Connected Underwriting 1.3 Release Notes

This content applies solely to Connected Underwriting, which must be purchased separately from the Appian base platform. This content was written for Appian 23.4 and may not reflect the interfaces or functionality of other Appian versions.

What's New in Connected Underwriting?

The Connected Underwriting 1.3 release notes provide an overview of the latest changes and improvements to the Connected Underwriting Solution. These improvements were designed with best practices in mind.

Summarize message threads using OpenAI

This release includes an Azure OpenAI integration that generates message thread summaries that allow underwriters to quickly scan their messages and identify high-priority messages. Instead of spending valuable time reading through each message individually, this integration saves your underwriters time, reduces their response time, and allows them to make critical case decisions quickly.

cu_openai_message_summarize

Smarter document classification with Appian AI Skills

Now equipped with a pre-trained model, the CU P&C solution instantly identifies supported documents for streamlined data extraction. Say goodbye to classification headaches that strain your team's productivity. With Appian AI Skills, designers gain enhanced control, create more models, train diverse documents, and manage confidence scores with ease.

cu_classificationAI_1.3

See Create a Document Classification AI Skill to learn more about the power of the Appian Document Classification AI Skill.

Document extraction with Appian AI Skills

This release also includes upgrades to our data ingestion process by transitioning the CU P&C solution away from using the Intelligent Document Processing (IDP) functionality to process documents. Instead, it uses the Appian AI Skill powered by a machine learning model to extract data from supported structured and semi-structured forms with improved accuracy.

For more information about the Appian Document Extraction AI skill, see Create a Document Extraction AI Skill.

Additional updates

This release also modernizes and improves the Workbench KPIs, Submission lists, and Submission Summary user interfaces.

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Ready to get started? Check out Installing Connected Underwriting P&C.

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