Identifying Plans
How to send plan info in member snapshots
When sending information about coverages in member snapshots, the plan_id
, plan_name
and custom_plan_id
fields can be used in different combinations depending on how you’re building to Noyo.
If you are using dynamic config, we’ll take care of matching your plan data to specific plans the carrier has. This means your snapshots can identify plans using:
- Your
custom_plan_id
plus yourplan_name
- Your
plan_name
only
If you are using explicit config, you’ll need to fetch the plans from Noyo after the group connection is completed and store the plan_id
in your system to reference the correct plan on snapshots. You can include your own IDs or names for the plan to help with mapping in your system:
- The Noyo
plan_id
only - The Noyo
plan_id
plus yourcustom_plan_id
- The Noyo
plan_id
plus your or the carrier’splan_name