Loading
Страхование
InsEnrollmentServiceStd:getPolicyDetails

InsEnrollmentServiceStd:getPolicyDetails

Извлечение записей страхового полиса для участников переписи основной группы.

Класс: InsEnrollmentServiceStd

Метод: getPolicyDetails

Сценарий

accountId members isPersonAccountEnabled
c10001

{

"FirstName": "Allan",

"LastName": "Border"

}

true

Принцип работы

  1. Если сведения об участнике предоставлены, служба анализирует данные участника для контакта или кодов организации-лица.

    1. Если isPersonAccountEnabled является истинным, служба вызывает службу findAccounts посредством кодов PersonAccount.

    2. Если isPersonAccountEnabled является ложным, служба вызывает службу findContacts посредством кодов контактов.

  2. Если коды контактов предоставлены, служба использует коды контактов для сопоставления в поле ContactId в объекте InsurancePolicyParticipant.

  3. Если коды организаций предоставлены, служба использует коды организаций для сопоставления в поле AccountId в объекте InsurancePolicyParticipant.

  4. Служба возвращает записи страхового полиса, поле статуса которых не установлено на «Отменено» или «Отменено».

Алгоритм обслуживания

Понимание влияния разных вводных данных на результаты обслуживания.

Ввод Вывод обслуживания
Нет участников и контактовКоды и accountIds Укажите допустимое значение для groupAccountId или участников, accountIds или contactIds.

Вводные данные

Ввод Описание
groupAccountId

Обязательно.

Код организации группы

members or contactIds or accountId

Обязательно.

массив участников, содержащий как минимум одно из следующих трех полей: FirstName, LastName, Email

или

массив кодов контактов участников основной переписи

или

массив.Коды организаций-лиц участников основной переписи

isPersonAccountEnabled

Дополнительно.

Указывает, включены ли PersonAccounts в организации.

JSON ввода

Ниже указан пример ввода JSON:

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

Вывод JSON

Ниже указан образец вывода JSON:

{
  "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"
}
 
Загрузка
Salesforce Help | Article