Rules that affect contact synchronization
In the default configurations of ClaimCenter and ContactManager, all contacts are set to allow automatic synchronization. However, for automatic synchronization to run, you must schedule the contact auto sync work queue.
You can determine which contacts you want your users to be able to synchronize. For example, you might not want to synchronize Person and ABPerson contacts, but you might want to synchronize all Vendor and ABVendor contacts. Or, you might want to synchronize only contacts that meet particular criteria.
You can use the Preupdate rules in Guidewire Studio™ for ClaimCenter to set automatic synchronization values, determine how addresses update, and set the minimum required tags.
For example, there are predefined ContactPreupdate rules in ClaimCenter. To see them, open ClaimCenter Studio. Then in the Project window, navigate to .
- COP01000 - Update Check Address
- Updates addresses that have changed for synchronized contacts.
- COP02500 - Set all Vendors to auto sync
- Ensures that all contacts added to a claim are set to synchronize. For all contacts, AutoSync is set to Allow.
- COP03000 - Add default tags
- Ensures that the tags for a contact are the minimum required tags for ClaimCenter. The default tags are defined in the class gw.api.contact.CCContactMinimalTagsImpl. By default, all contacts get the Claim Party tag, and all vendor types, such as PersonVendor and CompanyVendor and their subtypes, also get the Vendor tag.
See also