CU Life Features

The Connected Underwriting (CU) Life Workbench contains a wide range of features that allow your organization to monitor, track, and execute the activities, actions, and workflows associated with the underwriting process. The tables below provides a quick reference of the solution's available features by functional area.

Feature matrix

Area	Feature	Description	User/Group Access	CU Life Version	Appian Platform*
My Workbench	View My Workbench	View My Workbench of cases assigned to user	All	1.0 +	23.3 +
My Workbench	View Workbench Metrics	Users can view their metrics associated with their assigned cases aggregating cases that are overdue or upcoming in Initial Review, cases with outstanding requirements due, cases with APS requirements due, and cases with Final Requirements. Users are able to click into metrics and drilldown into a grid of those specific cases.	All	1.0 +	23.3 +
My Workbench	View Workbench Tabs (Initial Review, Pending, Final Requirement, Watched Cases)	Users can view all their assigned cases or their groups cases in 3 different tabs, filtered by their working status (Initial Review, Pending, Final Requirement), and a final tab to see cases you are following (Watched Cases)	All	1.0 +	23.3 +
My Workbench	Create a New Case	Users can create a new case, where they assign the case to a group, add customer information, add policy information, manually upload documents	All	1.0 +	23.3 +
Records	Cases	View all case records available amongst all underwriters. Search and filter capability.	All	1.0 +	23.3 +
Records	Parties (Proposed Insured, Agents)	Users can view all party records in their system, filtered either by all Proposed Insured or Agents. Search and filter capability	All	1.0 +	23.3 +
Case Record	View Case Record	Each case record contains all the information of a singular case, and is accessible by clicking through Case ID in the case grid	All	1.0 +	23.3 +
Case Record	View Case Record Summary	Users can view basic details, case summaries, case requirements, notes, risk factors, and related roles and relationships for a singular case	All	1.0 +	23.3 +
Case Record Requirements Grid	View Case Record Requirements Tabs (Unordered, Ordered, Received, Reviewed, Voided)	Users can see all the requirement details associated with a single case filtered into 5 different tabs (Unordered, Ordered, Received, Reviewed, Voided)	All	1.0 +	23.3 +
Case Record Requirements Grid	Add New Requirement	Users can add a new case requirement to a singular case	All	1.0 +	23.3 +
Case Record Requirements Grid	View Additional Details and Documents of a Case Record Requirement	Users can view and download the documents associated with each requirement listed in the grid	All	1.0 +	23.3 +
Case Record Requirements Grid	Update Case Record Requirement Status	Users can update the status of each requirement listed in the grid and attach requirement files to a requirement	All	1.0 +	23.3 +
Case Record Requirements Grid	Update Requirement Risk Factor Tag	Users can update the risk factor tag for each requirement	All	1.1+	23.4
Case Record Notes	View Case Record Notes	Users view all notes associated with a singular case filtered by all notes (All) or pinned notes (Pinned)	All	1.0 +	23.3 +
Case Record Notes	Search through Case Record Notes	Users can search through all notes associated with a singular case	All	1.0 +	23.3 +
Case Record Notes	Add New Case Record Notes	Users can add a new note with either public or private visibility to a case record	All	1.0 +	23.3 +
Case Record Notes	Reply to Case Record Notes	Users can reply to existing notes on a case record	All	1.0 +	23.3 +
Case Record Notes	Update and Delete Case Record Notes	Users can edit and update, or delete existing notes on a case record	All	1.0 +	23.3 +
Case Record Notes	Pin Case Record Notes	Users can pin an existing note, adding it to Pinned Notes	All	1.0 +	23.3 +
Case Record Notes	Tag Note with Risk Factor	Users can tag a note by selecting risk factors from a predetermined list	All	1.1+	23.4
Case Scratchpad	Add scratchpad and convert to note (Add On)	From the Risk Details tab, users can capture notes on a scratchpad during the case review process, save a formal copy of the notes to the case record with public or private visibility, and apply any relevant risk factor tags	All	1.1+	23.4
Case Record Roles and Relationships	View Case Record Roles and Relationships	Users can view the Assigned Group, Case Watchers, and Related Cases for a singular case	All	1.0 +	23.3 +
Case Record Roles and Relationships	Reassign Case Record	Users can reassign a case record to another group or specific underwriter	All	1.0 +	23.3 +
