Linking in PolicyCenter

In the base configuration, PolicyCenter links contacts with an integrated ContactManager under the following conditions:

  • PolicyCenter always links contacts that are on accounts with at least one bound policy. At the time the user adds the contact, PolicyCenter checks to see if there are possible duplicate contacts.
  • If the contact initially comes from ContactManager, PolicyCenter links the local contact when it creates the local contact. For example:
    • If you search for contacts and add one that is in ContactManager, that contact becomes linked regardless of the state of the policies on the account.
    • If you click to add a new contact, ContactManager can return a list of exact and potential duplicates. If you choose one of the duplicates as the contact that you want to use, that contact is linked.

PolicyCenter does not send new client data to ContactManager while the client is still a prospect—when there is no bound policy on the account. PolicyCenter does store prospect information locally. If a prospect becomes a customer—at least one policy is bound for the account—PolicyCenter links the contact to the contact management system. You can configure this behavior differently.

The Contact entity and its subentities have an AutoSync property that controls synchronization with ContactManager. Setting this property to Allow enables the contact to be synchronized. After a contact is linked, PolicyCenter ensures that the AutoSync property is set to Allow.

See also