Benefit Disbursement Action

Create a benefit disbursement for an eligible benefit assignment. For example, create a benefit disbursement request to offer monetary benefits through direct cash assistance or subsidies.

This action is available in API version 57.0 and later.

Special Access Rules 

To access the Benefit Disbursement action, your org must have the Program and Benefit Management Access and Benefit Disbursement Access permission set licenses.

Supported REST HTTP Methods 

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

Where XX.X is the latest API version.

Formats: JSON

HTTP Methods: GET, POST

Authentication: Authorization: Bearer TOKEN

Where TOKEN is a variable.

Inputs 

InputTypeDescription
benefitAssignmentIdIDRequired.
The ID of the benefit assignment to be disbursed.
defaultApprovalStatusstringRequired.
Approval status of the benefit disbursement that’s created or previewed. Possible values are:
  • Approved
  • In Review
  • Not Applicable
  • Pending
  • Rejected
disbursementTypestringNumber of disbursements to be previewed. Possible values are:
  • SINGLE
  • ALL

A SINGLE disbursement type creates a preview of a single or one-time disbursement, whereas an ALL disbursement type creates a preview of a recurring disbursement.
isPreviewbooleanRequired.
Indicates whether a preview of the disbursement details is created (false) or not (true).

Outputs 

OutputTypeDescription
benefitDisbursementIaOutputstringThe Apex output type that contains nested arrays in JSON format with details of the disbursement that’s created or is to be previewed for the benefit assignment.
The benefitDisbursementIaOutput output type contains an array of the BenefitDisbursementIAOutput Apex class. This output representation contains an array of the BenefitDisbursementDetail fields, while an array of BenefitDisbursementAdjDetail is contained in BenefitDisbursementDetail.

Example 

GET

This example shows how to get the details of the Benefit Disbursement action type.

1curl --include --request GET \
2--header "Authorization: Authorization: Bearer 00DR...xyz" \
3--header "Content-Type: application/json" \
4"https://instance.salesforce.com/services/data/v57.0/actions/standard/createBenefitDisbursement"

POST

Here’s a request for the Benefit Disbursement action.

1{
2   "inputs":[{
3      "benefitAssignmentId" : "0nDxx0000000001EAA",
4      “isPreview” : true,
5      "disbursementType" : "SINGLE",
6      "defaultApprovalStatus" : "Approved"
7   }]
8}

Here’s a response for the Benefit Disbursement action.

1[
2   {
3      "actionName" : "createBenefitDisbursement",
4      "errors" : null,
5      "isSuccess" : true,
6      "outputValues" : {
7          "resultantDisbursements": {
8             "benefitAssignmentId": "0nDxx0000000001EAA",
9             "benefitDisbursements": [{
10                  "approvalStatus": "Approved",
11                  "benefitDisbursementAdjs": [{
12                      "adjustmentAmount": 100.0,
13                      "adjustmentReason": "sample reason",
14                      "benefitAssignmentAdjustmentId": "baaId",
15                      "id": "bdAdj"
16                   }],
17                   "entitlementAmount": 800.0,
18                   "id": "bdAdj",
19                   "paymentStatus": null
20              }],
21              "previewMode": true
22          }
23       }
24   }]

See Also