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Set Up the Automobile LOB Module

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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.

Set up the Automobile LOB module

After you install the Automobile LOB add-on module, you need to set it up before using it with the Connected Claims Base application. This guide walks you through the incorporation steps.

The following steps are the bare minimum incorporation steps you need to use the full capabilities of the Category Automobile. Implementers are free to customize the security, display names, and other aspects of the application to best suit their needs.

These steps include:

System prerequisites

Before setting up the Automobile LOB module, ensure your environment meets the following requirements:

  • Appian platform running version 25.4 or greater.
  • A supported web browser.
  • Imported Connected Claims Management Base Application v1.2.
  • Imported Survey Task Framework v1.1 application.

Step 1: Trigger the post deployment process

After importing the Automobile LOB module, you must run the post deployment process to initialize default group assignments and configure the module for use.

  1. Log in to the target environment and navigate to Appian Designer.
  2. Navigate to CCM Add-on: Category Automobile application.
  3. Search for and open the CCM_CAT_AUTO_PostDeployment_UpdateDefaultGroupAssignee process model.

  4. Go to the file menu and select Start process for debugging.

    Starting the post deployment process model for debugging

Step 2: Configure supplement type references

To enable the Automobile LOB module to work with Connected Claims, register the vehicle and treatment supplement types in the base application's configuration.

Update the CCM_CONF_supplementTypeReference expression rule

  1. In Appian Designer, navigate to the Connected Claims Management Base application.
  2. Search for and open the CCM_CONF_supplementTypeReference expression rule.
  3. Find the AUTO-VEHICLE and AUTO-TREATMENT comments.

  4. Add the following rules below their respective comments:

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    /*AUTO-VEHICLE*/  rule!CCM_CAT_AUTO_Vehicle_supplementTypeReference(),
/*AUTO-TREATMENT*/
rule!CCM_CAT_AUTO_Treatment_supplementTypeReference()

    Adding vehicle supplement type reference to the expression rule

Update the CCM_CONF_SupplementType_ClaimTypeMap expression rule

  1. Search for and open the CCM_CONF_SupplementType_ClaimTypeMap expression rule.
  2. Find the AUTO-VEHICLE and AUTO-TREATMENT comment.

  3. Add the following rules below their respective comment:

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    /*AUTO-VEHICLE*/  rule!CCM_CAT_AUTO_Vehicle_SupplementType_ClaimTypeMap(),
/*AUTO-TREATMENT*/rule!CCM_CAT_AUTO_Treatment_SupplementType_ClaimTypeMap()

    Adding supplement type to claim type map expression rule

Step 3: Configure the CCM_ClaimSupplement record

This step establishes the data relationships between claims and automobile-specific information, and creates the actions that allow users to add vehicles and treatments to claims.

Add relationships

  1. Search for and open the CCM_ClaimSupplement record.
  2. Add the vehicle relationship:
    • Click Add Relationship
    • Related Record Type: CCM_CAT_AUTO_Vehicle
    • Relationship Name: autoVehicles
    • Relation Type: One to Many
    • Column: claimSupplementId

    Adding vehicle relationship to CCM_ClaimSupplement record

  3. Add the treatment relationship:
    • Click Add Relationship
    • Related Record Type: CCM_CAT_AUTO_Treatment
    • Relationship Name: autoTreatments
    • Relation Type: One to Many
    • Column: claimSupplementId

    Adding treatment relationship to CCM_ClaimSupplement record

  1. Select the Actions tab.
  2. Add the vehicle action:
    1. Under Related Action, select Configure New Action Manually
      1. Display Name: Use Expression and Pick Add Vehicle from the translation set
      2. Process Model: CCM_CAT_AUTO_ClaimSupplement_CreateVehicle
      3. Key: addVehicle (Should be automatically populated)
      4. Context: Add the following code:
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        a!localVariables(
    local!claimSupplement: rule!CCM_QR_getClaimSupplement(
      returnType: "SINGLE_OBJECT",
      ids: rv!identifier
    ),
    {
      /* CCM_ClaimSupplement */
      /*Initializing supplement with one default vehicle*/
      claimSupplement: a!update(
        local!claimSupplement,
        'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{fcf95825-d15d-4ba5-bb5f-72dc5d6af397}autoVehicles',
        rule!CCM_CAT_AUTO_Vehicle_Initialize(claimSupplement: local!claimSupplement)
      )
    }
  )

      1. Click DONE

        Configured related actions for vehicle supplements

  3. Add the treatment action:
    • Under Related Action, click Configure New Action Manually
    • Display Name: Use Expression and Pick Add Treatment from the translation set
    • Process Model: CCM_CAT_AUTO_ClaimSupplement_CreateTreatment
    • Key: addAutoTreatment

