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InsEnrollmentService:modifyEnrollment
Use this service to modify the enrollments, dependents, and coverages of each enrollment for input members. You can use this service to add new or remove existing plans or add or remove dependents.
Method: modifyEnrollment
How It Works
-
Query for Group Census Members, either all members of a given
censusID, or only members specified incensusMemberIdslist. -
Search for related pre-enrolled plans linked to each member by Group Census Member Plan.
-
For each member, retrieve the plan's product, and check eligibility.
-
If product is eligible, create the Policy object.
-
To remove an enrollment, an additional entry "deletePolicies" within the member details will contain a list of policy IDs to delete. If this is not present, it is assumed that the policy is for modification.
-
To remove a dependent, an additional entry
"isDeleted": true exists in the dependents details within an enrollment.
Remote Options
Option |
Description |
|---|---|
|
Required. The enrollments list to be modified for the member. |
Input JSON
Here is a sample input JSON for censusId:
Environment |
pm_testing_daily@vlocity.com |
|---|---|
Card to simulate testing |
pm_testing_daily modify enrollment OS |
-
The input for this service has a format similar to the output for
InsEnrollmentService.getMemberEnrollments.
{
"records": {
"displaySequence": -1,
"First Name": "Allan",
"Last Name": "Border",
"Id": "a472E000001IH6tQAG",
"contactId": "0032E00002Znpm3QAB",
"deletePolicies": [
{
"Id": "02i2E00000GGExPQAX"
}
],
"enrollments": {
"totalSize": 4,
"records": [
{
"displaySequence": -1,
"Id": "02i2E00000GGExPQAX",
"productId": "01t2E00000Ne5usQAB",
"accountId": "0012E0000232F9XQAU",
"primaryMemberContactId": "0032E00002Znpm3QAB",
"productName": "Vlocity SG - Medical Plan PPO 35",
"Name": "Vlocity SG - Medical Plan PPO 35",
"EffectiveStart": "2019-09-12",
"EffectiveEnd": "2020-09-11",
"Price": 3000,
"planId": "a2N2E000003trGMUAY",
"contractId": "8002E000003lsR6QAI",
"ProductCode": "SG-PPO-35-GC",
"RecordTypeName__c": "Product",
"attributeCategories": {
"totalSize": 2,
"records": [
{
"productAttributes": {
"records": [
{
"attributeGroupType": "In-Network",
"userValues": null,
"values": [
{
"disabled": true,
"readonly": true
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 3,
"label": "Deductible",
"attributeId": "a092E00000W3ATfQAN",
"filterable": true,
"disabled": true,
"readonly": true,
"required": false,
"multiselect": false,
"inputType": "text",
"dataType": "text",
"code": "SG_annualDed_INN"
},
{
"attributeGroupType": "In-Network",
"userValues": null,
"values": [
{
"disabled": true,
"readonly": true
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 4,
"label": "Out Of Pocket",
"attributeId": "a092E00000W3AThQAN",
"filterable": true,
"disabled": true,
"readonly": true,
"required": false,
"multiselect": false,
"inputType": "text",
"dataType": "text",
"code": "SG_annualOOP_INN"
},
{
"attributeGroupType": "In-Network",
"userValues": null,
"values": [
{
"disabled": true,
"readonly": true
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 5,
"label": "Coinsurance",
"attributeId": "a092E00000W3ATjQAN",
"filterable": true,
"disabled": true,
"readonly": true,
"required": false,
"multiselect": false,
"inputType": "text",
"dataType": "text",
"code": "SG_coinsurance_INN"
},
{
"attributeGroupType": "In-Network",
"userValues": null,
"values": [
{
"disabled": true,
"readonly": true
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 6,
"label": "Office Visit",
"attributeId": "a092E00000W3AUBQA3",
"filterable": true,
"disabled": true,
"readonly": true,
"required": false,
"multiselect": false,
"inputType": "text",
"dataType": "text",
"code": "SG_primaryCare_INN"
}
],
"totalSize": 4
},
"id": "a082E00000XTXs4QAH",
"Name": "SG Medical",
"Code__c": "SG_Medical",
"displaySequence": 2000
},
{
"productAttributes": {
"records": [
{
"userValues": null,
"values": [
{
"disabled": true,
"readonly": true
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": true,
"hasRules": false,
"displaySequence": 0,
"label": "Product Code",
"attributeId": "a092E00000W3AS0QAN",
"filterable": false,
"disabled": true,
"readonly": true,
"required": false,
"multiselect": false,
"inputType": "text",
