Contact instance location and changing subtype

The instance of a contact for which you want to change the subtype can be stored either in ClaimCenter or in ContactManager, or in both. In ClaimCenter, the contact would be on at least one claim’s Parties Involved > Contacts page. If the ClaimCenter contact is linked to ContactManager, you must make the subtype change separately in each application.

There can be multiple instances of the contact in ClaimCenter, each stored as a claim contact with a claim. If contacts are not linked to ContactManager, you can change any number of them, based on the reason for the subtype change.

If the contacts are linked with ContactManager, you need to change all the linked contact instances in ClaimCenter and the single instance in ContactManager. One way to find the ClaimCenter instances is to first get the value of the LinkID of the contact in ContactManager. Then use that value in a query that uses the equivalent ClaimCenter contact property, AddressBookUID, to find all the contact instances in ClaimCenter. The value that you need from each contact to make the subtype change is the PublicID. You then set the ClaimCenter run level to maintenance and run the command-prompt tool for each instance of the contact, specifying the value of its PublicID.

To change a contact subtype in ContactManager, set the run level to maintenance and then run the command-prompt tool once for the contact instance, using its PublicID to change its subtype. If the contact is linked to ClaimCenter, you set the run levels for both applications to maintenance and perform the subtype changes at the same time.