InsCensusService:getQualifiedCensusMembers

Class: InsCensusService

Method: getQualifiedCensusMembers

How It Works

• This service takes a censusId and retrieves all census members in GroupCensusMember__c.

• The service will retrieve the qualification criteria, based on the jurisdiction and filters inputs of the Calculation Matrix (see below).

• Each dependent is evaluated based on their age.

• All spouses are automatically qualified regardless of their age.

• All primary members are included in the result.

• All adult dependents are automatically qualified.

Calculation Matrix

You will need to create a Calculation Matrix to look up jurisdiction (locale, such as CA for California) and product category (medical, dental, vision) inputs and match them to the child dependents info, as shown below:

The outputs are defined as follows:

• MaxNoChild—Maximum number of dependent children to be qualified for rating;

• EldestChild—Dependents whose age is below or equal to this number are considered children;

• EldestAdultChild—Dependents whose age is greater than EldestChild and below or equal to this number are considered adults.

You must add the calculation matrix as a custom setting as follows:

1. Go to Setup > Custom Code > Custom Settings.

2. Click Manage for Insurance Configuration Setup.

3. Click New. Enter QualifiedMembersMatrix in the Name field, and enter the name of the matrix you created in the Setup Value field.

4. Click Save.

Remote Options

Input JSON

Here's what the structure of the input JSON looks like. Note the nodes for jurisdiction (CA for California) and a filter for a medical product.

{  
   "censusId":"a4D4P000000hbjSUAQ",
   "orderBy":"FirstName__c",
   "filters":"Type__c:Medical",
   "jurisdiction":"CA"
}

Output JSON

Here is a sample output JSON:

{
  "members": [
    {
      "attributes": {
        "type": "alyssa__GroupCensusMember__c",
        "url": "/services/data/v46.0/sobjects/alyssa__GroupCensusMember__c/a4C4P000000euW2UAI"
      },
      "Id": "a4C4P000000euW2UAI",
      "IsDeleted": false,
      "Name": "Che (Dep: Alice, Exact Age)",
      "CreatedDate": "2019-09-24T05:48:40.000+0000",
      "CreatedById": "0054P00000AAsNCQA1",
      "LastModifiedDate": "2019-09-24T05:48:40.000+0000",
      "LastModifiedById": "0054P00000AAsNCQA1",
      "SystemModstamp": "2019-09-24T05:48:40.000+0000",
      "alyssa__CensusId__c": "a4D4P000000hhDkUAI",
      "alyssa__AgeAsOfToday__c": 19,
      "alyssa__Birthdate__c": "2000-09-23",
      "alyssa__ClassCodes__c": "Che",
      "alyssa__FirstName__c": "Che (Dep: Alice, Exact Age)0",
      "alyssa__Gender__c": "Female",
      "alyssa__HasSpouse__c": false,
      "alyssa__IsFamily__c": false,
      "alyssa__IsOptOut__c": false,
      "alyssa__IsPrimaryMember__c": false,
      "alyssa__IsSpouse__c": false,
      "alyssa__MemberIdentifier__c": "Che0",
      "alyssa__MemberName__c": "Che (Dep: Alice, Exact Age)0 Che (Dep: Alice, Exact Age)",
      "alyssa__NumberOfDependents__c": 0,
      "alyssa__PrimaryMemberIdentifier__c": "Alice",
      "alyssa__TotalDependents__c": 0
    }
  ],
  "error": "OK"
}