Generate or Update Group Census Members Action

Generate or update group census members and their plan configuration details based on policy information from an insurance contract for one or more person accounts or contacts.

This action is available in API version 68.0 and later.

Supported REST HTTP Methods

URI: /services/data/v68.0/actions/standard/generateRefreshCensusMembers
Formats: JSON, XML
HTTP Methods: POST
Authentication: Authorization: Bearertoken

Inputs

Input	Details
contractId	Type string Description Required. ID of the insurance contract whose policy data is used to generate or update the group census member information for the associated group census.
insGenerateRefreshCensusMembersInputRep	Type Apex-defined Description Required. An `Apex ConnectApi.InsuranceGenerateRefreshCensusMembersInputRep` record that contains the configuration details for generating or updating a group census synchronously.

Outputs

Output	Details
insGenerateRefreshCensusMembersRep	Type Apex-defined Description An Apex `ConnectApi.InsuranceGenerateRefreshCensusMembersRep` record that contains the ID of the processed group census record and a list of errors, if any.

Example

POST

This sample request is for the Generate or Update Census Members action.

1{
2  "inputs": [
3    {
4      "contractId": "800xx0000004C92AAE",
5      "insGenerateRefreshCensusMembersInputRep": {
6        "censusName": "Acme Enrollment Census 2026",
7        "censusType": "Enrollment",
8        "groupCensusId": "0rfxx0000004C92AAA",
9        "policyEffectiveDate": "2026-01-01",
10        "shouldGenerateCsv": true,
11        "shouldIncludeMemberPlans": true,
12        "personAccountIds": [
13          "001xx000003DGb2AAG"
14        ],
15        "contactIds": [
16          "003xx000004WhKhAAK"
17        ],
18        "policyIds": [
19          "0YTxx0000004C92GAE"
20        ],
21        "additionalFields": {
22          "members": [
23            {
24              "memberId": "0YLxx0000004C92EAG",
25              "fields": [
26                {
27                  "key": "Status__c",
28                  "value": "Active"
29                }
30              ]
31            }
32          ]
33        }
34      }
35    }
36  ]
37}

This sample response is for the Generate or Update Census Members action.

1[
2  {
3    "actionName": "generateRefreshCensusMembers",
4    "errors": null,
5    "invocationId": null,
6    "isSuccess": true,
7    "outcome": null,
8    "outputValues": {
9      "insGenerateRefreshCensusMembersRep": {
10        "isSuccess": true,
11        "groupCensusId": "0rfxx0000004C92AAA"
12      }
13    },
14    "sortOrder": -1,
15    "version": 1
16  }
17]

Insurance Developer Guide

Generate or Update Group Census Members Action

Supported REST HTTP Methods

Inputs

Outputs

Example