Census Management | Insurance Developer Guide

Generate Group Census From Insurance Contract Action
Asynchronously generate a group census containing member and plan configuration from the active insurance policies associated with an insurance contract.

Generate or Update Group Census Members Action
Generate or update group census members and their plan configuration details based on policy information from an insurance contract for one or more person accounts or contacts.

Get Group Census Members Action
Get the group census member records from the content document in the specified asynchronous bulk request item record.

Get Group Census Members and Plans Action
Get the group census member records and associated plans from the content document in the specified asynchronous bulk request item record.

Create Contacts and Users from Group Census Members Action
Create contacts and portal users for group census or group census members.

Save Group Census Members Data Action
Create or update the group census member records for primary members, update the IDs of the dependent members, and create or update groups census member records for the dependent members.

Validate Group Census Members Action
Validate the specified group census member records and assign default values to the specified fields.

Get Applicable Auto-Assigned Member Plans Action
Get a combined collection of group census member plans, including the specified plans and plans that are automatically assigned based on contract settings.

Save Group Census Member Plans Data Action
Validate and save group census member plans for the new members. Update the group census member plans for existing members.

Validate Group Census Members Plans Action
Validate the specified group census member plan records and assign default values to the specified fields.

Create Person Accounts and Users from Group Census Members Action
Create person accounts and portal users for group census or group census members. This action supports bulk processing, custom field mapping, and duplicate detection.

Update Group Census Action
Asynchronously update a group census using the insurance contract data. Specify the date range, and the API updates the group census member and plan configuration details based on the policy enrollments or adjustments during the specified time period.