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Install Submission Record Chat

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

Introduction

The Submission Record Chat add-on ships as a separate module supported on the Connected Underwriting (CU) P&C solution. Once installation and setup are complete, this add-on allows underwriters to quickly obtain additional submission information by asking an AI chatbot questions about the submission within the context of the submission record.

This guide outlines the steps for downloading and installing the Submission Record Chat add-on module to use with your Connected Underwriting P&C Base application. The steps include:

  1. Download the software package.
  2. Create database objects.
  3. Import the application.

Before starting the installation process, review the System Requirements to make sure all minimum requirements are met.

System requirements

This section details the minimum requirements your system must meet to run the Submission Record Chat add-on module.

  • Appian version 24.2 or greater.
  • A supported version of database as a business data source.
  • A supported web browser.
  • Imported Connected Underwriting P&C Base application version 1.6 or higher, which includes the following application container:
    • Insurance Underwriting

Step 1: Download the software package

The first step in installing the Submission Record Chat add-on module is to download the software package that contains the following files, which you will use in the remaining set-up steps.

  • 01.ConnectedUnderwritingAddOnSubmissionRecordAiChatv1.0.0.sql
  • ConnectedUnderwritingAddOnSubmissionRecordAiChatv1.0.0.zip

To download the software package:

  1. In My Appian, navigate to the Support tab.
  2. Click DOWNLOADS > SOLUTIONS.
  3. In the grid, find and click Connected Underwriting P&C.
  4. Under Downloads, click Submission Record AI Chat and agree to the License Agreement.
  5. Click Submission Record AI Chat to download the ZIP file.
  6. Unzip ConnectedUnderwritingAddOnSubmissionRecordAiChatv1.0.0 - Forum to access the installation files.

Step 2: Create database objects

To create the structure for the database tables, views, and other objects that are a part of the Submission Record Chat add-on module in your MariaDB business database, you need to run the 01.ConnectedUnderwritingAddOnSubmissionRecordAiChatv1.0.0.sql DDL script downloaded in Step 1.

Step 3: Import the application

Next, you need to import the application into the target environment.

To import the application:

  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 ConnectedUnderwritingAddOnSubmissionRecordAiChatv1.0.0.zip file that was downloaded in Step 1.
  5. Click INSPECT to ensure that there will be no complications on import.
  6. Click IMPORT.
  7. Review the import results.

Next steps

Now that you have installed the Submission Record Chat add-on module, follow the steps in Setting Up Submission Record AI Chat to start using this functionality with CU P&C.

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