Data Relationships Share Share via LinkedIn Reddit Email Copy Link Print On This Page This content applies solely to Connected Underwriting, which must be purchased separately from the Appian base platform. This content was written for Appian 24.2 and may not reflect the interfaces or functionality of other Appian versions. Introduction The central custom data types and database entities in the Connected Underwriting P&C (CU P&C) solution are associated with the case record. Understanding the relationships between these entities can help you understand how the data in the application work together. The entity relationship diagrams (ERD) on this page illustrate the main entities used in the CU P&C solution and their relationships to each other. Case Entity Relationship Diagram This ERD covers three things. First, the diagram illustrates the main relationships between a case and case details in the CU P&C solution. Second, it provides a graphic overview of the tables used to reference all cases available in the CU P&C solution. Finally, it provides a graphic overview of reference rule data editable from the front end of the solution and reference case data that is not editable from the front end of the solution. ERD drill-downs This section includes drill-down views of each major relationship group in the Case Entity Relationship Diagram. The following legend uses diagram symbols, notations, and colors to indicate the different relationship types. Basic Submission Information This ERD illustrates the relationship between a submission and the submission's transactional and reference data. Priority Scoring and Scoring Tables ERD This ERD illustrates the relationship between a submission and the submission's priority scoring and scoring tables. Parties ERD This ERD illustrates the relationship between a submission and parties. Alerts ERD This ERD illustrates the relationship between a submission and alerts. Messaging ERD This ERD illustrates the relationship between a submission and message reference data. Sanctions Checking ERD This ERD illustrates the relationship between a submission and sanctions check information and results. Tasking Notes ERD This ERD illustrates the relationship between a submission, task, associated task note data, and the transactional task data related to the submission. Line of Business and Risk Information ERD This ERD illustrates the relationship between a submission, line of business, and risk information. Mail Poller, Documents, and Exceptions ERD This ERD illustrates the relationship between a submission, mail poller, documents, and exceptions. Guidewire Quote ERD This ERD illustrates the relationship between the submission record and Guidewire Quoting data. Authenticated Broker Portal ERD This ERD illustrates the data relationships within the Broker Portal data. Auto-Assignment ERD This ERD illustrates the relationship between the submission record and the Auto-Assignment data. Referral Tasking ERD This ERD illustrates the relationship between the submission record and the Referral Task data. Feedback Was this page helpful? SHARE FEEDBACK Loading...
