Set Up AI Claim Document Summary Module

Set up the AI Claim Document Summary module

After installing the AI Claim Document Summary module, you need to set it up before using it with the Connected Claims Base application.

This guide walks you through the setup steps, which include:

1. Adding the Document Summary node to the Create Claim Addendum process.
2. Adding the Document Summary node to the Create Document process.
3. Adding the Document Summary node to the Complete Task process.
4. Adding the Delete Document Summary node to the Delete Document process.
5. Displaying the Document Summary on the Claim Document interface.

System prerequisites

Before setting up the AI Claim Document Summary module, ensure your environment meets the following requirements:

• Appian platform running version 25.1 or greater.
• A supported web browser.
• Imported Connected Claims Base application version 1.0 or higher, which includes the following application containers:
  • Connected Claims Management Base (CCM)
  • CCM Studio Generated Objects
• Imported AI Claim Document Summary module application containers, including: -CCM Add On: Documents Summary AI (CCM_DSAI)

Step 1: Adding the Document Summary node to the Create Claim Addendum process

This step integrates AI document summarization into the claim creation workflow, automatically generating summaries when documents are uploaded during claim submission.

To set up the AI Claim Document Summary module with Connected Claims you need to first update the CCM_SUB_SubmitClaim_ParallelProcesses process model.

1. In the target environment, log in as the deployment user.
2. Navigate to Appian Designer.
3. Navigate to Connected Claims Management Base application.
4. Search for and open the CCM_SUB_SubmitClaim_ParallelProcesses process model.

   1. After the Store Documents subprocess node, add a new subprocess node called AI Summarize Docs.

      

   2. Under the Setup tab, configure the subprocess in the following way:

      

      1. For the document input variable, pass in the following:

         

   3. Under the Other tab of the subprocess node, configure a multiple node instance of this node in the following way:

      

      1. For the Run this many: portion of the MNI, click the expression editor and copy the following code:

         

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         /*the model errors out if the count is zero so return 1 if count is less than 1*/
            tointeger(
              max(
                {
                  count(
                    pv!claim['recordType!{d81cdd0e-c54d-4b8e-beec-b7ae37fefe7f-ccm}CCM_Claim.relationships.{341720e1-0b79-4f0c-ac48-789ee3fbeae3-ccm}documents']
                  ),
                  1
                }
              )
            )
         

Step 2: Adding the Document Summary node to the Create Document process

This configuration ensures that AI summaries are generated whenever new documents are added to existing claims through the document creation process.

Next, you need to update the Create Document process model by adding the Document Summary node.

1. Open the CCM_ClaimDocument_Create process model.

   1. Before the Incorporation Tag Script task, add a new subprocess called AI Summarize Docs:

      

   2. In the Setup tab, configure the subprocess in the following way:

      

   3. In the Other tab of the subprocess node, configure a multiple node instance of this node in the following way:

      

Step 3: Adding the Document Summary node to the Complete Task process

This step enables AI document summarization when documents are uploaded as part of task completion, ensuring all claim-related documents receive AI analysis.

In this step, you need to update the Complete Task process model by adding the Document Summary node.

1. Open the CCM_Task_Complete process model.

   1. After the Store Task Documents subprocess node, add a new subprocess called AI Summarize Docs:

      

      1. In the Setup tab, configure the subprocess as shown:

         

         1. For the document input variable, pass in the following:

            

      2. In the Other tab of the subprocess node, configure a multiple node instance of this node as shown:

         

         1. For the Run this many: portion of the MNI, click the expression editor and copy the following code:

            

Step 4: Adding the Delete Document Summary node to the Delete Document process

This configuration ensures that when documents are deleted from claims, their associated AI summaries are also properly removed to maintain data consistency.

Next, you need to update the Delete Document process model by adding the Delete Document Summary node.

1. Open the CCM_ClaimDocument_Delete process model.

   1. After the Set Inactive script task node, add a new Delete Records node called Delete AI Summary:

      

      1. In the Data Inputs tab of the Delete Records node, set the value of the Records input as shown:

         

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            rule!CCM_DSAI_QR_GetDocumentSummary(
              documentIds: pv!documents['recordType!{4fcbf8d2-f6f9-4a38-bbf1-d2722635282a-ccm}CCM_Document.fields.{11173308-3bb1-43ad-b63a-4ff680227037-ccm}documentId'],
              returnType: "OBJECT_ARRAY",
              executeWhen: a!isNotNullOrEmpty(
                pv!documents['recordType!{4fcbf8d2-f6f9-4a38-bbf1-d2722635282a-ccm}CCM_Document.fields.{11173308-3bb1-43ad-b63a-4ff680227037-ccm}documentId']
              )
            )
         

Step 5: Displaying the Document Summary on the Claim Document interface

The final step integrates the AI document summaries into the user interface, allowing users to view AI-generated document insights directly within the claim document view.

Finally, you need to update the Claim Document interface to call the AI Claim Document Summary, allowing the Document Summary to display on the interface.

1. Open the CCM_Claim_RecordView_Documents interface.

   1. Directly above the call to rule!CCM_UTIL_DocumentViewer (round line ~360 of the code), add the following call to CCM_DSAI_ClaimDocumentsSummary_Display:

      

Next steps

Now that you have set up the AI Claim Document Summary module, you can automatically generate AI-powered summaries of PDF documents uploaded to claims and view document insights directly within the claim document interface in Connected Claims.

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