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保险
InsEnrollmentServiceStd:getPolicyDetails

InsEnrollmentServiceStd:getPolicyDetails

检索主要群组普查成员的保险单记录。

类:InsEnrollmentServiceStd

方法:getPolicyDetails

场景

accountId 成员 isPersonAccountEnabled
c10001

{

“名字”:艾伦

"LastName":"Border"

}

true

工作原理

  1. 如果提供成员信息,服务会解析联系人或个人客户 ID 的成员数据。

    1. 如果 isPersonAccountEnabled 为真,服务将使用 PersonAccount ID 调用 findAccounts 服务。

    2. 如果 isPersonAccountEnabled 为假,服务将使用联系人 ID 调用 findContacts 服务。

  2. 如果提供了联系人 ID,服务将使用联系人 ID 匹配 InsurancePolicyParticipant 实体的 ContactId 字段。

  3. 如果提供了客户 ID,服务将使用客户 ID 匹配 InsurancePolicyParticipant 实体的 AccountId 字段。

  4. 该服务返回状态字段未设置为“已取消”或“已取消”的保险单记录。

服务行为

了解不同的输入如何影响服务输出。

输入 服务输出
没有成员,没有 contactsIds,没有 accountIds 为 groupAccountId 或成员或 accountIds 或 contactIds 指定有效值。

输入

输入 描述
groupAccountId

必需。

小组客户的 ID

members or contactIds or accountId

必需。

至少包含以下三个字段之一的成员数组:FirstName, LastName, Email

或

主要普查成员的联系 ID 数组

或

array of.主要人口普查成员的个人客户 ID

isPersonAccountEnabled

可选。

表示是否在组织中启用 PersonAccounts。

输入 JSON

以下是示例输入 JSON:

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

输出 JSON

以下是示例输出 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"
}
 
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