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Install the Authenticated Broker Portal

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This content applies solely to Connected Underwriting, which must be purchased separately from the Appian base platform. This content was written for Appian 26.2 and may not reflect the interfaces or functionality of other Appian versions.

Introduction

This guide outlines the steps for downloading and installing the Authenticated Broker Portal module and integrating it with your Connected Underwriting P&C 1.5 and higher Base application. The steps include:

System prerequisites

  • Appian platform running version 24.1 or greater.
  • A supported web browser.
  • Imported Connected Underwriting P&C Base application v1.5 or higher, which includes the following application container:
    • Insurance Underwriting

See Verify Appian version and database type to verify the Appian platform version and the Connected Underwriting P&C Base application version.

Step 1: Download the software package

The first step in installing the Broker Portal module is to download the software package that contains the following files. These files will be used in the remaining setup steps.

  • 01.ConnectedUnderwritingAddOnBrokerPortalv1.0.0.sql
  • ConnectedUnderwritingAddOnBrokerPortalv1.0.0.zip

To download the software package:

  1. In MyAppian, navigate to the SUPPORT tab.
  2. Select DOWNLOADS > SOLUTIONS.
  3. In the grid, click Connected Underwriting P&C v1.5.
  4. Under Downloads > Add-ons, click Connected Underwriting AddOn Broker Portal v1.0.0 and agree to the License Agreement.
  5. Click Connected Underwriting AddOn Broker Portal v1.0.0 to download the ZIP file.
  6. Unzip ConnectedUnderwritingAddOnBrokerPortalv1.0.0 - Forum.zip to access the software installation files.

Step 2: Create database objects

You need to run a DDL script in your database to create the structure for the database tables, views, and other objects that are a part of the Connected Underwriting P&C Authenticated Broker Portal module.

To create the database objects:

  • In your MariaDB business database, import and run the 01.ConnectedUnderwritingAddOnBrokerPortalv1.0.0.sql file downloaded in Step 1.

Step 3: Import the application

Next, you need to import the application into the target environment.

To import the application:

  1. In the target environment, sign in as the deployment user.
  2. Navigate to the Appian Designer.
  3. Click IMPORT.
  4. In the target environment, sign in as the deployment user.
  5. Navigate to the Appian Designer.
  6. Click IMPORT.
  7. Click UPLOAD and choose the application ConnectedUnderwritingAddOnBrokerPortalv1.0.0.zip file.

  8. Click INSPECT to ensure that there will be no complications on import.

    • Note: The import may time out due to the file size. If this occurs, the import will continue in the background.

  9. Click IMPORT.

    • Note: The import may time out due to file size. If this occurs, the import will continue in the background.
  10. Review the import results.

Next steps

Now that you have installed the Authenticated Broker Portal module, follow the steps in Set Up the Authenticated Broker Portal module to set up your Authenticated Broker Portal with your Connected Underwriting P&C solution.

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