Free cookie consent management tool by TermsFeed

Set Up LOB Life Module

On This Page
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 Life LOB module

After installing the Life 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.

This guide provides the bare minimum incorporation steps required to utilize the full functionality of the Life LOB add-on module.

These steps include:

Implementers are free to customize the security, display names, and other aspects of the application to best suit their needs.

System prerequisites

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

  • Appian platform running version 25.4 or greater with the Record Chat feature enabled.
  • A supported web browser.
  • Imported Connected Claims Base Application version 1.2 or higher, which includes the following application containers:
    • Connected Claims Management Base (CCM)
    • CCM Studio Generated Objects
    • Imported Survey Task Framework v1.2 application.
  • Imported Life LOB add-on module application containers, including:
    • CCM Add-On: LOB Life

Step 1: Configure the Summary page

To enable the Life LOB module to display properly in Connected Claims, you need to register the Life category type in the claim summary form selector.

To incorporate the Life LOB add-on module with Connected Claims, you need to configure the Summary page with the Life category type.

To configure the Summary page:

  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_WFL_ClaimSummary_FormSelector expression rule.

    1. Add the following code inside a!match.

      Summary form selector with Life category type code

      1
2
3
4

        equals: "6497a9d2-9fe6-4e03-a121-71367a63c13c",
    then: rule!CCM_Category_Life_Type_Generic_Life_SummaryView(
      recordId: ri!recordId
    ),
  5. Save the expression rule.

Step 2: Configure the Intake and Edit forms

This step enables the Life-specific intake and edit forms to be used when creating and modifying Life insurance claims.

Next, you need to configure the Intake and Edit forms.

To configure the forms:

  1. In the Connected Claims Management Base application, search for and open the CCM_WFL_CreateClaim_FormSelector interface.

    1. Add the following code inside a!match

      Create claim form selector with Life intake and edit forms

      1
2
3
4
5
6
7
8

        equals: "b9492e78-88d5-487e-bd67-975a7a41d27f",
    then: rule!CCM_Category_Life_Type_Generic_Life_IntakeForm(
      data: ri!data
    ),
    equals: "c19698e1-cd2b-4dd3-9b32-b993eacfbb04",
    then: rule!CCM_Category_Life_Type_Generic_Life_EditForm(
      data: ri!data
    ),
  2. Save the interface.

Step 3: Configure the Supplement type references

To enable the Life LOB module to work with Connected Claims, you need to register the beneficiary supplement types in the base application's configuration.

In this step, you will configure the supplement type references for the Life LOB by updating the associated expression rules.

Configure the CCM_CONF_supplementTypeReference expression rule

To configure the expression rule:

  1. In the Connected Claims Management Base application, search for and open the CCM_CONF_supplementTypeReference expression rule.
    1. Find the LIFE-BENEFICIARY comment.

    2. Add the following rule below the comment:

      rule!CCM_CAT_LIFE_Beneficiary_supplementTypeReference()

      Adding Life beneficiary supplement type reference rule

  2. Save the expression rule.

Configure the CCM_CONF_SupplementType_ClaimTypeMap expression rule

To configure the rule:

  1. In Connected Claims Management Base application, search for and open the CCM_CONF_SupplementType_ClaimTypeMap expression rule.
    1. Find the LIFE-BENEFICIARY comment.
    2. Add the following rule below the comment:

    rule!CCM_CAT_LIFE_Beneficiary_SupplementType_ClaimTypeMap()

    Adding Life beneficiary supplement type claim type map rule

  2. Save the expression rule.

Step 4: Configure the CCM_ClaimSupplement record

This step establishes the data relationships between claims and Life insurance beneficiary information, and creates the actions that allow users to add beneficiaries to claims.

Follow the steps in this section to configure the CCM_ClaimSupplement record by updating the CCM_CAT_LIFE_Beneficiary relationship and record action to the record.

