Contact management entry points into PolicyCenter

Entry points enable an external application to open PolicyCenter on a particular screen. An external application, such as a contact management system, can use the following entry points to PolicyCenter:

• Account – Given an account number or account ID, open that account directly from an external system.
• Policy– Given a policy number, open that policy file from an external system.
• Policy transaction – Given a policy transaction number, open that policy transaction directly from an external system.

See also

• Contact integration