Change the subtype of a Contact instance in ClaimCenter

Before you begin

Complete Change the subtype of an ABContact instance in ContactManager.

Procedure

  1. Make a query for contact data. You might proceed differently depending on whether the contact is linked to ContactManager or is just local to ClaimCenter:
    • If the contact is linked to ContactManager, run a query to find all instances of the contact with the AddressBookUID value equal to the LinkID value you got from ContactManager. Save the PublicID of each contact instance that the query finds. Additionally, note each claim for which the contact is a claim contact.
    • If the contact is local only to ClaimCenter, run a query in ClaimCenter to find the contact and save its PublicID. Note the claim for which the contact is a claim contact. You can run multiple queries if there are duplicate contact instances on other claims that you want to change.
  2. Set the ClaimCenter server’s runlevel to maintenance.

    For example, at a command prompt open in ClaimCenter/admin/bin, enter:

    system_tools -password adminuser-password -maintenance

  3. Run the command-prompt tool for each contact instance your query found.

    For example, the user with login alinu has the role Contact Subtype Changer and password x2wTz@71P. For user alinu to change the contact with PublicID ab:123 to the subtype Doctor, at a command line open in ContactManager/admin/bin, the user would enter the following command, all on one line:

    maintenance_tools -user alinu -password x2wTz@71P 
                  -changesubtypetargettype Doctor
                  -changesubtypepublicid ab:123
  4. Note the messages in the console.

    For each command that completes successfully, you see messages similar to the following:

    Changing contact with publicID: ab:123 to subtype: Doctor

    done

  5. Log in to ClaimCenter and ensure that you can open the contact in each claim and save changes. If necessary, update data as needed.
  6. Take ClaimCenter out of maintenance runlevel.

    For example, at a command line open in ClaimCenter/admin/bin, enter:

    system_tools -password adminuser-password -multiuser