| This content applies solely to Connected Claims, which must be purchased separately from the Appian base platform. |
IntroductionCopy link to clipboard
The Connected Claims Configuration page allows business users to:
- Manage and set up the claim journey for different lines of business.
- Configure rules to manage claim assignments
- Manage dynamic questionnaires and surveys
- Configure and manage business rules for claim processes.
- Configure and manage payment and reserve authorization rules
- View, update, and add a new line of business.
- Manage field service workers
- Manage field inspector skills for task assignment
- Manage field work types
- Manage all communication templates
- Configure and add process models for claim journey configuration.
- View or update the application name
- Publish expression rules that can be used in the Rules Engine
RequirementsCopy link to clipboard
Only business users with the appropriate group membership are able to access the Connected Claims Configuration page. This ensures that only a select few have access to sensitive processes and information.
Accessing Connected Claims ConfigurationsCopy link to clipboard
This section provides instructions and prerequisites for accessing the workflows and processes that can be configured for your Connected Claims solution. Before getting started, make sure that you are in the appropriate security groups that assign permissions to this access level.
To access the CONNECTED CLAIMS CONFIGURATIONS page:
- Log in to the Connected Claims solution, which will open the HOME page.
- Click the CONFIGURATION tab.
You can use the Search box to find a specific configuration or click on one of the available configuration cards on the CONNECTED CLAIMS CONFIGURATIONS page.