ContactManager contact security

ContactManager is built on the same platform as the Guidewire core applications and provides roles and permissions that you can configure to control access to contact data. Additionally, the permissions have a set of permission check expressions you can configure to limit access to specific screens and widgets.

Role-based security defines what actions a user of a Guidewire application is allowed to perform. This type of security includes defining permissions, grouping related permissions into roles, and assigning these roles to users based on the work they perform in the Guidewire application.

For most purposes, other than merging duplicate contacts and reviewing pending contact changes, you typically access ContactManager data through a core application, like ClaimCenter, PolicyCenter, or BillingCenter. Those applications provide contact security to control which users of the application can access contact data.

You can set up ContactManager users to access contact data directly in ContactManager. The base configuration provides a role for this purpose, the ContactManager role.

The primary tasks that users have to perform in ContactManager are:

Merging duplicate contacts: See Detecting and merging duplicate contacts.
Reviewing pending contact changes: See Review pending changes to contacts.