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.

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