Insurance Developer Guide

Get Started with Insurance Developer Resources
Insurance Brokerage
Insurance Claims Management
Insurance Group Benefits
Insurance Group Benefits Business APIs
Resources
Requests
Insurance Person Accounts and Users Creation Input
Portal User Creation Input
Insurance Member Rating Input
Insurance Member Rating Details Input
Insurance Member Rating Plans Input
Insurance Contacts and Users Creation Input
Bulk Group Census Management Input
Insurance Group Census Member Management Input
Group Census Member Input
Additional Fields Map Value
Insurance Update Member Plans Input
Insurance Add Member Plans Input
Group Census Member Plan Input
Group Census Deep Clone Input
Group Census Field Mapping Input
Group Census Filters Input
Group Census Reference Mappings Input
Member Plan Filter Input
Member Plan Reference Mapping Input
Members With Plans Input
Member With Plans Input
Member Plan Input
Attribute Input
Member Overrides Input
Member Override Input
Override Attribute Input
Insurance Group Endorsement Input
Insurance Group Adjustment Input
Insurance Group Renewal Input
Insurance Price Comparison Input
Delete Member Plans Input
Insurance Plans Eligibility Create Context Input
Insurance Plans Eligibility Update Context Input
Insurance Group Plan Input
Contract Creation Input
Contract Item
Apex String
Insurance Create Quote From Contract Input
Insurance Generate Census Input
Update Group Census Input
Insurance Generate Refresh Census Members Input
Insurance Generate Refresh Census Members Additional Fields Input
Insurance Upsert Member Input
Insurance Census Filter Input
Insurance Quote Configuration Options Input
Insurance Quote Item Input
Insurance Issue Contract Input
Insurance Contract Item Input
Insurance Contract Endorse Input
Insurance Contract Renewal Input
Insurance Contract Transactions Generation Input
Group Rating Input
Individual Enrollment Input
Group Enrollment Input
Insurance Delete Census Member Input
Responses
Insurance Group Benefits Apex Reference
Insurance Group Benefits Standard Invocable Actions
Insurance Group Benefits Metadata API Types
Insurance Policy Administration
Insurance Product Administration
Insurance Quoting
Insurance Apex Reference
Error Codes and Responses
PDF

Insurance Generate Census Input

Input representation of the details to generate a group census from the policies on an existing group benefits contract.
JSON example
1{
2  "censusName": "Acme Enrollment Census 2026",
3  "censusType": "Enrollment",
4  "policyEffectiveDate": "2026-01-01",
5  "shouldGenerateCsv": true,
6  "shouldIncludeMemberPlans": true,
7  "filter": {
8    "contractGroupPlanIds": [
9      "0gpxx0000000001AAA"
10    ],
11    "objectName": "Contact",
12    "recordIds": [
13      "003xx000004WhKhAAK"
14    ]
15  }
16}
Properties
Name Type Description Required or Optional Available Version
censusName String Name of the group census to create. Optional 68.0
censusType String Type of group census to generate, such as Enrollment or Quote. Required 68.0
filter Insurance Census Filter Input Filter criteria that indicate which policy records to include when generating the group census. You can filter by root contract group plan IDs, Person Accounts, and Contacts. Optional 68.0
policyEffectiveDate String Date used to determine the policy version for generating the group census, in YYYY-MM-DD format. The specified date must fall between the policy version's effectiveFromDate and effectiveToDate. Optional 68.0
requestId String ID of the asynchronous request from a previous run. Required when you regenerate a group census that failed in the previous run. 68.0
shouldGenerateCsv Boolean Indicates whether to create a CSV file with all the census details (true) or not (false). Optional 68.0
shouldIncludeMemberPlans Boolean Indicates whether to include insurance plan details for each member in the generated group census (true) or not (false). Optional 68.0