PlanSource

PlanSource EOI API

Evidence of Insurability Processing.

Documentation GitHub OpenAPI

Operations 6

GET /eoi/subscriber/{subscriber_id}

GET /eoi/subscribers

PUT /eoi/decision/{subscriber_id}

PUT /eoi/decisions

PUT /eoi/form_completion/{subscriber_id}

PUT /eoi/form_completions

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Plansource Admin EOI API
  description: An integration API for Plansource data for administration functions
  contact:
    name: Plansource API team
    email: api-team@plansource.com
  license:
    name: B) 2017 Plansource.  All rights reserved.
  version: 2.0.0
servers:
- url: https://api.plansource.com/admin/v2
security:
- clientSecretJwt:
  - admin_api_v2
- authString: []
  signature: []
tags:
- name: EOI
  description: Evidence of Insurability Processing.
paths:
  /eoi/subscriber/{subscriber_id}:
    get:
      tags:
      - EOI
      description: Retrieve pending EOI data for a single subscriber.
      parameters:
      - name: subscriber_id
        in: path
        description: The ID of the subscriber.
        required: true
        schema:
          type: integer
          format: int64
      responses:
        '200':
          description: Coverage(s) pending EOI for a subscriber response.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EoiSubscriberModel'
              examples:
                response:
                  value:
                    status: success
                    data:
                      id: 8859138
                      original_effective_date: 2018/01/04
                      change_effective_date: 2018/01/04
                      volume: '100000.0'
                      req_volume: '125000.0'
                      gi_volume: '0.0'
                      first_name: Eli
                      last_name: Test
                      middle_name: M
                      ssn: '232425200'
                      benefit_name: Voluntary Employee Life
                      benefit_lookup_code: subscriber_life
                      plan_name: Voluntary Employee Life
                      coverage_id: 23278082
                      req_plan_name: Voluntary Employee Life
                      eoi_volume: '25000.0'
                      eoi_form: Incomplete
                      links:
                        href: /admin/eoi/subscriber/8859138
                        rel: self
                      dependents:
                        id: 5
                        first_name: Amanda
                        last_name: Base
                        middle_name: J
                        ssn: '232425201'
        '400':
          description: Malformed request.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/400Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 400
                      message: Not enough or too many segments
                    data: []
        '401':
          description: Invalid token.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/401Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 401
                      message: Signature has expired
                      error_code: invalid_token
                    data: []
        '403':
          description: Access error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/403Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 403
                      message: Forbidden
                    data: []
        '404':
          description: Resource not found.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/404Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 404
                      message: Employee not found
                      error_code: 404
        '500':
          description: InternalServerError
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/NoLinks500Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 500
                      message: Internal error
                    data: []
  /eoi/subscribers:
    get:
      tags:
      - EOI
      description: Retrieve pending EOI data for all subscribers.
      parameters:
      - name: include_test
        in: query
        description: Include test employees.
        required: false
        schema:
          type: string
          default: 'no'
          enum:
          - 'yes'
          - 'no'
      responses:
        '200':
          description: Coverage(s) pending EOI for all subscribers response.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EoiSubscriberModel'
              examples:
                response:
                  value:
                    status: success
                    data:
                      id: 8859138
                      original_effective_date: 2018/01/04
                      change_effective_date: 2018/01/04
                      volume: '100000.0'
                      req_volume: '125000.0'
                      gi_volume: '0.0'
                      first_name: Eli
                      last_name: Test
                      middle_name: M
                      ssn: '232425200'
                      benefit_name: Voluntary Employee Life
                      benefit_lookup_code: subscriber_life
                      plan_name: Voluntary Employee Life
                      coverage_id: 23278082
                      req_plan_name: Voluntary Employee Life
                      eoi_volume: '25000.0'
                      eoi_form: Incomplete
                      links:
                        href: /admin/eoi/subscriber/8859138
                        rel: self
                      dependents:
                        id: 5
                        first_name: Amanda
                        last_name: Base
                        middle_name: J
                        ssn: '232425201'
        '400':
          description: Malformed request.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/400Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 400
                      message: Not enough or too many segments
                    data: []
        '401':
          description: Invalid token.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/401Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 401
                      message: Signature has expired
                      error_code: invalid_token
                    data: []
        '403':
          description: Access error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/403Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 403
                      message: Forbidden
                    data: []
        '404':
          description: Resource not found.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/404Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 404
                      message: Requested route 'eoi/subscriber' not found
                      error_code: route_not_found
        '500':
          description: InternalServerError
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/NoLinks500Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 500
                      message: Internal error
                    data: []
  /eoi/decision/{subscriber_id}:
    put:
      tags:
      - EOI
      description: Process EOI decisions for a single subscriber.
      parameters:
      - name: subscriber_id
        in: path
        description: The ID of the subscriber.
        required: true
        schema:
          type: integer
          format: int64
      requestBody:
        $ref: '#/components/requestBodies/Decisions'
      responses:
        '200':
          description: Status response for processing a subscriber's pending EOI.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EoiDecisionResponseOK'
              examples:
                response:
                  value:
                    status: success
                    data:
                      valid_count: 0
                      failed_count: 1
                      failed_rows:
                        ssn: '123123123'
                        benefit_lookup_code: subscriber_life
                        action: approve_all
                        approved_volume: '125000.00'
                        effective_date: '2018-03-28T00:00:00.000Z'
                        original_effective_date: ''
                        errors: Benefit not found, Coverage not waiting for EOI decision
        '400':
