Managing contact data

You can use Guidewire core application screens to manage contacts stored in ContactManager.

ClaimCenter: In the ClaimCenter Address Book tab, you can search for and view existing contacts. You can change ContactManager data in ClaimCenter by using screens for managing or adding claim contacts, such as the New Claim wizard or a claim’s Parties Involved screen.
PolicyCenter: In the PolicyCenter Contact tab, you can create new contacts, search for existing contacts, select a recently viewed contact, and change contact information. You can also create an account for the contact. PolicyCenter additionally enables you to work with contacts in its Account and Policy screens, where you can add, remove, and update contacts in various roles.
BillingCenter: In the BillingCenter Account and Policy tabs, you can click Contacts to open the Contacts screen. On this screen you can add new contacts, search for existing contacts, select a recently viewed contact, and change contact information. Additionally, you can search for contacts by clicking the Search tab and choosing Contacts from the drop-down list.

To work with ContactManager from a Guidewire core application, you must install both ContactManager and the Guidewire core application and integrate them.

You can also manage contacts stored in ContactManager by logging in to ContactManager as a user with the appropriate role. For example, you must log in to ContactManager to merge contacts or approve pending contact changes. Additionally, if you want to add contacts that are not on a claim, such as vendor contacts, you must do so in ContactManager.

You log in as a user with the Contact Manager role, which has permissions supporting viewing, searching for, merging, adding, editing, and deleting contacts and reviewing pending contacts. These permissions include:

View merge permission, with code abviewmerge, which enables you to see Merge Contacts screens
View pending permission, with code abviewpending, which enables you to see Pending Contacts screens

Other reasons to log in to ContactManager are to manage its users or to manage the server. For example, you can assign the User Admin role to a user. That user can then log in to ContactManager and manage its users.