Introduction

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:

1. Downloading the software package.
2. Creating database objects.
3. Importing 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 Case Document Summary module.

• Appian version 24.2 or greater.
• An Appian Cloud environment with the premium platform tier.
• A supported version of MariaDB as a business data source.
• A supported web browser.
• Imported Case Management Studio Base application version 1.3 or higher.

Step 1: Downloading the software package

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:

1. In My Appian, navigate to the Support tab.
2. Click DOWNLOADS > SOLUTIONS.
3. In the grid, find and click Case Management Studio.
4. Under Downloads, click Case Document Summary and agree to the License Agreement.
5. Click Case Document Summary to download the ZIP file.
6. Unzip CaseDocumentSummaryv1.0.0.zip to access the installation files.

Step 2: Creating database objects

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.

Step 3: Importing 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 CaseDocumentSummaryv1.0.0.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 Case Document Summary module, follow the steps in Setting Up Case Document Summary to start using this functionality with Case Management Studio.