    • In the Context, add the following code:

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      a!localVariables(
  local!claimSupplement: rule!CCM_QR_getClaimSupplement(
    returnType: "SINGLE_OBJECT",
    ids: rv!identifier
  ),
  {
    /* CCM_ClaimSupplement */
    /*Initializing supplement with one default treatment*/
    claimSupplement: a!update(
      local!claimSupplement,
      'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{140c2a17-b046-42bf-9de4-43cf75dbd7ba}autoTreatments',
      rule!CCM_CAT_AUTO_Treatment_Initialize(claimSupplement: local!claimSupplement)
    )
  }
)
    • Click DONE

    Configured related actions for vehicle and treatment supplements

Step 4: Configure the vehicle supplement relationships

Configure the vehicle supplement components to reference the relationships you created in the previous step, enabling the vehicle forms and interfaces to work properly.

Update the supplementTypeReference expression rule

  1. Go to the CCM Add-on: Category Automobile application.
  2. Search for and open the CCM_CAT_AUTO_Vehicle_supplementTypeReference expression rule.

  3. In line 5, add the claimSupplementRelationship:

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    claimSupplementRelationship: 'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{fcf95825-d15d-4ba5-bb5f-72dc5d6af397}autoVehicles',

    Vehicle supplement type reference with relationship mapping

    1. Update the CCM_ClaimSupplement.autoVehicles relationship to reference the value created in your target environment.

Update interface rules

  1. Search for and open the CCM_CAT_AUTO_Vehicle_createClaimInterface interface rule.

  2. In lines 4, 34, 36, 74, 76, and 87, map ri!claimSupplement.autoVehicles by replacing the commented references with:

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    ri!claimSupplement['recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{fcf95825-d15d-4ba5-bb5f-72dc5d6af397}autoVehicles']

    Vehicle create claim interface with autoVehicles mapping

    Vehicle interface rule with relationship reference

  3. Search for and open the CCM_CAT_AUTO_ClaimSupplement_RecordAction_CreateVehicles interface rule.

  4. In lines 16, 30, 58, 60, 103, and 105, replace the commented references with the same code as above:

    Vehicle supplement record action interface mapping

    Vehicle supplement type reference in the interface rule

    Claim supplement interface with autoVehicles reference

Step 5: Configure the treatment supplement relationships

Similar to vehicle supplements, configure the treatment supplement components to reference the appropriate relationships for treatment data capture and management.

Update the supplementTypeReference expression rule

  1. Search for and open the CCM_CAT_AUTO_Treatment_supplementTypeReference expression rule.

  2. In line 5, add the claimSupplementRelationship:

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    'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{140c2a17-b046-42bf-9de4-43cf75dbd7ba}autoTreatments',

    Treatment supplement type reference with relationship mapping

    1. Update the CCM_ClaimSupplement.autoTreatments relationship to reference the value created in your target environment.

Update the treatment interface rules

  1. Search for and open the CCM_CAT_AUTO_Treatment_createClaimInterface interface rule.

  2. In lines 4, 42, 44, 79, 81, and 90, map ri!claimSupplement.autoTreatments:

    Treatment create claim interface with autoTreatments mapping

    Treatment interface rule with relationship reference

  3. Search for and open the CCM_CAT_AUTO_ClaimSupplement_RecordAction_CreateTreatments interface rule.

  4. In lines 23, 53, 55, 90, and 92, map ri!claimSupplement.autoTreatments:

    Treatment supplement record action interface mapping

    Treatment supplement type reference in the interface rule

The final step configures the vehicle summary interface to display the "Add Vehicle" action, allowing users to add additional vehicles to a claim from the vehicle summary view.

  1. Search for and open the CCM_CAT_AUTO_Vehicle_summaryViewInterface interface rule.

  2. In lines 27 and 68, configure the add vehicle action:

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    'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.actions.{3560bc71-fd04-4b62-a7ad-40933a8a3a8f}addVehicle'

    Vehicle summary interface with Add Vehicle action configured

    cc_claims_category_automobile_auto_vehicle_summary

    1. Update the CCM_ClaimSupplement.actions.addVehicle action to reference the value created in your target environment.

Next steps

With the setup complete, the Automobile LOB module is now fully integrated with your Connected Claims Base application. You can begin creating automobile claim types in Studio and processing automobile insurance claims with vehicle and treatment data capture capabilities.

Now that you have finished setting up the Automobile LOB add-on module with your Connected Claims Base application, you can start using this functionality with your Connected Claims solution.

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