Allianz API
Allianz API is a data sync integration that imports annuity accounts and life/LTC insurance policies from Allianz Life Insurance Company.
Overview
Section titled “Overview”| Attribute | Value |
|---|---|
| Integration Type | Data Sync (Inbound) |
| Authentication | OAuth 2.0 + API Key |
| Data Flow | Allianz → RightCapital |
| Entity Types | Accounts (Investment), Insurance (Life, LTC) |
| Owner | Kewei Yan |
Data Imported
Section titled “Data Imported”Accounts
Section titled “Accounts”Investment accounts with holdings (variable annuities with subaccount allocations).
Insurance
Section titled “Insurance”Life insurance and Long-Term Care (LTC) policies.
Detection Logic:
productTypefield if present- Account number pattern: 8-digit starting with
50or6→ Insurance - Product name containing “term” or “life” → Insurance
API Endpoints
Section titled “API Endpoints”| Endpoint | Method | Purpose |
|---|---|---|
accountsv2/api/accounts | POST | List accounts |
accountsv2/api/details | POST | Get account/policy details |
accountsv2/api/billing | POST | Get premium information |
productsv2/api/products | GET | Product catalog (for CUSIP) |
Key Features
Section titled “Key Features”- Active status filtering - Only imports active policies (70+ status types)
- Premium sync - Annual premium fetched via billing API
- CUSIP injection - Holdings enriched from product catalog
- Dual entity support - Handles both accounts and insurance
Code Locations
Section titled “Code Locations”| Component | Path |
|---|---|
| Connector | retail-api/app/Integrations/AllianzApi/Connector.php |
| Integrator | retail-api/app/Integrations/AllianzApi/Integrator.php |
| Models | retail-api/app/Integrations/AllianzApi/Models/ |
Related
Section titled “Related”- Nationwide - Similar annuity integration