Set Up Submission AI

Introduction

After installing the Submission AI module, you need to set it up before using it with your Connected Underwriting (CU) P&C Base application.

This guide walks you through the required incorporation steps in order, including:

• Exposing the Record Chat component on the Submission summary.
• Adding the Refresh Summary record action the the Submission record

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 run the InsureMO Excel Rater module.

• Appian platform running version 25.2 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 v1.7 imported.
• ISU Add-On: Submission AI (ISU_SAI) application imported and installed in the target environment.

Step 1: Expose the Record Chat component

To allow users to engage with the AI chatbot in the context of the Submission record you need to expose the Record Chat Component on the Submission record summary.

To update the Submission Summary interface:

1. Sign in to the target environment.
2. Navigate to the Appian Designer.
3. Navigate to Connected Underwriting (ISU) application.
   1. Search for and open the ISU_submissionRecordViewSummary interface.

      1. Add ISU_SAIC_submissionRecordChatCard above ISU_alertsList by inserting the code block as shown:

         

         • Note: Alternatively, you can copy and paste the code block:

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             /*Submission AI Chat Pane*/
            a!pane(
              accessibilityText: 'translation!{56f2b585-c3d1-48fc-9589-dbacc1a5f545}ISU_SAI Translations.{3da0af57-b4a1-4dbe-b18d-02bf20bfd68f}AI Chat',
              showWhen: local!showSubmissionAIChatPane,
              width: "NARROW_PLUS",
              padding: "LESS",
              backgroundColor: local!brandingMap.Blue0Color,
              contents: rule!ISU_SAI_Submission_DisplayChat(
                brandingMap: local!brandingMap,
                submission: ri!submission,
                showWhenCollapseIcon: true,
                collapseSaveTarget: local!showSubmissionAIChatPane
              )
            )
           

   2. Click SAVE.

Step 2: Add the Refresh Summary record action to the Submission record

1. From Appian Designer, search for and open the ISU_Record_Submission record type.
   1. Click the Actions tab.
      1. Under the Related Actions section, click Configure New Action Manually.

         1. Configure the Refresh Summary related action as shown:

            

            

         2. For Display Name, use the Refresh translation string contained in the ISU_SAI Translations translation set.
         3. Click DONE.
   2. From the side menu, click the Views and Actions Security tab.

      1. Click the Actions tab.

         

         1. Locate the Refresh action you previously created.
            1. Click the Edit icon to update the security of the record action.

               1. Configure the record security of this action as shown:

                  

   3. Save the changes.
2. Open the ISU_SAI_Submission_DisplaySummary interface.

   1. Locate the sideBySideItem() function containing recordActionField() around line 177, and reference the Refresh record action created in the previous steps, as shown:

      

3. Save the changes.

Step 3: Add AI Summary Section to Submission Summary

1. From Appian Designer, search for and open the ISU_submissionRecordViewSummary interface.

   1. Below the call to the ISU_bannerAlertsList rule, insert a call to the ISU_SAI_Submission_DisplaySummary rule, as shown:

      

      • Note: Alternatively, you can copy and paste the code block:

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         /*Submission AI Summary Section*/
              rule!ISU_SAI_Submission_DisplaySummary(
                brandingMap: local!brandingMap,
                submission: ri!submission,
                showWhenExpandChatLink: true,
                expandChatSaveTarget: local!showSubmissionAIChatPane
              )
        

Step 4: Add the Update Summary node to the manual Create Submission process

1. From Appian Designer, search for and open the ISU Create New Submission process model.

   1. Directly before the isEmailSupported? XOR node, add a new asynchronous subprocess node called AI Submission Summary.

      

   2. Under the Setup tab of the subprocess node, configure the node as shown:

      

2. Save and publish the process model.

Step 5: Add the Update Summary node to the Complete Submission Processing process

1. From Appian Designer, search for and open the ISU Complete Submission Processing process model.

   1. Directly before the Dummy; for incorp - do not remove script task node, add a new asynchronous subprocess node called AI Submission Summary”** as shown:

      

      1. Under the Setup tab of the subprocess node, configure the node as shown:

         

Next steps

Now that you have set up the Submission AI module you can use it in your CU P&C solution to gain additional insights about the Submission record and reduce your processing time.

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