Install the Claim Triage Agent Module - MariaDB

Install the Claim Triage Agent module

The Claim Triage Agent add-on module ships as a separate module supported on Connected Claims. Once installation and setup are complete, this module uses Appian's AI agents to perform an initial assessment of claims and automatically route them to the appropriate teams based on your organization's business rules and team structure.

This guide outlines the steps for downloading and installing the Claim Triage Agent 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

Before installing the Claim Triage Agent module, ensure your environment meets the following requirements:

This section details the minimum requirements your system must meet to run the Claim Triage Agent add-on module.

• Appian version 25.4 or greater.
• An Appian Cloud environment with the advanced or premium platform tiers.
• AI agents enabled in your Appian Cloud environment. AI agents are available in select regions. For cloud customers, your site must be migrated to Stratus infrastructure to use AI agents.
• A supported version of MariaDB as a business data source.
• A supported web browser.
• Imported Connected Claims Base application version 1.2.1 or higher, which includes the following application containers:
  • Connected Claims Management Base (CCM)
  • CCM Studio Generated Objects
• Imported CCM Add-on: Category Automobile Application version 1.1 or higher.
• A basic user account configured with the following details:
  • Username: ai.agent
  • Firstname: AI
  • Lastname: Agent
  • Type: Basic User
  • Email: service account email address
  • Member of the Service Account Group

Step 1: Downloading the software package

This step involves obtaining the necessary installation files from the Appian Community site to prepare for the module installation.

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

• [Database Script File Name].sql
• [Application Package Name].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: Claim Triage Agent v1.0.0 to download the ZIP file.
6. Unzip the downloaded file to access the installation files.

Step 2: Importing the application

This step creates the necessary database objects and imports the Claim Triage Agent module into your Appian environment, enabling AI-powered claim triage capabilities.

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 Claim Triage Agent 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 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 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 following CCM Add On: Claim Triage Agent (CCM_CTA) application container was imported.

Next steps

Now that you have installed the Claim Triage Agent add-on module, follow the steps in Setting Up Claim Triage Agent to start using this functionality with Connected Claims.

Feedback