InsEnrollmentServiceStd:enrollMembers

How It Works

1. The service first queries for Group Census Members either a) using all members for a given ​groupCensusId​ or b) using only the members specified in the ​groupCensusMembersIds​​ list.
2. It then searches for pre-enrolled plans linked to each member in the ​GroupCensusMemberPlan​​. ​

3. The product plans for each member are returned.

4. If the product is a part of contract and contractGroupPlans, the service creates an InsurancePolicy, and the InsurancePolicyCoverages for the coverage items specified in the plan.

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

   1. If accountIds (retrieved from the GroupCensusMember) are available, then the service uses AccountId as InsurancePolicy.NameInsured and creates InsurancePolicyParticipants, PrimaryParticipantAccountId and RelatedParticipantAccountId.

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

6. The service creates an Insurance Policy only for primary members and not their dependents. It creates the dependent information in a separate object called ​InsurancePolicyParticipants​​. A record is also created for the Primary member. The service associates these records to the Insurance Policies. InsurancePolicyParticipant, primaryParticipantAccountId and relatedParticipantAccountId fields are also populated using the AccountId field of the group census member and similarly Contact fields when AccountId is null.

7. Insurance Policy Coverages

   1. If a member is enrolled for an optional coverage during member enrollment, the service creates a separate

      InsurancePolicyCoverage record corresponding to each enrolled optional coverage. The InsurancePolicyCoverage record stores the enrolled InsuredPolicyParticipantId.
   2. For mandatory coverages, there is a single InsurancePolicyCoverage record for a family per product. ​
8. Insurance Policy Premium
   1. If saveMemberPremium is True, the InsurancePolicyParticipant records include the StandardPremiumAmount value of a policy.
      

      Note

      The calculation procedure must be configured to set the memberPremium amount field with the Include in Calculation Output checked.

Remote Options

Output JSON

The service returns the list of policies. ​

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