Adv. Enrollment

Change Subscriber ID Advanced API

Changes a Subscriber ID globally

SecurityapiKeyAuth and bearerAuth
Request
path Parameters
subscriberID
required
string

Subscriber ID

header Parameters
vbasoftware-database
required
string

Target database

Request Body schema:
required
user_ID
required
string [ 1 .. 20 ] characters

The user for which this request is executed on behalf of.

current_Subscriber_ID
required
string [ 1 .. 9 ] characters

The current Subscriber_ID that will be changed.

new_Subscriber_ID
required
string [ 1 .. 9 ] characters

The new Subscriber_ID

Responses
202

Accepted for processing

401

Unauthorized

post/subscribers/{subscriberID}/change-id
Request samples
{
  • "user_ID": "string",
  • "current_Subscriber_ID": "string",
  • "new_Subscriber_ID": "string"
}

Member Disenroll Advanced API

Disenrolls a Member from an Enrollment. A VBAProcess object is returned representing the process state. See VBAProcess area for more information.

SecurityapiKeyAuth and bearerAuth
Request
path Parameters
subscriberID
required
string

Subscriber ID

memberSeq
required
string

Member Seq

header Parameters
vbasoftware-database
required
string

Target database

Request Body schema:
required
user_ID
required
string [ 1 .. 20 ] characters

The user for which this request is executed on behalf of.

subscriber_ID
required
string [ 1 .. 9 ] characters

The Subscirber ID of the Member being disenrolled. You can get the Subscriber ID via the SearchConfig process using ENROLLMENT searchConfigId (https://vbapi-docs.vbasoftware.com/developer-portal/search/).

member_Seq
required
string [ 1 .. 2 ] characters

The Member Sequence of the Member being disenrolled. If this is a Subscriber Disenroll, the Member Sequence provided is the Insured Member Sequence. You can get the Member Seq via the SearchConfig process using ENROLLMENT searchConfigId (https://vbapi-docs.vbasoftware.com/developer-portal/search/).

group_ID
required
string [ 1 .. 20 ] characters

The Group ID of the current Subenrollment record (the members current or most recent enrollment). You can use the List SubEnrollment API (https://vbapi.vbasoftware.com/vbasoftware/subscribers/{subscriberID}/enrollments) to get the values you need.

division_ID
required
string [ 1 .. 20 ] characters

The Division ID of the current Subenrollment record (the members current or most recent enrollment). You can use the List SubEnrollment API (https://vbapi.vbasoftware.com/vbasoftware/subscribers/{subscriberID}/enrollments) to get the values you need.

group_Coverage_Start
required
string <date-time>

The Group Coverage Start of the current Subenrollment record (the members current or most recent enrollment). You can use the List SubEnrollment API (https://vbapi.vbasoftware.com/vbasoftware/subscribers/{subscriberID}/enrollments) to get the values you need. This is only required on Subscriber/Member Disenrolls, for Group/Division Disenroll, this can be blank.

start_Date
required
string <date-time>

The Start Date of the current Subenrollment record (the members current or most recent enrollment). You can use the List SubEnrollment API (https://vbapi.vbasoftware.com/vbasoftware/subscribers/{subscriberID}/enrollments) to get the values you need. This is only required on Subscriber/Member Disenrolls, for Group/Division Disenroll, this can be blank.

disenroll_Date
required
string <date-time>

The Disenroll Date for this disenroll process.

term_Date
string or null <date-time>

Term Date is an informational field used in some reports. It doesn't impact the process but is often populated with the same value as the Disenroll Date.

subscriber
required
boolean

The Subscriber value is a flag indicating if the member being disenrolled is the Insured. Send 1 if this is the Subscriber, send 0 if this is a Spouse/Dependent/Other. This is only required on Subscriber/Member Disenrolls, for Group/Division Disenroll, this can be blank.

reason_ID
required
integer <int32>

Reason ID is the reson for this disenroll. You can get a list of valid Reason IDs from the List Reasons API (https://vbapi.vbasoftware.com/vbasoftware/reasons).

premium
number or null <double>

When not using the PremRates list of PremRate_Key values, this indicates the COBRA Premium for some reports.

disenrollFamily
required
integer <int32>

The DisenrollFamily indicator lets the Disenroll process know exactly how to perform the Disenroll. You can get a list of valid DisenrollFamily values from the List Disenrollment Family Options API (https://vbapi.vbasoftware.com/vbasoftware/disenroll-family-options).

terminateAuth
required
boolean

The TerminateAuth flag lets us know if Auths approved or requested beyond the Disenroll Date should be cancelled.

disenrollFuture
required
integer <int32>

The DisenrollFuture indicator will tell us how to handle any future enrollments beyond the Disenroll Date related to this disenroll. The valid values are: 2 - Disenroll Future Enrollments 3 - Do Not Disenroll any Future Enrollments

premRates
Array of integers or null <int32>

The list of COBRA Rates associated with this Disenroll process.

