GroupCensusMemberPlan

Represents the association of GroupCensusMember and ContractGroupPlan. Use this entity when census data includes previous member enrollment plan details and new member plan details. You can populate GroupCensusMemberPlan by reading the enrollment census in the enrollment services before creating insurance policies. This object is available in API version 55.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

ContractGroupPlanId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The contract group plan associated with the group census member plan.
This is a relationship field.
Relationship Name: ContractGroupPlan
Relationship Type: Lookup
Refers To: ContractGroupPlan

GroupCensusMemberId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The group census member associated with the group census member plan.
This is a relationship field.
Relationship Name: GroupCensusMember
Relationship Type: Lookup
Refers To: GroupCensusMember

EnrollmentStatus

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted
Description: The status of the enrollment, that is, the policy creation for a census member and their corresponding plan.
Default value: To Be Started
Possible values:
- Completed
- Failed
- To Be Started

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp when the current user last accessed this record, a record related to this record, or a list view.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp when the current user last viewed this record or list view.

Name

Type: string
Properties: Create, Filter, Group, idLookup, Sort, Update
Description: The name of the group census member plan.

OwnerId

Type: reference
Properties: Create, Default on create, Filter, Group, Sort, Update
Description: The owner associated with the group census member plan.
This is a polymorphic relationship field.
Relationship Name: Owner
Relationship Type: Lookup
Refers To: Group, User

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

GroupCensusMemberPlanChangeEvent: Change events are available for the object in API version 62.0 and later.
GroupCensusMemberPlanFeed: Feed tracking is available for the object.
GroupCensusMemberPlanHistory: History is available for tracked fields of the object.

Financial Services Cloud Developer Guide