Prerequisites for Individual Enrollment

Here are a few mandatory steps to be performed to enable individual enrollment for customers.

• Create a Person Accounts or Person Contacts for all primary members for whom you want to enable Individual Enrollment.
• Create Portal Users for all primary members for whom you want to enable Individual Enrollment.
• Enable permission or sharing settings for member-level record access for group census members and group census member plans.
• Enable calculation of member-level premium.

  • You must configure the expression set to populate the member-level premium amount in the memberPremium field, and select the Include in Output checkbox.

  • You must set the isSaveMemberPremium input parameter to true for the InsEnrollmentServiceStd.getRatedGroupProducts service and InsEnrollmentServiceStd.enrollfamily services.

• Ensure your Rating Procedure Type field of your product is set to Expression Set, and Rating Procedure Name field is set to the name of the Expression Set.
• Associate the Data Mapper bundle to the rating fact product. The Data Mapper must be OmniDataTransform type, which is Omnistudio on core object.
  

  Note If you are using a Data Mapper from managed package, use the

  migration tool

  to migrate the packaged version Data Mapper to the Omnistudio on core Data Mapper.