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Installing Case Document Summary Module

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 Case Document Summary add-on module ships as a separate extension supported on the CU Life Workbench. Once installation and setup are complete, this add-on module uses AI to generate a summary of each PDF document that is uploaded to a case, allowing your underwriting team to quickly find the context they need without having to read the entire document top to bottom.

This guide outlines the steps for downloading and installing the Case Document Summary add-on module, including:

  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 Case Document Summary add-on module.

  • Appian version 24.3 or greater.
  • A supported version of business data source as a business data source.

    Note:  Instructions below are tailored for MariaDB and Oracle databases. For use with other databases, the SQL scripts used in Step 2 must be modified.

  • A supported web browser.
  • Imported CU Life Workbench Base application version 1.2 or higher, which includes the following application containers:
    • Insurance Life Underwriting (ISL)

See Verify Appian version and database type to verify the Appian platform version and the CU Life Workbench Base application version.

Step 1: Downloading the software package

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

  • 01.ConnectedLifeUnderwritingAddOnCaseDocumentSummaryv1.0.0.sql
  • ConnectedLifeUnderwritingAddOnCaseDocumentSummaryv1.0.0.zip

To download the software package:

  1. In My Appian, navigate to the Support tab.
  2. Select DOWNLOADS > SOLUTIONS.
  3. In the grid, find and click CU Life Workbench.
  4. Under Downloads, click CU Life Workbench and agree to the License Agreement.
  5. Click Case Document Summary to download the ZIP file.
  6. Unzip ConnectedLifeUnderwritingAddOnCaseDocumentSummaryv1.0.0 - Forum.zip to access the installation files.

Step 2: Creating database objects

To create the structure for the database tables, views, and other objects that are a part of the Demo Data add-on module in your MariaDB business database, you need to run the 01.ConnectedLifeUnderwritingAddOnCaseDocumentSummaryv1.0.0.sql DDL script downloaded in Step 1.

Step 3: Importing 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 ConnectedLifeUnderwritingAddOnCaseDocumentSummaryv1.0.0.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 to verify the following ISL Add-On: Case Document Summary (ISL_DOC_AI) application container was imported.

Next steps

Now that you have installed the Case Document Summary add-on module, follow the steps in Setting Up Case Document Summary to start using this functionality with CU Life Workbench.

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