Insurance Developer Guide
jGet Started with Insurance Developer Resources
Apply Contract Adjustment to Member Policy Action
Apply Member Overrides Action
Create Contacts and Users from Group Census Members Action
Create Contract From Quote Asynchronous Action
Create Contract From Quote Synchronous Action
Create Person Accounts and Users from Group Census Members Action
Create Quote From Insurance Contract Action
Endorse Contract Action
Generate Group Census From Insurance Contract Action
Update Group Census Action
Generate or Update Group Census Members Action
Generate Insurance Contract Transaction Action
Get Applicable Member Plans Action
Get Census Price Comparison Action
Get Group Census Members Action
Get Group Census Members and Plans Action
Get Member Ratings and Contributions Action
Process Member Enrollment Action
Process Group Census Member Plans for Mid-Term Adjustment Action
Renew Contract Action
Renew Group Census Member Policies Action
Revert Member Overrides Action
Save Group Census Members Data Action
Save Group Census Member Plans Data Action
Validate Group Census Members Action
Validate Group Census Members Plans Action
Insurance Group Benefits Standard Invocable Actions
Use the standard invocable actions available with Insurance Group Benefits to
effectively manage the insurance plans offered to groups, such as employees and their
dependents.
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions of Digital Insurance with Digital Insurance Product Admin Add On, Digital Insurance Group Benefits AddOn, Digital Insurance Group Enrollment AddOn,Digital Insurance Group Benefits Customer Community AddOn, and Digital Insurance Group Benefits Partner Community AddOn licenses
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Apply Contract Adjustment to Member Policy Action
Apply contract adjustment to group insurance policy for a primary group census member and a contract group plan. For each plan, the action enrolls a new policy, endorses an existing policy, or cancels a policy for a removed plan based on the endorsed contract version and the member's plan configuration. -
Apply Member Overrides Action
Apply member-specific overrides that differ from the member’s group class default configuration on a group insurance quote. Use this action to apply plan, coverage, or attribute overrides, or to clone an override configuration from one group census member to one or more target group census members on the same root plan. Cloning replaces each target member’s existing override configuration. -
Create Contacts and Users from Group Census Members Action
Create contacts and portal users for group census or group census members. -
Create Contract From Quote Asynchronous Action
Asynchronously create a group insurance contract from a quote. -
Create Contract From Quote Synchronous Action
Issue a group insurance contract from a quote, creating both the contract and insurance contract records with the full contract group plan hierarchy, including their plan attributes and group class attributes. -
Create Person Accounts and Users from Group Census Members Action
Create person accounts and portal users for group census or group census members. This action supports bulk processing, custom field mapping, and duplicate detection. -
Create Quote From Insurance Contract Action
Create an endorsement or renewal quote from an existing contract for group insurance. -
Endorse Contract Action
Create an endorsed contract version from an existing contract based on the quote for mid-term adjustments. -
Generate Group Census From Insurance Contract Action
Asynchronously generate a group census containing member and plan configuration from the active insurance policies associated with an insurance contract. -
Update Group Census Action
Asynchronously update a group census using the insurance contract data. Specify the date range, and the API updates the group census member and plan configuration details based on the policy enrollments or adjustments during the specified time period. -
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. -
Generate Insurance Contract Transaction Action
Asynchronously generate insurance contract transactions (InsuranceContractTrxn and InsuranceContractTrxnDtl records) for the specified contract ID over a given date range. -
Get Applicable Member Plans Action
Get a combined collection of group census member plans, including the specified plans and plans that are automatically assigned based on contract settings. -
Get Census Price Comparison Action
Calculate price comparison impacts for group census members based on their plan enrollments. This action calculates the financial comparison of changes to a group census by comparing the previous and current costs across plans, group classes, members, and coverages, returning a breakdown of total cost, premium, tax, and fees to help evaluate the comparison of proposed changes. -
Get Group Census Members Action
Get the group census member records from the content document in the specified asynchronous bulk request item record. -
Get Group Census Members and Plans Action
Get the group census member records and associated plans from the content document in the specified asynchronous bulk request item record. -
Get Member Ratings and Contributions Action
Get standard and prorated insurance rates for the specified group census members and their selected plan coverages, including contributions. -
Process Member Enrollment Action
Create insurance policies for specified group census members as per their selected plans. -
Process Group Census Member Plans for Mid-Term Adjustment Action
Apply mid-term adjustment changes for group insurance policies to group census member plans. -
Renew Contract Action
Renew a group insurance contract by creating a new contract for the next term from a renewal quote, carrying forward the relevant contract details and line items. -
Renew Group Census Member Policies Action
Renew group census member policies for contract renewal. This action creates renewed insurance policies, and links the newly created policies to the previous policies. -
Revert Member Overrides Action
Revert all overrides for a member under a root quote line item and restore the member details to the default configuration of the group class. -
Save Group Census Members Data Action
Create or update the group census member records for primary members, update the IDs of the dependent members, and create or update groups census member records for the dependent members. -
Save Group Census Member Plans Data Action
Validate and save group census member plans for the new members. Update the group census member plans for existing members. -
Validate Group Census Members Action
Validate the specified group census member records and assign default values to the specified fields. -
Validate Group Census Members Plans Action
Validate the specified group census member plan records and assign default values to the specified fields.