Test the integration of ClaimCenter and ContactManager

After setting up integration for ClaimCenter and ContactManager, you can perform some tests to ensure that the integration is working.

Before you begin

Complete Integrate ContactManager with ClaimCenter. Additionally, ensure that both ContactManager and ClaimCenter have started. Finally, if you are using the base configurations of ClaimCenter and ContactManager, ContactManager must have a ClientAppCC user for ClaimCenter to authenticate with. Sample data in ContactManager includes this user.

Procedure

  1. When ClaimCenter is ready, open a browser window and enter the ClaimCenter URL. For example: 
    http://localhost:8080/cc/
  2. Log in as a user who has permissions to view, create, edit, and search for a ContactManager contact in ClaimCenter. For example, log in as the sample user ssmith with password gw.
  3. Open an existing claim and then click Parties Involved to open the Contacts screen.
  4. Click New Contact and create a new contact.
  5. Give the contact enough data to be able to save it in ContactManager, such as name, address, and tax ID information.
  6. Give the contact a role on the claim and click Update to save it.
  7. When the Contacts screen opens, select the new contact. Because you are logged in with a role that permits writing to ContactManager, the contact links automatically to ContactManager. If the link is successful, you see the message, This contact is linked to the Address Book and is in sync.
  8. Click the Address Book tab to search for a contact.
    With sample data loaded in ContactManager, you can search for a Vendor (Company) with a name that starts with the letter a. That search returns contacts with names like AB Construction and Allendale, Myers & Associates.
  9. Open a browser window and enter the following ContactManager URL: 
    http://localhost:8280/ab/
  10. Log in as a user who can view or edit a contact in ContactManager, such as the sample user aapplegate with password gw.
  11. In ContactManager, click Search and verify that you can search for and locate the contact you just created in ClaimCenter.
  12. Click the contact in the search results and edit it. For example, change the contact’s phone number. Click Update to save the changes.
  13. In ClaimCenter, open the claim to which you added the new contact, and click Parties Involved to open the Contacts screen.
  14. Select the contact that you added.
    On the Basics card, if you have not changed default settings, you see the following message:

    This contact is linked to the Address Book and is in sync.

  15. Click View in Address book.
    ClaimCenter fetches the contact data from ContactManager and displays it in a new screen.
    1. In this screen, you can click Edit in ContactManager to open a browser window and connect to the ContactManager server.

      The system looks for the ContactManager URL in the configuration parameter ContactSystemURL, or in suite-config.xml if that parameter is not defined. You must also have a ContactManager user name to be able to use this feature. Additionally, that user must have a role in ContactManager that enables editing contacts, such as the Contact Manager role.

    2. If necessary, log in to ContactManager.
    3. Edit the contact data directly.
    4. Go back to the ClaimCenter window in your browser.
  16. Click Return to Contacts near the top of the screen.
    You see the Contacts screen again, with your contact on the Basics card showing the changes you made in ContactManager.

What to do next

If you encounter errors during testing, see Troubleshooting the ClaimCenter connection with ContactManager.