Configuring address information

In PolicyCenter, an address represents a street or mailing address. An address can also contain geographic location information for use in proximity searches.

PolicyCenter uses address information for the following business entities:

  • Contacts
  • Account locations
  • Policy locations
  • Policy addresses
  • Producer addresses

PolicyCenter bases organizations and users on contacts. Therefore, these objects use addresses as well. PolicyCenter also uses address-related information for the following:

  • Territory codes
  • Tax locations
  • WC excluded workplaces

However, these last items are largely specific to the United States, and you can generally ignore them if you are not using the en_US region.

Read-only and Editable Addresses

PolicyCenter displays address information as read-only text or as editable text entry fields:

  • PolicyCenter displays read-only addresses as read-only text on multiple lines. PolicyCenter uses the country.xml file for the current country and the AddressFormatter class to determine which address fields to show.
  • PolicyCenter displays editable addresses as a set of editable text fields in which you can add, modify, or delete information. PolicyCenter uses the country.xml file for the current country to determine the address fields to show.

PolicyCenter displays a range selector—a drop-down list—in the address screen to enable you to select from an array of appropriate addresses. If you cannot edit an address, the address fields are dimmed. The drop-down list can also display a New command that you can use to create a new address.

Address Owners

PolicyCenter builds the address view around the concept of an address owner. The address owner identifies the object that owns a particular address. Additionally, the address owner controls how the address widget looks in the user interface and ensures that PolicyCenter saves the address properly. You can define different address owners depending on your requirements.

See also