Administrative APIs | REST

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Download Open API Specification

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

  • 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.
  • DeductibleCustomDescription string
    Allows you to provide a custom description which displays when the deductible is not met on an account.
  • EnablePreventElectionReduction boolean
    Ignored unless life event management is enabled.
  • PlanStatus enum<string>
    Possible values: New Active TempInactive PermInactive
  • EnableTaxationDeadline boolean
    Enable deadline for claims to apply to current tax year vs. next tax year?
  • TaxationCutoffDate string
  • TaxationCutoffDateType enum<string>
    Indicates which date type is used to determine whether a claim is before or after the tax year deadline.
    Possible values: None Date of Service Approved Date
  • PreTaxLimit number
    Indicates and sets the pretax limit available at the plan level to determine pre-tax amount and post-tax amounts for the claim’s approved amounts.
  • EnableCoverageContinuation boolean
    This option allows you to enable dependent care coverage continuation for DCA plan types.
  • AutoOffsetBalanceDue boolean
    If plan is set up to allow claims crossover autopay, this field specifies whether claims will autopay when a balance due exists on the account.
  • ReimbursementMethod enum<string>
    Possible values: None Only Payroll Exclude Payroll
  • ShowCustomPlanDescriptionInCoveragePeriods boolean
    If enabled, the custom plan description configured for each plan or subgroup will display within the coverage period details section of WCP.
  • EnableAccountDormancy boolean
    Dormancy means participants can receive deposits, but they will not be able to use the funds for claims or card transactions. If dormancy is enabled, service category codes and merchant category codes should not be assigned. By enabling this setting, balance labels on WCP/WCM, transaction denial codes, participant communications and reporting may be impacted.
  • PlanUsageDescriptionHTML string
    Helpful description of plan usage (in HTML format) to appear in WealthCare Portal. Note: If subgroup is provided on the record, setting will be applied to the specified subgroup. If subgroup is not provided on the record, setting will be applied to the base plan.
  • HideEmployerContribution boolean
    Hides employer contribution information in WealthCare Portal and WealthCare Mobile.
  • PlanUsageFlag boolean
  • PlanUsageDescription string
    Helpful description of plan usage to appear in WCM.
  • HideDeductible boolean
    Hides deductible status messaging in WCP/WCM.
  • ExtensionData object
  • TpaId string
    A unique identifier for your administrator instance, generated by WCA when the instance was first set up. If a value is not sent, the TPA ID from the user making the request with be used.
  • EmployerId string
    Unique identifier for the employer. Note: When the employer was created, WealthCare Admin assigned the 3-character prefix; you assigned the remaining characters.
  • PlanId string
    Unique identifier to distinguish this plan from others.
  • AccountTypeCode string
    Three character abbreviation that indicates the type of account (FSA, DCA, TRN, HRA, etc.)
  • PlanYearStartDate string
    Plan's start date. YYYYMMDD format.
  • PlanYearEndDate string
    Plan's end date. YYYYMMDD format.
  • GracePeriodEndDate string
    Plan's run out date. YYYYMMDD format.
  • PlanYearExtendedEndDate string
    Plan's grace period end date. YYYYMMDD format.
  • SpendingLimitPeriod enum<string>
    Determines if this account type uses spending limits. Spending limits restricts the amount of money that can be deposited into or withdrawn from an account on a monthly or yearly basis.
    Possible values: None Month Year
  • SpendingDepositAmount number
    Maximum amount to be deposited, during the spending Limit period.
  • SpendingTransactionAmount number
    Maximum amount to be withdrawn, during the spending limit period.
  • AllowPartialManualTransaction boolean
    Indicates if this account type allows partial payments of Manual Transactions.
  • AutoDepositBypass boolean
    Corresponds to the Hold Account Funding UI option in WCA. Set this flag to True to discontinue any future scheduled auto deposits. Setting this flag to False enables auto deposits and catching up on any missed auto deposits, even those that occurred while this flag was set to True.
  • ConvenienceFeePayor enum<string>
    Indicates who will pay the convenience fee.
    Possible values: None Tpa Employer Employee
  • ConvenienceFeeAmount number
    Convenience amount charged for each POS transaction. This field is only used if the employee is paying the fee.
  • MaxTransactionAmount number
    Maximum amount exchanged per transaction under the plan.
  • MaxTotalAmount number
    Maximum amount to be paid in total over the plan's date range.
  • DefaultPlanOptions enum<integer>
    Set this field if the administrator wishes to use the default plan functionality.
