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InsProductService:getRatedGroupProducts

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InsProductService:getRatedGroupProducts

此服务仅用于使用人口普查的小团体产品。该服务允许产品与产品服务一起保留。

类：InsProductService

方法：getRatedGroupProducts

您可以使用此服务的几种不同方式，这取决于您使用 accountId、 censusId 和 userInput 选项的方式。以下是您需要记住的几个重要概念：

  • 您可以使用 accountId 或 censusId 或两者来拉入人口普查；

  • 如果您使用 accountId，但未指定 censusId，则使用系统普查，其中状态为“活动”，普查类型为“组”;

  • 如果您使用 censusId，将覆盖与 accountId 关联的任何人口普查；

  • 将获取输入映射中的 userInput，但如果输入映射中没有 userInput，服务将从普查成员生成它们；

  • 但是，如果需要，您可以使用 getRatedProducts 服务中的 userInputs。

备注
备注

getRatedProducts 包含评级程序所需的输入，如产品属性中的映射，包括其关联的承保范围规格、被保项目规格、被保方规格和评级事实规格。

工作原理

  1. 该服务获取通过 censusId 提供的有效小组普查。或者，您可以向服务发送accountId，服务使用该accountId获取系统类型的普查。

    或者，如果没有提供 censusId 或 accountId，可能需要userInputs。

    如果您同时提供userInputs和censusId或accountId，如果远程选项 mergeUserInputs 设置为真（默认值 = false），服务会将userInputs与小组普查生成的userInputs合并。

  2. 获取客户的评级类型，并接受产品类型作为输入筛选器。

  3. 调用定价getRatedProduct和退货计划。每页返回的计划数量取决于pageSize选项（如下所述）。

  4. 从人口普查中提取employerContribution ⁇ ，然后使用getRatedProduct的价格来计算雇主对每种产品的贡献。

  5. 将节点放在 JSON 根中进行EmployerContribution。

远程选项

备注
备注

此处也可以使用 getRatedProducts 服务中使用的所有远程选项。

选项

说明

accountId

可选。

客户的 ID。必须使用此或 censusId。

censusId

可选。

人口普查 ID。必须使用此或 accountId。

productCategory

医疗、牙科、视力或生活。

按 Product.Type、GroupClass.Type、

GroupClassContribution.ProductCategory

includeContributionInUserInput

布尔型。

如果为真，基于accountId 或censusId生成的userInputs将包含每个成员的雇主贡献，并将添加以下示例属性：

  • Dental.contributionAmount

  • Medical.contributionPercent

excludeContributionInOutput

布尔型。

如果为真，则不会在 outputJSON 中返回 employerContributions

omitChildren

true 或 false

仅当您也将 omitRating 设置为 true 时，才将此选项设置为真。这将返回没有定价的产品。

omitRating

true 或 false

如果true，服务将返回没有定价的产品。

rateType

字符串值，Age 或 Composite。

通常，如果人口普查大小为 20 或更低，使用年龄；如果更大，使用复合。

传递到集成程序，并通过%options.rateType%访问

pageSize

每个 OmniScript 页面加载的计划数量。

重要
重要

强烈建议将此值设置为 9，以避免任何加载问题。

validateCoverageSelection

true 或 false

如果有您需要服务运行的验证规则，设置为 true。

mergeUserInputs

true 或 false

默认 = false。

在设置为 true 时，将userInputs与小组普查生成的userInputs合并。

有关更多信息，请查看下面的输入 JSON。

输入 JSON

此服务不使用输入 JSON。

或者，您可以在此处提供userInputs节点，例如如果您正在使用mergeUserInputs远程选项。在这种情况下,必须在userInput和普查成员记录中定义唯一的实例密钥(必须是相同的密钥 ) , 以便服务可以将每个userInput与每个普查成员记录匹配。（最好将人口普查成员 ID 用作实例密钥。）

