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Install Automated Routing

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 Automated Routing add-on ships as a separate module supported on Connected Underwriting (CU) P&C. Once installation and setup are complete, this add-on allows underwriting managers to create rules that automate submissions assignments and routing to teams based on the submission type.

This guide outlines the steps for downloading and installing the Automated Routing add-on to use with your Connected Underwriting P&C Base application. The steps include:

  1. Downloading the software package.
  2. Creating database objects.
  3. Importing the application.

Before starting the installation process, review the System Requirements to make sure all minimum requirements are met.

System requirements

This section details the minimum requirements your system must meet to run the Automated Routing add-on.

  • Appian version 24.2 or greater.
  • A supported version of MariaDB as a business data source.
  • A supported web browser.
  • Imported Connected Underwriting P&C Base application version 1.6 or higher, which includes the following application containers:
    • Insurance Underwriting

Step 1: Download the software package

The first step in installing the Automated Routing add-on is to download the software package that contains the following files, which you will use in the remaining set-up steps.

  • 01.ConnectedUnderwritingAddOnAutoAssignmentv1.0.0.sql
  • ConnectedUnderwritingAddOnAutoAssignmentv1.0.0.zip

To download the software package:

  1. In My Appian, navigate to the Support tab.
  2. Click DOWNLOADS > SOLUTIONS.
  3. In the grid, find and click Connected Underwriting P&C.
  4. Under Downloads, click Automated Routing and agree to the License Agreement.
  5. Click Automated Routing to download the ZIP file.
  6. Unzip ConnectedUnderwritingAddOnAutoAssignmentv1.0.0.zip to access the installation files.

Step 2: Create database objects

To create the structure for the database tables, views, and other objects that are a part of the Automated Routing add-on in your MariaDB business database, you need to run the 01.ConnectedUnderwritingAddOnAutoAssignmentv1.0.0.sql DDL script downloaded in Step 1.

Step 3: Import the application

Next, you need to import the application into the target environment.

To import the application:

  1. In the target environment, log in as the deployment user.
  2. Navigate to the Appian Designer.
  3. Click IMPORT.
  4. Click UPLOAD and choose the application ConnectedUnderwritingAddOnAutoAssignmentv1.0.0.zip file that was downloaded in Step 1.
  5. Click INSPECT to ensure that there will be no complications on import.
  6. Click IMPORT.
  7. Review the import results.

Next steps

Now that you have installed the Automated Routing add-on, follow the steps in Setting Up Automated Routing to start using this functionality with Connected Underwriting P&C.

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