Contact management system integration

A contact management system maintains contacts in a central location. These contacts can be shared across applications. The default configuration of PolicyCenter includes an integration with Guidewire ContactManager. You can also integrate PolicyCenter with the contact management system of your choice. In the default configuration, the integration with ContactManager is not enabled.

This topic describes how PolicyCenter integrates with a contact management system in general, and ContactManager in particular.

You can integrate PolicyCenter with more than one contact management system. ContactManager can be one of these systems.

PolicyCenter uses contacts in accounts and policies in a various ways. Contacts represent named insureds, account holders, billing contacts, additional interests, and other roles on accounts and policies. PolicyCenter can store the contacts in its internal address book and in a contact management system. In this case, the contact management system is usually the system of record for contacts.

You can configure the integration to store part of the contact information in the contact management system and other parts in the PolicyCenter internal address book. Each application is the system of record for a portion of the contact information. For example, the contact management system is the system of record for basic contact information such as name, address, and phone number. The PolicyCenter internal address book is the system of record for information related to the roles the contact plays on the account or policy.