"userInputs": [
{
"SG-Census-RF.SG_CM_Calculate": "true",
"SG-Census-RF.SG_CM_Age": 48,
"SG-Census-RF.Id": "a57g00000009i0wAAA",
"SG-Census-RF.SG_CM_Zip": "48005",
"SG-Census-RF.instanceKey": "a57g00000009i0wAAA"
},
{
"SG-Census-RF.SG_CM_Calculate": "true",
"SG-Census-RF.SG_CM_Age": 32,
"SG-Census-RF.Id": "a57g00000009i0rAAA",
"SG-Census-RF.SG_CM_Zip": "48005",
"SG-Census-RF.instanceKey": "a57g00000009i0rAAA"
}
]
}

您还必须使用类似的 JSON 填充人口普查成员字段中的CensusMember.AttributeSelectedValue__c，并使用相同的实例密钥：

{
"SG_empOnlyCount": "",
"SG_empSpouseCount": "",
"SG_empChildCount": "",
"SG_empFamilyCount": "",
"SG_CM_MemberClass": null,
"SG_CM_Age": 48,
"SG_CM_State": null,
"SG_CM_Gender": null,
"SG_CM_Smoker": false,
"SG_CM_IsPrimary": false,
"SG_CM_IsSpouse": false,
"SG_CM_DOB": null,
"SG_CM_Relationship": null,
"SG_CM_Zip": null,
"Id": null,
"SG_CM_MemberType": null,
"SG_CM_Calculate": true,
"instanceKey":”a57g00000009i0wAAA”
}

