Mapping
For benefits software, ben-admin platforms, and HR solutions

Account structure mapping made simple

See step-by-step how the industry’s first tool for mapping removes the headache and gets groups setup in days.

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Easily categorize employees and plans to ensure smooth onboarding and accurate billing and enrollments.

Streamline billing and invoicing with automatic placement into the right categories, bill groups, or classes

Connect groups to Noyo quickly and ensure that enrollments are processed correctly

Use Noyo’s tool and say goodbye to spreadsheet libraries and custom code for mapping

This tool makes mapping really easy, even if you don’t understand all the carrier codes.

– Sabrina Comins, Director of Data Processing, Decisely

About the group structure mapping experience

To get a group fully connected to Noyo and ensure accurate enrollments, billing, and invoicing, the platform must define how groups and employees fit into the carrier’s classifications. There are two options for transmitting mapping information to Noyo.
Option 1

Platforms can use their own workflows for mapping and transmit the outputs to Noyo in the carrier_config block of each member request. The specific format of the carrier_config information, such as required strings and their expected values, is included in the carrier spec.

A sample carrier_config block may look like this:

Step Code

Option 2

The Noyo Group Structure Mapping tool can be used to simplify the process of group structure and plan name mapping and eliminate the need for including outputs with each member request. The following steps below explain how to use the tool.

Note: that the Group Structure Mapping tool is currently in beta and available with select Sync carriers.

Option 1

Platforms can use their own workflows for mapping and transmit the outputs to Noyo in the carrier_config block of each member request. The specific format of the carrier_config information, such as required strings and their expected values, is included in the carrier spec.

A sample carrier_config block may look like this:

Step Code

Option 2

The Noyo Group Structure Mapping tool can be used to simplify the process of group structure and plan name mapping and eliminate the need for including outputs with each member request. The following steps below explain how to use the tool.

Note: that the Group Structure Mapping tool is currently in beta and available with select Sync carriers.

Option 1

Platforms can use their own workflows for mapping and transmit the outputs to Noyo in the carrier_config block of each member request. The specific format of the carrier_config information, such as required strings and their expected values, is included in the carrier spec.

A sample carrier_config block may look like this:

Step Code

Option 2

The Noyo Group Structure Mapping tool can be used to simplify the process of group structure and plan name mapping and eliminate the need for including outputs with each member request. The following steps below explain how to use the tool.

Note: that the Group Structure Mapping tool is currently in beta and available with select Sync carriers.

Using the Group Structure Mapping tool

Mapping Flowchart
Step 1: Platforms send a group connection request

Use POST https://fulfillment.noyo.com/api/v1/group_connections to set up a Noyo connection for a group that is already installed at the carrier. If a group is not yet installed with the carrier, follow the Group Installation workflow first.

Step 2: Noyo retrieves the carrier’s mappable fields

Noyo pulls the carrier’s mappable fields, which are the categories and options configured for the group in the carrier’s system, into the Group Structure Mapping tool. Noyo does this automatically so you don’t have to submit this info.

Step 3: Send Noyo your account structure information

Use POST /api/v1/groups/:group_id/platform_account_structures to submit your account structure field names, the potential values for each field, and the plans available to the group. These fields will populate the tool and enable you to build rules. By default, Noyo assumes that your account structure will include occupation, hire_date, and state fields, so those can be sent with empty values.

If your account structure includes additional fields beyond the defaults (for instance, BranchName), you’ll need to tag employees with the correct values for each field using the classifications object in a demographic change member request.

Step 4: Noyo populates the Group Structure Mapping tool with submitted data

In the Noyo dashboard, navigate to Managed Groups > Requested to access the mapping interface for a given group. The option for mapping will appear for groups that have been authorized but are not fully connected.

Mapping Tools

Step 5: Create and publish rules in the Group Structure Mapping tool

Create rules using the submitted account structure and plan information. Rules are not live until they have been reviewed and published by the user.

Mapping Tool

Step 6 and 7: Manage the group’s enrollments via the Noyo API

Now you can send enrollment changes using your own view of the group structure and plans without having to store and send unique IDs from Noyo or the carrier. You can make changes to these rules any time, and you can also send demographic changes to update the employee classifications if they change over time. Explore the complete workflow for managing ongoing enrollment and eligibility here.

