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            InsEnrollmentServiceStd:enrollMembers

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            InsEnrollmentServiceStd:enrollMembers

            Use this service to enroll census members into their selected plans.

            Class: ​InsEnrollmentServiceStd​​ ​

            Method: enrollMembers

            How It Works

            1. The service first queries for Group Census Members either a) using all members for a given ​groupCensusId​ or b) using only the members specified in the ​groupCensusMembersIds​​ list.
            2. It then searches for pre-enrolled plans linked to each member in the ​GroupCensusMemberPlan​​. ​

            3. The product plans for each member are returned.

            4. If the product is a part of contract and contractGroupPlans, the service creates an InsurancePolicy, and the InsurancePolicyCoverages for the coverage items specified in the plan.

            5. You can create ​Person Accounts​​ for the group census members in the given group census. To support the Person Account flow: ​

              1. If accountIds (retrieved from the GroupCensusMember) are available, then the service uses AccountId as InsurancePolicy.NameInsured and creates InsurancePolicyParticipants, PrimaryParticipantAccountId and RelatedParticipantAccountId.

              2. ​ If ​accountId​ is null, the service uses ​groupAccountId​ as ​InsurancePolicy.NameInsured​ and ​contactId​ as ​InsurancePolicyParticipants​​, ​PrimaryParticipantContactId​, and ​RelatedParticipantContactId​​. ​ ​ ​

            6. The service creates an Insurance Policy only for primary members and not their dependents. It creates the dependent information in a separate object called ​InsurancePolicyParticipants​​. A record is also created for the Primary member. The service associates these records to the Insurance Policies. InsurancePolicyParticipant, primaryParticipantAccountId and relatedParticipantAccountId fields are also populated using the AccountId field of the group census member and similarly Contact fields when AccountId is null.

            7. Insurance Policy Coverages

              1. If a member is enrolled for an optional coverage during member enrollment, the service creates a separate

                InsurancePolicyCoverage record corresponding to each enrolled optional coverage. The InsurancePolicyCoverage record stores the enrolled InsuredPolicyParticipantId.
              2. For mandatory coverages, there is a single InsurancePolicyCoverage record for a family per product. ​
            8. Insurance Policy Premium
              1. If saveMemberPremium is True, the InsurancePolicyParticipant records include the StandardPremiumAmount value of a policy.
                Note
                Note

                The calculation procedure must be configured to set the memberPremium amount field with the Include in Calculation Output checked.

            Remote Options

            Option​ ​Description​
            ​​​groupCensusMemberIds​​​

            ​Required if ​​groupCensusId​​ isn't used.​

            IDs (comma-separated) of the specific group census members to be enrolled.​
            ​​​groupCensusId​​​

            Required if ​​groupCensusMemberIds​​ isn't used.​

            The ID of the group census containing all census members to be enrolled.​
            ​​​contractId​​​

            Required.​

            The ID of the contract that the members belong to and the plans that they are enrolled in.

            ​​​dependentRoleName​​​

            The ​Role​ field in ​InsurancePolicyParticipant​ sets with this value for all dependents. For this scenario, the field value of ​RelationshipToInsured​​ is based on what is passed from the GroupCensusMember, for example - Spouse, Child, Parent. ​

            The default value is ​Member​​. ​
            isBatchMode

            Used to create policies asynchronously.

            Default value is true.
            ​​​primaryRoleName​​​

            The ​Role​ field in ​InsurancePolicyParticipant​​ sets with this value for primary members. The field value of ​RelationshipToInsured​​ is Self in this scenario.​
            saveMemberPremium

            Indicates if the policy premium amount must be set for all InsurancePolicyParticipant records.

            If the value is true, the policy member premium is stored in the field TotalStandardAmount of the object InsurancePolicyParticipant for all the associated Insurance Policy Participants of a policy.

            The default value is false.

            Output JSON

            The service returns the list of policies. ​

            ​​​policyIds​​​ ​​​InsurancePolicy​​ record ID. 
            {
   "policyIds":[
      "0036F00002Q4wlSQAR",
      "0036F00002Q4wlSQAQ"
   ]
}
             
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