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Insurance
Set up Error Handling for Bulk Enrollment

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Set up Error Handling for Bulk Enrollment

Get notified if any errors occur during a CSV file upload and when completed asynchronous jobs identify missing or incomplete data.

  • On the Insurance Contract object, create a custom field to use as a lookup for Insurance Async Bulk Request. The field stores the asyncBulkRequestId when the enrollment process starts using the enrollMembersAsync service.
    Note
    Note Use this custom field only for error handling.

  • Ensure your Rating Procedure Type field of your product is set to Expression Set, and Rating Procedure Name field is set to the name of the Expression Set.

  • Associate the Data Mapper bundle to the rating fact product. The Data Mapper must be OmniDataTransform type, which is Omnistudio on core object.
    Note
    Note If you are using a Data Mapper from managed package, use the

    migration tool

    to migrate the packaged version Data Mapper to the Omnistudio on core Data Mapper.
  1. From the Setup menu, click Developer Console.
  2. Create an InsBatchFailureService Apex Class. Copy and paste the Apex code provided in the LargeGroupEnrollment_Artifacts file to this Apex Class.
    Important
    Important If you’ve configured the InsBatchFailureService Apex Class with Winter’ 24 package, replace it with the updated class provided in the LargeGroupEnrollment_Artifacts file. Ensure the API version of the batch class is 60 or above.
  3. In the code, replace vlocityins10__InsuranceAsyncBulkRequest__c with the custom field name created above, and save the Apex Class.
  4. From the App Launcher, find and select OmniStudio FlexCards.
  5. Click Import and upload the GenerateFailureErrorBatch.json file provided in the LargeGroupEnrollment_Artifacts file.
  6. Open the FlexCard and make sure it's activated and deployed.
  7. On the group Account page, click the Gear icon and select Edit Page.
  8. In Lightning App Builder, add a custom tab, and then and then drag and drop the FlexCard component on it. Then, select the FlexCard that's activated in step 6.
 
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