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Installing Case Record Chat

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

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

This guide outlines the steps for downloading and installing the Case Record Chat add-on module to use with your CU Life Workbench 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
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This section details the minimum requirements your system must meet to run the Case Record Chat add-on module.

  • Appian version 24.3 or greater.
  • A supported version of MariaDB as a business data source.
  • A supported web browser.
  • Imported CU Life Workbench Base application version 1.2 or higher, which includes the following application containers:
    • Insurance Life Underwriting (ISL)

Step 1: Download the software package
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The first step in installing the Case Record Chat add-on is to download the software package that contains the following files, which you will use in the remaining set-up steps.

  • 01.ConnectedUnderwritingAddOncaseRecordAiChatv1.0.0.sql
  • ConnectedUnderwritingAddOncaseRecordAiChatv1.0.0.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 Life Workbench.
  4. Under Downloads, click Case Record Chat and agree to the License Agreement.
  5. Click Case Record Chat to download the ZIP file.
  6. Unzip ConnectedUnderwritingAddOnCaseRecordAiChatv1.0.0 - Forum to access the installation files.

Step 2: Create database objects
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To create the structure for the database tables, views, and other objects that are a part of the Case Record Chat add-on in your MariaDB business database, you need to run the 01.ConnectedUnderwritingAddOnCaseRecordAiChatv1.0.0.sql DDL script downloaded in Step 1.

Step 3: Import the application
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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 ConnectedUnderwritingAddOnCaseRecordAiChatv1.0.0.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
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Now that you have installed the Case Record Chat add-on, follow the steps in Setting Up Case Record Chat to start using this functionality with CU Life Workbench.

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