Free cookie consent management tool by TermsFeed
View this page in the latest version of Appian.

Install Referral Task

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
Copy link to clipboard

The Referral Task module ships as a separate module supported on Connected Underwriting P&C. Once installation and setup are complete, this module allows underwriters to create a new task that assigns their submission to a peer or manager for review.

This guide outlines the steps for downloading and installing the Referral Task module to use with your Appian Connected Underwriting P&C Base application. The steps include:

  1. Download the software package.
  2. Create database objects.
  3. Import the application.

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

System requirements
Copy link to clipboard

This section details the minimum requirements your system must meet to run the Referral Task module.

  • 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
Copy link to clipboard

The first step in installing the Referral Task module is to download the software package that contains the following files, which you will use in the remaining set-up steps.

  • 01.ConnectedUnderwritingAddOnReferralTaskTypev1.0.0.sql
  • ConnectedUnderwritingAddOnReferralTaskTypev1.0.0.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 Referral Task and agree to the License Agreement.
  5. Click Referral Task to download the ZIP file.
  6. Unzip ConnectedUnderwritingAddOnReferralTaskTypev1.0.0 - Forum to access the installation files.

Step 2: Create database objects
Copy link to clipboard

To create the structure for the database tables, views, and other objects that are a part of the Referral Task module in your MariaDB business database, you need to run the 01.ConnectedUnderwritingAddOnReferralTaskTypev1.0.0.sql DDL script downloaded in Step 1.

Step 3: Import the application
Copy link to clipboard

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 ConnectedUnderwritingAddOnReferralTaskTypev1.0.0.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
Copy link to clipboard

Now that you have installed the Referral Task module, follow the steps in Setting Up Referral Task to start using this functionality with Connected Underwriting P&C.

Feedback
Copy link to clipboard