    Possible values: None (0) Plan (1) MTC (2)
  • PlanOptions enum<integer>
    Possible values: None (0) AuthorizedTransit (1) LifeEventBalanceManagement (2) EnableCoverageTiers (4) EnableSpecialDeposit (8) ManualClaimPercentCoverage (16) EnableDeductible (32) DefaultAcctCrossover (64) ServiceCategory (128) AcctWithDeductibleFlag (256) AcctWithDeductibleManager (512) AutoIssueCard (1024) EnforceEmpeContributionLimit (2048) EnableEnrollmentSetup (4096) EnablePlanDivClsCalSetup (8192) EnablePayrollFunded (16384)
  • RolloverPlan boolean
    Determines if the plan will have a rollover.
  • RolloverPlanAttributes enum<string>
    Determines which attributes will be rolled over.
    Possible values: All MerchantTypeCodes PlanDesignExceptiosn MerchantExceptions TerminalExceptions CopayAmountsForAuto
  • ProductPartnerAccountFee integer
    The account fee for the product partner.
  • ProductPartnerSetupFee integer
    The setup fee for the product partner.
  • ProductPartnerIssueCheckbooks boolean
    Determines if the product partner issues checkbooks.
  • ProductPartnerEmployerId string
    Product partner employer group ID.
  • ProductPartnerAdministratorId string
    Product partner administrator ID.
  • ProductPartnerProductId string
    Product partner product ID.
  • IiasSettings enum<string>
    Determines if IIAS is being used.
    Possible values: NotUsed Disabled HealthEligibleTotal Specific
  • IiasOptions enum<string>
    Determines which IIAS options are being enabled.
    Possible values: None Rx Vision Dental
  • CoverageTierTypeId string
    Coverage tier ID that you want to be attached to this plan as the ID appears in WCA. This has to have already been created by admin before running this service. Leave blank if not using coverage tiers.
  • DefaultCoverageTierId string
    Default coverage tier type ID for the plan. Leave blank if not using coverage tiers.
  • LifeEventCalculationMethods enum<string>
    How life events will be calculated. Only required if life event management is enabled.
    Possible values: None AnnualDisbursements MaximumBenefits QleTrackingOnly
  • OtherDepositSubTypeIds string
    Used for SpecialDeposits functionality. Determines which Other Deposit Subtype IDs will be used.
  • ManualClaimPercentCoverage integer
    Percentage of claim amount that should be paid from the funds in the employee’s account attached to this plan. Plan “Allow Partial Manual Transactions” must be set to “Yes” in order to utilize this feature. Whole dollar amounts >= 0 and <= 100 are accepted. For example, 50 is allowed. The default value is 100%.
  • IndividualBalanceMax number
    This amount indicates the maximum balance that is allowed for the Individual Amount within the participant’s account after funds have been rolled from another account into this account. The Fund Rollover amount will be limited such that the Individual amount balance after funds have rolled into this account does not exceed the Fund Rollover Individual Balance Max specified. Only set for individual amount in an Individual/Family HRA account.
  • RolloverBalanceMax number
    This amount indicates the maximum balance that is allowed in a Participant’s account after funds have been rolled from another account into this account. The Fund Rollover amount will be limited such that the balance after funds have rolled into this account does not exceed the Fund Rollover Balance Max specified. For example, a participant’s balance is $600 in the target account and the Fund Rollover Balance Max is set to $1000. If the source fund has $750 of eligible funds to roll into this account, the rollover amount will be limited to $400 rather than rolling the full $750 so that the balance in the participant’s account to which funds are being rolled is $1000. This amount is also used for the family amount in an Individual/Family HRA account and for the Interest Bearing feature in WCA.
  • DefaultDepositCalendarId string
    ID of calendar to use as the participant auto deposit default calendar for this plan. To use, enable “Multiple Payroll Calendars” feature at the administrator level and setup your calendars/IDs.
  • FixedEmployerFundingCalendarId string
    Calendar ID provided sets the Fixed Employer Funding deposit cycle for all participants associated with the plan. To use, enable “Fixed Employer Funding” feature at the administrator level.
  • FixedEmployerFundingAmount number
    If using a Fixed Employer Funding Calendar, then this amount is the amount to be deposited per pay period to the participant’s account. If not using a Fixed Employer Funding Calendar, then this amount is the single deposit amount to be credited to an employee account after the account and card (for card enabled employers) are created.
  • FixedEmployerFundingAmountIndividual number
    For HRX plans only. The individual amount per pay period funded by employers.
