InsEnrollmentServiceStd:enrollPlans

How It Works

The service does the following:

1. The service takes the input JSON and looks for the information to create the policies (Insurance Policy).

   defaultIsFSCOption​	​isFsc parameter​	​Output​
   ​True​	​False​	​Creates Insurance Policy (​​InsurancePolicy​​) records​
   ​False​	​False​	​Returns error message - "FSC disabled; Use old enrollPlans method to create asset Object ". ​
   ​True​	​True​	​Creates Insurance Policy (​​InsurancePolicy​​) records​
   ​False​	​True​	​Creates Insurance Policy (​​InsurancePolicy​​) record

   

   Note Enrollment services can either write to the Insurance Policy and related objects (Harmonized policy data model) or Asset objects (Vlocity model), depending on the ​isFsc​ parameter, and the custom setting for ​defaultIsFSCOption ​​. For creating asset records, use InsEnrollmentService:enrollPlans service

2. For an Insurance Policy record, the member can be represented either as a Contact or a Person Account. If the member is represented as a contact, the Account.Id of the enrollment contract is set as the policy's Account. When a member is represented as a Person account, the Person Account Id of member is set as the policy's Account.

   When a member (primary or dependent) is represented as an account and a contact both, the service uses the account representation.

3. Associates dependents to the policies as Insurance Policy Participants (​​InsurancePolicyParticipants​​). It creates another Insurance Policy Participant (​InsurancePolicyParticipant​​) for the primary member.
4. The records for ​​InsurancePolicyParticipants​​ are populated according to these rules:

   Primary InsurancePolicyParticipant​		Dependent InsurancePolicyParticipant​
   Primary Member Id = PersonAccount​	PrimaryParticipant.PrimaryParticipantAccountId = PersonAccount​PrimaryParticipant.PrimaryParticipantContactId = PersonAccount.personContactId​	DependentParticipant.PrimaryParticipantAccountId = PersonAccount​DependentParticipant.PrimaryParticipantContactId = PersonAccount.personContactId​
   Primary Member Id = ContactId​	PrimaryParticipant.PrimaryParticipantContactId = ContactId​	​DependentParticipant.PrimaryParticipantContactId = ContactId​
   Dependent Member Id = ContactId/AccountId	​The population of Primary participant records happens based on the primary member Id​.	​The dependent member population follows the same logic as described above for primary members.​

5. Gets the ​ProductId​ from the plan and stamps ​InsurancePolicy.ProductId​​ to that Id.

6. Creates these relationships:

   Insurance Policy
   InsurancePolicy.EffectiveDate= Contract.StartDate or the EffectiveStart in the input JSON.
   InsurancePolicy.ExpirationDate = Contract.EndDate or the EffectiveEnd in the input JSON.
   InsurancePolicy.ContractGroupPlanId = ContractGroupPlan.Id​

7. The service calculates InsurancePolicy.PolicyTerm based on Contract.ContractTerm:

   Insurance Policy
   InsurancePolicy.PolicyTerm = Annual.
   InsurancePolicy.PolicyTerm = Semi-Annual
   InsurancePolicy.PolicyTerm = Monthly

8. Gets the Price key from the input JSON and creates these relationships:

   Insurance Policy
   InsurancePolicy.StandardPremiumAmount = Price
   InsurancePolicy.TermPremiumAmount​ = prorated price based on the effective dates.

9. Creates Insurance Policy Coverages (InsurancePolicyCoverages) for the coverage items.

Remote Options

Input JSON

The service takes the input JSON specified by the inputKey. In this example, inputKey = enrollmentJson.

The service requires:

• contractId: <value>

• Dependents: <list of maps for contactId and relationshipType of the dependents>

This input JSON can have either a list of objects or a map because the service supports creating either one policy or multiple policies.

​​primaryMemberId​​ can either be a person account ID or contact ID. Based on the ID type of ​primaryMemberId​​, the service works as described earlier. ​

Similarly, for dependents, the service has ​memberId​ node to support both Person Account Id and Contact Id. Based on the Id type of ​memberId​​, the service works as described earlier.

Here's the sample input JSON:

{
	"enrollmentJson": {
    	"dependents": [
      	{
        	"IsSpouse": false,
        	"memberId": "001RO000003NTBtYAO",
        	"LastName": "Jones",
        	"FirstName": "Jean",
        	"relationshipType": "Child"
      	}
    	],
    	"coverages": {
      		"records": [
        	{
          		"Price": "13",
          		"productcode": "CI"
        	}
      		]
    	},
    	"Price": 20,
    	"planId": "0rgRO000000000zYAA",
    	"primaryMemberId": "001RO000003Zr0AYAS",
    	"contractId": "800RO000000TFXdYAO"
  }
}

Output JSON

The service creates a list of insurance policy records.

{
  "policyIds": [
    "0YTRO00000006Ar4AI"
  ],
  "errorMsg": "",
  "assetIds": [],
  "error": "OK"
}