          description: Malformed request.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/400Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 400
                      message: There was a problem in the JSON you submitted
                    data: []
        '401':
          description: Invalid token.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/401Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 401
                      message: Signature has expired
                      error_code: invalid_token
                    data: []
        '403':
          description: Access error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/403Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 403
                      message: Forbidden
                    data: []
        '404':
          description: Resource not found.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/404Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 404
                      message: Requested route 'eoi/subscriber' not found
                      error_code: route_not_found
        '422':
          description: Missing parameter.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/422Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 422
                      message: Parameter 'decisions' is required
        '500':
          description: InternalServerError
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/NoLinks500Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 500
                      message: Internal error
                    data: []
  /eoi/decisions:
    put:
      tags:
      - EOI
      description: Process EOI decisions for multiple subscribers.
      requestBody:
        $ref: '#/components/requestBodies/Decisions'
      responses:
        '200':
          description: Status response for processing multiple subscriber pending EOIs.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EoiDecisionResponseOK'
              examples:
                response:
                  value:
                    status: success
                    data:
                      valid_count: 1
                      failed_count: 1
                      failed_rows:
                        ssn: '123123123'
                        benefit_lookup_code: subscriber_life
                        action: approve_all
                        approved_volume: '125000.00'
                        effective_date: '2018-03-28T00:00:00.000Z'
                        original_effective_date: ''
                        errors: Employee not found
        '400':
          description: Malformed request.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/400Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 400
                      message: Not enough or too many segments
                    data: []
        '401':
          description: Invalid token.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/401Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 401
                      message: Signature has expired
                      error_code: invalid_token
                    data: []
        '403':
          description: Access error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/403Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 403
                      message: Forbidden
                    data: []
        '404':
          description: Resource not found.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/404Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 404
                      message: Requested route 'eoi/decision' not found
                      error_code: route_not_found
        '422':
          description: Missing parameter.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/422Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 422
                      message: Parameter 'decisions' is required
        '500':
          description: InternalServerError
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/NoLinks500Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 500
                      message: Internal error
                    data: []
  /eoi/form_completion/{subscriber_id}:
    put:
      tags:
      - EOI
      description: Process EOI form completions for single subscriber.
      parameters:
      - name: subscriber_id
        in: path
        description: The ID of the subscriber.
        required: true
        schema:
          type: integer
          format: int64
      requestBody:
        $ref: '#/components/requestBodies/FormCompletions'
      responses:
        '200':
          description: Status response for processing a subscriber's form completion.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EoiFormResponseOK'
              examples:
                response:
                  value:
                    status: success
                    data:
                      valid_count: 0
                      failed_count: 1
                      failed_rows:
                        ssn: '123123123'
                        benefits: subscriber_life
                        completed: 'true'
                        expiration_date: ''
                        reference_number: ''
                        errors: Employee not found
        '400':
          description: Malformed request.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/400Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 400
                      message: Not enough or too many segments
                    data: []
        '401':
          description: Invalid token.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/401Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 401
                      message: Signature has expired
                      error_code: invalid_token
                    data: []
        '403':
          description: Access error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/403Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 403
                      message: Forbidden
                    data: []
        '404':
          description: Resource not found.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/404Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 404
                      message: Requested route 'eoi/form_completion' not found
                      error_code: route_not_found
        '422':
          description: Missing parameter.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/422Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 422
                      message: Parameter 'form_completions' is required
        '500':
          description: InternalServerError
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/NoLinks500Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 500
                      message: Internal error
                    data: []
  /eoi/form_completions:
    put:
      tags:
      - EOI
      description: Process EOI form completions for multiple subscribers.
      requestBody:
        $ref: '#/components/requestBodies/FormCompletions'
      responses:
        '200':
          description: Status response for processing multiple subscribers form completions.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EoiFormResponseOK'
              examples:
                response:
                  value:
                    status: success
                    data:
                      valid_count: 1
                      failed_count: 1
                      failed_rows:
                        ssn: '123123123'
                        benefits: subscriber_life
                        completed: 'true'
                        expiration_date: ''
                        reference_number: ''
                        errors: Employee not found
        '400':
          description: Malformed request.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/400Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 400
                      message: Not enough or too many segments
                    data: []
        '401':
          description: Invalid token.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/401Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 401
                      message: Signature has expired
                      error_code: invalid_token
                    data: []
        '403':
