Loading
Seguro
InsEnrollmentServiceStd:getPolicyDetails

Usted está aquí:

  1. Ayuda de Salesforce
  2. Documentos
  3. Seguro digital

InsEnrollmentServiceStd:getPolicyDetails

Recupere registros de pólizas de seguros para miembros del censo de grupo principal.

Clase: InsEnrollmentServiceStd

Método: getPolicyDetails

Escenario

accountId miembros isPersonAccountEnabled
c10001

{

"FirstName": "Allan",

"LastName": "Border"

}

 true

Funcionamiento

  1. Si se proporciona información de miembros, el servicio analiza los datos de miembros para los Id. de Contacto o CuentaPersona.

    1. Si isPersonAccountEnabled es verdadero, el servicio llama al servicio findAccounts utilizando los Id. de PersonAccount.

    2. Si isPersonAccountEnabled es falso, el servicio llama al servicio findContacts utilizando los Id. de Contacto.

  2. Si se proporcionan Id. de contacto, el servicio utiliza los Id. de contacto para coincidir en el campo ContactId en la entidad InsurancePolicyParticipant.

  3. Si se proporcionan Id. de cuenta, el servicio utiliza los Id. de cuenta para coincidir en el campo AccountId en la entidad InsurancePolicyParticipant.

  4. El servicio devuelve registros de pólizas de seguros cuyo campo Estado no está establecido como "Cancelado" o "Cancelado".

Comportamiento de servicio

Comprenda cómo afectan las diferentes entradas a los resultados del servicio.

Entrada Salida de servicio
Sin miembros y sin contactsIds y sin accountIds Especifique un valor válido para groupAccountId o members o accountIds o contactIds.

Entradas

Entrada Descripción
groupAccountId

Obligatorio.

Id. de la cuenta del grupo
members or contactIds or accountId

Obligatorio.

matriz de miembros que contiene al menos uno de estos tres campos: Nombre, Apellidos, Correo electrónico

o bien

matriz de identificadores de contacto de los miembros del censo principal

o bien

matriz de.Id. de CuentaPersona de los miembros del censo principal
isPersonAccountEnabled

Opcional

Indica si PersonAccounts está activado en la organización.

JSON de entrada

Este es el JSON de entrada de muestra:

{
    "accountId": "001RN0000035v63YAA",
    "members": [
        {
            "FirstName": "Allan",
            "LastName": "Border"
        }
    ]
}

JSON de salida

Este es el JSON de salida de muestra:

