The Case Document Summary module ships as a separate module supported on Case Management Studio. Once installation and setup are complete, this module uses AI to generate a summary of each PDF document that is uploaded to a case, allowing case workers to quickly scan a few bullet points without having to read the entire document top to bottom.
This guide outlines the steps for downloading and installing the Case Document Summary module before incorporating it with your Appian Case Management Studio Base application. The steps include:
Before starting the installation process, review the System Requirements to make sure all minimum requirements are met.
This section details the minimum requirements your system must meet to run the Case Document Summary module.
The first step in installing the Case Document Summary module is to download the software package that contains the following files, which you will use in the remaining set-up steps.
01.CaseDocumentSummaryv1.0.0.sql
CaseDocumentSummaryv1.0.0.zip
To download the software package:
CaseDocumentSummaryv1.0.0.zip
to access the installation files.To create the structure for the database tables, views, and other objects that are a part of the Case Document Summary module in your MariaDB business database, you need to run the 01.CaseDocumentSummaryv1.0.0.sql
DDL script downloaded in Step 1.
Next, you need to import the application into the target environment.
To import the application:
CaseDocumentSummaryv1.0.0.zip
file that was downloaded in Step 1.Now that you have installed the Case Document Summary module, follow the steps in Setting Up Case Document Summary to start using this functionality with Case Management Studio.
Installing Case Document Summary