> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/integrations/cdm-insurance/matching-and-linking-cdm-policies.md).

# Matching & Linking CDM Policies

How every nightly CDM policy gets matched to the right household — automatically where possible, in two clicks where it isn't.

Every night, CDM Solutions hands rubica a full list of your practice's policies. Most of them find their way to the right household on their own. This page is about the ones that don't — and how to sort them out in a couple of clicks instead of a spreadsheet.

{% hint style="warning" %}
**This integration is switched on by request.** If your firm uses CDM Solutions and you'd like this turned on, email **<support@rubica.au>** or talk with your account manager and we'll get it connected.
{% endhint %}

### What happens overnight

A scheduled sync runs at 2am and pulls every policy CDM knows about. If a policy's number already matches an existing Insurance Policy record in rubica, it links itself — no action needed. Everything else lands in a queue, waiting for a human to make the call.

That queue is where this page picks up.

### Where you'll find it

Look for the **Insurance>Mapping** tab. It has two lists:

| Tab           | What's in it                                                       |
| ------------- | ------------------------------------------------------------------ |
| **Unmatched** | Policies CDM knows about that Salesforce hasn't placed yet         |
| **Linked**    | Everything already matched — your checkpoint to catch a wrong link |

## Linking a confident match

Most rows in the Unmatched queue already come with a suggestion — CDM's name and date of birth matched exactly one rubica contact, so linking it is close to a formality.

{% stepper %}
{% step %}

### Open the queue

Head to **Insurance>Mapping→ Unmatched**. Rows with a confident match show a blue name chip.
{% endstep %}

{% step %}

### Tick the ones you trust

Select individual rows, or use **Select all confident** to grab every row with a clean, unambiguous match in one go.
{% endstep %}

{% step %}

### Create selected

Click **Create selected (N)**. Each ticked row becomes a real Insurance Policy on that client's household, cover amounts and all.
{% endstep %}
{% endstepper %}

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2FxDY1nTZpe2QZp0QD4UvE%2FCDM%20-%20How%20to%20Map%20-%20Create.gif?alt=media&amp;token=094d9929-2ca7-453f-ba5f-a10aaae960b2" alt=""><figcaption></figcaption></figure>

## Same client, several policies at once

Some clients have two or three CDM policies waiting to be linked in one go — a couple in the same super fund, say. You don't need to link them one at a time.

Tick everything for that client (or use the **Select all for {name}** shortcut that appears automatically), search for their household once, and confirm. Every ticked row creates a policy under that same household in a single action.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2F8XrOP9mZQhx2nVz8mPmn%2FCDM%20-%20How%20to%20Map%20-%20Bulk%20same%20client.gif?alt=media&amp;token=60c7873b-07ef-45d7-8d3d-de472b222f72" alt=""><figcaption></figcaption></figure>

## When there's no confident match

Sometimes CDM's name doesn't match anything cleanly — a nickname, a spelling difference, a policy with no name at all. These rows won't have a suggestion, and that's deliberate: guessing wrong here means insurance data sitting on the wrong client.

{% stepper %}
{% step %}

### Search instead of guessing

Use the search box to find the right household by name.
{% endstep %}

{% step %}

### Link or create

If the client already has an Insurance Policy record with no CDM link, choose **Link**. Otherwise choose **Create new** and it's built fresh under that household.
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
An **orange chip** on a row means CDM's data suggests this client might already have another unlinked policy — a possible duplicate. Worth a second look before you create a new one.
{% endhint %}

## Checking your work — the Linked tab

Every policy you've matched (automatically or by hand) shows up here, alongside the household it's linked to. Search it the same way — by household, person, or policy number.

Linked something to the wrong client? Click **Unlink**. It comes straight back out of the household and re-queues in Unmatched — and it won't try to auto-match itself back to the same record, so you get a clean second attempt.

Once a policy is linked, it shows up on the client's **Insurance tab** immediately, and feeds straight into the [Insurance Dashboard](/integrations/cdm-insurance/insurance-practice-dashboard.md) — premiums, renewals, and everything else are only as good as the matching underneath them.