Overview of ContactManager integration

ContactManager, like the Guidewire core applications, is a complete application built on the Guidewire platform. ContactManager has its own versions of:

  • Entities
  • Rules
  • Plugin interfaces
  • Web service (WS-I SOAP) APIs published from the ContactManager application
  • Messaging events
  • Destination plugins
  • Gosu API documentation (Gosudoc)

Integrating ContactManager with core applications from the InsuranceSuite—ClaimCenter, PolicyCenter, and BillingCenter—enables the core applications to use centralized contact management.

  • In the ClaimCenter application, you can click the Address Book tab to search for and view contacts stored in ContactManager. You can add and edit contacts on a claim’s Contacts screen and in the New Claim wizard.
  • In PolicyCenter, you can click the Contact tab and create new contacts, search for existing contacts, select a recently viewed contact, and change contact information.
  • In BillingCenter, you can click Search > Contacts to find contacts You can also add, edit, and delete centrally managed contacts on Contacts screens of the Account and Policy tabs.

The Guidewire core applications send information to ContactManager across the network by using plugins to call ContactManager’s web services. ContactManager itself has plugins that it uses to call the core applications’ web services and to perform internal tasks.

Additionally, each core application implements a ContactAPI web service that ContactManager can use to send contact changes to the application.

To change or add properties to contact-related entities, you can extend the data model in both the Guidewire core applications and ContactManager. Alternatively, you can add tags for any contact, or you can specify services to use with vendor contacts. Whichever approach you take, you must ensure that information flows correctly between the applications.

The following areas of Guidewire core application functionality are not present in ContactManager:

  • Notes
  • Administrative groups
  • Activities
  • Assignment

There are no ContactManager entities, plugins, or APIs associated with these objects and features.