          description: Access error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/403Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 403
                      message: Forbidden
                    data: []
        '404':
          description: Resource not found.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/404Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 404
                      message: Requested route 'eoi/form_completion' not found
                      error_code: route_not_found
        '422':
          description: Missing parameter.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/422Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 422
                      message: Parameter 'form_completions' is required
        '500':
          description: InternalServerError
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/NoLinks500Error'
              examples:
                response:
                  value:
                    status: failure
                    errors:
                      http_status: 500
                      message: Internal error
                    data: []
components:
  schemas:
    EoiFormResponseOK:
      type: object
      properties:
        status:
          type: string
        data:
          type: object
        valid_count:
          type: number
        failed_count:
          type: number
        failed_rows:
          type: array
          items: {}
        ssn:
          type: string
        benefits:
          type: string
        completed:
          type: string
        expiration_date:
          type: string
        reference_number:
          type: string
        errors:
          type: string
    EoiDecisionResponseOK:
      type: object
      properties:
        status:
          type: string
        data:
          type: object
        valid_count:
          type: number
        failed_count:
          type: number
        failed_rows:
          type: array
          items: {}
        ssn:
          type: string
        benefit_lookup_code:
          type: string
        action:
          type: string
        approved_volume:
          type: string
        effective_date:
          type: string
        original_effective_date:
          type: string
        errors:
          type: string
    400Error:
      title: Error
      type: object
      properties:
        status:
          type: string
        errors:
          type: array
          items: {}
        http_status:
          type: integer
        message:
          type: string
        details:
          type: string
        error_code:
          type: string
        data:
          type: array
          items: {}
    404Error:
      title: Error
      type: object
      properties:
        status:
          type: string
        errors:
          type: array
          items: {}
        http_status:
          type: integer
        message:
          type: string
        details:
          type: string
        error_code:
          type: string
    EoiSubscriberModel:
      type: object
      properties:
        status:
          type: string
        data:
          type: array
          items: {}
        id:
          type: integer
        original_effective_date:
          type: string
        change_effective_date:
          type: string
        volume:
          type: string
        req_volume:
          type: string
        gi_volume:
          type: string
        first_name:
          type: string
        last_name:
          type: string
        middle_name:
          type: string
        ssn:
          type: string
        benefit_name:
          type: string
        benefit_lookup_code:
          type: string
        plan_name:
          type: string
        coverage_id:
          type: integer
        coverage_line_id:
          type: integer
        req_plan_name:
          type: string
        eoi_volume:
          type: string
        eoi_form:
          type: string
        links:
          type: array
          items: {}
        href:
          type: string
        rel:
          type: string
        dependents:
          type: array
          items: {}
    422Error:
      title: Error
      type: object
      properties:
        status:
          type: string
        errors:
          type: array
          items: {}
        http_status:
          type: integer
        message:
          type: string
        details:
          type: string
        error_code:
          type: string
    403Error:
      title: Error
      type: object
      properties:
        status:
          type: string
        errors:
          type: array
          items: {}
        http_status:
          type: integer
        message:
          type: string
        details:
          type: string
        error_code:
          type: string
        data:
          type: array
          items: {}
    401Error:
      title: Error
      type: object
      properties:
        status:
          type: string
        errors:
          type: array
          items: {}
        http_status:
          type: integer
        message:
          type: string
        details:
          type: string
        error_code:
          type: string
        data:
          type: array
          items: {}
    NoLinks500Error:
      title: Error
      required:
      - error_code
      - http_status
      - message
      type: object
      properties:
        status:
          type: string
        errors:
          type: array
          items: {}
        http_status:
          type: integer
        message:
          type: string
        details:
          type: string
        error_code:
          type: string
        data:
          type: array
          items: {}
  requestBodies:
    FormCompletions:
      description: Subscriber EOI form completions.
      content:
        application/json:
          schema:
            title: body
            type: object
            properties:
              decisions:
                required:
                - benefits
                - completed
                - ssn
                type: object
                properties:
                  ssn:
                    type: string
                  benefits:
                    type: string
                  completed:
                    type: string
                    description: Completed or not completed.
                    enum:
                    - 'true'
                    - 'false'
                  expiration_date:
                    type: string
                    description: YYYY-MM-DD date format.
                  reference_number:
                    type: string
      required: true
    Decisions:
      description: Subscriber EOI decision.
      content:
        application/json:
          schema:
            title: body
            type: object
            properties:
              decisions:
                required:
                - action
                - benefit_lookup_code
                - effective_date
                - ssn
                type: object
                properties:
                  ssn:
                    type: string
                  benefit_lookup_code:
                    type: string
                  action:
                    type: string
                    description: Action for processing pending EOI.
                    enum:
                    - approve_all
                    - approve_part
                    - pend_remaining
                    - deny_permanently
                    - expire_all
                    - deny_all
                  approved_volume:
                    type: string
                  effective_date:
                    type: string
                    description: YYYY-MM-DD date format.
                  original_effective_date:
                    type: string
                    description: YYYY-MM-DD date format.
      required: true
  securitySchemes:
    clientSecretJwt:
      type: oauth2
      flows:
        clientCredentials:
          tokenUrl: https://api.plansource.com/oauth/v2/token
          scopes:
            admin_api_v2: Access to all endpoints
    authString:
      type: apiKey
      name: AuthenticationString
      in: header
    signature:
      type: apiKey
      name: Signature
      in: header
x-readme:
  explorer-enabled: true
  proxy-enabled: true