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Setting Up End-User Reporting

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

Introduction

After installing the End-User Reporting add-on module, you need to incorporate it with your CU Life Workbench. This guide walks you through the optional incorporation steps.

Incorporation with the CU Life Workbench

Follow these optional steps to incorporate the End-User Reporting add-on module with your CU Life Workbench Base application.

Adding the Reports site page to the CU Life - Settings Site

cul_eur_home_page

  1. In the target environment, log in.
  2. Navigate to the Appian Designer.
  3. Navigate to Insurance Life Underwriting (ISL) application.
  4. Navigate to the ISL_Site_Case_Work site object.
  5. Add a new site page titled Reports and set SEUR_HomeWrapper as the interface.
    • Note: You can set visibility to Always Show.
  6. Save the site.

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