Insurance Developer Guide
Get Started with Insurance Developer Resources
postInsuranceAddMembers(censusMgmtInputParam, groupCensusId)
postInsuranceAddMemberPlans(insuranceAddMemberPlansInputRepresentation, memberId)
postInsuranceBulkAddMembers(bulkCensusMgmtInputParam, groupCensusId)
postInsuranceCheckPlansEligibility(plansEligibilityInputParam, memberId)
patchInsuranceCheckPlansEligibility(plansEligibilityInputParamWithContextId, memberId)
postInsuranceCreateAccounts(createAccountsInputParam, createPortalUsers)
postInsuranceCreateContacts(createContactsInputParam, createPortalUsers)
deleteInsuranceDeleteAllMembers(groupCensusId)
postInsuranceDeleteMemberPlans(insuranceDeleteMemberPlansInputRepresentation, memberId)
postInsuranceGroupRating(gbGroupRatingInputParam, quoteId)
postInsuranceIndividualEnrollment(insuranceIndividualEnrollmentInputParam, memberId)
getInsuranceMemberEligiblePlans(memberId, shouldIncludeDependents)
postInsuranceMembersRating(insuranceMemberRatingInputParam, memberId)
postInsuranceSyncCensusSummary(groupCensusId)
patchInsuranceUpdateMembers(censusMgmtInputParam, groupCensusId)
patchInsuranceUpdateMemberPlans(insuranceUpdateMemberPlansInput, memberId)
Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
InsuranceGroupBenefitsFamily Methods
These methods are for InsuranceGroupBenefitsFamily. All methods are static.
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postInsuranceAddMembers(censusMgmtInputParam, groupCensusId)
Add new group census members. -
postInsuranceAddMemberPlans(insuranceAddMemberPlansInputRepresentation, memberId)
Add plans for a group census member. -
postInsuranceBulkAddMembers(bulkCensusMgmtInputParam, groupCensusId)
Add or update group census member data in bulk. -
postInsuranceCheckPlansEligibility(plansEligibilityInputParam, memberId)
Check the eligibility of a group census member for a given set of plans and create a new eligibility context. -
patchInsuranceCheckPlansEligibility(plansEligibilityInputParamWithContextId, memberId)
Check the eligibility of a group census member for a set of added and deleted plans within an existing context. -
postInsuranceCreateAccounts(createAccountsInputParam, createPortalUsers)
Create person accounts and portal users for group census members. -
postInsuranceCreateContacts(createContactsInputParam, createPortalUsers)
Create contacts and portal users for group census members. -
deleteInsuranceDeleteAllMembers(groupCensusId)
Delete all census members for the specified group census ID. -
postInsuranceDeleteMemberPlans(insuranceDeleteMemberPlansInputRepresentation, memberId)
Delete the specified plans for a group census member. -
postInsuranceGroupRating(gbGroupRatingInputParam, quoteId)
Rate a group benefits quote to calculate premiums for all quote line items. -
postInsuranceIndividualEnrollment(insuranceIndividualEnrollmentInputParam, memberId)
Enroll a group census member in one or more insurance plans, creating the necessary policy records. -
getInsuranceMemberEligiblePlans(memberId, shouldIncludeDependents)
Get the enrollment plans for which a group census member and their dependents are eligible. -
postInsuranceMembersRating(insuranceMemberRatingInputParam, memberId)
Calculate pricing for individual members of a group census, with the support for plan and individual coverages within the plan. -
postInsuranceSyncCensusSummary(groupCensusId)
Synchronize and recalculate the summary data for a group census. -
patchInsuranceUpdateMembers(censusMgmtInputParam, groupCensusId)
Update group census members. -
patchInsuranceUpdateMemberPlans(insuranceUpdateMemberPlansInput, memberId)
Update the plans that are associated with a group census member.