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
_Extto 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
- In Studio, navigate to .
- Right-click Entity, and choose .
-
Enter the following information in
the Entity dialog, then click
OK:
Name
Value
Entity
AuditContact_Ext
Entity Type
subtype
Supertype
AccountContactRole
-
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
-
Add another entity named
PolicyAuditContact_Extthat is a subtype ofPolicyContactRole. 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 asAccountHolder, then you do not need the second subtype,PolicyAuditContact.
What to do next
Create an implementation of the contact configuration plugin
