Create billing schedules from insurance policy transactions to generate financial records for policy lifecycle events. Modify claim coverage payment details, recalculate loss item adjustments, and process ex gratia payments to accelerate claims resolution and maintain financial accuracy. Evaluate plan eligibility for group census members to support accurate enrollment decisions. Use the multi-root policy APIs to create and manage multiple root and child policies under a single parent policy, improving flexibility in policy administration. With the insurance quoting API, generate rating input details to streamline product rating processes, improving operational efficiency.
Insurance Brokerage
- Create billing schedules from insurance policy transactions
- Make a POST request to the
/connect/insurance/billing/billing-schedulesresource. - New request body: Insurance Billing Schedules Input
- New response body: Insurance Billing Schedules Response
Insurance Claims Management
- Pay ex gratia amount for a claim coverage payment detail record
- Make a PATCH request to the
/connect/insurance/claims/claimId/coverages/coverageId/payment-details/paymentDetailId/pay-ex-gratiaresource. - New request body: Pay Ex Gratia Claim Coverage Payment Detail Input
- New response body: Pay Ex Gratia Claim Coverage Payment Detail
- Modify an existing claim coverage payment detail record for both loss and expense types
- Make a PATCH request to the
/connect/insurance/claims/claimId/coverages/coverageId/payment-details/paymentDetailIdresource. - New request body: Edit Claim Coverage Payment Detail Input
- New response body: Edit Claim Coverage Payment Detail Response
- Recalculate adjustments for an existing payment detail record
- Make a PATCH request to the existing
/connect/insurance/claims/claimId/coverages/coverageId/calculate-adjustmentsresource. - New request body: Recalculate Adjustments Input
Insurance Group Benefits
- Evaluate eligibility of insurance plans for a group census member during initial enrollment (POST) or enrollment updates (PATCH)
- Make a POST or PATCH request to the
/connect/insurance/census-management/group-census-members/memberId/enrollment-rules/actions/invokeresource. - New request body (POST): Insurance Plans Eligibility Create Context Input
- New request body (PATCH): Insurance Plans Eligibility Update Context Input
- New response body: Insurance Plans Eligibility Details
Insurance Policy Administration
- Create a multi-root insurance policy asynchronously
- Make a POST request to the
/connect/insurance/policies/multi-rootresource. - New response body: Multi-Root Policy Asynchronous Response
- Endorse a multi-root insurance policy asynchronously
- Make a POST request to the
/connect/insurance/policies/policyId/multi-root/endorseresource. - New response body: Multi-Root Policy Asynchronous Response
- Renew a multi-root insurance policy asynchronously
- Make a POST request to the
/connect/insurance/policies/policyId/multi-root/renewresource. - New response body: Multi-Root Policy Asynchronous Response
Insurance Quoting
- Generate rating inputs to use it as the request body to evaluate product rating
- Make a POST request to the
/connect/insurance/product-rating/get-rating-inputresource. - New request body: Product Rating Request Input
- New response body: Product Rating Details Response
Changed Connect REST API Resource
- Include product clauses of the sales transaction items in the response body
- Make a GET request to the existing
/connect/insurance/quotes/quoteIdresource. - New request parameter value:
includeClauseis added to the existingconnectDynamicParametersrequest parameter.
See Also
- Insurance Brokerage Business API: Insurance Billing Schedules (POST)
- Insurance Developer Guide: Insurance Claims Business APIs
- Insurance Developer Guide: Insurance Policy Business APIs
- Insurance Group Benefits Business API: Insurance Plans Eligibility Check (POST, PATCH)
- Insurance Quoting Business API: Insurance Product Rating Details (POST)