEIANo Y Existing E-Insurance Account Number 1 20 text if isNewEIA is Yes if isNewEIA is Yes
147 existingEIARepository Y Existing EIA repository 1 20 single-select if isNewEIA is Yes if isNewEIA is Yes
148 isNewEIA Y Is New EIA Required? 1 10 boolean
149 convertToICICI Y Does customer wants to convert to ICICI EIA ? 1 10 boolean if isNewEIA is Yes
16 nomineeDetails Y The full section is Conditional Mandatory (If mwpa is "Yes" then this section is NA) The full section is Conditional Mandatory (If mwpa is "Yes" then this section is NA)
150 firstName Y First Name 1 50 text No extra space after the name, not more than two same consecutive alphabets are allowed
151 lastName Y Last Name 1 50 text
152 gender Y Gender 1 15 single-select
153 dateOfBirth Y Date of birth 1 10 date
154 relationWithLA Y Relationship with Life Assured 1 30 single-select
17 appointeeDetails Y The full section is Conditional Mandatory (If nominee age < 18, then this section is Mandatory) The full section is Conditional Mandatory (If nominee age < 18, then this section is Mandatory)
155 firstName Y First Name 1 30 text No extra space after the name, not more than two same consecutive alphabets are allowed
156 lastName Y Last Name 1 30 text
157 gender Y Gender 1 15 single-select
158 dateOfBirth Y Date of birth 1 10 date
159 relationWithNominee Y Relationship with Life Assured 1 30 single-select
18 beneficiaryDetails Y The full section is Conditional Mandatory (If mwpa is "Yes" then this section is Mandatory) The full section is Conditional Mandatory (If mwpa is "Yes" then this section is Mandatory)
160 firstName Y First Name 1 30 text No extra space after the name, not more than two same consecutive alphabets are allowed
161 lastName Y Last Name 1 30 text
162 dateOfBirth Y Date of birth 1 10 date
163 relationWithLA Y Relationship with Life Assured 1 30 single-select
164 shareOfBenefit Y Share of Benefit 1 3 number
165 isMinor Y Is Beneficiary a minor? 1 10 boolean
19 trusteeDetails Y 1 The full section is Conditional Mandatory (If mwpa is "Yes" then this section is Mandatory) The full section is Conditional Mandatory (If mwpa is "Yes" then this section is Mandatory)
166 title Y Title 1 10 ?
167 name Y Full Name 1 30 text
168 dateOfBirth Y Date of birth 1 10 date
169 trusteeType Y Trustee Type 1 10 single-select
170 address Y Address 1 100 text
171 city Y City 1 50 text
172 zipCode Y Zipcode 1 10 text
173 state Y State 1 30 single-select
174 panNumber Y PAN Number 1 10 text
175 mobileNumber Y Mobile Number 1 16 number Min 10 & Max 16 digit in case of resident status =NRI/FOREIGN NATIONAL /PIO else Min & Max 10 digit. Min 10 & Max 16 digit in case of resident status =NRI/FOREIGN NATIONAL /PIO else Min & Max 10 digit.
176 email Y Email ID 1 100 text
20 other
177 objective Y Objective of buying policy 1 30 single-select
178 mwpa Y Mwpa Opted? 1 10 boolean
179 mwpaBenefit Y MWPA Benefit 1 10 number If mwpa is "Yes" If mwpa is "Yes"