AI Claim Document Summary Module Overview

What the AI Claim Document Summary module does

Connected Claims ships with the AI Claim Document Summary module, a pre-built, self-contained application that leverages private AI to analyze and process user-uploaded PDF claim documents and generate a document summary. By incorporating this module with your Connected Claims Base application, you can reduce your overall claim processing time by equipping your claims adjusters with the information they need without the need to open and read claim documents in detail.

This page provides a brief overview of the features and benefits of the AI Claim Document Summary module and how it can help streamline your Connected Claims workflow.

AI-generated summaries for uploaded PDF documents

Once the AI Claim Comment Summary module is integrated into your Connected Claims application and workspace, it automatically analyzes and condenses all claim comments into a single, concise overview. This allows adjusters to quickly grasp the discussion history and status of a claim without needing to review every individual entry. The summary remains current by automatically updating whenever comments are created, edited, or deleted.

By integrating private AI into the Workspace, this module utilizes Appian's Document Summary AI Skill to analyze PDF attachments and generate concise summaries. This provides claims adjusters with an efficient overview of uploaded documentation, streamlining record management and reducing the time needed to review individual files within the Connected Claims application.

Documents can be uploaded to a claim in a variety of different ways. Whether the document was uploaded on claim creation, ad-hoc from the Documents view, or as part of task completion, a summary will be generated and stored for claims adjusters to see through all stages of the claims lifecycle.

Additionally, when a document is deleted, the summary is also deleted to meet your privacy and security requirements.

Ready to get started?

Ready to give your users the access and tools they need to automatically generate a summary for uploaded PDF documents associated with your claim records? Download and install the AI Claim Document Summary module with Connected Claims to unlock the power and capabilities of leveraging an AI with your claim documents.

After installing, be sure to follow the setup steps to incorporate the AI Claim Document Summary module with Connected Claims.

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