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Setting Up the 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

Now that you have installed the Case Document Summary add-on module, you must incorporate the application with your CU Life Workbench Base application to utilize. This guide walks you through the required incorporation steps, including:

  1. Display the AI Summary in the Document record view.
  2. Incorporate the Document Summary module in the Create Case Process.
  3. Incorporate the Document Summary module in the Mark Requirement As Received Process.

Required incorporation

These steps are required to incorporate the Case Document Summary add-on module with the CU Life Workbench.

Step 1: Display AI Summary in the Document Record View

To set up the Case Document Summary module with the CU Life Workbench, you need to modify the ISL_UTIL_DocumentViewer interface to display the AI doc summary.

  1. Log in to the target environment as a deployment user.
  2. Navigate to Appian Designer.
  3. Navigate to the Insurance Life Underwriting (ISL) application.

  4. Navigate to the ISL_UTIL_DocumentViewer interface object:

    • Add ISL_DOC_AI_CaseDocumentsSummary_Display above the interface Document Viewer Field Logic.

      case_document_view_field_logic_01

Add the Document Summary module to the Create Document process model

Next, you need to add the Document Summary to the Create Document process model.

  1. From Appian Designer, search for and open the ISL_Document_Create process model.

  2. Before the End node, add a synchronous subprocess node labeled Summarize Document as shown:

    document_summary_subprocess_model_03

  3. Open the new subprocess node, and go to Properties.

    1. Navigate to the Setup tab and select the following settings as shown:

      configure_summarize_document_02

      1. In the Subprocess Setup section, select Synchronously and the Enable activity chaining into all initial nodes in the subprocess checkbox.
      2. In the Run this process model field:
        1. Select ISL_DOC_AL_CaseDocumentSummary_Update as the process to run.
        2. To include data from this subprocess in the parent process model reports, select the Reporting checkbox.
      3. In the Input Variables section, enter documents in the document (ISL_Document (Record Type)) field .

    2. Navigate to the Properties > Other tab and configure the Multiple Instances of the Summarize Document subprocess as shown:

      configure_summarize_document_other_04

      1. Select the Automatically run multiple instances of this node checkbox.
      2. Select Run one instance for each item in and Documents in the dropdown.
        1. Select Spawn all.
      3. Select Run all instances at the same time.
        1. Select All instances are done to move on when done.
      4. Click OK.

    3. From the File menu, click Save & Publish, then Exit.

Step 2: Incorporate the Document Summary module in the Create Case Process

In this step, you will add the Document Summary node to the ISL_Case_Create process model.

  1. From Appian Designer, search for and open the ISL_Case_Create process model.

  2. Add a start process node labeled Summarize Document before the End node.

    ai_document_summary_pm_05

    1. Process Model: cons!ISL_DOC_AI_PM_CASE_DOCUMENT_SUMMARY_UPDATE

    2. Process Parameters:

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      {
  document: a!localVariables(
    local!documents: a!flatten(
      pv!case['recordType!{d81cdd0e-c54d-4b8e-beec-b7ae37fefe7f-isl}ISL_Case.relationships.{341720e1-0b79-4f0c-ac48-789ee3fbeae3-isl}documents']
    ),
    if(
      a!isNullOrEmpty(local!documents),
      local!documents,
      /*can't index if the documents is null*/local!documents[tp!instanceindex]
    )
  )
}

    3. In the new subprocess node, go to Properties > Other and configure the Multiple Instances of the Configure AI Document Summary subprocess as shown.

      configure_ai_document_summary_06

      1. Select the Automatically run multiple instances of this node checkbox.

      2. Select Run this many and Documents, then click the expression editor and enter the following code:

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         a!localVariables(
  local!count: count(
    a!flatten(
      pv!case['recordType!{d81cdd0e-c54d-4b8e-beec-b7ae37fefe7f-isl}ISL_Case.relationships.{341720e1-0b79-4f0c-ac48-789ee3fbeae3-isl}documents']
    )
  ),
  /*the model errors out if the count is zero*/if(tointeger(local!count) = 0, 1, local!count)
)
      3. Select Run all instances at the same time.
        1. Select All instances are done to move on when done.
    4. In the Deadlines section, select The deadline for all tasks is and leave the associated field empty as shown.
      1. Select Minutes in the dropdown menu.
    5. Click OK.
    6. From the File menu, click Save & Publish, then Exit.

Step 3: Incorporate the Document Summary module in the Mark Requirement As Received Process

  1. From Appian Designer, search for and open the ISL_CaseRequirement_MarkAsReceived process model.

  2. Add a start process node labeled Summarize Document before the End node.

    ai_document_summary_end_07

    1. Open the newly created process node and go to the Data > Input tab.
      1. Under New Input, select Process Model.
      2. Under Field Properties, enter cons!ISL_DOC_AI_PM_CASE_DOCUMENT_SUMMARY_UPDATE in the Value field.

      3. Under New Input, select Process Parameters and enter the following code in the Value field:

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        = {
  document: a!localVariables(
    local!documents: a!flatten(
      pv!caseRequirement['recordType!{3fc25321-de51-427b-936d-862710494d15}ISL_CaseRequirement.relationships.{c4982e11-63fc-4e25-bad9-869982db127d}requirementDocMap.relationships.{3f075e87-4766-450c-9773-3f2252104196}document']
    ),
    if(
      a!isNullOrEmpty(local!documents),
      local!documents,
      /*can't index if the documents is null*/local!documents[tp!instanceindex]
    )
  )}

    2. In the new subprocess node, go to Properties > Other and configure the Multiple Instances as shown.

      ai_document_summary_other_09

      1. Select the Automatically run multiple instances of this node checkbox.

      2. Select Run this many, then open the expression editor and enter the following code:

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        = a!localVariables(
  local!count: count(
    a!flatten(
      pv!caseRequirement['recordType!{3fc25321-de51-427b-936d-862710494d15}ISL_CaseRequirement.relationships.{c4982e11-63fc-4e25-bad9-869982db127d}requirementDocMap.relationships.{3f075e87-4766-450c-9773-3f2252104196}document']
    )
  ),
  /*the model errors out if the count is zero*/if(tointeger(local!count) = 0, 1, local!count)
)
      3. Click OK.
    3. From the File menu, click Save & Publish, then Exit.

Step 4: Incorporate the Document Summary module in the Complete Task Process

Finally, complete the steps in this section only when configuring the Tasking add-on module.

  1. From Appian Designer, search for and open the ISL_TSK_CaseTask_RecordAction_Complete process model.

  2. Add a start process node labeled Summarize Document before the End node as shown.

    ai_document_summary_pm_end_10

    1. Open the newly created process node and go to the Data > Input tab.
      1. Under New Input, select Process Model.
      2. Under Field Properties, enter cons!ISL_DOC_AI_PM_CASE_DOCUMENT_SUMMARY_UPDATE in the Value field.

      3. Under New Input, select Process Parameters and enter the following code in the Value field:

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          {
    document: pv!completedTaskDocuments[tp!instanceindex]
  }

    2. In the new subprocess node, go to Properties > Other and configure the Multiple Instances as shown.

      configure_mni_start_pm_11

      1. Select the Automatically run multiple instances of this node checkbox.
        1. Select Run one instance for each item in and completedTaskDocuments in the dropdown.
          1. Select Spawn all.
        2. Select Run all instances at the same time.
          1. Select All instances are done to move on when done.
    3. In the Deadlines section, select The deadline for all tasks is and leave the associated field empty as shown.
      1. Select Minutes in the dropdown menu.
    4. Click OK.
    5. From the File menu, click Save & Publish, then Exit.

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