Customizing the contact management system integration

This topic describes some of the ways that you can customize the integration with a contact management system. You can also do these customizations to the integration with ContactManager.

PolicyCenter provides a set of integration points for integrating with a contact management system. These integration points support a wide variety of ways to integrate with contact management systems.

At a high level, PolicyCenter provides the following integration points:

• Add contacts from contact management system. See Contact web service APIs.
• Search for contacts stored in a contact management system. See PolicyCenter support for Contact searches.
• Push new contacts from PolicyCenter to a contact management system. See ABContactAPI web service.
• Push or pull updates to contacts from a contact management system to PolicyCenter. See Linking and synchronizing contacts.
• Push or pull updates to contacts from PolicyCenter to a contact management system. See Linking and synchronizing contacts.
• View all places that use a particular contact.
• List policies, accounts, and policy transactions associated with a contact.
• Merge contacts in PolicyCenter that the contact management system identifies as duplicates. See Detecting and merging duplicate contacts.