InsEnrollmentService:enrollMembers

Class: InsEnrollmentService

Method: enrollMembers

How It Works

1. The service first queries for Group Census Members either a) via all members for a given censusId or b) via only those members specified in the censusMembersIds list.  

2. It then searches for pre-enrolled plans linked to each member by the Group Census Member Plan (GroupCensusMemberPlan__c). 

3. The plans products for each member are returned. 

4. If the product is part of the contract, then a policy record (Insurance Policy or Asset) is created. The type of policy that gets created, depends on the isFsc parameter, and the custom setting for defaultIsFSCOption as is described in this table.

   Custom Settings > Insurance Configuration Setup>defaultIsFSCOption	IsFsc Parameter	Policies Created
   True	NA	InsurancePolicy
   False	True	InsurancePolicy
   False	False	Asset
   NA	True	InsurancePolicy
   NA	False	Asset

5. You can create Person Accounts for the members in the given census. To support the Person Account flow:

   This flow goes through census members.

   If accountId is not null, the service uses accountId as Policy.NameInsured and creates InsurancePolicyParticipants’ PrimaryParticipantAccountId and RelatedParticipantAccountId.

   If accountId is null, the service uses groupAccountId as NameInsured and contactId as InsurancePolicyParticipants’ PrimaryParticipantContactId and RelatedParticipantContactId.

   

   Note

   The Person Account is only enabled for Insurance Policy objects, not for Asset.

6. Insurance Policy or Asset is created only for primary member and not its dependent. In order to specify the dependent details in the policies:

   1. For Insurance Policy: The dependent information is created in a separate object called InsurancePolicyParticipants. A record is created for the Primary member as well.

   2. For Assets: Dependents who are enrolled into the Asset are maintained in the AssetPartyRelationship__c. No record is created for Primary member in AssetPartyRelationship__c.

7. For coverage items:

   1. Insurance Policy: Service creates Insurance Policy Coverages (InsurancePolicyCoverages).

   2. Asset: Service creates Policy Coverages (AssetCoverage__c).

Remote Options

Output JSON

The list of policies created by the service.

{
   "assetIds":[
      {
         "assetId":"0036F00002Q4wlSQAR"
      },
      {
         "assetId":"0036F00002Q4wlSQAQ"
      }
   ],
   "policyIds":[
      "0036F00002Q4wlSQAR",
      "0036F00002Q4wlSQAQ"
   ]
}