"dataType": "text",
"code": "SG_ProductCode"
},
{
"userValues": null,
"values": [
{
"disabled": true,
"readonly": true
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": true,
"hasRules": false,
"displaySequence": 1,
"label": "Product Name",
"attributeId": "a092E00000W3ARyQAN",
"filterable": false,
"disabled": true,
"readonly": true,
"required": false,
"multiselect": false,
"inputType": "text",
"dataType": "text",
"code": "SG_ProductName"
},
{
"userValues": null,
"values": [
{
"disabled": true,
"readonly": true
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": true,
"hasRules": false,
"displaySequence": 2,
"label": "Product Subtype",
"attributeId": "a092E00000W3ARzQAN",
"filterable": false,
"disabled": true,
"readonly": true,
"required": false,
"multiselect": false,
"inputType": "text",
"dataType": "text",
"code": "SG_ProductSubtype"
}
],
"totalSize": 3
},
"id": "a082E00000XTXr3QAH",
"Name": "SG Product Rating",
"Code__c": "SG_ProductRating",
"displaySequence": 2150
}
]
},
"Term": "Annual",
"childProducts": {
"totalSize": 0,
"records": [
{
"displaySequence": -1,
"productId": "01t2E00000Ne5t0QAB",
"productName": "Small Group Census",
"ProductCode": "SG-Census-RF",
"Name": "Small Group Census",
"pciId": "a322E000003w55lQAA",
"isOptional": false,
"attributeCategories": {
"totalSize": 2,
"records": [
{
"productAttributes": {
"records": [
{
"userValues": null,
"values": [
{
"disabled": false,
"readonly": false
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 0,
"label": "Employee Only Count",
"attributeId": "a092E00000W3AS3QAN",
"filterable": false,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "number",
"dataType": "number",
"code": "SG_empOnlyCount"
},
{
"userValues": null,
"values": [
{
"disabled": false,
"readonly": false
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 1,
"label": "Employee + Spouse Count",
"attributeId": "a092E00000W3AS2QAN",
"filterable": false,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "number",
"dataType": "number",
"code": "SG_empSpouseCount"
},
{
"userValues": null,
"values": [
{
"disabled": false,
"readonly": false
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 3,
"label": "Employee + Child Count",
"attributeId": "a092E00000W3AS5QAN",
"filterable": false,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "number",
"dataType": "number",
"code": "SG_empChildCount"
},
{
"userValues": null,
"values": [
{
"disabled": false,
"readonly": false
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 5,
"label": "Employee + Family Count",
"attributeId": "a092E00000W3AS4QAN",
"filterable": false,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "number",
"dataType": "number",
"code": "SG_empFamilyCount"
}
],
"totalSize": 4
},
"id": "a082E00000XTXr4QAH",
"Name": "Census",
"Code__c": "SG_Census",
"displaySequence": 2100
},
{
"productAttributes": {
"records": [
{
"userValues": null,
"values": [
{
"disabled": false,
"readonly": false
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 2,
"label": "Age",
"attributeId": "a092E00000W3ASDQA3",
"filterable": false,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "number",
"dataType": "number",
"code": "SG_CM_Age"
},
{
"userValues": null,
"values": [
{
"disabled": false,
"readonly": false
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 4,
"label": "State",
"attributeId": "a092E00000W3ASCQA3",
"filterable": false,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "text",
"dataType": "text",
"code": "SG_CM_State"
},
{
"userValues": null,
"values": [
{
"disabled": false,
"readonly": false
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 6,
"label": "Gender",
"attributeId": "a092E00000W3ASBQA3",
"filterable": false,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "text",
"dataType": "text",
"code": "SG_CM_Gender"
},
{
"userValues": null,
"values": [
{
"disabled": false,
"readonly": false
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 7,
"label": "Smoker",
"attributeId": "a092E00000W3ASKQA3",
"filterable": false,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "checkbox",
"dataType": "text",
"code": "SG_CM_Smoker"
},
{
"userValues": null,
"values": [
{
"disabled": false,
"readonly": false
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 8,
"label": "IsPrimary",
"attributeId": "a092E00000W3ASIQA3",
