Install the Policy Document AI Chat Module - MariaDB

Install the AI Policy Document Assistant module

The AI Policy Document Assistant module ships as a separate add-on module supported on Connected Claims. Once installation and setup are complete, this module allows you to engage with an AI-powered chatbot to gain additional insights on policy documents attached to a claim.

This guide outlines the steps for downloading and installing the AI Policy Document Assistant add-on module for MariaDB before incorporating it with your Connected Claims Base application. The steps include:

1. Downloading the software package.
2. Importing the application.

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

System prerequisites

This section details the minimum requirements your system must meet to run the AI Policy Document Assistant add-on module.

• Appian version 25.3 or greater.
• An Appian Cloud environment with the advanced or premium platform tiers.
• A supported version of MariaDB as a business data source.
  • Note: Instructions below are for MariaDB databases. For use with other databases, the SQL script will need to be modified.
• A supported web browser.
• Imported Connected Claims Base application version 1.1 or higher, which includes the following application containers:
  • Connected Claims Management Base (CCM)
  • CCM Studio Generated Objects

Step 1: Downloading the software package

The first step in installing the AI Policy Document Assistant add-on module is to download the software package that contains the following files, which you will use in the remaining set-up steps.

• 01.ConnectedClaimsManagementAddOnPolicyDocumentAssistantv1.0.0.sql
• ConnectedClaimsManagementAddOnPolicyDocumentAssistantv1.0.0.zip

To download the software package:

1. In My Appian, navigate to the Support tab.
2. Select DOWNLOADS > SOLUTIONS.
3. In the grid, find and click Appian Connected Claims.
4. Under Downloads, click Appian Connected Claims and agree to the License Agreement.
5. Click CCM Add On: Policy Documents Chat AI v1.0.0 to download the ZIP file.
6. Unzip ConnectedClaimsManagementAddOnPolicyDocumentAssistantv1.0.0.zip to access the installation files.

Step 2: Importing the application

Next, you need to import the database script to create the structure for the database tables, views, and other objects that are a part of the AI Policy Document Assistant add-on module in your MariaDB business database. Then import the application files into the target environment.

To import the database script:

1. In the target environment, log in as the deployment user
2. Navigate to the Cloud Database.
3. Click on the Appian database schema or, otherwise, the same database schema which holds the tables related to the Connected Claims Base application.
4. Click Import in the top menu.
5. Click Choose File and upload the 01.ConnectedClaimsManagementAddOnPolicyDocumentAssistantv1.0.0.sql DDL script downloaded in Step 1.
6. Click the Import button at the bottom of the screen.

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 ConnectedClaimsManagementAddOnPolicyDocumentAssistantv1.0.0.zip file that was downloaded in Step 1.
5. Click INSPECT to ensure that there will be no complications on import.
6. Click IMPORT.

   Note:  The import may time out due to file size, but it will continue in the background.

7. Review the import results to verify the application container was imported.

Next steps

Now that you have installed the AI Policy Document Assistant add-on module, follow the steps in Setting Up the AI Policy Document Assistant to start using this functionality with Connected Claims.

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