PlanSource API

The PlanSource API Developer Hub

Welcome to the PlanSource API developer hub. You'll find comprehensive guides and documentation to help you start working with PlanSource API as quickly as possible, as well as support if you get stuck. Let us help you jump right in!

Terminology

Below are regularly used terms in our documentation and within our PlanSource system. Next to each term is a definition.

Term
Definition

AE

Annual Enrollment

AIS

Account Information Specialist

AOR

Agent of Record

API

Application Programming Interface

API Terms of Service

Terms of use that must be accepted by a developer wanting to use PlanSource's API

Beneficiary

Person in a life insurance or annuity insurance contract that will receive the benefit in the event of the insured death

BOR

Broker of Record

CCR

Client Configuration Report

Client

Company using PlanSource as their benefits administrator provider

CoSources (Strategic Partner)

The broker does the configuration

Coverage

The amount of risk or liability that is covered for an individual or entity by way of insurance service

CRG

Client Requirements Guide

CRM

Client Relationship Manager

Dependent

Person (usually spouse or child) of an insured person who is eligible for insurance coverage

DOL

Department of Labor

Dual Enrollment

New hire is eligible for benefits in the current year ads well as the new plan year that is in open enrollment (they will need to walk through Both plan years to make elections)

EDI

Electronic Data Interchange (Data Team)

EOI

Evidence of Insurance

EULA

End User License Agreement - it's a license used for most software - contract between PS & the user (broker or client) - details how the software can & can't be used

FAR

Field Access Role

GI

Guaranteed Issue

GL

General Ledger

HCM

Human Capital Management

HRA

Health Reimbursement Arrangement

HRIS

Human Resources Information System

HRMS

Human Resources Management System

HRO

Human Resource Outsourcing

HSA

Health Savings Account

InfoCenter

Also referred to as PCMS or employee portal

IR

Initial Rights - also known as new hire notice or DOL notice - notices provided to the plan participants (the covered Employee, Spouse, and Dependents) informing them of their rights to elect COBRA Coverage

LE

Life Events

LOA

Leave of Absence

LTD

Long Term Disability

Meta

All data related to specific topic

OE

Open Enrollment

Onboarding

Transitions a client from Sales to Implementation

ONG

Ongoing

Outsourced

We do the configuration

Outsourced Indirect

Contract is direct with the broker

Outsourced Direct

Contact is direct with the client

PCMS

Also referred to as InfoCenter or employee portal or landing page

PEO

Professional Employer Organization

PEPM

Per Employee Per Month

PHI

Protected Health Information

Private Exchange

Marketplace is operated by brokers or insurance carriers that sell insurance products to consumers through an online enrollment platform

PS

PlanSource

PSA

PlanSource Advantage Partners (ex: Aetna, AmeriHealth, Anthem, Guardian, etc.)

Public Exchange

Formed as part of the US Health Care Reform, public exchanges are new platforms on a state level that will offer health coverage beginning in 2014 to individuals and small groups

SAAS

Software As A Service

Sandbox

Used by a developer or partner for testing of PlanSource's system integration with developer's/partner's organization

Sandbox Agreement

Contract between PlanSource and another organization describing terms of use on how they can use our sandbox for testing

SLA

Service Level Agreement

SME

Subject Matter Expert

SOP

Standard Operating Procedure

SOW

Statement of Work (Out of Scope)

SSO

Single Sign On

STD

Short Term Disability

Subscriber

Employee

System of Record

Authoritative data source for a given piece of information

TPA

Third Party Administrators

TSC

Technical Services Consultant

UI

User Interface

Wash Cycle

Specify the date ranges for any given month by which premium billing is determined. By default, no plan is assigned a wash cycle. If you need to assign a wash cycle to a plan, click on Wash Cycles to open the window and then select the appropriate cycle in the drop down list next to that plan