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Contact

The Contact object represents any person attached to a claim — insureds, claimants, agents, attorneys, expert witnesses, and so on.

The Contact object represents any person attached to a claim — insureds, claimants, agents, attorneys, expert witnesses, public officials, contractors, and so on. Every claim can carry many contacts. Two contacts are reserved by convention: the Primary Insured (mirrored from InsuredFName/InsuredLName on AddClaim) and the Primary Claimant (mirrored from ClaimantFName/ClaimantLName). The remaining contacts are added explicitly via AddClaimContact or as nested elements inside AddClaim.

The XML element name in the response envelope is Contact. In AddClaim, contacts are passed under a doubled <Contacts><Contacts>...</Contacts></Contacts> wrapper — see AddClaim Field Reference for the structure.

Properties

Property

Datatype

FileTrac UI Location

Description

ID

int

System-generated ID unique to this contact within the claim. Required as ContactID or PayeeID parameters on AddDeductiblePayment, AddReserve, AddReservePayment, and AddReserveRecovery.

Type

string

Edit Contact → Header / Contact Type

Contact type name (e.g., Insured, Claimant, Agent). Values come from the ContactType enumeration.

Primary

string

Edit Contact → Header / Primary

Yes/No indicator that this contact is the primary contact of its type.

FirstName

string

Edit Contact → Header / Name (first)

Contact first name.

LastName

string

Edit Contact → Header / Name (last)

Contact last name.

Company

string

Edit Contact → Header / Company

Company affiliation.

Occupation

string

Edit Contact → Header / Contact Occupation

Occupation.

Phone1

string

Edit Contact → ContactInfo / Home Phone

Home phone. Mapped from InsuredPhone1 on AddClaim for the Insured contact.

Phone2

string

Edit Contact → ContactInfo / Cell Phone

Cell phone.

Phone3

string

Edit Contact → ContactInfo / Office Phone

Office phone.

Email

string

Edit Contact → ContactInfo / eMail

Email address.

Fax

string

Edit Contact → ContactInfo / Fax

Fax number.

Addr1

string

Edit Contact → ContactInfo / Address (line 1)

Street address line 1.

Addr2

string

Edit Contact → ContactInfo / Address (line 2)

Street address line 2.

City

string

Edit Contact → ContactInfo / City

City.

State

string

Edit Contact → ContactInfo / State

State or province. Must be the standard abbreviation when sent on AddClaim.

Zip

string

Edit Contact → ContactInfo / ZIP

Postal code.

Country

string

Edit Contact → ContactInfo / Country

Country.

Description

string

Edit Contact → Header / Contact Description

Free-text description.

Notes

string

Edit Contact → Notes

Free-text notes.

Code

string

Edit Contact → Header / Contact Code

Contact code.

Special Cases

  • Primary Insured loads as a contact. The Insured* fields on AddClaim create a contact of type Insured flagged primary, in addition to populating the dedicated insured fields on the claim record.

  • Primary Claimant loads as a contact. The Claimant* fields on AddClaim create a contact of type Claimant flagged primary.

  • Secondary Insured loads as a contact. The SecondaryInsured* fields on AddClaim create a non-primary Insured contact.

  • Agent loads as a contact. The Agent* fields on AddClaim create a contact of type Agent.

Contact Type

When creating a contact through AddClaimContact, AddDeductiblePayment, AddReservePayment, or AddReserveRecovery, the contact type can be specified two ways:

  • By ID: Pass ContactTypeID (or PayeeContactTypeID) with the integer ID from GetContactTypes.

  • By name: Pass ContactType (or PayeeContactType) with the type-name string. The name must match a value in the ContactType enumeration or a value returned by GetContactTypes.

If both are supplied, the ID is authoritative. Contact types cannot be edited by the adjusting company.

Related Methods and Types

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