Save Group Census Member Plans Data Action

This action processes member enrollment information, validates plan assignments, and handles primary and dependent member relationships. It manages plan updates, including plan additions and deletions, and supports bulk processing of member plans with comprehensive error handling and logging.

This action is available in API version 66.0 and later.

Special Access Rules

To use this invocable action, you must have Digital Insurance Group Benefits Census Management user access

Supported REST HTTP Methods

URI: /services/data/vXX.X/actions/standard/saveGrpCensusMbrPlansData

Where XX.X is the latest API version.

Formats: JSON, XML

HTTP Methods: POST

Authentication: Authorization: Bearer TOKEN

Where TOKEN is your OAuth access token.

Inputs

Input	Type	Description
asyncBulkRequestItemId	string	Required. ID of the asynchronous bulk request item to use for tracking and error logging.
groupCensusId	string	Required. ID of the group census record.
groupCensusMemberPlans	sobject	Required. List of group census member plan records to save.
groupCensusMembers	sobject	Required. List of group census member records to process.
shouldLogErrors	boolean	Required. Indicates whether errors that occur while saving group census member plans are recorded in a content document ( `true` ) or not ( `false` ).

Outputs

Output	Type	Description
errorsData	Apex-defined	Error details for the failed records.
groupCensusMemberPlans	sobject	Details of group census member plan records that are successfully saved.

Example

POST

This sample request is for the Save Group Census Member Plans Data action.

{
  "inputs": [
    {
      "groupCensusMembers": [
        {
          "Id": "a1B000000000001",
          "MemberRefId": "M001",
          "PrimaryGroupCensusMemberId": null,
          "GroupCensusId": "a3B000000000001",
          "MemberKey": "EMP001",
          "AssociationWithPrimaryMbr": "Self"
        },
        {
          "Id": "a1B000000000002",
          "MemberRefId": "M002",
          "PrimaryGroupCensusMemberId": "a1B000000000001",
          "GroupCensusId": "a3B000000000001",
          "MemberKey": "DEP001",
          "AssociationWithPrimaryMbr": "Spouse"
        }
      ],
      "groupCensusMembersPlans": [
        {
          "ContractGroupPlanId": "p1B000000000001",
          "PlanName": "Health Plan A",
          "PlanType": "Medical",
          "GroupCensusMember": "a1B000000000001",
          "MemberRefId": "M001"
        },
        {
          "ContractGroupPlanId": "p1B000000000002",
          "PlanName": "Dental Plan B",
          "PlanType": "Dental",
          "GroupCensusMember": "a1B000000000001",
          "MemberRefId": "M001"
        },
        {
          "ContractGroupPlanId": "p1B000000000001",
          "PlanName": "Health Plan A",
          "PlanType": "Medical",
          "GroupCensusMember": "a1B000000000002",
          "MemberRefId": "M002"
        }
      ],
      "shouldLogErrors": true,
      "asyncBulkRequestItemId": "a2B000000000001",
      "groupCensusId": "a3B000000000001"
    }
  ]
}

This sample response is for the Save Group Census Member Plans Data action.

{
  "outputs": [
    {
      "savedGroupCensusMembersPlans": [
        {
          "Id": "a4B000000000001",
          "Name": "Plan-001",
          "GroupCensusMemberId": "a1B000000000001",
          "ContractGroupPlanId": "p1B000000000001",
          "CreatedDate": "2025-01-27T10:30:00.000Z",
          "CreatedById": "005000000000001"
        },
        {
          "Id": "a4B000000000002",
          "Name": "Plan-002",
          "GroupCensusMemberId": "a1B000000000001",
          "ContractGroupPlanId": "p1B000000000002",
          "CreatedDate": "2025-01-27T10:30:00.000Z",
          "CreatedById": "005000000000001"
        },
        {
          "Id": "a4B000000000003",
          "Name": "Plan-003",
          "GroupCensusMemberId": "a1B000000000002",
          "ContractGroupPlanId": "p1B000000000001",
          "CreatedDate": "2025-01-27T10:30:00.000Z",
          "CreatedById": "005000000000001"
        }
      ],
      "errors": [
        {
          "errorMessage": "Invalid plan assignment for member M003",
          "recordId": "M003",
          "errorType": "VALIDATION_ERROR",
          "fieldName": "ContractGroupPlanId"
        }
      ],
      "isSuccess": true
    }
  ]
}