Array of objects or null (PremInvoiceAdjustment)

If you intend to auto-adjust existing premiums based on this disenroll you would populate your adjustments here.

Responses
200

Success

401

Unauthorized

post/subscribers/{subscriberID}/members/{memberSeq}/disenroll
Request samples
{
  • "user_ID": "string",
  • "subscriber_ID": "string",
  • "member_Seq": "st",
  • "group_ID": "string",
  • "division_ID": "string",
  • "group_Coverage_Start": "2019-08-24T14:15:22Z",
  • "start_Date": "2019-08-24T14:15:22Z",
  • "disenroll_Date": "2019-08-24T14:15:22Z",
  • "term_Date": "2019-08-24T14:15:22Z",
  • "subscriber": true,
  • "reason_ID": 0,
  • "premium": 0.1,
  • "disenrollFamily": 0,
  • "terminateAuth": true,
  • "disenrollFuture": 0,
  • "premRates": [
    ],
  • "premInvoiceAdjustments": [
    ]
}
Response samples
{
  • "data": {
    },
  • "error": {
    },
  • "debug": {
    }
}

List Billing Adjustments for Disenroll Advanced API

List of Billing Adjustments that would be created based on a Subscriber being disenrolled on the As of Date.

SecurityapiKeyAuth and bearerAuth
Request
path Parameters
subscriberID
required
string

Subscriber ID

asOfDate
required
string <date-time>

As of Date

header Parameters
vbasoftware-database
required
string

Target database

Responses
200

Success

401

Unauthorized

get/subscribers/{subscriberID}/as-of-date/{asOfDate}/disenroll-adjustments
Request samples
Response samples
No sample

List Waiting Period Details Advanced API

List of Waiting Period configuration based on the passed in settings (group, division, plan, and/or hire date).

SecurityapiKeyAuth and bearerAuth
Request
query Parameters
groupID
string

Group ID

divisionID
string

Division ID

planID
string

Plan ID

hireDate
string <date-time>

Hire Date

header Parameters
vbasoftware-database
required
string

Target database

Responses
200

Success

401

Unauthorized

get/enrollment-waiting-period-by-hire-date
Request samples
Response samples
No sample

Member Re-enroll Advanced API

Re-enrolls a Member to an Enrollment. A VBAProcess object is returned representing the process state. See VBAProcess area for more information.

SecurityapiKeyAuth and bearerAuth
Request
path Parameters
subscriberID
required
string

Subscriber ID

memberSeq
required
string

Member Seq

header Parameters
vbasoftware-database
required
string

Target database

Request Body schema:
required
user_ID
required
string [ 1 .. 20 ] characters

The user for which this request is executed on behalf of.

subscriber_ID
string or null
member_Seq
string or null
group_ID
string or null
division_ID
string or null
reenrollFamily
integer or null <int32>
subscriber
boolean
start_Date
string or null <date-time>
reenrollCOBRA
boolean
resetAuth
boolean
disenroll_Date
string or null <date-time>
cobraDivision
string or null
cobraCovStart
string or null <date-time>
cobraStart
string or null <date-time>
cobraEnd
string or null <date-time>
cobraReason
integer or null <int32>
generateInvoice
boolean
invoiceDate
string or null <date-time>
groupReenroll
boolean
resetGroupDisenroll
boolean
reenrollAll
boolean
Array of objects or null (COBRAPlanCriteria)
memberSeqCriterias
Array of strings or null
Responses
200