Case Record Roles and Relationships	Edit and Update Case Record Watchers	Users can add and remove other users to watch a case record	All	1.0 +	23.3 +
Case Record Roles and Relationships	Select and Update Related Case Records	Users can update their case record's relationship by selecting multiple cases and indicating their relationship to the current case record (related to or duplicates) or deleting current related case records	All	1.0 +	23.3 +
Case Record Risk Details Tab	View Case Record Risk Details	Users can view all occupational, driving, lifestyle, and medical history information for a single case record	All	1.0 +	23.3 +
Case Record Policy Details Tab	View Case Record Policy Details	Users can view all policy details for a single case record	All	1.0 +	23.3 +
Case Record Parties Tab	View Case Record Parties	Users can view all parties attached to a single case record	All	1.0 +	23.3 +
Case Record Documents Tab	View Case Record Documents	Users can view all documents, their status, and additional details related to a case record	All	1.0 +	23.3 +
Case Record Documents Tab	Upload Case Record Documents	Users can manually upload documents related to a case record	All	1.0 +	23.3 +
Case Record Requirements Tab	View All Case Record Requirements	Users can view all the requirements associated with a case record listed together	All	1.0 +	23.3 +
Case Record Requirements Tab	Update Case Record Requirement Status	Users can update the status of each requirement listed in the grid and attach requirement files to a requirement	All	1.0 +	23.3 +
Case Record History Tab	View Case Record Action History	Users can view actions performed on a single case record, including who performed the action and when it was performed.	All	1.0 +	23.3 +
Case Record Final Decision Tab	View draft or view final decision	If users have saved a draft or completed a decision, the final decision details appears on the Final Decision tab on the Case record	All	1.1+	23.4+
Reporting (Add-on)	View Reporting Home	Users can pin frequently used dashboards to their home reporting page	All	1.0 +	23.3 +
Reporting (Add-on)	View and Create Dashboards	Users can view and create dashboards from reports	All	1.0 +	23.3 +
Reporting (Add-on)	View and Create Reports	Users can view and create reports and charts	All	1.0 +	23.3 +
Reporting (Add-on)	View and Create Reporting Groups	Users can view and create reporting groups for notifications	All	1.0 +	23.3 +
Reporting (Add-on)	View and Create Notifications	Users can schedule report notifications to certain users and groups	All	1.0 +	23.3 +
Reporting (Add-on)	Update Style Settings	Users can adjust default style settings for reports and dashboards	All	1.0 +	23.3 +
Reporting (Add-on)	Admin Tools	Admin access to select the data used in this reporting add-on	Admin/Manager	1.0 +	23.3 +
Reporting (Add-on)	Documentation	Documentation on how to use the reporting add-on	All	1.0 +	23.3 +
Admin Settings	Manage Security Groups	Admins/Managers can view the details of different security groups on their platform, and add or remove members of a security group	Admin/Manager	1.0 +	23.3 +
Admin Settings	Manage Assignment Groups	Admins/Managers can view the details of different assignment groups on their platform, add or remove members in an assignment group, and create new assignment groups	Admin/Manager	1.0 +	23.3 +
Admin Settings	Manage Assignment Rules (Add-on)	Admins/Managers can create rules to assign cases to assignment groups & users, prioritize execution order of the rules and activate/inactivate rules	Admin/Manager	1.0 +	23.3 +
Integrations	SwissRe Magnum Pure integration (Add-on)	Ability to display SwissRe's Magnum rules engine decision for each case	All	1.0 +	23.3 +
Rules	Auto-generate Requirements from Age/Amount Matrix	Decision table to auto generate requirements based on a carrier's age/amount matrix rules upon case creation	Admin/Manager	1.0 +	23.3 +
API	Create Case API	Pass data into CU to create a case. Passes in Magnum UUID for cases as well	Admin/Manager	1.0 +	23.3 +
API	Attach Document API	Attaches a document to a case	Admin/Manager	1.0 +	23.3 +
My Workbench	AI Document Summary	Users can see an Document Summary of the document upon upload by AI copilot.	All	1.2+
	Tasking Workflow	Underwriters would be able to add them to existing cases and assign tasks to case managers.	All	1.2+
	Tasking Workflow Admin Config	Admin users would be able to configure tasks and tasking blocks with SLAs.	Admin	1.2+

*Denotes the supported Appian platform version for the corresponding solution feature.

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