  • ExtDeductible enum<integer>
    Possible values: Not Supported (0) Supported (1)
  • AllowClaimsCrossover enum<integer>
    Possible values: Claims Crossover not allowed (0) Claims Crossover allowed (1)
  • ClaimsCrossoverParticipantDefault enum<integer>
    Possible values: Opt out (0) Opt in (1)
  • AnnualElectMin number
    Determines what the minimum annual election amount entered for the employee can be.
  • AnnualElectMax number
    Determines what the maximum annual election amount entered for the employee can be.
  • EnforceEmployeeContributionLimit boolean
    Determines if employee contribution limit will be enforced.
  • TermEmpeRunOutDays integer
    Determines amount of runout days for terminated employees during a plan year.
  • TrackingNumber string
    Tracking Number which is returned with the response.
  • ReimburseAmountsAppliedToDeductibleAccount boolean
    Use this field to indicate whether or not the plan will reimburse amounts applied to the deductible tracking plan type (DTR). If the account is setup to reimburse amounts applied to the DTR plan, the DTR plan must be a higher priority plan and the claim must be submitted using Service Category Codes (SCCs) to make sure the manual claim splits properly.
  • AllowAutoReimbSettings enum<integer>
    Use this field to indicate whether or not the plan will allow auto pay provider reimbursements.
    Possible values: Do not allow auto pay provider reimbursements (1) Allow auto pay provider reimbursements (2)
  • AutoReimbParticipantDefault enum<integer>
    This field will specify a default account setting for participants enrolled in a plan using auto provider pay.
    Possible values: Do not allow auto pay provider reimbursements (1) Allow auto pay provider reimbursements (2)
  • MerchantSubstantiation boolean
    Determines if merchant substantiation will be enabled on the plan.
  • CustomDescription string
    Custom description of the plan.
  • UpdatePlanDatesFlag boolean
    Indicates whether an existing plan’s various plan dates should be updated or not.
  • NewPlanYearStartDate string
    The value provided in this field will replace the plan’s existing Start Date if Update Plan Dates Flag = 1.
  • NewPlanYearEndDate string
    The value provided in this field will replace the plan’s existing End Date if Update Plan Dates Flag = 1.
  • NewGracePeriodEndDate string
    The value provided in this field will replace the plan’s existing Run out End Date if Update Plan Dates Flag = 1.
  • NewPlanYearExtendedEndDate string
    The value provided in this field will replace the plan’s existing Grace Period Date if Update Plan Dates Flag = 1.
  • HideplanFromParticipant boolean
    This setting dictates whether an account on this plan will show to the participant in WCP/WCM or if it will be returned on Participant API responses.
  • TrustPlanId string
    ID associated with external HSA investments.
  • RestrictClaimsProcessing boolean
    Determines if claims processing will be restricted.
  • LinkPlan boolean
    Indicates if plan should be linked to HRA.
  • LinkedPlanId string
    Plan ID of HRA plan to be linked.
  • LinkedAccountTypeCode string
    Account type of HRA plan to be linked.
  • LinkedPlanYearStartDate string
    Start date associated with the HRA plan to be linked.
  • LinkedPlanYearEndDate string
    End date associated with the HRA plan to be linked.
  • HraType enum<string>
    Possible values: None IndividualFamilyAmt SingleFundHra
  • DisableQleAmountEdit boolean
    Determines whether the option to edit QLE Amount is disabled.
  • OnHoldTxn boolean
    Determines whether the plan will allow on hold transactions.
  • AllowPartialPayrollDeposits boolean
    Indicates whether deposits over the Employee’s Annual election amount will be partially accepted.
  • ProrationScheduleId string
    Specifies which proration schedule will be used, indicates that the plan supports prorated employer funding with the specified schedule.
  • UserDefinedField string
    Stores the value of the user defined field created at the plan level.WealthCare Admin does not use the field.
  • SpendingLimitPeriod_2019_03 enum<string>
    Determines if this account type uses spending limits. Spending limits restricts the amount of money that can be deposited into or withdrawn from an account on a monthly or yearly basis.
    Possible values: None Month Year Carryover
  • CarryoverLimit enum<string>
    This will define how the carryover limit is measured.
    Possible values: None All Cap Percentage PercentUpToACap
  • CarryoverMinimum number
    Specifies the minimum available balance amount needed to be eligible for carryover. Values must be 0 or greater.
  • CarryoverCap number
    Specifies the carryover cap.
  • CarryoverPercent number
    Specifies the percentage used for the carryover limit.
  • ExtensionData object
  • TrackingNumber string
  • ErrorCode integer