Insurance Person Accounts and Users (POST)

Create person accounts and portal users for group census members. The Person Account is used for linking to the appropriate policy for policy association, and the corresponding portal user is created to allow the member to log in to the community portal.

After the records are created and required permission sets are assigned, members can log into the customer community portal to select plans and complete their individual enrollment based on the digital workflow that's configured by the carrier.

Special Access Rule

To use this API, the org must be enabled with Person Account and you must have Census Management user access.

Resource

1/connect/insurance/accounts

Resource example

1https://yourInstance.salesforce.com/services/data/v66.0/connect/insurance/accounts?createPortalUsers=false

Available version

65.0

HTTP methods

POST

Request parameters for POST

Parameter Name	Type	Description	Required or Optional	Available Version
`createPortalUsers`	Boolean	Indicates whether to create portal users for the new person accounts (`true`) or not (`false`). The default value is `true`.	Optional	65.0

Request body for POST

JSON example

This is a sample JSON example with GroupCensusId.

1{
2  "groupCensusId": "0rfxx0000000007AAA",
3  "matchingKeyList": {
4    "values": [
5      "FirstName",
6      "LastName"
7    ]
8  },
9  "fieldMappings": {
10    "data": {
11      "FirstName": "FirstName",
12      "Lastname": "LastName"
13    }
14  },
15  "userDetails": {
16    "profileId": "00exx000000mzxC",
17    "localeSidKey": "en_US",
18    "timeZoneSidKey": "America/New York",
19    "languageLocaleKey": "en_US",
20    "emailEncodingKey": "UTF-8"
21  }
22}

This is a sample JSON example with GroupCensusMembers.

1{
2  "groupCensusMemberIdList": {
3    "values": [
4      "0r6xx0000000002AAA",
5      "0r6xx000000004rAAA"
6    ]
7  },
8  "matchingKeyList": {
9    "values": [
10      "FirstName",
11      "LastName"
12    ]
13  },
14  "fieldMappings": {
15    "data": {
16      "FirstName": "FirstName",
17      "Lastname": "LastName"
18    }
19  },
20  "userDetails": {
21    "profileId": "00exx000000mzxC",
22    "localeSidKey": "en_US",
23    "timeZoneSidKey": "America/New York",
24    "languageLocaleKey": "en_US",
25    "emailEncodingKey": "UTF-8"
26  }
27}

Properties

Name	Type	Description	Required or Optional	Available Version
`fieldMappings`	Map<String, String>	Map of field API names from the Group Census Member object (key) to the Account object (value).	Optional	65.0
`groupCensusId`	String	ID of the group census that contains the members to process.	Optional	65.0
`groupCensusMemberIdList`	String[]	IDs of the group census members for whom you want to create person accounts and users. If not provided, all members of the specified group census are processed.	Optional	65.0
`matchingKeyList`	String[]	List of field API names on the Group Census Member object that are used to identify and prevent the creation of duplicate person accounts. The default fields are FirstName, LastName, PersonBirthdate, PersonEmail, and PersonGender.	Optional	65.0
`personAccountRecordType`	String	Developer name of the person account record type to use for the new accounts.	Optional	65.0
`userDetails`	Portal User Creation Input	Details to create portal users.	Required if the `createPortalUsers` request parameter is set to `true`.	65.0

Response body for POST

Insurance Person Accounts and Users Creation Response

Insurance Developer Guide

Insurance Person Accounts and Users (POST)

See Also