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Setting Up Submission Record AI Chat

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

After installing the AI Chat With Submission module, you need to set it up before using it with the Connected Underwriting P&C Base application. This guide walks you through the required incorporation step.

Expose the Record Chat Component

To set up the Submission Record AI Chat add-on with Connected Underwriting P&C you need to expose the Record Chat Component on the Submission record summary.

To update the Submission Summary interface:

  1. Login to the target environment.
  2. Navigate to the Appian Designer.
  3. Navigate to Connected Underwriting (ISU) application.
  4. Search for and open the ISU_submissionRecordViewSummary interface.

  5. Add ISU_SAIC_submissionRecordChatCard above ISU_alertsList by inserting the code block as shown:

    submission_summary_interface_updates

  6. Click SAVE.

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