Applications and contact tags

The base configurations of PolicyCenter and BillingCenter save and retrieve only ContactManager contacts that have the Client tag. For example, a PolicyCenter user adds a client contact to a policy. PolicyCenter automatically sets the tag to Client and saves the contact in ContactManager. Later a claims adjuster adds this client contact to a claim as a party to the claim and saves the contact. ClaimCenter applies the Claim Party tag to the contact before sending it to ContactManager. The contact now has both the Client tag and the Claim Party tag.

When you add a new contact or edit a contact in ContactManager, you see a drop-down list that enables you to choose one or more contact tags. Additionally, you can see the contact tag on the detail screen for every contact.

When you work with contacts in the base configurations of ClaimCenter, PolicyCenter, and BillingCenter, you do not see any tag information in the user interface. The applications work with contact tags in the background and add the appropriate tags before sending a contact to ContactManager. After the tags are added to the contact in ContactManager, those tags are synchronized as part of the contact data copied over from ContactManager to the local contact record.

Note: A contact saved only locally in a core application does not have to have a tag. However, in their base configurations, the core applications always set tags for contacts when they are created and when they are saved to the database. Core applications set tags for contacts that they store locally even if the contacts are not stored in ContactManager.

Add a new contact tag

About this task

You can add a new contact tag type.

Procedure

  1. Navigate in the Guidewire Studio™ Project window to configuration > config > Metadata > Typelist.
  2. Right-click ContactTagType.tti.
  3. Choose New > Typelist Extension.

    If you get a message saying that you cannot create a typelist from ContactTagType.tti, then ContactTagType.ttx already exists. You can open it in configuration > config > Extensions > Typelist.

  4. If you do not get an error message, click OK.
    Guidewire Studio™ creates the file ContactTagType.ttx in configuration > config > Extensions > Typelist.

ClaimCenter contact tag generation

If a new contact created in ClaimCenter is a vendor subtype, ClaimCenter adds a Vendor tag when it saves the contact to ContactManager. If you add a contact to a claim, ClaimCenter ensures that it has the Claim Party tag before saving the contact in ContactManager.

The base configuration of ClaimCenter sets tags in the class gw.api.contact.CCContactMinimalTagsImpl. If you add new tags, you must also set them in this class.

PolicyCenter contact tag generation

PolicyCenter ensures that any contacts it sends to ContactManager have Client tags. PolicyCenter cannot find a contact in ContactManager unless the contact has a Client tag.

The base configuration of PolicyCenter sets tags in the class gw.api.contact.PCContactLifecycle. If you add new tags, you must also set them in this class.

BillingCenter contact tag generation

BillingCenter ensures that any contacts it sends to ContactManager have Client tags. BillingCenter cannot find a contact in ContactManager unless the contact has a Client tag.

The base configuration of BillingCenter sets tags in the Contact Preupdate rule Add default tags. If you add new tags and want to set them for contacts that BillingCenter sends to ContactManager, you must set them in this rule.