---
schema_version: "1"
id: 4a05f96ce5c3ea16a09a171eea0e9e40d6a77d39908abe4443d7f48984c5c722
title: Automate Member Plan Assignment for Straight-Through Processing
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_insurance_group_benefits_automate_member_plan_assignment.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_group_benefits_automate_member_plan_assignment.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3e715a896cd55058c03ed7a0d529982501ae9551bbce29cdf708ef9749f92ba1
description: Assign root plans and coverages to members and their dependents based on group class and plan eligibility from the contract. To speed processing and reduce manual effort across enrollment, endorsement, and renewal, create and update member policies from the staging census. For members using automated plan assignment, ensure only one root plan in each product category is eligible. Multiple eligible plans return an error. When provided, overrides to the plan configuration take priority over base eligibility.
products:
  - Cross Cloud
release: "264"
---
# Automate Member Plan Assignment for Straight-Through Processing

Assign root plans and coverages to members and their dependents based on group class and plan eligibility from the contract. To speed processing and reduce manual effort across enrollment, endorsement, and renewal, create and update member policies from the staging census. For members using automated plan assignment, ensure only one root plan in each product category is eligible. Multiple eligible plans return an error. When provided, overrides to the plan configuration take priority over base eligibility.

**Where:** This change applies to Lightning Experience in Enterprise and Unlimited editions with Digital Insurance.