Installing the Scratchpad Add-On Module

Introduction

Installing the Scratchpad Add-On module with your Connected Underwriting Life Workbench solution consists of two steps:

• Step 1: Import the application
• Step 2: Incorporation with CU Life

Before starting the installation process, review the System Prerequisites to ensure all minimum requirements are met.

System Prerequisites

• Appian platform version 23.4 or greater.
• A supported version of MariaDB as a business data source.
  • Note: Instructions below are for MariaDB databases for use with other databases, the SQL script.
• A supported web browser.
• Imported Connected Underwriting Life Workbench base application.

Step 1: Import the application

To import the application files:

1. In the target environment, log in as the deployment user.
2. Navigate to the Appian Designer.
3. Click IMPORT.
4. Click UPLOAD and choose the application zip file.
5. Click INSPECT to ensure that there will be no complications on import.
6. Click IMPORT.
   • Note: The import may time out due to file size, but the import will continue in the background.
7. Review the import results.
8. Save your changes.

Step 2: Incorporation with CU Life

The following incorporation steps are required to display and utilize Scratchpad on the Risk Details tab of the Case Record in your CU Life solution.

Display Scratchpad on Risk Details

1. In the target environment, log in.
2. Navigate to the Appian Designer.
3. Navigate to Insurance Life Underwriting (ISL) application.

4. Navigate to the ISL_RecordView_RiskDetails process model add the following code after the column that contains Risk Details Cards.

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   a!columnLayout(
            contents: {
              rule!ISL_SCP_CaseScratchpad_ViewAndEdit(
                case: ri!case,
                genBundle: local!genBundle,
                brandingMap: local!brandingMap
              )
            }
          )
   

5. Save your changes.

Display Scratchpad on other Case Record tabs

The incorporation steps in this section are optional. If you want to display and utilize Scratchpad on other tabs in the Case Record, perform these steps to expose the Scratchpad component to the relevant interface.

1. Log in to the target environment.
2. Navigate to the relevant ISL_Case_RecordView interface where you want to add Scratchpad.

3. Add the following code to expose the Scratchpad component to the desired interface.

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      rule!ISL_SCP_CaseScratchpad_ViewAndEdit(
                   case: ri!case,
                   genBundle: local!genBundle,
                   brandingMap: local!brandingMap
                 )
   

4. Save your changes.

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