Introduction

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

• Modifying objects.
• Configuring user groups and security.
• Configuring the email poller.
• Configuring document classification.
• Creating scoring tables and submission score rules.
• Importing existing data.
• Configuring the Microsoft PowerBi connected system.
• Deploying add-ons.

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

Step 1: 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 2: 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 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 and 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 3: Configure the email poller

To function correctly, an email account must be created for Connected Underwriting inbound email polling. Follow the steps below to create 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 the desired username matching the desired email address.
   • Note: A global admin may be required to do this.
2. Navigate to https://portal.azure.com/ and login with a new account.
3. Search for App Registrations.
4. Create a new registration.
5. Once the application is created, navigate to API permissions.
6. Select + Add a permission.
7. Select Microsoft Graph.
8. Select Application Permissions.
9. Select Mail.ReadWrite.
10. Add Permission.
11. Navigate back to the API permissions page.
12. Select Grant Admin Consent for Appian.
    • Note: A global admin may be required to do this.
13. Navigate to Certificates & Secrets.
14. Select + New Client Secret.
15. Add a description and select an expiration.
16. 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 the customization properties file before configuring the integration credentials. Details are in the Installing CU document.

After the 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).
6. Finally, use Quick Search to open the constant: ISU_EMAIL_POLLER_AND_PROCESSOR_ENUM_BOOL_RUN_EMAIL_POLL_AND_PROCESSOR_PM and set it to True if not set already. Use this constant when you want to turn poller operations on or off.

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

Step 4: Configure document classification

Connected Underwriting uses a document classification AI skill and machine learning to quickly identify and analyze documents polled from email and classify them by document type (ACORD 125, ACORD 127, and ACORD 140) before progressing to document extraction.

Designers can configure the confidence threshold that defines whether the document goes to the classification exception queue or data extraction using the ISU_INT_DOCUMENT_CLASSIFICATION_CONFIDENCE_THRESHOLD constant.

More information on the classification and extraction AI skills [here]: (https://docs.appian.com/suite/help/23.4/create-skill-doc-classify.html) (https://docs.appian.com/suite/help/23.3/create-skill-doc-extraction.html)

Step 5: 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. Please review Configure Submission Score and Scoring Tables to set up scoring tables and the submission score rules.

There may be additional fields your organization would like to use with the Submission Score rules and scoring tables, or you 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 adding or modifying the fields that appear in those areas.
• See the Solutions Hub User Guide for instructions on how to modify UI text.

Step 6: Import existing data

You can migrate data like customer and broker information into Connected Underwriting from other systems your organization uses. This process is generally unique and has 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 7: 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 configuring the PowerBI connected system, users can quickly 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.

Step 8: Deploy Add-ons

Choose and download the packages for any add-ons you want to deploy to set up the CU P&C solution. Follow the guidance in each add-on’s specific documentation for incorporating the add-on with the base application.