The BenefitPoint Source step is used to retrieve records from Benefit Point. An account is required for this step to work.
Illustrated in the image below is a flow where the BenefitPoint Source step is used.
Adding a BenefitPoint Source Step
To add a BenefitPoint Source step in a flow, follow the instructions below:
1. Click on the plus icon as shown in the image below.
2. The page below will appear. Select or search for BenefitPoint as shown in the image below.
Configuring a BenefitPoint Source Step
Illustrated in the image below is the configuration that is available in the BenefitPoint Source step.
A connection is required for this step. Click on the highlighted plus button to create a new connection.
Entity – The entity or method to use to retrieve. Click on the dropdown arrow to select from the list. Once selected, the Reference URL will be generated.
NOTE: Some of the Entities will require further details. The Statement Entity has been selected in this example.
Enable Debug checkbox – Show debug results
Retry – The option can be enabled by clicking on the checkbox. It will retry an HTTP call to the BenefitPoint Web Services API.
Times – Set the number of retries to attempt.
Delay – Set the delay, in seconds, between the retries.
Using a BenefitPoint Source Step
To use a BenefitPoint Source Step, follow the instructions below:
1. Click on the play icon on the Calculator step after a BenefitPoint Source Step as highlighted in the image below:
2. Click the Test button as shown in the image below.
The image below shows the output from the BenefitPoint Source step