Noyo automatically determines if a change impacts eligibility or coverage options for you, our technology will alert your team via the Reconciliation tool if an issue needs to be addressed.

Step 1: Platforms send a group connection request

Use POST https://fulfillment.noyo.com/api/v1/group_connections to set up a Noyo connection for a group that is already installed at the carrier. If a group is not yet installed with the carrier, follow the Group Installation workflow first.

Step 2: Noyo retrieves the carrier’s mappable fields

Noyo pulls the carrier’s mappable fields, which are the categories and options configured for the group in the carrier’s system, into the Group Structure Mapping tool. Noyo does this automatically so you don’t have to submit this info.

Step 3: Send Noyo your account structure information

Use POST /api/v1/groups/:group_id/platform_account_structures to submit your account structure field names, the potential values for each field, and the plans available to the group. These fields will populate the tool and enable you to build rules. By default, Noyo assumes that your account structure will include occupation, hire_date, and state fields, so those can be sent with empty values.

If your account structure includes additional fields beyond the defaults (for instance, BranchName), you’ll need to tag employees with the correct values for each field using the classifications object in a demographic change member request.

Step 4: Noyo populates the Group Structure Mapping tool with submitted data

In the Noyo dashboard, navigate to Managed Groups > Requested to access the mapping interface for a given group. The option for mapping will appear for groups that have been authorized but are not fully connected.

Mapping Tools

Step 5: Create and publish rules in the Group Structure Mapping tool

Create rules using the submitted account structure and plan information. Rules are not live until they have been reviewed and published by the user.

Mapping Tool

Step 6 and 7: Manage the group’s enrollments via the Noyo API

Now you can send enrollment changes using your own view of the group structure and plans without having to store and send unique IDs from Noyo or the carrier. You can make changes to these rules any time, and you can also send demographic changes to update the employee classifications if they change over time. Explore the complete workflow for managing ongoing enrollment and eligibility here.

Noyo automatically determines if a change impacts eligibility or coverage options for you, our technology will alert your team via the Reconciliation tool if an issue needs to be addressed.

Step 1: Platforms send a group connection request

Use POST https://fulfillment.noyo.com/api/v1/group_connections to set up a Noyo connection for a group that is already installed at the carrier. If a group is not yet installed with the carrier, follow the Group Installation workflow first.

Step 2: Noyo retrieves the carrier’s mappable fields

Noyo pulls the carrier’s mappable fields, which are the categories and options configured for the group in the carrier’s system, into the Group Structure Mapping tool. Noyo does this automatically so you don’t have to submit this info.

Step 3: Send Noyo your account structure information

Use POST /api/v1/groups/:group_id/platform_account_structures to submit your account structure field names, the potential values for each field, and the plans available to the group. These fields will populate the tool and enable you to build rules. By default, Noyo assumes that your account structure will include occupation, hire_date, and state fields, so those can be sent with empty values.

If your account structure includes additional fields beyond the defaults (for instance, BranchName), you’ll need to tag employees with the correct values for each field using the classifications object in a demographic change member request.

Step 4: Noyo populates the Group Structure Mapping tool with submitted data

In the Noyo dashboard, navigate to Managed Groups > Requested to access the mapping interface for a given group. The option for mapping will appear for groups that have been authorized but are not fully connected.

Mapping Tools

Step 5: Create and publish rules in the Group Structure Mapping tool

Create rules using the submitted account structure and plan information. Rules are not live until they have been reviewed and published by the user.

Mapping Tool

Step 6 and 7: Manage the group’s enrollments via the Noyo API

Now you can send enrollment changes using your own view of the group structure and plans without having to store and send unique IDs from Noyo or the carrier. You can make changes to these rules any time, and you can also send demographic changes to update the employee classifications if they change over time. Explore the complete workflow for managing ongoing enrollment and eligibility here.

Noyo automatically determines if a change impacts eligibility or coverage options for you, our technology will alert your team via the Reconciliation tool if an issue needs to be addressed.