"filterable": false,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "checkbox",
"dataType": "text",
"code": "SG_CM_IsPrimary"
},
{
"userValues": null,
"values": [
{
"disabled": false,
"readonly": false
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 9,
"label": "IsSpouse",
"attributeId": "a092E00000W3ASAQA3",
"filterable": false,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "checkbox",
"dataType": "text",
"code": "SG_CM_IsSpouse"
},
{
"userValues": null,
"values": [
{
"disabled": false,
"readonly": false
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 10,
"label": "Birthdate",
"attributeId": "a092E00000W3ASMQA3",
"filterable": true,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "date",
"dataType": "date",
"code": "SG_CM_Birthdate"
},
{
"userValues": null,
"values": [
{
"disabled": true,
"readonly": true
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 11,
"label": "MemberClassCode",
"attributeId": "a092E00000W3AS7QAN",
"filterable": true,
"disabled": true,
"readonly": true,
"required": false,
"multiselect": false,
"inputType": "text",
"dataType": "text",
"code": "SG_CM_MemberClassCode"
},
{
"userValues": null,
"values": [
{
"disabled": true,
"readonly": true
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 12,
"label": "CensusMemberId",
"attributeId": "a092E00000W3AS8QAN",
"filterable": true,
"disabled": true,
"readonly": true,
"required": false,
"multiselect": false,
"inputType": "text",
"dataType": "text",
"code": "SG_CM_CensusMemberId"
},
{
"userValues": null,
"values": [
{
"disabled": true,
"readonly": true
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 13,
"label": "GroupPlans",
"attributeId": "a092E00000W3AS6QAN",
"filterable": true,
"disabled": true,
"readonly": true,
"required": false,
"multiselect": false,
"inputType": "text",
"dataType": "text",
"code": "SG_CM_GroupPlans"
}
],
"totalSize": 10
},
"id": "a082E00000XTXr5QAH",
"Name": "CensusMember",
"Code__c": "SG_CensusMember",
"displaySequence": 2110
}
]
}
},
{
"displaySequence": -1,
"productId": "01t2E00000Ne5uTQAR",
"productName": "Emergency Services",
"ProductCode": "SG_Emerg_Serv",
"Name": "Emergency Services",
"pciId": "a322E000003w55mQAA",
"isOptional": false,
"attributeCategories": {
"totalSize": 1,
"records": [
{
"productAttributes": {
"records": [
{
"attributeGroupType": "In-Network",
"userValues": null,
"values": [
{
"value": "$175 Copay",
"disabled": false,
"readonly": false,
"label": "$175 Copay",
"id": "0"
},
{
"value": "20% Coins After Ded",
"disabled": false,
"readonly": false,
"label": "20% Coins After Ded",
"id": "1"
},
{
"value": "$150 Copay",
"disabled": false,
"readonly": false,
"label": "$150 Copay",
"id": "2"
},
{
"value": "30% Coins After Ded",
"disabled": false,
"readonly": false,
"label": "30% Coins After Ded",
"id": "3"
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 1,
"label": "Ambulance",
"attributeId": "a092E00000W3ATJQA3",
"filterable": true,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "dropdown",
"dataType": "text",
"code": "SG_ambula_INN"
},
{
"attributeGroupType": "Out-Of-Network",
"userValues": null,
"values": [
{
"value": "$175 Copay",
"disabled": false,
"readonly": false,
"label": "$175 Copay",
"id": "0"
},
{
"value": "20% Coins After Ded",
"disabled": false,
"readonly": false,
"label": "20% Coins After Ded",
"id": "1"
},
{
"value": "$150 Copay",
"disabled": false,
"readonly": false,
"label": "$150 Copay",
"id": "2"
},
{
"value": "30% Coins After Ded",
"disabled": false,
"readonly": false,
"label": "30% Coins After Ded",
"id": "3"
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 2,
"label": "Ambulance",
"attributeId": "a092E00000W3ATKQA3",
"filterable": true,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "dropdown",
"dataType": "text",
"code": "SG_ambula_OON"
},
{
"attributeGroupType": "In-Network",
"userValues": null,
"values": [
{
"value": "$250 Copay",
"disabled": false,
"readonly": false,
"label": "$250 Copay",
"id": "0"
},
{
"value": "20% Coins After Ded",
"disabled": false,
"readonly": false,
"label": "20% Coins After Ded",
"id": "1"
},
{
"value": "$175 Copay",
"disabled": false,
"readonly": false,
"label": "$175 Copay",
"id": "2"
},
{
"value": "30% Coins After Ded",
"disabled": false,
"readonly": false,
"label": "30% Coins After Ded",
