You are here:
Configure the Bulk Enrollment Workflow for the Salesforce Data Model
Create a workflow that gives gives insurance carrier administrators a straightforward way to upload Group Benefits enrollment data for large groups with signed contracts.
InsEnrollmentServiceStd:enrollMembers runs the enrollment process synchronously and can enroll up to 200 members and two distinct plans.
The Enrollment Lightning web component works with the InsEnrollmentServiceStd:enrollMembersAsync service to support enrollment for large groups asynchronously. You can enroll up to 10,000 members and 30 distinct plans. With this service, the LWC also provides a way to handle errors that occur during enrollment.
- Configure the Bulk Enrollment Census Lightning Web Component
The Enrollment Census Lightning web component gives insurance carrier administrators a straightforward way to upload census information with plan selection for Group Benefits Bulk Enrollment. - Download the Bulk Enrollment Configuration Solution
Before you configure the OmniScript and error handling for bulk enrollment and new hire enrollment processes, download the custom solution that's available as a static resource. - 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. - Set up Error Handling for Bulk Enrollment
Get notified if any errors occur during a CSV file upload and when completed asynchronous jobs identify missing or incomplete data. - Create the Insurance Enrollment Batch Job for Asynchronous Bulk Enrollment
Create a batch job to process bulk enrollment requests asynchronously. - Configure Create Contacts Invocable Action
Create matching rules and duplicate rules for the Contact object to avoid fuzzy matching and create contacts for the census members during bulk enrollment and new hire enrollment. - Configure the Salesforce Flow for Enrollment
Use this flow to enroll group census members and create insurance policies based on their plan selection in the group census member plan. - Configure Data to Populate Employer Contribution in Policy Records
Store employer contribution percentages and amounts in the policies created by the enrollment process.
Did this article solve your issue?
Let us know so we can improve!
