InsEnrollmentServiceStd:enrollMembersAsync

How It Works

1. This service determines the unique plans that members are subscribed to, using the groupCensusID and contractId that are provided as inputs.

2. The service creates batch jobs for each unique plan and runs the flow configured in the batch to create the policies.

3. The service creates person accounts, contacts, or portal users depending on the flow configuration and data included in GroupCensusMember:

   1. If GroupCensusMember includes AccountIds and the flow contains Create Person Accounts from Group Census Members, the service:

      1. creates person accounts for InsurancePolicyParticipant.PrimaryParticipantAccountId and RelatedParticipantAccountId.

      2. fills in InsurancePolicy.NameInsured with the AccountId

   2. If GroupCensusMember does not include AccountIds and the flow contains Create Contacts from Group Census Members, the service:

      1. creates contacts for InsurancePolicyParticipant.PrimaryParticipantContactId and RelatedParticipantContactId.

      2. fills in InsurancePolicy.NameInsured with the groupAccountId

   3. If the flow contains Create Users from Group Census Members, the service:

      1. creates portal users for InsurancePolicyParticipant.PrimaryParticipantContactId and RelatedParticipantContactId

      2. fills in InsurancePolicy.NameInsured with the groupAccountId

4. The service creates Insurance Policy Coverages (InsurancePolicyCoverages) for the coverage items specified in the plan, for the primary member only.

5. The service creates Insurance Policy Participant records for the primary member and each dependent, attaching them to the related Insurance Policy Coverage records.

6. Insurance Policy Coverages:

   1. The service creates one InsurancePolicyCoverage record for mandatory coverage for a family per product.

   2. The service creates an InsurancePolicyCoverage record for each enrolled optional coverage per family member. Each of these InsurancePolicyCoverage records stores the enrolled Insurance Policy Participant in InsurancePolicyCoverage.InsurancePolicyParticipantId.

7. Insurance Policy Premium:

   1. If saveMemberPremium is True, the InsurancePolicyParticipant records contain the

      StandardPremiumAmount value of a policy.
8. If isNewHire is true, the Insurance Premium is prorated based on the number of days the member is enrolled within the contract term.

   1. Example:

      1. Total premium from the rating:16.00

      2. Contract duration: 365 days (Start date: 10-Jan-2023 to End date: 9-Jan-2024)

      3. Member's policy start date : 28-Feb-2023

      4. Total days for the new hire in the contract: 316

      5. Prorated premium: 16* (316/365) = 13.85

   2. The effective date of the policy will be equal to the 'PolicyStartDate' of the primary member.

9. If the rating type in the products is expression sets:

   1. The Contract Start Date is used to determine the correct expression sets and decision matrix for rating.

10. Once the enrollment process completes, the user receives a success or failure notification.

Inputs

Remote Options

Input JSON

Here's the sample input JSON:

{
  "userInputs": {"ratingType": "Enrollment"},
}

Output JSON

Here's the sample output JSON:

{  
  "asyncBulkRequestId": "8zk9f00000Q5jUEHNS"
}