"id": "3"
},
{
"value": "$125 Copay",
"disabled": false,
"readonly": false,
"label": "$125 Copay",
"id": "4"
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 3,
"label": "Emergency Room",
"attributeId": "a092E00000W3ATLQA3",
"filterable": true,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "dropdown",
"dataType": "text",
"code": "SG_emergRoom_INN"
},
{
"attributeGroupType": "Out-Of-Network",
"userValues": null,
"values": [
{
"value": "$500 Copay",
"disabled": false,
"readonly": false,
"label": "$500 Copay",
"id": "0"
},
{
"value": "40% Coins After Ded",
"disabled": false,
"readonly": false,
"label": "40% Coins After Ded",
"id": "1"
},
{
"value": "50% Coins After Ded",
"disabled": false,
"readonly": false,
"label": "50% Coins After Ded",
"id": "2"
},
{
"value": "30% Coins After Ded",
"disabled": false,
"readonly": false,
"label": "30% Coins After Ded",
"id": "3"
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 4,
"label": "Emergency Room",
"attributeId": "a092E00000W3ATMQA3",
"filterable": true,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "dropdown",
"dataType": "text",
"code": "SG_emergRoom_OON"
},
{
"attributeGroupType": "In-Network",
"userValues": null,
"values": [
{
"value": "$100 Copay",
"disabled": false,
"readonly": false,
"label": "$100 Copay",
"id": "0"
},
{
"value": "$150 Copay",
"disabled": false,
"readonly": false,
"label": "$150 Copay",
"id": "1"
},
{
"value": "20% Coins After Ded",
"disabled": false,
"readonly": false,
"label": "20% Coins After Ded",
"id": "2"
},
{
"value": "$50 Copay",
"disabled": false,
"readonly": false,
"label": "$50 Copay",
"id": "3"
},
{
"value": "30% Coins After Ded",
"disabled": false,
"readonly": false,
"label": "30% Coins After Ded",
"id": "4"
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 5,
"label": "Urgent Care Facility",
"attributeId": "a092E00000W3ATNQA3",
"filterable": true,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "dropdown",
"dataType": "text",
"code": "SG_urgentCareFacility_INN"
},
{
"attributeGroupType": "Out-Of-Network",
"userValues": null,
"values": [
{
"value": "Not Covered",
"disabled": false,
"readonly": false,
"label": "Not Covered",
"id": "0"
},
{
"value": "40% Coins After Ded",
"disabled": false,
"readonly": false,
"label": "40% Coins After Ded",
"id": "1"
},
{
"value": "50% Coins After Ded",
"disabled": false,
"readonly": false,
"label": "50% Coins After Ded",
"id": "2"
},
{
"value": "30% Coins After Ded",
"disabled": false,
"readonly": false,
"label": "30% Coins After Ded",
"id": "3"
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 6,
"label": "Urgent Care Facility",
"attributeId": "a092E00000W3ATOQA3",
"filterable": true,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "dropdown",
"dataType": "text",
"code": "SG_urgentCareFacility_OON"
}
],
"totalSize": 6
},
"id": "a082E00000XTXs4QAH",
"Name": "SG Medical",
"Code__c": "SG_Medical",
"displaySequence": 2000
}
]
},
"attributeSelectedValues": "{\"SG_urgentCareFacility_OON\":\"Not Covered\",\"SG_urgentCareFacility_INN\":\"$100 Copay\",\"SG_emergRoom_OON\":\"$500 Copay\",\"SG_emergRoom_INN\":\"$250 Copay\",\"SG_ambula_OON\":\"$175 Copay\",\"SG_ambula_INN\":\"$175 Copay\"}",
"Id": "a3n2E000005DRMdQAO"
},
{
"displaySequence": -1,
"productId": "01t2E00000Ne5uUQAR",
"productName": "Health Savings Account",
"ProductCode": "SG_HSA",
"Name": "Health Savings Account",
"pciId": "a322E000003w55nQAA",
"isOptional": false,
"attributeCategories": {
"totalSize": 1,
"records": [
{
"productAttributes": {
"records": [
{
"attributeGroupType": "In-Network",
"userValues": null,
"values": [
{
"value": "Yes",
"disabled": false,
"readonly": false,
"label": "Yes",
"id": "0"
},
{
"value": "No",
"disabled": false,
"readonly": false,
"label": "No",
"id": "1"
}
],
"isNotTranslatable": false,
"cloneable": true,
"hidden": false,
"hasRules": false,
"displaySequence": 7,
"label": "Health Savings Account Eligible",
"attributeId": "a092E00000W3ATPQA3",
"filterable": true,
"disabled": false,
"readonly": false,
"required": false,
"multiselect": false,
"inputType": "dropdown",
"dataType": "text",
"code": "SG_HSA _INN"
},
{
"attributeGroupType": "Out-Of-Network",
"userValues": null,
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}
}
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