Subscribers

Detailed mapping of the fields used in a POST request to create a subscriber. The schema below is used in the /coverage_periods/{id}/subscribers endpoint

Required Elements

These elements are Required when creating a subscriber using a POST request to the Ideon API.

Ideon
Usage and Mapping

external_identifier

This is an identifier that your system can use or generate to identify the subscriber. This is in addition to our id that we generate upon creation.

*location_id

This is a foreign key formatted reference to a primary or secondary location, the Ideon generated unique identifier referring to the associated resource.

*birth_date

This field contains the date of birth for the employee

*employment_details

This object contains many fields related to a member's Employment. A full Mapping Guide for Employment Details is available here.

Required

  • start_date

  • status

Conditionally Required

  • end_date

  • retirement_date

  • annual_earnings

  • wage_frequency

  • hours_per_week

  • compensation

  • work_state

Recommended if present

  • original_start_date

  • title

  • benefit_salary

  • benefit_salary_effective_date

  • base_salary

  • base_salary_effective_date

Optional

  • employee_identifier

*gender

This is a value representing the member's gender. Accepted values in the API are:

  • female

  • male

  • non_binary

  • unknown

Ideon transmits unknown and non_binary as female when carriers only accept Binary values, per carrier instruction.

For carriers with no specific non-binary value, we map non_binary to unknown if accepted.

*last_name

This is the legal last name of the employee.

residential_address

This is the address at which the member resides, their "home" address value.

Required address_line_1 city zip

Recommended if present address_line_2 state fips_county_code country_code

Note: Ideon currently only supports domestic addresses for enrollments, the country code can be defaulted to USA (as it will be if not provided)

*social_security_number

This is the employee's social security number.

When sending a subscriber social security number, it cannot match another member's social_security_number in that same Group.

Conditionally Required Elements

While the elements above are required, there are additional common elements that your system will likely always have available.

We ask you provide these common values if available, as these can be required by Carriers on their data transmissions.

These elements are Recommended

Ideon
Usage and Mapping

first_name

This is the legal first name of the employee.

middle_name

This is the legal middle name of the employee. It is best to include this information if accurate and present in your system.

phone_numbers

This field allows a platform to send email addresses for a given member. These are associated with a type - personal, work, other - and are useful for member communications. Validation: minLength: 10 maxLength: 15 Example: 12223334444

emails

This field allows a platform to send email addresses for a given member. These are associated with a type - personal, work, other - and are useful for member communications. Validation pattern: ^.@.$ Example: john@work.com

mailing_address

This is the address at which the member receives mailed communications. If this mailing address differs from the residential, it is essential to provide it. However, Mailing Address can always be provided, as Ideon's system will determine for which carriers it should be transmitted. Required address_line_1 city zip Recommended if present address_line_2 state fips_county_code country_code

Note: Ideon currently only supports domestic addresses for enrollments, the country code can be defaulted to USA (as it will be if not provided)

marital_status

This is the value for the marital status of the member, whether they are considered:

divorced single married registered_domestic_partner separated widowed

tobacco_use

This value shows whether a member is a current tobacco user for the purposes of plan eligibility. This is often required for Medical plans and Critical Illness plans that are "tobacco-rated".

If present, it's helpful to provide across members, unless you only sell/enroll in "uni-smoker" rated products.

Dependents

A dependent can be created by providing the dependent alongside the subscriber. They can also be created independently, via a POST to subscribers/{id}/dependents.

The Mapping Guide for Dependents has a full enumeration of the elements needed to create a dependent.

The response schema for subscribers will always contain created dependents (alongside QLEs which refer to dependent coverage)

Employment Classifications

The subscriber request can also contain references to Employment Classifications, in the fields:

  • division

  • department

  • class

  • subgroup

  • region

These fields allow a platform to associate a given Class or Division to a specific member, once created via a POST to groups/{id}/employment_classifications.

The Mapping Guide and FAQ for Employment Classifications has a full enumeration of the elements needed to create an employment classification.

Helpful Elements

We ask you provide these common values if available and consistent, as these can be very useful when assigning categories or identifiers to specific employees.

These elements are Optional

Ideon
Usage and Mapping

substance_abuse

Does the member have a history of substance abuse as relevant to their eligibility? Accepted values: true, false

work_location

This value is the name of a member's work location, within the employer's organization. Example: Boston Office

union

This value expresses whether a member is a union or non_union employee.

exempt

This value indicates whether the member is exempt from overtime, per state/federal regulations. Accepted values: exempt, non_exempt

name_prefix

This is a string field to express a prefix, such as Mr, Dr, etc

name_suffix

This is a string field to express a suffix, such as Jr or Sr

administrative

Is the member an administrative employee? Accepted values: administrative, non_administrative

executive

Is the member an executive employee? Accepted values: executive, non_executive

management

Is the member an employee in management? Accepted values: management, non_management

owner

Is the member a company owner? Accepted values: true, false

president

Is the member the company president? Accepted values: true, false

Additional Optional Elements

These fields are Optional, and Uncommon

Ideon
Usage and Mapping

citizenship_status

What citizenship status is the employee? Accepted values: alien, alien_non_resident, alien_resident, illegal_alien, us_citizen, us_citizen_non_resident, us_citizen_resident

bargaining

Is the member a bargaining or non-bargaining employee?

Accepted values: bargaining, non_bargaining

highly_compensated

Does the employee fall into the tax classification "highly compensated"? Accepted values: true, false

salary_grade

What is the salary grade of the employee? This field is a text field.

languages

This is an array to represent one or more languages spoken by the member, which could be used to drive communication preferences.

Each entry in the array contains

  • language - a text field

  • for each language, a language_proficiency

    • reading, writing, speaking, native_language

medicare

This object captures information related to Medicare coverage and eligibility.

Accepted values

  • medicare_beneficiary_identifier

  • eligibility

  • eligibility_start_date

  • enrolled

  • coverages

key_employee

Is the member classified as a key employee? Accepted values: true, false

handicapped

Does the member have a disability? / Is the member disabled? Accepted values: true, false

height

This is a height value for the member, expressed in inches. This field takes an integer value - i.e. 60

weight

This is a height value for the member, expressed in pounds (lb). This field takes an integer value - i.e. 175

race_ethnicity

This is a field to express the member's race and ethnicity value. Accepted values: not_provided, not_applicable, asian_or_pacific_islander, black, caucasian, subcontinent_asian_american, other_race_or_ethnicity, asian_pacific_american, native_american, hispanic, american_indian_or_alaskan_native, native_hawaiian, black_non-hispanic, white_non_hispanic, pacific_islander

See Additional Documentation for links to our current API documentation.

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