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Insurance
InsFormularyService:getProducts

InsFormularyService:getProducts

One of the eligibility rules to retrieve health plans is to ensure that the plan covers the medications that the customer is taking. Use this service to facilitate the process to retrieve eligible products linked to Formularies, which contains medications (drugs) where the customer (accountId) medications are included.

Class: InsFormularyService

Method: getProducts

How It Works

In the Medicare line of business, the members must know that their current medications are covered by the available plans during the quoting process. The current quoting process for Medicare allows members to create a list of current medications before presenting the eligible plans.

  1. To retrieve all prescribed drugs on the ID and the object ConsumerDrug__c object, if both accountID and Drugs parameters are passed into the service, the service will use the accountId. The input must be either the list of drugs or accountId.

    Note
    Note

    Here the account is a Person Account that represents the Consumer or Member.

  2. Retrieves all related FormularyDrug__c using the list of drugs

  3. Retrieves all related Formulary__c Ids using the retrieved list of FormularyDrug__c.

  4. Matches all drugs on the input on the list of FormularyDrug__c. If all the drugs exists on Formulary__c, it is considered an eligible Formulary__c.

  5. Finally, the service returns a list of all products in the eligibleProducts JSON output node that are related to all eligible Formulary__c.

Note
Note

You can also run filters, based on FieldNames and associated values, to further refine results.

Inputs

accountId

Person Account Id of the customer.

Must be entered only if the list of drugs is not supplied.

drugs

List of Drug Ids

Optional if accountId is not supplied.

So required if accountId is supplied?

Remote Options

Option

Description

filters

String

Filters formatted as FieldName:Value,delimited by comma. A custom field must include namespace.

Example:

ProductCode:PPO, ProductType__c:Test

Input JSON

Here is a sample JSON input that uses an accountId input:

{
  "ContextId": "",
  "timeStamp": "2020-03-25T06:04:15.282Z",
  "userId": "0056g000003cVLZAA2",
  "userName": "ins-test09@vlocity.com",
  "userProfile": "System Administrator",
  "userTimeZone": -420,
  "userCurrencyCode": "USD",
  "sfdcIFrameOrigin": "https://ins-test09-dev-ed--instest09.visualforce.com",
  "sfdcIFrameHost": "web",
  "layout": "lightning",
  "isdtp": "p1",
  "id": "a236g000000NAiRAAW",
  "vlcPersistentComponent": {},
  "accountId": "0016g00000IqoMqAAJ"
}

And here's one that uses the filters remote option:

{
  "ContextId": "",
  "timeStamp": "2020-03-25T06:04:15.282Z",
  "userId": "0056g000003cVLZAA2",
  "userName": "ins-test09@vlocity.com",
  "userProfile": "System Administrator",
  "userTimeZone": -420,
  "userCurrencyCode": "USD",
  "sfdcIFrameOrigin": "https://ins-test09-dev-ed--instest09.visualforce.com",
  "sfdcIFrameHost": "web",
  "layout": "lightning",
  "isdtp": "p1",
  "id": "a236g000000NAiRAAW",
  "vlcPersistentComponent": {},
  "drugs": ["a4D6g000000NFJzEAO","a4D6g000000NFF9EAO"],
  "filters": "ProductCode:SG-HMO-500"
}

Output JSON

Here is a sample output of eligible products:

{
  "ContextId": "",
  "timeStamp": "2020-03-25T05:51:55.663Z",
  "userId": "0056g000003cVLZAA2",
  "userName": "ins-test09@vlocity.com",
  "userProfile": "System Administrator",
  "userTimeZone": -420,
  "userCurrencyCode": "USD",
  "sfdcIFrameOrigin": "https://ins-test09-dev-ed--instest09.visualforce.com",
  "sfdcIFrameHost": "web",
  "layout": "lightning",
  "isdtp": "p1",
  "id": "a236g000000NAiRAAW",
  "vlcPersistentComponent": {},
  "accountId": "0016g00000IqoMqAAJ",
  "error": "OK",
  "eligibleProducts": [
    {
      "attributes": {
        "type": "Product2",
        "url": "/services/data/v48.0/sobjects/Product2/01t6g000000RzEbAAK"
      },
      "Id": "01t6g000000RzEbAAK",
      "Name": "HMO 500",
      "ProductCode": "SG-HMO-500",
      "instest09__Type__c": "Medical",
      "instest09__SubType__c": "HMO",
      "instest09__FormularyId__c": "a4L6g000000XCKVEA4",
      "instest09__LineOfBusiness__c": "Group Health",
      "RecordTypeId": "0126g000000NZDOAA4",
      "instest09__FormularyId__r": {
        "attributes": {
          "type": "instest09__Formulary__c",
          "url": "/services/data/v48.0/sobjects/instest09__Formulary__c/a4L6g000000XCKVEA4"
        },
        "Name": "Formulary1",
        "Id": "a4L6g000000XCKVEA4"
      }
    }
  ]
}
 
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