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MariaDB Connected Claims Management 1.2 Install Guide

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This content applies solely to Connected Claims, which must be purchased separately from the Appian base platform. This content was written for Appian 25.4 and may not reflect the interfaces or functionality of other Appian versions.

Install Connected Claims with MariaDB

This guide outlines the steps for downloading and installing the Connected Claims. The steps include:

  1. Download the software package.
  2. Deploy plug-ins.
  3. Create database objects.
  4. Importing the application.
  5. Install Case Management Studio.
  6. Set up groups.
  7. Extend Connected Claims.

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

System requirements

Before installing Connected Claims, ensure your environment meets the following requirements:

This section details the minimum requirements your system must meet to run Connected Claims.

  • Appian version 25.4 or greater.
  • An Appian Cloud environment with the advanced or premium platform tiers.
  • A supported version of MariaDB as a business data source.
  • A supported web browser.

Verify the Appian version and database type

Follow the steps in this section to verify the Appian platform version and database, and the CU Life Workbench Base application version.

  1. From the Navigation menu, click About Appian.
  2. Under System Information, verify the Appian Version is 25.4.
  3. Under DATA SOURCES, verify that a supported version of MariaDB is a business data source.

Enable custom properties

Before installing Connected Claims, you need to enable two custom properties. The process differs depending on whether you have a self-managed or Appian Cloud environment.

Self-managed customers

Self-managed customers need to enable the custom properties in the custom properties file before restarting the app server.

To do this:

  1. Open the custom properties file located at <APPIAN_HOME>/conf/.

  2. Set the value of the appian.feature.solutions-api.enabled property to true.

    • For example: appian.feature.solutions-api.enabled=true.

  3. Set the value of the appian.feature.solutions-api.acctudio.enabled property to true.

    • For example: appian.feature.solutions-api.acctudio.enabled=true.

Once you've enabled these properties, restart the app server. For instructions on restarting the app server, see Starting and Stopping Appian. While the server is restarting, go ahead and start your installation process.

Appian Cloud customers

Appian Cloud customers must request assistance from Appian Support to manage environment toggles. To enable a toggle:

  1. Log in to the Appian Community.
  2. Click the Support tab.
  3. Select Open a New Case and click + NEW CASE to create a new support ticket.
  4. Specify your environment details and clearly list the feature toggles you need enabled:
    • appian.feature.solutions-api.enabled=true
    • appian.feature.solutions-api.acctudio.enabled=true
  5. Click CREATE CASE.

Step 1: Download the software package

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

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

  • ConnectedClaimsManagementBase1.2.0.sql: SQL script for creating the database objects needed for the Appian Connected Claims Base application.
  • ConnectedClaimsManagementBase1.2.0.zip: Application package to import into Appian.
  • ConnectedClaimsManagementBase1.2.0.properties Import customization file needed for the Base application.

Alternatively, you can download the Connected Claims Management (Incorp No Lob) software package option with the following add-on modules pre-incorporated:

  • ConnectedClaimsManagementAddOnClaimChatAI
  • ConnectedClaimsManagementAddOnClaimUploadDocumentApi
  • ConnectedClaimsManagementAddOnOnCommentsSummaryAi
  • ConnectedClaimsManagementAddOnCreateClaimApi
  • ConnectedClaimsManagementAddOnDocumentsSummaryAi
  • ConnectedClaimsManagementAddOnSurveyTaskFramework

This software package contains the following files:

  • ConnectedClaimsManagementIncorpNoLobv1.1.0.zip: Application package to import into Appian.
  • ConnectedClaimsManagementIncorpNoLobv1.1.0.properties: Import customization file needed for the Base application.
  • SQL script files for creating the database objects needed for the Appian Connected Claims Base application:
    • 01.ConnectedClaimsManagementIncorpNoLobv1.1.0.sql
    • 02.ConnectedClaimsManagementIncorpNoLobv1.1.0.sql
    • 03.ConnectedClaimsManagementIncorpNoLobv1.1.0.sql
    • 04.ConnectedClaimsManagementIncorpNoLobv1.1.0.sql
    • 05.ConnectedClaimsManagementIncorpNoLobv1.1.0.sql
    • 06.ConnectedClaimsManagementIncorpNoLobv1.1.0.sql
    • 07.ConnectedClaimsManagementIncorpNoLobv1.1.0.sql

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 Connected Claims.
  4. Under Downloads, click Connected Claims Base Only v1.2 and agree to the License Agreement.
  5. Click Connected Claims Base Only v1.2 to download the ZIP file.
  6. Unzip ConnectedClaimsManagementBase1.2.0.zip to access the installation files.

Step 2: Deploy plug-ins

The steps for deploying plug-ins differ depending on whether you have an Appian Cloud or a self-managed environment. Before importing the Connected Claims application files, you must deploy and configure the plug-ins required for your environment in the target system.

To download the necessary plug-ins and deploy them to your environments, follow the steps that match your environment setup.

