CU Life Workbench Modules

This content applies solely to Connected Underwriting Life, which must be purchased separately from the Appian base platform. This content was written for Appian 24.3 and may not reflect the interfaces or functionality of other Appian versions.

Introduction

The Appian Connected Underwriting (CU) Life Workbench offers pre-built integrations that provide the flexibility you need to extend the base application's capabilities to meet your specific use cases and business requirements. After integration, these add-on modules extend the functionalities of the CU Life Workbench to increase your team's productivity by reducing task time.

For example, would you like to leverage AI to analyze and summarize case documents within your CU Life Workbench, thus reducing the research and review time needed by your underwriting team? The add-on modules that ship with the CU Life Workbench can help you do all of this and more.

Ready to begin? This page provides a brief overview of all the benefits each AI add-on module delivers, and how they can help you streamline your underwriting process. Unlock the full potential of CU Life Workbench and leverage Appian's AI platform capabilities.

AI module

Leverage the benefits of a AI-powered document summary tool and an AI-powered chat bot to empower your users with advanced functionalities to help them streamline your underwriting process.

MODULE	DESCRIPTION	USER(S)	GET STARTED
Case Document Summary	Enable private AI to analyze and process user-uploaded PDF case documents and generate a document summary.	Underwriting Managers Underwriters	1. Install 2. Setup
Case Record Chat	Enable user to interact with a private AI chatbot to answer questions about a case record.	Underwriting Managers Underwriters	1. Install 2. Setup

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