Connected Underwriting Settings

Introduction

This content applies solely to Connected Underwriting, which must be purchased separately from the Appian base platform. Connected Underwriting Settings is a separate site to allow Manager and Admins to:

• Manage Alerts
• Create and Manage Email Templates
• Manage Submission Score Rules and Scoring Tables
• Manage Users and Groups

Accessing the Connected Underwriting Settings Site

Only business users with the appropriate roles are able to access this site, ensuring only select users have access to sensitive processes and information.

To access the Connected Underwriting Settings site:

1. Make sure you are in the ISU Administrators or ISU Managers group. See the Manage Users and Groups page for more information about roles and groups.
2. From the Connected Underwriting site, click the navigation menu.
3. Click Connected Underwriting Settings.

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