This content applies solely to Connected Underwriting, which must be purchased separately from the Appian base platform. This content was written for Appian 23.4 and may not reflect the interfaces or functionality of other Appian versions. |
Alerts are generated after particular actions are taken on a submission. These alerts provide business users with brief overviews of important information that may have been missing or added to a submission. While Connected Underwriting ships with some pre-built alert configurations, you may want to add other types of alert conditions for your underwriting submissions process.
This page explains how to add a new alert configuration to your solution's infrastructure currently in place in the application and customize the solution to meet your needs.
Note: The modifications and extensions listed here are non-exhaustive and more complex kinds of changes can be made to these features, if desired.
The alert configuration logic controls how Connected Underwriting generates alerts, and allows you to configure alerts to extend the solution to meet your specific business requirements.
To add a new alert configuration:
ISU_R_ALERT_CONFIG
with the proper message and name to be displayed.ISU_R_ALERT_SET
, with the proper AND or OR operators specified.ISU_R_ALERT_CONDITION
, with a valid value provided for the operator parameter of the Condition JSON dictionary and a valid value provided for the field code.
ISU_ENUM_OPERATOR_<OPERATOR_NAME>
and a value corresponding to the text value of the new operator.
ISU_CONF_operatorReference
. You may need to create a new updateConditionRule for the operator as well.
ISU_ENUM_ALERT_FIELD_CODE_<RECORD>_<FIELD>
that holds the text value of the field code inserted into the Alert Condition table.
ISU_getValuesForChangeLog
, ISU_createChangeLogOldValues
, and ISU_updateChangeLogNewValues
.ISU_evaluateAlertField<RecordField>
that will host the logic as to how to evaluate that particular field. Follow examples in other rules that begin with ISU_evaluateAlertField
.
ISU_CONF_alertFieldReference
.Configuring Alerts