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Insurance
Configure the Bulk Enrollment OmniScript

Configure the Bulk Enrollment OmniScript

Customize the OmniScript that guides users through uploading census data for Group Benefits bulk enrollments and that creates the related objects in the Salesforce data model.

  1. From the App Launcher, find and select OmniScripts.
  2. Click Import and upload the sample LGE OS.json file you extracted from the LargeGroupEnrollment_Artifacts static resource.
  3. Add the Bulk Enrollment OmniScript with insOsEnrollmentCensus Lightning web component to the account page.
    Adding the Bulk Enrollment OS with insOsEnrollmentCensus LWC to the account page
  4. Open the OmniScript and reactivate it.

    For new hire enrollments, also complete these steps:

    1. In the imported OmniScript, for the upload step that uses insOsEnrollmentCensus LWC, add a isNewHire input property and set it to true.
      Adding a isNewHire property and setting it to true for upload step that uses insOsEnrollmentCensus LWC
    2. In the step that calls the Integration Procedure after the census upload, there's a remote action to call the InsEnrollmentServiceStd:enrollMembersAsync. For that remote action, add a isNewHire remote action and set it to true.
      Adding a isNewHire property and setting it to true for the remote action
    3. Reactivate the OmniScript.
 
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