Individual Enrollment and Policy Adjustment (POST, PUT)

Enroll a group census member along with their dependents in the specified group insurance plan and coverages, creating the necessary policy records (POST). Apply mid-term adjustment to manage new hires, terminations or benefits changes due to life events, such as birth, marriage, and promotions (PUT). For both the operations, use the standard flow that manages person account and contact creation, optional pricing, and policy creation or adjustment, or provide a custom flow based on your business needs.

Resource

{memberId} is a placeholder.

1/connect/insurance/group-census-members/{memberId}/policies

Resource Example

Replace {yourInstance} with the My Domain name of your Salesforce org.

1https://{yourInstance}.salesforce.com/services/data/v68.0/connect/insurance/group-census-members/0r6RM0000000h1pYAA/policies

Available Version

POST—65.0PUT—68.0

HTTP Methods

POST, PUT

Path Parameter for POST and PUT

Parameter Name	Type	Description	Required or Optional	Available Version
`memberId`	String	ID of the group census member.	Required	65.0

Request Body for POST

JSON Example

1{
2  "flowName": "MyEnrollmentFlow",
3  "plan": "0gpp00000004C9wAAE",
4  "shouldReprice": true
5}

Properties

Name	Type	Description	Required or Optional	Available Version
`flowName`	String	API name of an optional flow to run as part of the enrollment process. The default value is Process Group Census Member Data.	Optional	65.0
`plan`	String	ID of the root contract group plan.	Required	65.0
`shouldReprice`	Boolean	Indicates whether to recalculate the premiums (`true`) or not (`false`). If set to `false`, the API uses the premiums from the existing Group Census Member Plan records instead of recalculating them. The default value is `true`.	Optional	68.0

Response Body for POST

Individual Enrollment Response

Request Body for PUT

JSON Example

1{
2  "flowName": "MyAdjustmentFlow",
3  "plans": [
4    "0gpp00000004C9wAAE"
5  ],
6  "shouldReprice": true
7}

Properties

Name	Type	Description	Required or Optional	Available Version
`flowName`	String	API name of an optional custom flow to run as part of the mid-term adjustment. If you don’t specify a value, the default flow is used. The default value is Process Group Census Member Data.	Optional	68.0
`plans`	String[]	IDs of the root contract group plans to adjust for the member. If not specified, the API adjusts every plan that the member is currently subscribed to.	Optional	68.0
`shouldReprice`	Boolean	Indicates whether to recalculate the premiums (`true`) or not (`false`). If set to `false`, the API uses the premiums from the existing Group Census Member Plan records instead of recalculating them. The default value is `true`.	Optional	68.0

Response Body for PUT

Individual Mid-Term Adjustment Response