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Process Member Enrollment Action

Process enrolled group census member and their selected plan to create insurance policies and related objects.

This action is available in API version 65.0 and later.

Supported REST HTTP Methods

URI
/services/data/v65.0/actions/standard/processMemberEnrollment
Formats
JSON, XML
HTTP Methods
POST
Authentication
Authorization: Bearertoken

Inputs

Input Details
contractGroupPlanId
Type

string

Description
Required
ID of the Contract Group Plan that's used to retrieve associated product and coverage details.
createRelatedObjectRecords
Type

boolean

Description
Indicates whether to create related records for each insurance policy participant (true) or not (false).
If set to true, two insurance policy participant related object records are created per participant. The first record maps the participant to the associated Group Census Member, and the second record links the participant to either a Person Account or a Contact, based on their participant type.
duplicateCheckRequired
Type

boolean

Description
Indicates whether to check for duplicate policies (true) or not (false).
The default value is true.
If set to true and a policy already exists for the same member and product category, this invocable action returns an error.
groupCensusMembers
Type

sobject

Description
Collection of Group Census Member records that represent the members to be enrolled.
pricingResult
Type

Apex-defined

Description
A collection of Apex ConnectApi.MembersPlansRatingOutput records that contain pricing results for the requested members.

Outputs

Output Details
insurancePolicyIds
Type

string

Description
Insurance policy record IDs that are created by the action.

Example

Sample Request
No content provided
Sample Response
No content provided