Set Up LOB Workers Compensation Module

Set up the Workers Compensation LOB module

After installing the Workers Compensation 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 Workers Compensation LOB add-on module.

These steps include:

• Configure the Summary page.
• Configure the Intake and Edit forms.
• Configure the Supplement type references.
• Configure the CCM_ClaimSupplement record
• Configure the Supplement relationship.
• Configure the Treatment Supplement related action.

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 Workers Compensation LOB module, ensure your environment meets the following requirements:

• Appian platform running version 25.4 or greater.
• 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 Workers Compensation LOB add-on module application containers, including:
  • CCM Add-on: Category Workers Comp
• Imported Survey Task Framework v1.2 application.

Step 1: Configure the Summary page

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

To incorporate the Workers Compensation LOB add-on module with Connected Claims, you need to configure the Summary page with the Workers Compensation 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 the Connected Claims Management Base application.
4. Next, search and open for the CCM_WFL_ClaimSummary_FormSelector expression rule.

   1. Add the following inside a!match.

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      equals: "37555ee2-0774-484d-8528-61f58620fbcb",
      then:
      rule!CCM_Category_Workers_Compensation_Type_Generic_Workers_Compensation_SummaryView(
      recordId: ri!recordId
      ),
      

      

5. Save the expression rule.

Step 2: Configure the Intake and Edit forms

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

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

To configure these forms:

1. From Appian Designer, navigate to the Connected Claims Management Base application.
2. Next, search for and open the CCM_WFL_CreateClaim_FormSelector interface rule.

   1. Add the following inside a!match.

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            equals: "39cfdd59-73b2-4f8e-9140-0a6f2994c0aa",
        then: rule!CCM_Category_Workers_Compensation_Type_Generic_Workers_Compensation_IntakeForm(
          data: ri!data
        ),
        equals: "0cc73e08-fd1a-4bfc-b6f2-39658ba82fac",
        then: rule!CCM_Category_Workers_Compensation_Type_Generic_Workers_Compensation_EditForm(
          data: ri!data
        ),
      

      

3. Save the interface rule.

Step 3: Configure the Supplement type references

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

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

Update 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 WRCM-TREATMENT comment.

   2. Add the following rule below the comment:

      rule!CCM_CAT_WRCM_Treatment_supplementTypeReference(),

      

2. Save the expression rule.

Update the CCM_CONF_SupplementType_ClaimTypeMap expression rule

To configure the expression rule:

1. Navigate back to the Connected Claims Management Base application.
2. Search for and open the CCM_CONF_SupplementType_ClaimTypeMap expression rule.
   1. Find the WRCM-TREATMENT comment.

   2. Add the following rule below the comment as shown.

      rule!CCM_CAT_WRCM_Treatment_SupplementType_ClaimTypeMap(),

      

3. Save the expression rule.

Step 4: Configure the CCM_ClaimSupplement record

This step establishes the data relationships between claims and Workers Compensation treatment information, and creates the actions that allow users to add treatments to claims.

Next, you need to configure the CCM_ClaimSupplement record by updating the relationship and adding a related action.

To update the record:

1. Navigate back to the Connected Claims Management Base application.
2. Search for and open the CCM_ClaimSupplement record.
   1. Click Add Relationship and update the following:
      • Related Record Type: CCM_CAT_WRCM_Treatment
      • Relationship Name: wrcmTreatments
      • Relation Type: One to Many

      • Column: claimSupplementId

        

   2. Click the Actions tab.
      1. Under Related Action, click Configure New Action Manually and update the following:
         • Display Name: Select Use Expression and pick Add Treatment from the translation set.
         • Process Model: CCM_CAT_WRCM_ClaimSupplement_CreateTreatment - Key: addTreatment
         • Note: This parameter should automatically populate.

      2. In the context, add the code as shown:

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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.{7949b6ae-1364-4e0e-8cb2-9c107ca29a40}wrcmTreatments',
               rule!CCM_CAT_WRCM_Treatment_Initialize(claimSupplement: local!claimSupplement)
             )
           }
         )
         

         

3. Save the record.

Step 5: Configure the Supplement relationship

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

Follow the steps in this section to configure the Supplement relationship by updating the associated expression rule and interface rules.

Update the CCM_CAT_WRCM_Treatment_supplementTypeReference expression rule

To update the expression rule:

1. From Appian Designer, navigate to CCM Add-on: Category Workers Comp application and search for and open the CCM_CAT_WRCM_Treatment_supplementTypeReference expression rule.

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

      

      • 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 above.

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          claimSupplementRelationship: 'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{b2251053-276f-437d-a9af-f2f83fd46e49}wrcmTreatments',
        

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

2. Save the expression rule.

Update the CCM_CAT_WRCM_Treatment_createClaimInterface interface rule

To update the interface rule:

1. Navigate back to the Connected Claims Management Base application.
2. Search for the CCM_CAT_WRCM_Treatment_createClaimInterface interface rule.

   1. In lines 4, 35, 37, 71, 73 and 84, map ri!claimSupplement.wrcmTreatments as shown:

      

      

      • 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 as shown.

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        ri!claimSupplement['recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{b2251053-276f-437d-a9af-f2f83fd46e49}wrcmTreatments']
        

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

3. Save the interface rule.

Update the CCM_CAT_WRCM_ClaimSupplement_RecordAction_CreateTreatments interface rule

To update the interface rule:

1. Navigate back to the Connected Claims Management Base application.
2. Search for the CCM_CAT_WRCM_ClaimSupplement_RecordAction_CreateTreatments interface rule.

   1. In lines 18, 46, 48, 82 and 84, map ri!claimSupplement.wrcmTreatments as shown:

      

      

      • 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 above.

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        ri!claimSupplement['recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{b2251053-276f-437d-a9af-f2f83fd46e49}wrcmTreatments']
        

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

3. Save the interface rule.

Step 6: Configure the Treatment Supplement related action

The final step configures the treatment summary interface to display the "Add Treatment" action, allowing users to add additional treatments to a claim from the treatment summary view.

Finally, you need to configure the Add Treatment related action on the CCM_CAT_WRCM_Treatment_summaryViewInterface interface rule

To update the interface rule:

1. From Appian Designer, navigate to CCM Add-on: Category Workers Comp application.
2. Search for and open the CCM_CAT_WRCM_Treatment_summaryViewInterface interface rule.
   1. In lines 30 and 70, configure the add treatment action as shown:

   

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      'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.actions.{e427b721-e6d7-4e0e-b15d-91fa017d999a}addTreatment'
   

   • Note: You can copy the following code. However, the CCM_ClaimSupplement.actions.addTreatment action will need to be updated to reference the value created in the target environment.
3. Save the interface rule.

Next steps

With the setup complete, the Workers Compensation LOB module is now fully integrated with your Connected Claims Base application. You can begin creating Workers Compensation claim types in Studio and processing workers' compensation claims with treatment data capture capabilities.

Now that you have finished setting up the Workers Compensation 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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