Generate or Update Group Census Members (POST)

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

Resource

1/connect/insurance/contracts/contractId/actions/upsert-members

Resource example

1https://yourInstance.salesforce.com/services/data/v68.0/connect/insurance/contracts/800xx0000004C92AAE/actions/upsert-members

Available version

68.0

HTTP methods

POST

Path parameter for POST

Parameter Name	Type	Description	Required or Optional	Available Version
`contractId`	String	ID of the insurance contract whose policy data is used to generate or update group census member information.	Required	68.0

Request body for POST

JSON example

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

Properties

Name	Type	Description	Required or Optional	Available Version
`additionalFields`	Insurance Generate Refresh Census Members Additional Fields Input	Additional field values to apply to each group census member during the upsert operation. Use this parameter to set nonstandard fields, such as extended or custom fields.	Optional	68.0
`censusName`	String	Name for the group census record.	Optional	68.0
`censusType`	String	Type of census, for example Enrollment or Quote.	Optional	68.0
`contactIds`	String[]	Contact IDs used to extract member information. If you specify contact IDs, you must also specify a policy ID to correctly identify the associated members.	Optional	68.0
`groupCensusId`	String	ID of the group census. Required when you update existing group census member details.	Optional	68.0
`personAccountIds`	String[]	IDs of the Person Accounts used to identify the members to include when processing the group census. Member information is extracted from the specified accounts.	Optional	68.0
`policyEffectiveDate`	String	Date used to determine the policy version for generating or updating group census member details, in YYYY-MM-DD format. The specified date must fall between the policy version's `effectiveFromDate` and `effectiveToDate`.	Optional	68.0
`policyIds`	String[]	Policy IDs from which member information is retrieved for the specified contacts or accounts.	Optional	68.0
`shouldGenerateCsv`	Boolean	Indicates whether to create a CSV file with all the census data (`true`) or not (`false`).	Optional	68.0
`shouldIncludeMemberPlans`	Boolean	Indicates whether to include plan details for the members in the processed group census (`true`) or not (`false`). If set to `true`, the group census includes insurance plan details for each member.	Optional	68.0

Response body for POST

Insurance Generate Refresh Census Members Response

Insurance Developer Guide

Generate or Update Group Census Members (POST)