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Insurance Bulk Census Management (POST)

Process group census data in bulk.

This API efficiently manages large volumes of member data that are linked to a specific group census ID, simplifying the enrollment and update process for group insurance plans. When processing enrollment census data, this API also updates the member plan details.

Resource

1/connect/insurance/census-management/group-censuses/groupCensusId/group-census-members/bulk-process

Resource example

1https://yourInstance.salesforce.com/services/data/v68.0/connect/insurance/census-management/group-censuses/0rlxx000000001aEAA/group-census-members/bulk-process

Available version

65.0

HTTP methods

POST

Path parameter for POST

Parameter Name	Type	Description	Required or Optional	Available Version
`groupCensusId`	String	ID of the group census.	Required	65.0

Request body for POST

JSON example

1{
2  "batchSize": 200,
3  "contentDocumentId": "069SG000003gLazYAE",
4  "contentDocumentVersionId": "0688d0000025fA3AAI",
5  "duplicateDetectionFields": {
6    "values": [
7      "FirstName",
8      "Lastname"
9    ]
10  },
11  "csvColumnMapping": {
12    "data": {
13      "First Name": "FirstName",
14      "Last Name": "Lastname",
15      "Email": "Email",
16      "Birthdate": "Birthdate",
17      "Gender": "Gender",
18      "Relationship to Primary Member": "AssociationWithPrimaryMbr",
19      "Medical": "ContractGroupPlan",
20      "Dental": "ContractGroupPlan",
21      "Group Class": "GroupClassName"
22    }
23  },
24  "shouldExecuteConfigurationRule": false
25}

Properties

Name	Type	Description	Required or Optional	Available Version
`batchSize`	Integer	Number of CSV records to process in each batch. The default size for Quote Census is 2000. The default size for Enrollment Census is 25.	Optional	65.0
`contentDocumentId`	String	ID of the content document (CSV file) to process.	Required	65.0
`contentDocumentVersionId`	String	ID of the specific version of the content document.	Optional	65.0
`csvColumnMapping`	Map<String, String>	Map where the key is the CSV column header and the value is the API name of the corresponding field in the GroupCensusMember object.	Required	65.0
`duplicateDetectionFields`	String[]	List of field API names that are used to generate a unique key for identifying duplicate members along with the default values. The default fields that are used to detect duplication are `FirstName`, `LastName`, `groupCensusId`, and `AssociationWithPrimaryMbr`.	Optional	65.0
`shouldExecuteConfigurationRule`	Boolean	Indicates whether to execute the configuration rules after processing the data (`true`) or not (`false`). The default value is `false`.	Optional	65.0

Response body for POST

Bulk Group Census Management

Insurance Developer Guide

Insurance Bulk Census Management (POST)