Installing OpenAI Messaging Summary

Introduction

Integrating Azure OpenAI with your CU P&C solution consists of three main steps:

• Register for an Azure OpenAI account
• Import the OpenAI application
• Incorporate OpenAI with your CU P&C solution

This page provides instructions for installing the OpenAI Messaging Summary integration in your CU P&C solution. Before installing, review the System Prerequisites to ensure all minimum requirements are met.

System Prerequisites

• Appian platform running 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.
• Insurance Underwriting Base Application v1.3 imported
• An OpenAI account and its related API Key
  • Note: You may want to start with a free account for your dev and test environments, but you will likely reach the request limit fairly quickly.

Step 1: OpenAI account registration

To configure this integration with your CU P&C solution, you need to register for an account with OpenAI and generate an API key.

1. Register for a paid account with Azure OpenAI if your organization does not already have one
   • NOTE: You may want to start with a free account for your dev and test environments, but you will likely reach the request limit fairly quickly.
2. Generate an API key for the account.

Step 2: 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 will continue in the background.
7. Review the import results.
8. Navigate into the new ISU Add-On: Messaging OpenAI Summary (ISU_MAI) application and open the ISU_MAI_CS_AzureOpenAI connected system.
9. Update the Resource Name and API Key configurations in the connected system to enable access to the desired OpenAI resource:
   • Paste your API key in the API Key field.
   • If you use a pre-existing OpenAI account, it may be related to multiple organizations paying separately for requests. In this case, you should specify which organization these API requests will count against by populating the Organization field in RM.
10. Click TEST CONNECTION to ensure the API Key works.
11. Save your updates.

Step 3: Incorporation

The incorporation steps in this section are required to integrate the OpenAI add-on module into the Appian Connecting Underwriting base application.

To add the AI Summary capabilities to the Messaging Thread display:

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

4. Open the ISU_MSG_COL_messagesDisplayForSelectedConversation interface and add the following code to the start of the contents array in the second a!cardLayout (around line 188):

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   ISU_MAI_showOpenAiSummarizedMessage(
     messages: local!allMessages,
     i18nData: ri!i18nData,
     brandingMap: ri!brandingMap
   ),
   

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