输出 JSON

服务会根据productId返回employerContributions。根据 JSONResult 对象格式化结果。

  • 如果贡献类型是金额，则仅返回contributionAmount属性

  • 如果贡献类型是百分比，则返回contributionPercent

  • 如果产品价格可用，则返回计算contributionAmount

{
  "employerContributions": {
    "01tf4000002U25LAAS": [
      {
        "contributionAmount": 363.999,
        "contributionPercent": 30,
        "Member.Id": "a3ef4000000mPIaAAM"
      },
      {
        "contributionAmount": 363.999,
        "contributionPercent": 30,
        "Member.Id": "a3ef4000000mPIbAAM"
      }
    ],
    "01tf4000002U25KAAS": [
      {
        "contributionAmount": 100,
        "Member.Id": "a3ef4000000mPIaAAM"
      },
      {
        "contributionAmount": 100,
        "Member.Id": "a3ef4000000mPIbAAM"
      }
    ]
  },
  "result": {
    "totalSize": 2,
    "records": [
      {
        "uiStates": {},
        "nameResult": {
          "childProducts": {
            "totalSize": 2,
            "records": [
              {
                "uiStates": {},
                "nameResult": {},
                "messages": [],
                "fields": {
                  "pciId": "a2mf4000000lTZiAAM",
                  "productId": "01tf4000002U25MAAS",
                  "TotalInsuredFormula__c": null,
                  "Term__c": "Annual",
                  "PricingFormula__c": null,
                  "IsConfigurable__c": false,
                  "RecordTypeName__c": "RatingFactSpec",
                  "PricingSource__c": null,
                  "ImageId__c": null,
                  "Tier__c": null,
                  "IsRecommended__c": false,
                  "RateBandId__c": null,
                  "SubType__c": null,
                  "Type__c": null,
                  "MarketSegment__c": null,
                  "LineOfBusiness__c": null,
                  "ProductCode": "RF0",
                  "Family": null,
                  "Description": null,
                  "Name": "censusRatingFact",
                  "Id": "01tf4000002U25MAAS"
                },
                "displaySequence": 1,
                "actions": {}
              },
              {
                "uiStates": {},
                "nameResult": {},
                "messages": [],
                "fields": {
                  "pciId": "a2mf4000000lTZjAAM",
                  "productId": "01tf4000002U25NAAS",
                  "TotalInsuredFormula__c": null,
                  "Term__c": "Annual",
                  "PricingFormula__c": null,
                  "IsConfigurable__c": false,
                  "RecordTypeName__c": "RatingFactSpec",
                  "PricingSource__c": null,
                  "ImageId__c": null,
                  "Tier__c": null,
                  "IsRecommended__c": false,
                  "RateBandId__c": null,
                  "SubType__c": null,
                  "Type__c": null,
                  "MarketSegment__c": null,
                  "LineOfBusiness__c": null,
                  "ProductCode": "RF1",
                  "Family": null,
                  "Description": null,
                  "Name": "censusMemRatingFact",
                  "Id": "01tf4000002U25NAAS"
                },
                "displaySequence": 2,
                "actions": {}
              }
            ],
            "name": null,
            "messages": [],
            "description": null,
            "data": {
              "totalSize": null,
              "messages": [],
              "dataMap": {},
              "actions": {}
            },
            "actions": {}
          }
        },
        "messages": [],
        "fields": {
          "Price": "",
          "productId": "01tf4000002U25KAAS",
          "TotalInsuredFormula__c": null,
          "Term__c": null,
          "PricingFormula__c": null,
          "IsConfigurable__c": false,
          "RecordTypeName__c": "Product",
          "PricingSource__c": "AggOutput",
          "ImageId__c": null,
          "Tier__c": null,
          "IsRecommended__c": false,
          "RateBandId__c": null,
          "SubType__c": null,
          "Type__c": "Medical",
          "MarketSegment__c": null,
          "LineOfBusiness__c": null,
          "ProductCode": "rootProd",
          "Family": null,
          "Description": null,
          "Name": "rootProd",
          "Id": "01tf4000002U25KAAS",
          "RawPriceData": [
            {
              "calculationResults": [
                {
                  "ProcedureOutput": 1000,
                  "TheMatrix__Premium": "100",
                  "TheMatrix__PremiumRBSelf": "90",
                  "TheMatrix__PremiumRBSpouse": "110",
                  "ID": "0"
                },
                {
                  "ProcedureOutput": 1500,
                  "TheMatrix__Premium": "150",
                  "TheMatrix__PremiumRBSelf": "140",
                  "TheMatrix__PremiumRBSpouse": "160",
                  "ID": "1"
                },
                {
                  "ProcedureOutput": 2000,
                  "TheMatrix__Premium": "200",
                  "TheMatrix__PremiumRBSelf": "190",
                  "TheMatrix__PremiumRBSpouse": "210",
                  "ID": "2"
                },
                {
                  "ProcedureOutput": 1300,
                  "TheMatrix__Premium": "130",
                  "TheMatrix__PremiumRBSelf": "120",
                  "TheMatrix__PremiumRBSpouse": "240",
                  "ID": "3"
                },
                {
                  "ProcedureOutput": 2000,
                  "TheMatrix__Premium": "200",
                  "TheMatrix__PremiumRBSelf": "190",
                  "TheMatrix__PremiumRBSpouse": "210",
                  "ID": "4"
                },
                {
                  "ProcedureOutput": 1300,
                  "TheMatrix__Premium": "130",
                  "TheMatrix__PremiumRBSelf": "120",
                  "TheMatrix__PremiumRBSpouse": "240",
                  "ID": "5"
