Insurance Bulk Census Management (POST)

This API efficiently manages large volumes of member data that are linked to a specific group census ID, simplifying the enrollment and update process for group insurance plans. When processing enrollment census data, this API also updates the member plan details.

Resource

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

Resource example

1https://yourInstance.salesforce.com/services/data/v67.0/connect/insurance/census-management/group-censuses/0rlxx000000001aEAA/group-census-members/bulk-process

Available version

65.0

HTTP methods

POST

Path parameter for POST

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  "batchSize": 200,
3  "contentDocumentId": "069SG000003gLazYAE",
4  "contentDocumentVersionId": "0688d0000025fA3AAI",
5  "duplicateDetectionFields": {
6    "values": [
7      "FirstName",
8      "Lastname"
9    ]
10  },
11  "csvColumnMapping": {
12    "data": {
13      "First Name": "FirstName",
14      "Last Name": "Lastname",
15      "Email": "Email",
16      "Birthdate": "Birthdate",
17      "Gender": "Gender",
18      "Relationship to Primary Member": "AssociationWithPrimaryMbr",
19      "Medical": "ContractGroupPlan",
20      "Dental": "ContractGroupPlan",
21      "Group Class": "GroupClassName"
22    }
23  },
24  "shouldExecuteConfigurationRule": false
25}

Properties

Name	Type	Description	Required or Optional	Available Version
batchSize	Integer	Number of CSV records to process in each batch. The default size for Quote Census is 2000. The default size for Enrollment Census is 25.	Optional	65.0
content​DocumentId	String	ID of the content document (CSV file) to process.	Required	65.0
contentDocument​VersionId	String	ID of the specific version of the content document.	Optional	65.0
csvColumnMapping	Map<String, String>	Map where the key is the CSV column header and the value is the API name of the corresponding field in the GroupCensusMember object.	Required	65.0
duplicate​Detection​Fields	String[]	List of field API names that are used to generate a unique key for identifying duplicate members along with the default values. The default fields that are used to detect duplication are FirstName, LastName, groupCensusId, and AssociationWithPrimaryMbr.	Optional	65.0
shouldExecute​Configuration​Rule	Boolean	Indicates whether to execute the configuration rules after processing the data (true) or not (false). The default value is false.	Optional	65.0

Response body for POST

Bulk Group Census Management