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.

Insurance Group Census Members (POST, PATCH, DELETE)

Add (POST) and update (PATCH) group census members. Delete all census members for the specified group census ID.

Resource

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

Resource example

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

Available version

65.0

HTTP methods

POST, PATCH, DELETE

Path parameter for POST, PATCH, and DELETE

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  "members": {
3    "values": [
4      {
5                    "name": "member1",
6                    "firstName": "fm",
7                    "lastname": "lm",
8                    "email": "cci@test.com",
9                    "sourceSystemIdentifier": "1.primary",
10                    "primaryMemberSource": null,
11                    "relationshipToPrimaryMember": "Self",
12                    "associationWithPrimaryMbr": "Self"
13                },
14                {
15                    "name": "member2",
16                    "firstName": "fm2",
17                    "lastname": "lm2",
18                    "email": "cci@test.com",
19                    "sourceSystemIdentifier": "2.primary",
20                    "primaryMemberSource": null,
21                    "relationshipToPrimaryMember": "Self",
22                    "associationWithPrimaryMbr": "Self"
23                },
24                {
25                    "name": "dep1",
26                    "firstName": "depfm",
27                    "lastname": "depfm",
28                    "email": "cci@test.com",
29                    "associationWithPrimaryMbr": "Child",
30                    "relationshipToPrimaryMember": "Child",
31                    "sourceSystemIdentifier": "1.Child",
32                    "primaryMemberSource": "1.primary"
33                },
34                {
35                    "name": "dep2",
36                    "firstName": "depfm2",
37                    "lastname": "depfm2",
38                    "email": "cci@test.com",
39                    "associationWithPrimaryMbr": "Child",
40                    "relationshipToPrimaryMember": "Child",
41                    "sourceSystemIdentifier": "2.Child",
42                    "primaryMemberSource": "2.primary"
43                }
44    ]
45  },
46  "duplicateDetectionFields": {
47    "values": [
48      "firstName"
49    ]
50  }
51}

Properties

Name	Type	Description	Required or Optional	Available Version
`duplicateDetectionFields`	String[]	List of field API names that are used to generate a unique key for identifying duplicate members along with default values. The default fields for duplicate detection are `FirstName`, `LastName`, `AssociationWithPrimaryMbr`, and `GroupCensusId`.	Optional	65.0
`flowName`	String	Name of the flow to use for processing group member data. Default value is Process Group Census Member Data.	Optional	65.0
`members`	Group Census Member Input[]	List of group census members to add or update.	Required	65.0

Response body for POST

Insurance Group Census Member Management

Request body for PATCH

JSON example

1{
2  "members": {
3    "values": [
4      {
5                    "name": "member1",
6                    "firstName": "fm",
7                    "lastname": "lm",
8                    "email": "cci@test.com",
9                    "sourceSystemIdentifier": "1.primary",
10                    "primaryMemberSource": null,
11                    "relationshipToPrimaryMember": "Self",
12                    "associationWithPrimaryMbr": "Self"
13                },
14                {
15                    "name": "member2",
16                    "firstName": "fm2",
17                    "lastname": "lm2",
18                    "email": "cci@test.com",
19                    "sourceSystemIdentifier": "2.primary",
20                    "primaryMemberSource": null,
21                    "relationshipToPrimaryMember": "Self",
22                    "associationWithPrimaryMbr": "Self"
23                },
24                {
25                    "name": "dep1",
26                    "firstName": "depfm",
27                    "lastname": "depfm",
28                    "email": "cci@test.com",
29                    "associationWithPrimaryMbr": "Child",
30                    "relationshipToPrimaryMember": "Child",
31                    "sourceSystemIdentifier": "1.Child",
32                    "primaryMemberSource": "1.primary"
33                },
34                {
35                    "name": "dep2",
36                    "firstName": "depfm2",
37                    "lastname": "depfm2",
38                    "email": "cci@test.com",
39                    "associationWithPrimaryMbr": "Child",
40                    "relationshipToPrimaryMember": "Child",
41                    "sourceSystemIdentifier": "2.Child",
42                    "primaryMemberSource": "2.primary"
43                }
44    ]
45  },
46  "duplicateDetectionFields": {
47    "values": [
48      "firstName"
49    ]
50  }
51}

Properties

Name	Type	Description	Required or Optional	Available Version
`duplicateDetectionFields`	String[]	List of field API names that are used to generate a unique key for identifying duplicate members along with default values. The default fields for duplicate detection are `FirstName`, `LastName`, `AssociationWithPrimaryMbr`, and `GroupCensusId`.	Optional	65.0
`flowName`	String	Name of the flow to use for processing group member data. Default value is Process Group Census Member Data.	Optional	65.0
`members`	Group Census Member Input[]	List of group census members to add or update.	Required	65.0

Response body for PATCH

Insurance Group Census Member Management

Response body for DELETE

Insurance Group Census Member Management

Insurance Developer Guide

Insurance Group Census Members (POST, PATCH, DELETE)