Introduction

After installing Connected Underwriting, there are several configurations you will likely perform to customize the solution for your organization's processes. In order to make sure your solution remains flexible and aligns with best practices, we have provided instructions to guide you through some common configurations.

This page outlines the order we recommend for configuring the default solution to work for your organization after completing the installation process. However, all of these instructions can be used to modify the solution at any time.

Modifying objects

To make sure you always have the default interfaces, expression rules, and process models to refer back to, we suggest performing the following steps if you need to customize the solution:

• Create copies of the interfaces, expression rules, and process models you want to update.
• Name them with the suffix of CUSTOM. For example, something different than AS_IO_FM_UnderwritingSummary_CUSTOM.
• Use your new objects instead of the original objects.

Following this paradigm will reduce the time and effort required to upgrade or add an additional solution to your environment.

Step 1: Configure user groups and security

Configuring user groups and security is a good place to start. You will need to know:

• If your organization has any additional business roles not covered in the default groups.
• What users should be members of each group.

For more information on how to configure groups and security, see the following pages:

• See Modifying Groups to understand how to modify groups to fit your organization, as well as how to add users to the appropriate groups.
• See Groups Reference Page for more information about the default groups in Connected Underwriting and what they provide access to.
• See Setting up Users and Groups for instructions on adding users to groups from the front-end Connected Underwriting Settings site.

Step 2: Configure the email poller

For Connected Underwriting inbound email polling to function properly, an email account must be created. Follow the steps below to create a new MS accounts and share credentials.

Creating an account

To create an inbox for inbound email polling:

1. Create a new account in Azure AD with desired username matching desired email address.
   • Note: A global admin may be required to do this.
2. Navigate to https://portal.azure.com/ and login with new account.
3. Search for App Registrations.
4. Create a new registration. O1. nce the application is created, navigate to API permissions.
5. Select + Add a permission.
6. Select Microsoft Graph.
7. Select Application Permissions.
8. Select Mail.ReadWrite.
9. Add Permission.
10. Navigate back to API permissions page.
11. Select Grant Admin Consent for Appian.
    • Note: A global admin may be required to do this.
12. Navigate to Certificates & Secrets.
13. Select + New Client Secret.
14. Add a description and select an expiration.
15. Save Value for your records
    • Note: This Value will be input as secret in Appian Third Party Credentials

Appian polling configuration

It is recommended to import the included Connected Underwriting Admin Console .zip package and import customization properties file prior to configuring the integration credentials. Details can be found in the Installing CU document.

After admin console import, the following steps can be repeated to change credentials:

1. From the desired environment, navigate to Appian Admin Console.
2. Navigate to Third-Party Credentials on the Admin Console. There should now be an item there labeled isu-mail-poller-msgraph.
3. Click isu-mail-poller-msgraph and provide the Azure secret, tenet, and applicationID configured when enabling a polling inbox.
   • Note: Do not modify customMailPollerTableName and customMailPollerDocTableName unless you intend to modify the Appian Poller table names (not recommended).
4. Click SAVE.
5. Once Admin Console configurations are complete, use Global Search to find and open ISU_EMAIL_POLLER_CONF_TEXT_MAILBOX. Update this constant to match the full email address that will be polled (i.e. test@microsoft.com).

For additional support on the Microsoft Email Poller, visit the MS Graph Poller on Appian Community.

Step 3: Configure document classification

Connected Underwriting uses Appian Native Intelligent Document Processing (IDP) Extraction capabilities to quickly classify extractable documents and then extract key data to save into the Submission. The solution supports extraction of key fields in the ACORD 125, ACORD 140 and ACORD 127 forms.

Upon installation, users with Designer access should run the ISU Initial Training Classification AcordType process model and complete the task to classify the form. This task only needs to be completed once.

To run this process model:

1. From the Appian Designer, click the Insurance Underwriting (ISU) application.
2. In the Search field, enter ISU Initial Training Classification AcordType and select it.
3. In the Appian Process Modeler window, select File > Start Process for Debugging.
4. Select Refresh until the Reconcile Doc Extraction step is highlighted.
5. Navigate to Tempo. A Reconciliation task will be assigned to the user that initiated the process. Select the Reconciliation task.
   • For Type: Highlight the appropriate form type (ex: ACORD 125) by holding down SHIFT and selecting the appropriate text on the lower left hand corner of the first page of the pre-loaded document.
   • For Version: Highlight the appropriate version of the form (ex: (2016/03)) by holding down SHIFT and selecting the appropriate text on the lower left hand corner of the first page of the preloaded document.
6. Click Submit.
7. Navigate back to the Process Modeler and click Exit.

Step 4: Create Scoring Tables and Submission Score Rules

After installing Connected Underwriting, business users can set up their scoring tables and submission score rules so that their submissions can have a score to help underwriters evaluate and triage what to focus on. To set up scoring tables and the submission score rules, please review Configure Submission Score and Scoring Tables.

There may be additional fields your organization would like to use with the Submission Score rules and scoring tables, or your organization may want to relabel some fields. For instructions on how to modify those fields, see the following pages:

• See Configuring Priority Scoring for instructions on how to add or modify the fields that appear in those areas.
• See the Solutions Hub User Guide for instructions on how to modify UI text.

Step 5: Import existing data

You can migrate data like customer and broker information into Connected Underwriting from other systems that your organization is using. This process is generally very unique and has its own nuances that depend on many factors.

Migrating Customer and Broker Data provides the general steps to move customers, and broker data into Connected Underwriting.

Step 6: Configure the Microsoft PowerBI connected system

The Connected Underwriting solution provides a native integration with Microsoft PowerBI, allowing users to connect their customer data and reports directly with their CU solution. When you configure the PowerBI connected system, users can easily surface historical claims information related to your submission records and other information from downstream processes directly in the CU solution.

See Integrating with Microsoft PowerBI for information on configuring this connected system.