{
  "response": {
    "StatusMessage": "success",
    "StatusCode": "Success",
    "members": [
      {
        "seqId": null,
        "policies": [
          {
            "participants": [
              {
                "Name": "Laura Border",
                "Id": "0aoRN0000000Hs0YAE",
                "RelationshipToInsured": "Spouse"
              },
              {
                "Name": "Allan Border",
                "Id": "0aoRN0000000Hs1YAE",
                "RelationshipToInsured": "Self"
              }
            ],
            "EffectiveDate": "2023-08-07",
            "Name": "Dental Premium Enrollment",
            "coverages": [
              {
                "Id": "0cYRN0000000OAe2AM",
                "CoverageName": "Dental Premium Enrollment",
                "InsurancePolicyParticipantId": "0aoRN0000000Hs1YAE"
              },
              {
                "Id": "0cYRN0000000OAf2AM",
                "CoverageName": "Dental Premium Enrollment",
                "InsurancePolicyParticipantId": "0aoRN0000000Hs1YAE"
              }
            ],
            "Id": "0YTRN0000000LS84AM",
            "ExpirationDate": "2024-05-15"
          },
          {
            "participants": [
              {
                "Name": "Laura Border",
                "Id": "0aoRN0000000HsAYAU",
                "RelationshipToInsured": "Spouse"
              },
              {
                "Name": "Allan Border",
                "Id": "0aoRN0000000HsBYAU",
                "RelationshipToInsured": "Self"
              }
            ],
            "EffectiveDate": "2023-08-07",
            "Name": "VSP Premium Enrollment",
            "coverages": [
              {
                "Id": "0cYRN0000000OAo2AM",
                "CoverageName": "VSP Premium Enrollment",
                "InsurancePolicyParticipantId": "0aoRN0000000HsBYAU"
              },
              {
                "Id": "0cYRN0000000OAp2AM",
                "CoverageName": "VSP Premium Enrollment",
                "InsurancePolicyParticipantId": "0aoRN0000000HsBYAU"
              }
            ],
            "Id": "0YTRN0000000LSD4A2",
            "ExpirationDate": "2024-05-15"
          },
          {
            "participants": [
              {
                "Name": "Laura Border",
                "Id": "0aoRN0000000HsKYAU",
                "RelationshipToInsured": "Spouse"
              },
              {
                "Name": "Allan Border",
                "Id": "0aoRN0000000HsLYAU",
                "RelationshipToInsured": "Self"
              }
            ],
            "EffectiveDate": "2023-08-07",
            "Name": "Dental Premium Enrollment",
            "coverages": [
              {
                "Id": "0cYRN0000000OAy2AM",
                "CoverageName": "Dental Premium Enrollment",
                "InsurancePolicyParticipantId": "0aoRN0000000HsLYAU"
              },
              {
                "Id": "0cYRN0000000OAz2AM",
                "CoverageName": "Dental Premium Enrollment",
                "InsurancePolicyParticipantId": "0aoRN0000000HsLYAU"
              }
            ],
            "Id": "0YTRN0000000LSI4A2",
            "ExpirationDate": "2024-05-15"
          },
          {
            "participants": [
              {
                "Name": "Laura Border",
                "Id": "0aoRN0000000HsUYAU",
                "RelationshipToInsured": "Spouse"
              },
              {
                "Name": "Allan Border",
                "Id": "0aoRN0000000HsVYAU",
                "RelationshipToInsured": "Self"
              }
            ],
            "EffectiveDate": "2023-08-07",
            "Name": "VSP Premium Enrollment",
            "coverages": [
              {
                "Id": "0cYRN0000000OB82AM",
                "CoverageName": "VSP Premium Enrollment",
                "InsurancePolicyParticipantId": "0aoRN0000000HsVYAU"
              },
              {
                "Id": "0cYRN0000000OB92AM",
                "CoverageName": "VSP Premium Enrollment",
                "InsurancePolicyParticipantId": "0aoRN0000000HsVYAU"
              }
            ],
            "Id": "0YTRN0000000LSN4A2",
            "ExpirationDate": "2024-05-15"
          },
          {
            "participants": [
              {
                "Name": "Laura Border",
                "Id": "0aoRN0000000HseYAE",
                "RelationshipToInsured": "Spouse"
              },
              {
                "Name": "Allan Border",
                "Id": "0aoRN0000000HsfYAE",
                "RelationshipToInsured": "Self"
              }
            ],
            "EffectiveDate": "2023-08-07",
            "Name": "Dental Premium Enrollment",
            "coverages": [
              {
                "Id": "0cYRN0000000OBI2A2",
                "CoverageName": "Dental Premium Enrollment",
                "InsurancePolicyParticipantId": "0aoRN0000000HsfYAE"
              },
              {
                "Id": "0cYRN0000000OBJ2A2",
                "CoverageName": "Dental Premium Enrollment",
                "InsurancePolicyParticipantId": "0aoRN0000000HsfYAE"
              }
            ],
            "Id": "0YTRN0000000LSS4A2",
            "ExpirationDate": "2024-05-15"
          },
          {
            "participants": [
              {
                "Name": "Laura Border",
                "Id": "0aoRN0000000HsyYAE",
                "RelationshipToInsured": "Spouse"
              },
              {
                "Name": "Allan Border",
                "Id": "0aoRN0000000HszYAE",
                "RelationshipToInsured": "Self"
              }
            ],
            "EffectiveDate": "2023-08-07",
            "Name": "VSP Premium Enrollment",
            "coverages": [
              {
                "Id": "0cYRN0000000OBc2AM",
                "CoverageName": "VSP Premium Enrollment",
                "InsurancePolicyParticipantId": "0aoRN0000000HszYAE"
              },
              {
                "Id": "0cYRN0000000OBd2AM",
                "CoverageName": "VSP Premium Enrollment",
                "InsurancePolicyParticipantId": "0aoRN0000000HszYAE"
              }
            ],
            "Id": "0YTRN0000000LSc4AM",
            "ExpirationDate": "2024-05-15"
          },
          {
            "participants": [
              {
                "Name": "Laura Border",
                "Id": "0aoRN0000000HtIYAU",
                "RelationshipToInsured": "Spouse"
              },
              {
                "Name": "Allan Border",
                "Id": "0aoRN0000000HtJYAU",
                "RelationshipToInsured": "Self"
              }
            ],
            "EffectiveDate": "2023-08-07",
            "Name": "Dental Premium Enrollment",
            "coverages": [
              {
                "Id": "0cYRN0000000OBw2AM",
                "CoverageName": "Dental Premium Enrollment",
                "InsurancePolicyParticipantId": "0aoRN0000000HtJYAU"
              },
              {
                "Id": "0cYRN0000000OBx2AM",
                "CoverageName": "Dental Premium Enrollment",
                "InsurancePolicyParticipantId": "0aoRN0000000HtJYAU"
              }
            ],
            "Id": "0YTRN0000000LSm4AM",
            "ExpirationDate": "2024-05-15"
          },
          {
            "participants": [
              {
                "Name": "Laura Border",
                "Id": "0aoRN0000000HtSYAU",
                "RelationshipToInsured": "Spouse"
              },
              {
                "Name": "Allan Border",
                "Id": "0aoRN0000000HtTYAU",
                "RelationshipToInsured": "Self"
              }
            ],
            "EffectiveDate": "2023-08-07",
            "Name": "VSP Premium Enrollment",
            "coverages": [
              {
                "Id": "0cYRN0000000OC62AM",
                "CoverageName": "VSP Premium Enrollment",
                "InsurancePolicyParticipantId": "0aoRN0000000HtTYAU"
              },
              {
                "Id": "0cYRN0000000OC72AM",
                "CoverageName": "VSP Premium Enrollment",
                "InsurancePolicyParticipantId": "0aoRN0000000HtTYAU"
              }
            ],
            "Id": "0YTRN0000000LSr4AM",
            "ExpirationDate": "2024-05-15"
          }
        ],
        "accountId": "001RN000003IYMBYA4"
      }
    ]
  },
  "errorCode": "INVOKE-200",
  "error": "OK"
}
 
Cargando
Salesforce Help | Article