Group Census Member Plan Field Mapper (POST)

Map fields on existing member plans for a group census to the corresponding quote or contract records without creating new records. Use this resource to remap references from quote records to contract records, or from contract records back to quote records. This API lets you reuse the same census across the quote-to-contract lifecycle and vice versa. The API runs asynchronously and returns a request ID that you can use to track the job status.

Resource 

{censusId} is a placeholder.

1/connect/insurance/group-censuses/{censusId}/actions/map-fields

Resource Example 

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

1https://{yourInstance}.salesforce.com/services/data/v68.0/connect/insurance/group-censuses/0rfxx000000001aEAA/actions/map-fields

Available Version 

68.0

HTTP Methods 

POST

Path Parameter for POST 

Parameter NameTypeDescriptionRequired or OptionalAvailable Version
censusIdStringID of the group census whose fields are mapped in place.Required68.0

Request Body for POST 

JSON Example 

1{
2  "groupCensusFilters": {
3    "memberPlanFilter": {
4      "quoteId": "0Q0xx0000004CtoCAE"
5    }
6  },
7  "groupCensusReferenceMappings": {
8    "memberPlanReferenceMapping": {
9      "contractId": "800xx0000004C92AAE"
10    }
11  }
12}

Properties 

NameTypeDescriptionRequired or OptionalAvailable Version
groupCensusFiltersGroup Census Filters InputFilters that identify which records of the existing group census are processed. For example, process only the group census member plans that belong to a specified quote.Optional68.0
groupCensusReferenceMappingsGroup Census Reference Mappings Input Reference mapping rules that update group census records from a quote to a contract or from a contract to a quote. For example, remap quote line item references to contract group plans after a quote is converted to a contract.Optional68.0

Response Body for POST 

Group Census Field Mapping Response