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            InsEnrollmentServiceStd:enrollMembersAsync

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            InsEnrollmentServiceStd:enrollMembersAsync

            Use this service to enroll large groups of members.

            Class: InsEnrollmentServiceStd

            Method: enrollMembersAsync

            How It Works

            1. This service determines the unique plans that members are subscribed to, using the groupCensusID and contractId that are provided as inputs.

            2. The service creates batch jobs for each unique plan and runs the flow configured in the batch to create the policies.

            3. The service creates person accounts, contacts, or portal users depending on the flow configuration and data included in GroupCensusMember:

              1. If GroupCensusMember includes AccountIds and the flow contains Create Person Accounts from Group Census Members, the service:

                1. creates person accounts for InsurancePolicyParticipant.PrimaryParticipantAccountId and RelatedParticipantAccountId.

                2. fills in InsurancePolicy.NameInsured with the AccountId

              2. If GroupCensusMember does not include AccountIds and the flow contains Create Contacts from Group Census Members, the service:

                1. creates contacts for InsurancePolicyParticipant.PrimaryParticipantContactId and RelatedParticipantContactId.

                2. fills in InsurancePolicy.NameInsured with the groupAccountId

              3. If the flow contains Create Users from Group Census Members, the service:

                1. creates portal users for InsurancePolicyParticipant.PrimaryParticipantContactId and RelatedParticipantContactId

                2. fills in InsurancePolicy.NameInsured with the groupAccountId

            4. The service creates Insurance Policy Coverages (InsurancePolicyCoverages) for the coverage items specified in the plan, for the primary member only.

            5. The service creates Insurance Policy Participant records for the primary member and each dependent, attaching them to the related Insurance Policy Coverage records.

            6. Insurance Policy Coverages:

              1. The service creates one InsurancePolicyCoverage record for mandatory coverage for a family per product.

              2. The service creates an InsurancePolicyCoverage record for each enrolled optional coverage per family member. Each of these InsurancePolicyCoverage records stores the enrolled Insurance Policy Participant in InsurancePolicyCoverage.InsurancePolicyParticipantId.

            7. Insurance Policy Premium:

              1. If saveMemberPremium is True, the InsurancePolicyParticipant records contain the

                StandardPremiumAmount value of a policy.
            8. If isNewHire is true, the Insurance Premium is prorated based on the number of days the member is enrolled within the contract term.

              1. Example:

                1. Total premium from the rating:16.00

                2. Contract duration: 365 days (Start date: 10-Jan-2023 to End date: 9-Jan-2024)

                3. Member's policy start date : 28-Feb-2023

                4. Total days for the new hire in the contract: 316

                5. Prorated premium: 16* (316/365) = 13.85

              2. The effective date of the policy will be equal to the 'PolicyStartDate' of the primary member.

            9. If the rating type in the products is expression sets:

              1. The Contract Start Date is used to determine the correct expression sets and decision matrix for rating.

            10. Once the enrollment process completes, the user receives a success or failure notification.

            Inputs

            Input Description
            userInputs

            Optional.

            The set of input data the rating procedure uses to get the price of the product.
            additionalInputs

            Optional.

            Serialised key-value map of additional inputs used for product rating.
            flowVariables

            Optional.

            Key-value map of any additional inputs to be send to the flow.

            Remote Options

            Option Description
            groupCensusId

            Required.

            The Id of the Group Census containing the members to the enrolled.
            contractId

            Required.

            The Id of the Contract that the members belong to and the plans that they will be enrolled in.
            batchName

            Optional.

            The name of the batch configuration. The default value is Insurance Enrollment.
            saveMemberPremium

            Optional.

            Indicates if the policy premium amount should be set for all InsurancePolicyParticipant records. If true, the policy member premium is stored in InsurancePolicyParticipant.TotalStandardAmount for all Insurance Policy Participants of a policy. The default is false.
            isNewHire

            Optional.

            If true, prorates the premium based on the number of days the member is enrolled in the contract term. The default is false.
            matchingKeysList

            Required if create account or create contact invocable action is used.
            recordTypeName

            Optional.

            The name of the record type to use when creating person accounts. Used for create account invocable action.
            profileId

            Required if create portal user invocable action is used.

            The ID of the profile to use to create the user records.
            timezoneSidKey

            Required if create portal user invocable action is used.

            The time zone SID key to use to create the user records.
            localeSidKey

            Required if create portal user invocable action is used.

            The SID key of the locale to use to create user records.
            emailEncodingKey

            Required if create portal user invocable action is used.

            The email encoding key to use to create the user records. For example, ISO-8859-1 or UTF-8.
            languageLocaleKey

            Required if create portal user invocable action is used.

            The email encoding key to use to create the user records. For example, ISO-8859-1 or UTF-8.
            inputKeysList

            Optional.

            A comma-delimited list of input keys from the rating inputs to use to include in the individual rating results.

            Input JSON

            Here's the sample input JSON:

            {
  "userInputs": {"ratingType": "Enrollment"},
}

            Output JSON

            Here's the sample output JSON:

            {  
  "asyncBulkRequestId": "8zk9f00000Q5jUEHNS"
}
             
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