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RightCapital Knowledge Base

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)
Developer Kewei Yan
Cron 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:

  • productType field if present
  • Account number pattern: 8-digit starting with 50 or 6 → 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/
Section titled “Related”