Success

401

Unauthorized

post/subscribers/{subscriberID}/members/{memberSeq}/reenroll
Request samples
{
  • "user_ID": "string",
  • "subscriber_ID": "string",
  • "member_Seq": "string",
  • "group_ID": "string",
  • "division_ID": "string",
  • "reenrollFamily": 0,
  • "subscriber": true,
  • "start_Date": "2019-08-24T14:15:22Z",
  • "reenrollCOBRA": true,
  • "resetAuth": true,
  • "disenroll_Date": "2019-08-24T14:15:22Z",
  • "cobraDivision": "string",
  • "cobraCovStart": "2019-08-24T14:15:22Z",
  • "cobraStart": "2019-08-24T14:15:22Z",
  • "cobraEnd": "2019-08-24T14:15:22Z",
  • "cobraReason": 0,
  • "generateInvoice": true,
  • "invoiceDate": "2019-08-24T14:15:22Z",
  • "groupReenroll": true,
  • "resetGroupDisenroll": true,
  • "reenrollAll": true,
  • "cobraPlanCriterias": [
    ],
  • "memberSeqCriterias": [
    ]
}
Response samples
{
  • "data": {
    },
  • "error": {
    },
  • "debug": {
    }
}

Subscriber Add Enrollment Advanced API

Adds enrollments to an existing subscriber. Can add enrollment for the subscriber or subscriber + all members.

SecurityapiKeyAuth and bearerAuth
Request
path Parameters
subscriberID
required
string

Subscriber ID

header Parameters
vbasoftware-database
required
string

Target database

Request Body schema:
required
requesting_User_ID
required
string [ 1 .. 20 ] characters

User ID of the person making this request.

addMembers
boolean

Flag indicating if members should be enrolled in addition to the subscriber. If false, only subscriber is enrolled; If true, members + subscriber is enrolled.

object (SubEnrollment)
Responses
202

Accepted

401

Unauthorized

post/subscribers/{subscriberID}/add-enrollment
Request samples
{
  • "requesting_User_ID": "string",
  • "addMembers": true,
  • "subEnrollment": {
    }
}

Subscriber Policy Surrender Advanced API

Surrender an existing Policy under the Policy & Forfeiture area.

SecurityapiKeyAuth and bearerAuth
Request
path Parameters
subscriberID
required
string

Subscriber ID

planID
required
string

Plan ID

benefitCode
required
string

Benefit Code

policyNumber
required
string

Policy Number

cashValue
required
number <double>

Cash Value

header Parameters
vbasoftware-database
required
string

Target database

Responses
202

Accepted

401

Unauthorized

post/subscribers/{subscriberID}/surrender-policy/{planID}/{benefitCode}/{policyNumber}/{cashValue}
Request samples

Subscriber Division Transfer Advanced API

Transfer a Subscriber Enrollment from one Division to another.

SecurityapiKeyAuth and bearerAuth
Request
path Parameters
subscriberID
required
string

Subscriber ID

groupID
required
string

Group ID

divisionID
required
string

Division ID

groupCoverageStart
required
string <date-time>

Group Coverage Start

startDate
required
string <date-time>

Start Date

currentEnrollEndDate
required
string <date-time>

Current Enrollment End Date

newEnrollStartDate
required
string <date-time>

New Enrollment Start Date

newEnrollDivisionID
required
string

New Enrollment DivisionID

header Parameters
vbasoftware-database
required
string

Target database

Responses
202

Accepted

401

Unauthorized

post/subscribers/{subscriberID}/division-transfer/{groupID}/{divisionID}/{groupCoverageStart}/{startDate}/{currentEnrollEndDate}/{newEnrollStartDate}/{newEnrollDivisionID}
Request samples

Recalculate Subscriber Accumulators Advanced API

Recalculate Accumulators for a given Subscriber ID

SecurityapiKeyAuth and bearerAuth
Request
path Parameters
subscriberID
required
string

Subscriber ID

header Parameters
vbasoftware-database
required
string

Target database

Responses
204

Success

401

Unauthorized

post/subscribers/{subscriberID}/recalculate-accumulators
Request samples

Recalculate Member Teeth Advanced API

Recalculate All Teeth for a given Subscriber and Member. Pass the requestingUserId if this request is being made on behalf of another User.

SecurityapiKeyAuth and bearerAuth
Request
path Parameters
subscriberID
required
string

Subscriber ID

memberSeq
required
string

Member Seq

query Parameters
requestingUserId
string

Requesting User

header Parameters
vbasoftware-database
required
string

Target database

Responses
204

Success

401

Unauthorized

post/subscribers/{subscriberID}/members/{memberSeq}/recalculate-teeth
Request samples