Balance & Transactions

After creating an individual and enrolling them into the HSA benefit, you can then query for the individual's account balance and transaction history.

An id property is returned from the createIndividual mutation when an individual is created. This id property can then be passed into the individual query to get the member's Health Wallet details. The Individual object contains a healthWallet property with the balance and transaction data for each benefit the member is enrolled in. You can see what fields are available here by inspecting the Account object for each benefit type.

Below is an example GraphQL query for all available Health Wallet data for an individual:

query IndividualsWalletAndTransactions($where: IndividualsFilterInput!) {
  individuals(where: $where) {
    ... on IndividualsResults {
      pageInfo {
        endCursor
        hasNextPage
      }
      nodes {
        id
        healthWallet {
          id
          # Array of different benefits an individual is enrolled in - for setting up just the HSA, this array would have a single entry in it
          accounts {
            id
            availableBalance {
              currency
              lowestDenominationAmount
              amount
              display
            }
            currentBalance {
              currency
              lowestDenominationAmount
              amount
              display
            }
            benefit {
              id
              name
            }
            createdAt
            transactions {
              nodes {
                id
                amount {
                  currency
                  lowestDenominationAmount
                  amount
                  display
                }
                balance {
                  currency
                  lowestDenominationAmount
                  amount
                  display
                }
                date
                description
                timestamp
              }
              pageInfo {
                hasNextPage
                endCursor
              }
            }
          }
        }
      }
    }
  }
}