Data Relationships

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.

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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.

images/cu_pc_priority_scoring_and_scoring_tables.drawio.png

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.

images/cu_pc_sanctions_checking.drawio.png

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.

images/cu_pc_lob_risk_information.drawio.png

Mail Poller, Documents, and Exceptions ERD

This ERD illustrates the relationship between a submission, mail poller, documents, and exceptions.

images/cu_pc_mail_poller_docs_exceptions.drawio.png

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.

images/cu_broker_portal_module.drawio.png

Auto-Assignment ERD

This ERD illustrates the relationship between the submission record and the Auto-Assignment data.

images/cu_auto_assignment_v1.6.drawio.png

Referral Tasking ERD

This ERD illustrates the relationship between the submission record and the Referral Task data.

images/cu_referral_tasking_v1.6.drawio.png

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