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.

This action is available in API version 68.0 and later.

Supported REST HTTP Methods

URI: /services/data/vXX.X/actions/standard/generateRefreshCensusMembers

Where XX.X is the latest API version.

Formats: JSON, XML

HTTP Methods: POST

Authentication: Authorization: Bearer TOKEN

Where TOKEN is your OAuth access token.

Inputs

Input	Type	Description
`contractId`	string	Required. ID of the insurance contract whose policy data is used to generate or update the group census member information for the associated group census.
`insGenerateRefreshCensusMembersInputRep`	Apex-defined	Required. An `Apex ConnectApi.InsuranceGenerateRefreshCensusMembersInputRep` record that contains the configuration details for generating or updating a group census synchronously.

Outputs

Output	Type	Description
`insGenerateRefreshCensusMembersRep`	Apex-defined	An Apex `ConnectApi.InsuranceGenerateRefreshCensusMembersRep` record that contains the ID of the processed group census record and a list of errors, if any.

Example

POST

This sample request is for the Generate or Update Census Members action.

1{
2  "inputs": [
3    {
4      "contractId": "800xx0000004C92AAE",
5      "insGenerateRefreshCensusMembersInputRep": {
6        "censusName": "Acme Enrollment Census 2026",
7        "censusType": "Enrollment",
8        "groupCensusId": "0rfxx0000004C92AAA",
9        "policyEffectiveDate": "2026-01-01",
10        "shouldGenerateCsv": true,
11        "shouldIncludeMemberPlans": true,
12        "personAccountIds": [
13          "001xx000003DGb2AAG"
14        ],
15        "contactIds": [
16          "003xx000004WhKhAAK"
17        ],
18        "policyIds": [
19          "0YTxx0000004C92GAE"
20        ],
21        "additionalFields": {
22          "members": [
23            {
24              "memberId": "0YLxx0000004C92EAG",
25              "fields": [
26                {
27                  "key": "Status__c",
28                  "value": "Active"
29                }
30              ]
31            }
32          ]
33        }
34      }
35    }
36  ]
37}

This sample response is for the Generate or Update Census Members action.

1[
2  {
3    "actionName": "generateRefreshCensusMembers",
4    "errors": null,
5    "invocationId": null,
6    "isSuccess": true,
7    "outcome": null,
8    "outputValues": {
9      "insGenerateRefreshCensusMembersRep": {
10        "isSuccess": true,
11        "groupCensusId": "0rfxx0000004C92AAA"
12      }
13    },
14    "sortOrder": -1,
15    "version": 1
16  }
17]