The Connected Underwriting P&C Solution 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 provide a quick reference of the solution's available features by functional area.

Feature matrix

Area	Feature	Description	User/Group Access	CU P&C Version	Appian Platform*
Connected Underwriting Settings	Manage Alerts	Admins/Managers can view the default alerts, mark them as active/inactive, and update the Alert Name and Alert Display Message	Admin/Manager	1.0 +	22.4 +
Connected Underwriting Settings	Manage Email Templates	Admins and managers can create a new email template, and search and filter created email templates. Users can also use the record action menu to update, clone, inactivate, and delete a template	Admin/Manager	1.0 +	22.4 +
Connected Underwriting Settings	Manage Scoring Tables	Admins/Managers can create scoring table to apply it to a LOB and a field, search/sort/filter for scoring tables by LOBs, and use the record action menu to update or mark table active/inactive.	Admin/Manager	1.0 +	22.4 +
Connected Underwriting Settings	Manage Submission Score	Admins/Managers can create submission score rule to apply it to a LOB, search and filter for submission scores, and use the record action menu to update or delete a rule	Admin/Manager	1.0 +	22.4 +
Connected Underwriting Settings	Manage Role Groups and Assignment Groups	Admins/Managers can view the details of different role and assignment groups on their platform, add or remove members in a role or assignment group, and create new role or assignment groups	Admin/Manager	1.0 +	22.4 +
Integrations	Enable OFAC Sanctions Checking API	Admin can put customer key to enable OFAC API and retrieve sanctions data for a customer from OFAC	Admin	1.1 +	22.4 +
Integrations	Enable Microsoft PowerBI Plugin	Admin can put in Microsoft credentials and report key to view PowerBI dashboard on Reporting tab	Admin	1.1 +	22.4 +
Integrations	Enable Email Poller for Microsoft Exchange server using MSGraph Email Poller	This smart service is used in a poller process and extract the data from the Microsoft Exchange server to gather emails from common inbox for an Underwriting team.	All	1.0 +	22.4 +
Integrations	Azure OpenAI Connected System (Add-on)	CU uses Azure's OpenAI services to summarize message threads	Admin	1.3+	23.4 +
Messages	View Inbox	Users can access the inbox of all messages across submissions and search by Record, select all, refresh, and mark messages as read/unread	All	1.0 +	22.4 +
Messages	View a Message	Users can view the single message thread for each submission, as well as attachments	All	1.0 +	22.4 +
Messages	Summarize Message	Users can summarize long message threads using AI	All	1.3+	23.4 +
Messages	Reply to a message	User can add additional recipients, select an email template, and/or compose a message, and add attachments in a response to the thread recipients	All	1.0 +	22.4 +
Messages	View Sent Box	User can view threads they have replied to	All	1.0 +	22.4 +
My Workbench	View My Workbench	View My Workbench of submissions assigned to user and outstanding work, where users can also search and filter through submissions	All	1.0 +	22.4 +
My Workbench	View Workbench Metrics	Users can view KPIs at the Workbench level, including: Newly Received Submissions, Pending Submissions, and Avg. Cycle Time	All	1.1 +	22.4 +
My Workbench	View Workbench Tabs (Last Modified, New Business vs Renewals)	Users can view their assigned submissions in 3 different tabs, filtered by Last Modified, New Business, and Renewals	All	1.0 +	22.4 +
My Workbench	View Workload Metrics	Admin and managers can navigate to a tab to view workload metrics charts for their team productivity. They can view additional details with View All or by clicking into the bar charts for Group Workload and In Progress vs. Overdue Tasks	Admin/Manager	1.1 +	22.4 +
My Workbench	Create a New Submission	Users can create a new submission, where they add customer and broker information and upload a document, and assign it to a user	All	1.0 +	22.4 +
My Workbench	View and Dismiss Open Alerts	Users can view open alerts associated with submissions assigned to user and dismiss them	All	1.0 +	22.4 +
My Workbench	View and Take Actions on Open Tasks	Users can view open tasks associated with submissions assigned to user and take actions by reassigning, changing due dates, and resolving them.	All	1.0 +	22.4 +
My Workbench	View and Take Actions on Workbench Exception Queue	Users can view 3 exception queues requiring human intervention: Messages, Classification, and Reconciliation Queue. They can also delete a message, classify documents with multiple PDFs, mark a document invalid, and reconcile the extracted values from a document	Underwriters & Operations Users	1.0 +	22.4 +
Document Ingestion	Acord Document Classification using Appian AI Skills	CU uses Appian AI Skills to classify ACORD forms	All	1.3+	23.4 +
Document Ingestion	Acord Document Extraction using Appian AI Skills	CU uses Appian AI Skills to extract data from submitted ACORD forms to complete a submission	All	1.3+	23.4 +
