Administrative APIs | REST

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Download Open API Specification

Add Benefit Plan Rollover Setting

https://api.wealthcare.com/system/Services/Plan/BenefitPlanRolloverSetting/{tpaId}/{employerId}

Path parameters

Path parameters page anchor
  • tpaId string required
    A unique identifier used to identify your admin instance. This value was system generated with the admin instance was created.
  • employerId string required
    Unique identifier for the employer. Note: When the employer was created, WealthCare Admin assigned the 3-character prefix; you assigned the remaining characters.

Request body

Request body page anchor
  • planId string required
  • planYrStartDte string required
  • planYrEndDte string required
  • acctTypeCde string required
  • targetAcctTypeCde string required
  • targetPlanId string required
  • targetPlanYrStartDte string required
  • targetPlanYrEndDte string required
  • fundRolloverTypeCde enum<string>
    Possible values: None Primary Secondary
  • rolloverDte string
  • planRolloverOptions integer
  • rolloverEligDteType enum<string>
    Possible values: NotSet FundRolloverDate TargetPlanStartDate SourcePlanEndDatePlusOne SourcePlanAccountEligDate
  • autoDepositStartDteType enum<string>
    Possible values: None FundRolloverDate TargetPlanStartDate SourcePlanEndDatePlusOne SourcePlanStartDate SourcePlanAccountEligDate
  • rolloverAmt number
  • rolloverRate number
  • individualRolloverAmt number
  • individualRolloverRate number
  • trackingNumber string
  • minimumRolloverAmountofFund number
  • maxRolloverAmtofFunds enum<string>
    Possible values: AllFunds Cap Percentage CapAndPercentage

Response

Response page anchor
  • TrackingNumber string
  • ErrorCode integer
  • ErrorDescription string