Migrating Customer and Broker Data

This content applies solely to Connected Underwriting, which must be purchased separately from the Appian base platform.

Introduction

After installing Connected Underwriting, you may need to migrate data from your organization's systems. This process is generally very unique and has its own nuances that depend on many factors.

This page provides general guidelines to help you migrate data from customers, brokers, broker offices, and documents.

Migrating customer data

To migrate data from customers, import data into the ISU_T_CUSTOMER table.

Migrating Broker and Broker Office data

To migrate data from Broker Offices, import data into the ISU_T_BROKER_OFFICE table. This table is a parent table to the ISU_T_BROKER table, as individual Brokers can be mapped to the same Broker Office. Import all related Broker data for each Broker Office into the ISU_T_BROKER table. Brokers that are not tied to a specific Broker Office can still be inserted into this table and simply not linked to a particular row in the ISU_T_BROKER_OFFICE table.

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