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Process Member Enrollment Action

Create insurance policies for specified group census members as per their selected plans.

The action retrieves member-specific coverage selections, validates them against the plan selection and checks for duplicate policies if specified in action parameter, and generates insurance policies, coverages, participants and related objects. The action returns list of insurance policy IDs that are generated or error if they occur during the processing.

This action is available in API version 65.0 and later.

Supported REST HTTP Methods

URI: /services/data/v68.0/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 shows an error.
groupCensusMembers	Type sobject Description Collection of group census member records that represent the members that must be enrolled.
pricingResult	Type Apex-defined Description Collection of Apex `ConnectApi.MembersPlansRatingOutput` records that contain pricing results for the requested members.

Outputs

Output	Details
insurancePolicyIds	Type string Description IDs of the insurance policy records that are created.

Example

Sample Request

1{
2  "inputs": [
3    {
4      "groupCensusMembers": [
5        {
6          "Id": "0r6SG00000093MrYAI",
7          "Name": "John Doe",
8          "FirstName": "John",
9          "LastName": "Doe",
10          "Email": "john.doe@example.com",
11          "BirthDate": "1998-03-15"
12        }
13      ],
14      "contractGroupPlanId": "0rgSG0000000iaXYAQ",
15      "pricingResult": {
16        "pricingResults": [
17          {
18            "plans": [
19              {
20                "rates": [
21                  {
22                    "value": 60,
23                    "key": "NetUnitPrice"
24                  },
25                  {
26                    "value": 0,
27                    "key": "StandardQLITaxAmount"
28                  }
29                ],
30                "proratedRates": [
31                  {
32                    "value": 60,
33                    "key": "NetUnitPrice"
34                  },
35                  {
36                    "value": 0,
37                    "key": "StandardQLITaxAmount"
38                  }
39                ],
40                "planId": "0rgSG0000000iaXYAQ",
41                "errors": [],
42                "coverages": [
43                  {
44                    "rates": [
45                      {
46                        "value": 0,
47                        "key": "StandardQLITaxAmount"
48                      },
49                      {
50                        "value": 20,
51                        "key": "NetUnitPrice"
52                      }
53                    ],
54                    "proratedRates": [
55                      {
56                        "value": 0,
57                        "key": "StandardQLITaxAmount"
58                      },
59                      {
60                        "value": 20,
61                        "key": "NetUnitPrice"
62                      }
63                    ],
64                    "errors": [],
65                    "coverageId": "0rgSG0000000iaZYAQ",
66                    "contributions": {
67                      "groupClassContributionId": "0rFSG0000000Beb2AE",
68                      "errors": [],
69                      "employerPremiumAmount": 2,
70                      "employeePremiumAmount": 18
71                    }
72                  },
73                  {
74                    "rates": [
75                      {
76                        "value": 0,
77                        "key": "StandardQLITaxAmount"
78                      },
79                      {
80                        "value": 40,
81                        "key": "NetUnitPrice"
82                      }
83                    ],
84                    "proratedRates": [
85                      {
86                        "value": 0,
87                        "key": "StandardQLITaxAmount"
88                      },
89                      {
90                        "value": 40,
91                        "key": "NetUnitPrice"
92                      }
93                    ],
94                    "errors": [],
95                    "coverageId": "0rgSG0000000iaaYAA",
96                    "contributions": {
97                      "groupClassContributionId": null,
98                      "errors": [],
99                      "employerPremiumAmount": 0,
100                      "employeePremiumAmount": 40
101                    }
102                  }
103                ],
104                "contributions": {
105                  "groupClassContributionId": null,
106                  "errors": [],
107                  "employerPremiumAmount": 2,
108                  "employeePremiumAmount": 58
109                }
110              }
111            ],
112            "memberId": "0r6SG00000093MrYAI",
113            "errors": []
114          }
115        ],
116        "errors": []
117      }
118    }
119  ]
120}

Sample Response

1[
2  {
3    "actionName": "processMemberEnrollment",
4    "errors": null,
5    "invocationId": null,
6    "isSuccess": true,
7    "outcome": null,
8    "outputValues": {
9      "insurancePolicyIds": ["0YTSG000000QzO14AK"]
10    },
11    "sortOrder": -1,
12    "version": 1
13  }
14]

Insurance Developer Guide

Process Member Enrollment Action

Supported REST HTTP Methods

Inputs

Outputs

Example