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CreateValueInvestVWLInput

Input to create a new offer for Value Invest VWL.

VWL is a German employer-funded capital-forming benefit policy. The structure has two persons:

  • the employer (a company customer) with the single role PAYER
  • the employee (a natural person) with all of POLICY_HOLDER, INSURED_PERSON, MAILING, and ECONOMIC_INTEREST

The employer must be referenced as an existing customer (companies are not onboarded through this mutation). The product has no health questionnaire.

input CreateValueInvestVWLInput {
associatedPersons: [ValueInvestVWLAssociatedPersonInput!]!
beneficiaries: ValueInvestVWLBeneficiariesInput
consultation: GermanConsultationInput
customerFinancialStatus: ValueInvestVWLFinancialStatusInput!
disableConsultationWaiver: Boolean
productConfiguration: ValueInvestVWLProductConfigurationInput!
}

Fields​

CreateValueInvestVWLInput.associatedPersons ● [ValueInvestVWLAssociatedPersonInput!]! non-null input​

Information about the associated persons for the policy.

For VWL exactly two entries are required:

  1. one entry whose role is exactly [PAYER] and whose person is an existing company customer
  2. one entry whose role is exactly [POLICY_HOLDER, INSURED_PERSON, MAILING, ECONOMIC_INTEREST] (the employee) — no extras, no duplicates

CreateValueInvestVWLInput.beneficiaries ● ValueInvestVWLBeneficiariesInput input​

Information about the beneficiaries. Optional — when omitted, death beneficiary defaults to PARTNER and isDeathBeneficiaryIrrevocable defaults to false.

CreateValueInvestVWLInput.consultation ● GermanConsultationInput input​

The advice you gave the customer before this application. Supplying it pre-fills the consultation protocol in the application form (Antrag); the protocol is printed either way, so omitting this leaves it blank for the customer to complete on paper. Licensed brokers only.

CreateValueInvestVWLInput.customerFinancialStatus ● ValueInvestVWLFinancialStatusInput! non-null input​

The financial state of the employee at the time of the offer creation.

CreateValueInvestVWLInput.disableConsultationWaiver ● Boolean scalar​

Currently a no-op: the value is accepted and ignored. Every offer's application form (Antrag) is generated with the _Ausführliches Beratungsprotokoll_ pages for the broker to complete, whether this field is true, false, or omitted. The field is kept so existing integrations keep validating. If your setup genuinely requires offers without our consultation protocol — because you document the advice yourself — contact technical support; it is not something this flag can switch on.

CreateValueInvestVWLInput.productConfiguration ● ValueInvestVWLProductConfigurationInput! non-null input​

Information about the offer itself and various configurable options for the offer.

Member Of​

CreateOfferInput input