Insurance Developer Guide
jGet Started with Insurance Developer Resources
Deep Clone Group Census (POST)
Generate Census Information from Policies for Contract (POST)
Update Census Information from Policies for Contract (POST)
Group Census Members With Plans (POST, PATCH)
Insurance Bulk Census Management (POST)
Insurance Census Summary Sync (POST)
Insurance Contacts and Users (POST)
Insurance Group Census Members (POST, PATCH, DELETE)
Insurance Group Census Members Delete (POST)
Insurance Member Eligible Plans (GET)
Insurance Member Plans (POST, PATCH)
Insurance Member Plans Delete (POST)
Insurance Person Accounts and Users (POST)
Insurance Plans Eligibility Check (POST, PATCH)
Group Census Member Plan Field Mapper (POST)
Update Group Census (PATCH)
Census Management
Create, update, clone, and map group census members and their plans.
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Deep Clone Group Census (POST)
Clone a group census and its hierarchy, including members, member plans, and plan attributes. Use this API to copy one census data into another, apply field-level overrides, and optionally filter or remap member plan references. This API clones all reference data linked to the group census ID and supports field-level transformations to add to new values on existing data. You can apply filters to select the specific records to clone, such as filtering group census member plans by quote ID, and can use custom context definitions to include unique fields and specialized mappings. -
Generate Census Information from Policies for Contract (POST)
Generate a group census along with member and optional plan configuration from the active policies on an existing group benefits contract. You can optionally filter based on contract group plans, contacts, or person accounts. This API runs asynchronously and returns a request ID that you can use to track the job or retry a failed run. -
Update Census Information from Policies for Contract (POST)
Update a group census with member and optional plan configuration from the active policies on an existing group benefits contract for changes after the last census generation. You can optionally filter based on contract group plans, contacts, or person accounts. This API runs asynchronously and returns a request ID that you can use to track the job or retry a failed run. -
Group Census Members With Plans (POST, PATCH)
Add or update a family of group census members and their insurance plans in a group census. Use POST to add members and plans, and PATCH to update an existing family and the plans associated with those members. -
Insurance Bulk Census Management (POST)
Process group census data in bulk. -
Insurance Census Summary Sync (POST)
Synchronize and recalculate the summary data for a group census. -
Insurance Contacts and Users (POST)
Create contacts and portal users for group census members. The Contact record is used for linking to the appropriate policy for policy association, and the corresponding portal user is created to allow the member to log in to the community portal. -
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. -
Insurance Group Census Members Delete (POST)
Delete one or more census members of the specified group census ID. -
Insurance Member Eligible Plans (GET)
Get the contract group plans for which a group census member and their dependents are eligible. -
Insurance Member Plans (POST, PATCH)
Create and update insurance plans for a group census member. -
Insurance Member Plans Delete (POST)
Delete specified plans for a group census member. -
Insurance Person Accounts and Users (POST)
Create person accounts and portal users for group census members. The Person Account is used for linking to the appropriate policy for policy association, and the corresponding portal user is created to allow the member to log in to the community portal. -
Insurance Plans Eligibility Check (POST, PATCH)
Evaluate product configuration rules for a group census member based on their selected plan and coverage options during initial enrollment (POST). Reevaluate plan eligibility for a group census member when plans are added or removed (PATCH). -
Group Census Member Plan Field Mapper (POST)
Map fields on existing member plans for a group census to the corresponding quote or contract records without creating new records. Use this resource to remap references from quote records to contract records, or from contract records back to quote records. This API lets you reuse the same census across the quote-to-contract lifecycle and vice versa. The API runs asynchronously and returns a request ID that you can use to track the job status. -
Update Group Census (PATCH)
Update a group census from policy enrollments and endorsements on an existing group benefits contract for a specified date range. This API runs asynchronously and returns a request ID that you can use to track the job or retry a failed run.