                }
              ],
              "aggregationResults": null
            }
          ],
          "CalculatedPriceData": {}
        },
        "displaySequence": -1,
        "actions": {}
      },
      {
        "uiStates": {},
        "nameResult": {
          "childProducts": {
            "totalSize": 2,
            "records": [
              {
                "uiStates": {},
                "nameResult": {},
                "messages": [],
                "fields": {
                  "pciId": "a2mf4000000lTZkAAM",
                  "productId": "01tf4000002U25MAAS",
                  "TotalInsuredFormula__c": null,
                  "Term__c": "Annual",
                  "PricingFormula__c": null,
                  "IsConfigurable__c": false,
                  "RecordTypeName__c": "RatingFactSpec",
                  "PricingSource__c": null,
                  "ImageId__c": null,
                  "Tier__c": null,
                  "IsRecommended__c": false,
                  "RateBandId__c": null,
                  "SubType__c": null,
                  "Type__c": null,
                  "MarketSegment__c": null,
                  "LineOfBusiness__c": null,
                  "ProductCode": "RF0",
                  "Family": null,
                  "Description": null,
                  "Name": "censusRatingFact",
                  "Id": "01tf4000002U25MAAS"
                },
                "displaySequence": 1,
                "actions": {}
              },
              {
                "uiStates": {},
                "nameResult": {},
                "messages": [],
                "fields": {
                  "pciId": "a2mf4000000lTZlAAM",
                  "productId": "01tf4000002U25NAAS",
                  "TotalInsuredFormula__c": null,
                  "Term__c": "Annual",
                  "PricingFormula__c": null,
                  "IsConfigurable__c": false,
                  "RecordTypeName__c": "RatingFactSpec",
                  "PricingSource__c": null,
                  "ImageId__c": null,
                  "Tier__c": null,
                  "IsRecommended__c": false,
                  "RateBandId__c": null,
                  "SubType__c": null,
                  "Type__c": null,
                  "MarketSegment__c": null,
                  "LineOfBusiness__c": null,
                  "ProductCode": "RF1",
                  "Family": null,
                  "Description": null,
                  "Name": "censusMemRatingFact",
                  "Id": "01tf4000002U25NAAS"
                },
                "displaySequence": 2,
                "actions": {}
              }
            ],
            "name": null,
            "messages": [],
            "description": null,
            "data": {
              "totalSize": null,
              "messages": [],
              "dataMap": {},
              "actions": {}
            },
            "actions": {}
          }
        },
        "messages": [],
        "fields": {
          "Price": 1213.33,
          "productId": "01tf4000002U25LAAS",
          "TotalInsuredFormula__c": null,
          "Term__c": null,
          "PricingFormula__c": null,
          "IsConfigurable__c": false,
          "RecordTypeName__c": "Product",
          "PricingSource__c": "AggOutput",
          "ImageId__c": null,
          "Tier__c": null,
          "IsRecommended__c": false,
          "RateBandId__c": "a4Gf4000000kocZEAQ",
          "SubType__c": null,
          "Type__c": "Dental",
          "MarketSegment__c": null,
          "LineOfBusiness__c": null,
          "ProductCode": "rootProd2",
          "Family": null,
          "Description": null,
          "Name": "rootProd2",
          "Id": "01tf4000002U25LAAS",
          "RawPriceData": [
            {
              "calculationResults": [
                {
                  "ProcedureOutput": 800,
                  "TheMatrix__Premium": "100",
                  "TheMatrix__PremiumRBSelf": "90",
                  "TheMatrix__PremiumRBSpouse": "110",
                  "ID": "0"
                },
                {
                  "ProcedureOutput": 1200,
                  "TheMatrix__Premium": "150",
                  "TheMatrix__PremiumRBSelf": "140",
                  "TheMatrix__PremiumRBSpouse": "160",
                  "ID": "1"
                },
                {
                  "ProcedureOutput": 1600,
                  "TheMatrix__Premium": "200",
                  "TheMatrix__PremiumRBSelf": "190",
                  "TheMatrix__PremiumRBSpouse": "210",
                  "ID": "2"
                },
                {
                  "ProcedureOutput": 1040,
                  "TheMatrix__Premium": "130",
                  "TheMatrix__PremiumRBSelf": "120",
                  "TheMatrix__PremiumRBSpouse": "240",
                  "ID": "3"
                },
                {
                  "ProcedureOutput": 1600,
                  "TheMatrix__Premium": "200",
                  "TheMatrix__PremiumRBSelf": "190",
                  "TheMatrix__PremiumRBSpouse": "210",
                  "ID": "4"
                },
                {
                  "ProcedureOutput": 1040,
                  "TheMatrix__Premium": "130",
                  "TheMatrix__PremiumRBSelf": "120",
                  "TheMatrix__PremiumRBSpouse": "240",
                  "ID": "5"
                }
              ],
              "aggregationResults": {
                "AggOutput": 1213.33
              }
            }
          ],
          "CalculatedPriceData": {
            "AggOutput": 1213.33
          }
        },
        "displaySequence": -1,
        "actions": {}
      }
    ],
    "name": null,
    "messages": [],
    "description": null,
    "data": {
      "totalSize": null,
      "messages": [],
      "dataMap": {},
      "actions": {}
    },
    "actions": {}
  }
}
 
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