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Complete Large Census Enrollment with an Enhanced Lightning Web Component
Use an intuitive user interface to enroll up to 10,000 members, add more primary members or dependents, and update the plan and coverage selections of members. Get notified when the job starts, finishes, or has errors, and view a list of errors.
Where: This change applies to Enterprise and Unlimited editions of Financial Services Cloud Insurance and Health Cloud with the Insurance Industries Extension package.
Who:This feature is available to users with certain add-on licenses for Financial Services Cloud Insurance or Health Cloud.
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Add-ons for Financial Services Cloud Insurance: Insurance Product Administration, Insurance Policy Administration, and Contract and Enroll.
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Add-ons for Health Cloud: Benefit Sales & Administration - Individual & Family Medicare or Benefit Sales & Administration - Group.
How: Include plan coverage details in the CSV file with enrollment data and click Upload Census. After you upload the CSV file, click Add Member to add a new primary or dependent member. Click the action menu for any member and select Edit Member to review member information, plan, and coverage selections. Save changes and click Enroll.
