Financial Management

Rate quotes and members, compare census prices, and generate contract transactions.

  • 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 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 Member Ratings and Contributions Action

    Get standard and prorated insurance rates for the specified group census members and their selected plan coverages, including contributions.