Set Up the Referral Task

Introduction

After installing the Referral Task module, you need to set it up before using it with the Connected Underwriting P&C Base application.

This guide walks you through the required incorporation steps. Before performing these incorporation steps, ensure that your system meets the required prerequisites

System prerequisites

This section details the prerequisites your system must meet to incorporate the Referral Task module with your CU P&C solution.

• Appian platform running version 24.2 or greater.
• A supported version of MariaDB as a business data source.
  • Note: Instructions below are for MariaDB databases. For use with other databases, the SQL script must be modified to fit syntax requirements.
• A supported web browser.
• Connected Underwriting Base Application v1.6 installed in the target environment.
• ISU Add-On: Referral Task Type (ISU_TRFL) imported and installed in the target environment.

Set up the Referral task type reference

To set up the Referral Task module with Connected Underwriting P&C, you need to update the Task Type Reference expression rule.

To update the expression rule:

1. Sign in to the target environment.
2. Navigate to the Appian Designer.
3. Navigate to Connected Underwriting (ISU) application.
4. Search for and open the ISU_CONF_taskTypeReference expression rule.

5. Append the ISU_TRFL_CONF_taskTypeReference rule to the existing array as shown.

   

6. Click SAVE.

Next steps

Now that you have set up the Referral Task module you can use it in your CU P&C solution to create a new task that assigns your submission to a peer or manager for review.

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