Parties	View and Create Records Related to Parties	For Customers, Brokers, and Broker Offices records, users can create a record, search, filter, sort, and view the record grid, and view details and submissions for that record	All	1.0 +	22.4 +
Parties	Edit Records Related to Parties	For Customers, Brokers, and Broker Offices Records, users can edit information, such as name, address, and phone number.	All	1.0 +	22.4 +
Records	Submission	View all submission records available amongst all underwriters. Search and filter capability.	All	1.0 +	22.4 +
Records	Customers	View all customers records available amongst all underwriters. Search and filter capability.	All	1.0 +	22.4 +
Records	Brokers	View, search, and filter all available Brokers records	All	1.0 +	22.4 +
Records	Broker Offices	View, search, and filter all available Broker Offices records	All	1.0 +	22.4 +
Reporting	View On Demand Reports	Users can view default reports and their metrics, filter by Date/LOB/Broker Offices/Customer State, sort on a grid of all associated submissions, and download the report.	All	1.1 +	22.4 +
Reporting	View Trend Charts	Users can view different types of trend charts and their details, as well as filter by Date, LOB, and Customer State.	All	1.1 +	22.4 +
Reporting	Portfolio View	Users can navigate to Reporting tab and see a Portfolio View tab where the PBI report will be surfaced	All	1.1 +	22.4 +
Submission Record	Create and View Submissions Record	Users can create a new submission and assign it to a user, view a grid of all submission records, search and filter through.	All	1.0 +	22.4 +
Submission Record Audit Tab	View Submission Record Audit Details	Users can view the audit history of a submission record, showing Event updates such as edited general/customer/broker information	All	1.0 +	22.4 +
Submission Record Documents Tab	View and Manage Submission Record Documents	Users can view all documents, their status, and additional details associated with a submission record. They can also upload documents related to a submission record, and delete or restore them	All	1.0 +	22.4 +
Submission Record Messages Tab	View and Reply to a Submission Record Message	Users can view the single message thread associated with a submission record, add additional recipients, select an email template, compose a message, and add attachments in a response to the thread recipients	All	1.0 +	22.4 +
Submission Record Risk Details Tab	View and Edit Submission Record Risk Details	Users can view and edit all loss history, vehicle, driver, and premises information for a single submission record	All	1.0 +	22.4 +
Submission Record Summary	View and Edit Submission	Users can view and edit general information about submission and update the submission status	All	1.0 +	22.4 +
Submission Record Summary	Submit Decision	Users can submit an accepted or declined decision if the submission is in review status. When declining, users can select a reason for their decision, add a comment, and compose an email regarding decision and send it to the broker assigned to the submission	All	1.0 +	22.4 +
Submission Record Summary	Add Watchers	Users can add watchers to submission, which adds them to messaging thread for that submission as well	All	1.0 +	22.4 +
Submission Record Summary	Reassign Submission	User can reassign submission to another user	All	1.0 +	22.4 +
Submission Record Summary	View and Dismiss Alerts	Users can view open and closed alerts associated with that submission, and dismiss open alerts	All	1.0 +	22.4 +
Submission Record Summary	View and Edit Customer Information	Users can view and edit customer information	All	1.0 +	22.4 +
Submission Record Summary	View and Edit Broker Information	Users can view and edit broker information	All	1.0 +	22.4 +
Submission Record Summary	View and Edit Risk Information	Users can view risk information summary including priority score, loss history summary, and risk information for each LOB. They can also edit risk information	All	1.0 +	22.4 +
Submission Record Summary	Create, View, Edit, and Delete Notes	Users can create, view, edit, and delete notes. While viewing, they can filter by submission note or task comment	All	1.0 +	22.4 +
Submission Record Summary	Create and View Tasks	Users can create either Upload Document task or Confirmation task, assign to a user with a due date, search, filter, and view the tasks grid to see all tasks associated with the submission	All	1.0 +	22.4 +
Submission Record Summary	Edit Tasks	Users can reassign tasks to another user, change due dates for open tasks, and resolve open tasks	All	1.0 +	22.4 +
Submission Record Summary	View and Resolve Sanctions Check Task	Users can view auto-generated sanctions during submission creation and take actions on it by searching, reviewing results from OFAC API, and marking results as matching/not matching	All	1.1 +	23.3 +
Submission Record Summary	View Sanctions Results	User can navigate to Submission record for sanctions results history and see a list of previous search instances	All	1.1 +	23.3 +

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