Contact management system integration overview

In the default integration with a contact management system or with ContactManager, PolicyCenter is the primary user interface. The contact management system is the central repository for contact information.

Creating a new account

The user logs in to PolicyCenter and searches for an account. If the account is not found, PolicyCenter displays a menu item that enables the user to search for a contact from the contact management system. The user creates a new account with this contact as the primary account holder. The new account exists only in PolicyCenter. The contact management system does not store accounts.

Adding contacts to an account or policy

The user searches for contacts in the contact management system. The user can add these contacts to an account or policy.

If the contact does not exist in the contact management system, the user creates a new contact on an account or policy in PolicyCenter. PolicyCenter pushes a new contact to the contact management system when that contact is associated with an account that has a bound policy. For more information, see New contact when integrated with contact management system.

Updating contacts

The contact management system is the system of record for contact information. PolicyCenter pushes updates in real time to the contact management system.

When a user accesses an account in PolicyCenter, PolicyCenter uses the contact information stored in its internal database. When PolicyCenter pushes contact updates to the contact management system, the contact management system resolves the differences and pushes changes to all applications.