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            InsQuoteService:updateQuotePlans

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            InsQuoteService:updateQuotePlans

            Use this service in an OmniScript to add, update, or upsert (add and update) either coverages or attributes for one or more Group Benefit plans across a quote. This service is designed to process only coverages under root products.

            Note
            Note

            This service isn't supported for guest users.

            If a guest user tries to run an OmniScript or Integration Procedure or UI function that uses this service, the service will not run and the guest user will see an error message.

            Class: InsQuoteService

            Method: updateQuotePlans

            How It Works

            For example, if a coverage has an attribute with the attribute code cat1_copay_inn, and the input data map contains a partial attribute code copay, there would be a match, since cat1_copay_inn contains the string copay, and the attributes on this coverage would be updated.

            1. The service takes the quoteId to find the target quote.

            2. Uses the inputKey to locate the input data (coverages, attributes).

            3. Modifies coverages or attributes in a quote, based on operationScope (coverages or attributes) and operationType (insert, updates, upserts).

            • If operationScope is coverages, the input coverages on the target plans are inserted, updated, or upserted in the target quote, based on the operationType.

            • If operationScope is attributes, the coverage attributes in the target quote are updated, based on which coverages contain attributes whose code contains one of the partial attribute codes as listed in the input data map.

            Note
            Note

            NOTE: If planIds are provided, the coverage will be updated only if it belongs to one of the planIds in the list, even if there is a match.

            Note
            Note

            NOTE: To insert a new root product coverage, you need at least one child quote line item under the root product.

            Remote Options

            Option

            Description

            quoteId

            Required.

            Id of target Quote.

            inputKey

            Required.

            Key for where in the inputs map the input data (such as coverages) is specified.

            operationScope

            Required.

            Scope of what is updated on the plans. Possible values are coverages and attributes (that is, either coverages or attributes can be updated).

            operationType

            Required when the operationScope is coverages and ignored when the operationScope is attributes.

            Type of operation performed: insert, update, or upsert.

            identifiers

            String value list of planIds.

            Required when operationScope is coverages, optional when operationScope is attributes.

            Options MAP

            Here are sample options map variables, as used in a card, when the operationScope is coverages:

            {
  'quoteId': '0Q0000000000000000',
  'inputKey': 'inputJson',
  'operationScope': 'coverages',
  'operationType': 'insert',
  'identifiers': planId1, planId2'
}

            Here are sample options map variables, as used in a card, when the operationScope is attributes:

            
{
  'quoteId': '0Q0000000000000000',
  'inputKey': 'inputJson',
  'operationScope': 'attributes',
  'identifiers': '0QLf4000000SX3tGAG, 0QLf4000000SX3rGAG'
}

            Input JSON

            If the operationScope is coverages, input data must contain a JSONResult object (or a map that can be parsed as a JSONResult object) which contains the coverages to insert or update (Coverage 1, Coverage 2, etc.):

            
{
  'inputJson': {
    'records': [{
      'productName': 'Coverage 1',
      'attributeCategories': [...],
      ...
    }, {
      'productName': 'Coverage 2',
      'attributeCategories': [...],
      ...
    }]
  }
}

            If the operationScope is attributes, the input data must contain a map of partial attribute codes and their updated values, as shown in this example:

            {
  'inputJson': {
    'copay': 20,
    'covered': '90%'
  }
}

            Example Usage

            Let’s say you wanted to change the copay attribute value across the attribute category ChirOffiProf.

            Assuming a standard naming convention of:

            attributeCategory_attributeCode_inNetwork/outOfNetwork

            With the following in-network and out-of-network copay attributes:

            • ChirOffiProf_copay_inn

            • ChirOffiProf_copay_oon

            You would configure the updateQuotePlans service with the following inputs and options:

            Inputs

            Map of partial codes and their values (i.e., copay returns any attribute name with copay in the string.) The partial code in this case would be the attributeCode portion of the template:

            {
    'copay': 20,
    'covered': 75
}

            Options

            • quoteId

            • planId (QuoteLineItem Id)

            The service will search for all of the coverages within the specified planIds that have an attribute which contains the partial attribute code (in this case, copay) and update those attributes with the new value (in this case, 20).

            If no planId is specified, all coverages that have an attribute which contains the attributeCode partial being passed are updated.

             
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