Configuring contact roles

In PolicyCenter, you can configure new contact roles by defining new subtypes of PolicyContactRole and AccountContactRole. The role appears automatically on the AccountFile_Contacts and PolicyFile_Contacts PCF pages. After you complete instructions to add the new contact role, Audit Contact will appear in the list between Additional Interest and Billing Contact. You will be able to select this role on the Roles tab of the Contacts screen in the account and the policy.

The Audit Contact role will appear in the roles for that contact.

This topic provides guidance on adding an audit contact role and policy contact role, with step-by-step instructions for the audit contact role. To add a new contact role, you must:

• Creating entities that define the new subtypes
• Create an implementation of the contact configuration plugin
• Add display key and entity name
• Modify PCF files and Gosu classes

See also

• Using the PCF editor
• The PolicyCenter data model
• Modifying the base data model

Policy contact roles

If you add a PolicyContactRole array to a line of business, the line of business must own the array to prevent concurrent data exceptions. For example, in Personal Auto, the PersonalAutoLine entity has an array of PolicyDriver entities. (PolicyDriver extends PolicyContactRole.) In Studio, if you look at the PolicyDriver array in PersonalAutoLine.etx, the owner property is set to true.