Linking in BillingCenter
In the base configuration, BillingCenter links contacts with an integrated ContactManager under the following conditions:
- BillingCenter links contacts that are on accounts and policy periods. At the time
the user adds the contact, BillingCenter can check to see if there are possible
duplicate contacts.
- If you click Add Existing Contact for an account or
policy period and search for a contact, BillingCenter shows a list of
matching internal and external contacts.
- If you add an external contact, one that is stored only in ContactManager, BillingCenter creates a local instance of the contact and links it.
- If you add a contact that is not external, the contact has a local instance that BillingCenter might already have linked. If the contact instance is not linked, BillingCenter saves it as a new contact in ContactManager and links it.
- If you click to add a new contact, BillingCenter checks to see if it exists in ContactManager. This check 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. If you create the contact without choosing from the list, BillingCenter sends it to ContactManager as a new contact, and at that point it gets linked.
- If you click Add Existing Contact for an account or
policy period and search for a contact, BillingCenter shows a list of
matching internal and external contacts.
- For producer contacts, BillingCenter creates a local instance of the contact. It does not link producer contacts with ContactManager.
BillingCenter find duplicates behavior is defined in the method gw.plugin.contact.ab1000.ABContactSystemPlugin.findDuplicates. For example, this method specifies that the only tag to be used to find duplicates is the client tag. If you want to use other tags for finding duplicates, you can modify this method to do so.
The Contact entity and its subentities have an AutoSync property that affects synchronization with ContactManager. Setting this property to Allow for a contact of an account or policy period enables the contact to be synchronized. BillingCenter sets the AutoSync property to Allow for all new contacts.
See also