Creating entities that define the new subtypes

Create extension files for entities that define the new contact role subtypes. There must be subtypes for both the AuditContactRole at the account level (a subtype of AccountContactRole) and at the policy level (a subtype of PolicyContactRole).

  • In this example, these contacts have no extra properties beyond the standard contact properties.
  • If you need additional properties, define these in your subtype definition. Use the account contact subtype, AuditContact, to define any properties beyond the standard contact properties that you want to be the same across policies. Use the policy contact subtype, PolicyAuditContact, to define any properties that change across policies. In either case, the properties can change across policy revisions. If at any given time you want the value of the property to be different on two different policies, then configure the property at the policy level.
  • If this is a new field, append _Ext to the field name avoid name conflicts with base PolicyCenter entities. See Defining a new data entity.

In this procedure, you create two new entities as shown in the following diagram:

  • A new PolicyAuditContact entity that is a subtype of PolicyContactRole.
  • A new AuditContact entity that is a subtype of AccountContactRole.


Create extension files for audit contact

Procedure

  1. In Studio, navigate to configuration > config > Extensions > Entity.
  2. Right-click Entity, and choose New > Entity.
  3. Enter the following information in the Entity dialog, then click OK:

    Name

    Value

    Entity

    AuditContact_Ext

    Entity Type

    subtype

    Supertype

    AccountContactRole

  4. In AuditContact_Ext.eti, click subtype in the Element column to display the Name and Value columns for the entity. Enter the following value:

    Name

    Value

    displayName

    AuditContact

  5. Add another entity named PolicyAuditContact_Ext that is a subtype of PolicyContactRole. Define the entity with the following values:

    Name

    Value

    Entity

    PolicyAuditContact_Ext

    Entity Type

    subtype

    Desc

    Policy Audit Contact

    Supertype

    PolicyContactRole

    displayName

    PolicyAuditContact

    Note: If the new role is only applied at the account level, such as AccountHolder, then you do not need the second subtype, PolicyAuditContact.

What to do next

Create an implementation of the contact configuration plugin