Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Claims Management
Insurance Group Benefits
Insurance Group Benefits Business APIs
Resources
Insurance Person Accounts and Users (POST)
Insurance Contacts and Users (POST)
Insurance Member Rating (POST)
Insurance Group Census Members (POST, PATCH, DELETE)
Insurance Group Census Members Delete (POST)
Insurance Bulk Census Management (POST)
Insurance Census Summary Sync (POST)
Insurance Member Plans (POST, PATCH)
Insurance Member Plans Delete (POST)
Insurance Member Eligible Plans (GET)
Insurance Plans Eligibility Check (POST, PATCH)
Insurance Contract from Quote (POST)
Insurance Group Rating (POST)
Individual Enrollment (POST)
Requests
Responses
Insurance Group Benefits Apex Reference
Insurance Group Benefits Standard Invocable Actions
Insurance Group Benefits Metadata API Types
Insurance Policy Administration
Insurance Product Administration
Insurance Quoting
Insurance Apex Reference
Error Codes and Responses
PDF

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
Resource example
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.
This is a sample JSON example with GroupCensusMembers.
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
groupCensusMember​IdList 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
personAccount​RecordType 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