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Group Benefits Services
Services are methods of Apex classes that carry out common actions for insurance companies and health plans. Learn about the services typically used in the end-to-end business processes for Group Benefits.
Quoting
| Service Class:Method | Description |
|---|---|
| InsCensusServiceStd:addMembers | Adds group census members to a group census |
| InsCensusServiceStd:addPlanSelections | Creates group census member plan records for existing group census members |
| InsCensusServiceStd:createContacts | Creates contact records for group census members |
| InsCensusServiceStd:createUpdateAccounts | Creates and updates person account records for group census members |
| InsCensusServiceStd:deleteAllMembers | Deletes primary members, dependents, and associated plans from a group census |
| InsCensusServiceStd:deleteMembers | Deletes primary members and dependents from a group census |
| InsCensusServiceStd:deleteMembersWithPlans | Deletes only the primary members and dependents who are associated with plans from a group census |
| InsCensusServiceStd:findAccounts | Searches for existing person accounts |
| InsCensusServiceStd:findContacts | Searches for existing contacts |
| InsCensusServiceStd:getFields | Retrieves field definitions and field API names for group census members and group census member plans |
| InsCensusServiceStd:getMembers | Retrieves the list of census members and group census member fields and headers from group census member records |
| InsCensusServiceStd:getMembersWithPlans | Retrieves the list of census members for a given census |
| InsCensusServiceStd:setCensusRatingFacts | Sets selected attributes on the group census record based on a specified rating fact |
| InsCensusServiceStd:setMemberRatingFacts | Sets selected attributes on the group census member records based on a specified rating fact |
| InsCensusServiceStd:updateMembers | Updates member data in a census |
| InsCensusServiceStd:updateMembersWithPlans | Adds primary members, their dependents, and their pre-enrolled plan to a group census |
Contracts
| InsContractServiceStd:createUpdateContract | Creates or updates a contract for the given quote |
Enrollment
| InsEnrollmentServiceStd:enrollFamily | Enrolls a primary member and associated dependents into a group plan with selected coverages |
| InsEnrollmentServiceStd:enrollMembers | Enrolls group census members into selected small and medium group plans |
| InsEnrollmentServiceStd:enrollMembersAsync | Enrolls group census members into selected large group plans asynchronously |
| InsEnrollmentServiceStd:enrollNewHires | Enrolls new group census members into selected plans in the middle of a contract term |
| InsEnrollmentServiceStd:enrollPlans | Creates insurance policy records for a census group member's selected plans |
| InsEnrollmentServiceStd:getMemberEnrollments | Retrieves enrolled plans for a group census member and their dependents |
| InsEnrollmentServiceStd:getPolicyDetails | Retrieves insurance policy records for primary group census members |
| InsEnrollmentServiceStd:getRatedGroupProducts | Calculates the price of a root plan with coverages for a family, accounting for the employee contribution, the employer contribution, and proration for new hires |
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