Appian Cloud environments

To deploy the plug-ins for an Appian Cloud environment:

  1. In the target environment, log in as the deployment user.
  2. Navigate to the Admin Console.
  3. On the left side of the console, click Plug-ins.
  4. Click ADD PLUG-INS.
  5. Search for and click Appian Solutions.
  6. Click DEPLOY.

  7. Repeat steps 4-6 for each of the following plug-ins:

    • Appian Solutions Component Plugins 1.3.0+
    • Appian Solutions Plugin 1.39.1+
    • Content Tools - 1.1.11+
    • Appian Regular Expression Functions
    • Date and Time Utilities

Self-managed environments

To deploy the plug-ins for a self-managed environment:

  1. Download the following plug-ins directly from the Appian AppMarket:

  2. Follow the Deploying Plug-ins instructions above to deploy the plug-ins.

Step 3: Create database objects

To create the structure for the database tables, views, and other objects that are a part of Connected Claims, you need to run the DDL scripts in your database that were included in the software package you downloaded in Step 1. Select Option 1 if you downloaded Connected Claims (Base). Select Option 2 if you downloaded the Connected Claims Management (Incorp No Lob).

Option 1: Connected Claims (Base) software package

In your MariaDB business database, import and run the 01.ConnectedClaimsManagementBasev1.1.0.sql files downloaded in Step 1 to create the database objects.

Option 2: ConnectedClaimsManagementIncorpNoLob software package

In your MariaDB business database, import and run the DDL script files downloaded in Step 1 in sequential order to create the database objects:

  • 01.ConnectedClaimsManagementIncorpNoLobv1.1.0.sql
  • 02.ConnectedClaimsManagementIncorpNoLobv1.1.0.sql
  • 03.ConnectedClaimsManagementIncorpNoLobv1.1.0.sql
  • 04.ConnectedClaimsManagementIncorpNoLobv1.1.0.sql
  • 05.ConnectedClaimsManagementIncorpNoLobv1.1.0.sql
  • 06.ConnectedClaimsManagementIncorpNoLobv1.1.0.sql
  • 07.ConnectedClaimsManagementIncorpNoLobv1.1.0.sql

This DDL files are optimized for MariaDB. If you use a different database type, the DDL file may need to be modified.

Step 4: Importing the application

This final step imports the Connected Claims application into your Appian environment, making the full claims management solution available for use.

To import the application into the target environment:

  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 ConnectedClaimsManagementBasev1.1.0 or ConnectedClaimsManagementIncorpNoLobv1.1.0 application file downloaded in Step 1.
  5. Click the Include related import customization file checkbox and click UPLOAD. Select the ConnectedClaimsManagementBasev1.1.0.properties or ConnectedClaimsManagementIncorpNoLobv1.1.0.properties file that was downloaded in Step 1.
  6. Click INSPECT to ensure that there will be no complications on import.
    • Note: The inspection could take several minutes to complete and may time out. If this occurs, the import will continue in the background.
  7. Click IMPORT.

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

  8. Review the import results to confirm the following Connected Claims application containers were imported:
    • Connected Claims Management Base
    • CCM Studio Generated Objects

Now, that you have completed the import application steps, you must follow these instructions to install Case Management Studio.

Step 5: Install Case Management Studio

Add-on modules allow you to extend the features and capabilities of your Connected Claims solution. Installing Case Management Studio is a requirement for some add-on modules to work with your base application.

Follow these instructions to install Case Management Studio.

Now, that you have installed Case Management, proceed to setting up groups.

Step 6: Set up groups

Security in Connected Claims is defined by three main role groups: Claims Adjusters, Claims Examiners, and Claims Supervisors. Functionally, these groups have the same access rights to the Connected Claims application, with the expectation that you may alter group security to meet the needs of specific use cases.

To allow users to access the Connected Claims Workspace, complete the following steps:

  1. In Appian Designer, find the CCM Claim Supervisors, CCM Claim Adjusters, or CCM Claim Examiners group.
    • Note: Users added to the CCM Claim Supervisors group will be granted access to both Connected Claims Workspace and Studio sites.
  2. Click Add Members.
  3. In the Search field, enter the usernames you want to select and add them to the Users to Add field.
  4. After locating all users, click Add.

Next, you need to set up business-level groups, which are used for assigning claims and tasks. While the application ships with all three role groups (Claims Adjusters, Claims Examiners, and Claims Supervisors) as business groups, the user can further create and define new business groups pursuant to their needs.

To create new business groups, complete the following steps:

  1. From Appian Designer, locate and click the CCM Business Groups group.
  2. Click New Group.
    • Enter a name for the new business group (For example, Finance).
    • Add group members.
    • Set group Visibility to Public.
  3. Click Create.
  4. Repeat these steps until you create all the necessary business groups.

After setting up your user groups, you can extend your Connected Claims application with add-on modules to learn how to incorporate one or more modules to extend your solution’s capabilities.

Step 7: Extend Connected Claims

Now that you've successfully installed Connected Claims, you can extend its feature capabilities by installing the following modules:

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