Configuring PolicyCenter external contact synchronization

The PolicyCenter Contact entity has a typekey attribute called AutoSync that controls whether contacts are automatically synchronized with the external contact management system. Any PolicyCenter contact that is linked to ContactManager has the same value in its AddressBookUID property as the LinkID of the corresponding contact in ContactManager. Guidewire recommends that all contacts that are in both PolicyCenter and ContactManager be linked and have an AutoSync setting of Allow.

Note: In the default integration, PolicyCenter does not send a new contact to ContactManager until there is at least one bound policy on an account that the contact is associated with. When a contact is not linked to ContactManager, it has an AutoSync setting of null.

For any Contact instance, in addition to null, the AutoSync value can be one of three codes:

Allow	Allow the contact to be synchronized automatically. In a rule, this value would be `TC_ALLOW`.
Disallow	Do not allow the contact to be synchronized. In a rule, this value would be `TC_DISALLOW`. In its base configuration, PolicyCenter never sets a contact to Disallow.
Suspended	The contact was synchronized in the past, but synchronizing is not currently allowed. In a rule, this value would be `TC_SUSPENDED`. For example, this value could be set for all contacts during a ContactManager outage.

PolicyCenter uses the Java method AccountContactImpl.markContactForAutoSync internally to set the AutoSync value on a contact. This method is scriptable. The method sets AutoSync to Allow only if it is not already set to Disallow. Disallow is treated as a terminal state.