Linking in ClaimCenter

ClaimCenter links a vendor contact automatically with ContactManager if the contact is created by a user that has the permissions abcreate or abedit. If the user does not have these permissions, in the base configuration, new vendor contacts are created, flagged as pending in ContactManager, and linked. These pending creates must be approved by a ContactManager user. After approval, ContactManager removes the pending flag.

This ClaimCenter behavior with vendor contacts is defined in the Gosu class gw.plugin.contact.ab1000.ContactSystemApprovalUtil. You can edit this class and change how ClaimCenter determines the following:

• If a contact created in ClaimCenter will be created in ContactManager
• If a contact created or updated in ClaimCenter and sent ContactManager requires approval

In ClaimCenter, you can also manually link a local contact to ContactManager. For example, on the Parties Involved screen of a claim, you can click the name of a local contact and, below it in the Basics tab, click Link. After you click Link, ClaimCenter calls the ContactManager findDuplicates web service to see if there is a matching contact.

Depending on the results of the findDuplicates call, ContactManager and ClaimCenter behave as follows:

• If ContactManager finds an exact match, ClaimCenter links the local contact to the ContactManager contact by populating the local contact's AddressBookUID with the LinkID of the ContactManager contact.
• If ContactManager finds potential matches, ClaimCenter enables you to select one of the potential matches.
• If ContactManager does not find any matches, its behavior depends on the permissions of the ClaimCenter user and the type of contact:
  • If the ClaimCenter user has the abcreate permission, ClaimCenter sends a request to ContactManager to create a new contact.
  • If the ClaimCenter user does not have the abcreate permission and the contact is a vendor contact, ClaimCenter sends the new vendor to ContactManager with pending status. This new vendor must be approved by a user logged in to ContactManager.
  • If the contact is not a vendor contact, such as Person, ClaimCenter sends a request to ContactManager to create the new contact. The ClaimCenter user does not have to have abcreate permission.

After a successful link, the contact becomes subject to synchronizing rules, and the Link button turns into an Unlink button. If you click Unlink, the contact is no longer connected to ContactManager. It becomes a local-only contact.

See also

• Synchronizing ClaimCenter and ContactManager contacts
• Find duplicates behavior