Update the CCM_CAT_LIFE_Beneficiary relationship

To update the relationship:

  1. In to Connected Claims Management Base application, search and open for the CCM_ClaimSupplement record.
    1. Click Add Relationship and update the following:
      1. Related Record Type: CCM_CAT_LIFE_Beneficiary
      2. Relationship Name: lifeBeneficiaries
      3. Relation Type: One to Many

      4. Column: claimSupplementId

        Adding beneficiary relationship to CCM_ClaimSupplement record

  2. Save the record.
  1. In the CCM_ClaimSupplement record, click the Actions tab.
    1. Under Related Action, click Configure New Action Manually and configure the action as shown.
      1. Display Name: Select Use Expression.
        1. In the expression editor, pick Add Beneficiary from the translation set
      2. Process Model: CCM_CAT_LIFE_ClaimSupplement_CreateBeneficiary
      3. Key: addBeneficiary
        • Note: Should be automatically populated
      4. In the context, add the code as shown:

      Configuring the Add Beneficiary related action

      1
2
3
4
5
6
7
8
9
10
11
12
13
14
15

         a!localVariables(
     local!claimSupplement: rule!CCM_QR_getClaimSupplement(
       returnType: "SINGLE_OBJECT",
       ids: rv!identifier
     ),
     {
       /* CCM_ClaimSupplement */
       /*Initializing supplement with one default beneficiary*/
       claimSupplement: a!update(
         local!claimSupplement,
         'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{d93ad0b1-f087-4ef8-a4fb-5498c49f4914}lifeBeneficiaries',
         rule!CCM_CAT_LIFE_Beneficiary_Initialize(claimSupplement: local!claimSupplement)
       )
     }
   )
  2. Save the record.

Step 6: Configure the Supplement relationship

Now you need to configure the beneficiary supplement components to reference the relationships you created in the previous step, enabling the beneficiary forms and interfaces to work properly.

Next, you need to configure the Supplement relationship by updating the associated expression rule and interface rules.

Configure the CCM_CAT_LIFE_Beneficiary_supplementTypeReference expression rule

To configure the expression rule:

  1. From Appian Designer, navigate to the CCM Add-on: Category Life application.
  2. Search for and open the CCM_CAT_LIFE_Beneficiary_supplementTypeReference expression rule:

    1. In line 5, add the claimSupplementRelationship as shown:

      Beneficiary supplement type reference with relationship mapping

      • Note: Alternatively, you can copy and paste the following code. However, the CCM_ClaimSupplement.lifeBeneficiaries relationship will need to be updated to reference the value created in the target environment.

        1

        claimSupplementRelationship: 'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{d93ad0b1-f087-4ef8-a4fb-5498c49f4914}lifeBeneficiaries',
  3. Save the expression rule.

Configure the Create Beneficiaries interface rule

To configure the interface rule:

  1. Navigate back to the CCM Add-on: Category Life application.
  2. Search for and open the CCM_CAT_LIFE_ClaimSupplement_RecordAction_CreateBeneficiaries interface rule:

    1. In lines 15, 28, 48, 50, 98 and 100, map ri!claimSupplement.lifeBeneficiaries as shown:

      Create Beneficiaries interface mapping - part 1

      Create Beneficiaries interface mapping - part 2

      Create Beneficiaries interface mapping - part 3

      • Note: Each of the lines identified in this step will have an existing commented reference to the supplement relationship that should be replaced with the content shown.
      1

         ri!claimSupplement['recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{d93ad0b1-f087-4ef8-a4fb-5498c49f4914}lifeBeneficiaries']
      • Note: Alternatively, you can copy and paste the following code. However, the CCM_ClaimSupplement.lifeBeneficiaries relationship will need to be updated to reference the value created in the target environment.
  3. Save the interface rule.

The final step configures the beneficiary summary interface to display the "Add Beneficiary" action, allowing users to add additional beneficiaries to a claim from the beneficiary summary view.

Finally, you need to configure the Supplement relationship by updating the associated interface rule.

To configure the interface rule:

  1. From Appian Designer, navigate to the CCM Add-on: Category Life application.
  2. Search for and open the CCM_CAT_LIFE_Beneficiary_summaryDisplayInterface interface rule.

    1. In lines 41 and 77, configure add beneficiary action as shown:

      Beneficiary summary interface with Add Beneficiary action - part 1

      Beneficiary summary interface with Add Beneficiary action - part 2

      • Note: Alternatively, you can copy and paste the following code. However, the CCM_ClaimSupplement.lifeBeneficiaries relationship will need to be updated to reference the value created in the target environment.
      1

      'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.actions.{94ff8753-c5cd-40cf-97b7-67207ded4bc9}addBeneficiary'
  3. Save the interface rule.

Next steps

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

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

Feedback