Recipes

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How to create a test payer with some claims

1. Using your credentials, log into the TPA Stream admin portal
2. Create a Test Employer with Test Payer(s)
   • On the sidebar, select “Employers”
   • Create a new Employer called “Test Employer”
   • Under “Carriers” on the newly created “Test Employer”, add Test Carrier and Test Two Factor Auth Carrier from the drop-down and Save Carrier.
   • Under the “Support” tab of your “Test Employer”, click the “Lock” key to make changes
   • Under “Internal Key” type “test-employer-key”
     • If “Internal Key” does not show up, please contact support@tpastream.com
3. Create an SDK Key
   • On the “Settings” page, go to “Manage SDK Access”
   • Generate a new token (or use an existing token if you already have one)
   • Click “Save Changes”
4. Create a test Policy Holder using the SDK

   • Initialize the SDK in your application using JavaScript using the Client Usage guide, using the test employer

     • https://github.com/TPAStream/stream-connect-js-sdk/blob/master/docs/client-usage.md#client-usage

     • To use the “Test Employer,” you’ll need to use the key created above

       employer: {
                       systemKey: 'test-employer-key',
                       vendor: 'internal',
                       name: 'Test Employer'
                   },
       

   • Load your application and select the “Test Carrier” or “Test Two Factor Auth Carrier”

   • Enter a unique username and password (just make a very unique username and password combination up, it will validate)

     • Hint:
       • If you include the word “invalid” anywhere in the username (i.e. “invalidbob2135252”), it will test the flow for invalid credentials
       • If you include the word “break” anywhere in the username (i.e. “breakme213252153232”), it will simulate an error where we were unable to validate the user’s credentials
       • If you include the word “fast” anywhere in the username, it will validate the credentials really fast (useful for testing)

   • Click “Submit Credentials” in your application

5. The Application will create about 5 claims with some random data, firing any Webhooks configured under “Manage Webhook Access” on the Settings page.

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How to get all claims for a member

1. Using your credentials, log into the TPA Stream admin portal
2. If you do not already have a working SDK Token
   • On the Settings page, click “Manage API Access”
   • Click “New API Token”
   • Under “email”, put no-reply@mydomain.com or something similar for a domain you have control over
3. To authenticate an HTTP request, use the API authentication instructions found here: https://developers.tpastream.com/en/latest/api.html#authenticatio
4. To retrieve all claims for a Member with an id of 123
   • https://app.tpastream.com/api/member/123/claims
5. To retrieve all claims for a Policy Holder with an id of 321
   • https://app.tpastream.com/api/v2/policy_holder/321/claims
6. For other endpoints and details about them, please see https://app.tpastream.com/swagger-ui