Install AI Claim Document Summary Module - MariaDB

Install the AI Claim Document Summary module

The AI Claim Document Summary add-on module ships as a separate module supported on Connected Claims. Once installation and setup are complete, this module uses AI to generate a summary of each PDF document that is uploaded to a claim, allowing claims adjusters to quickly scan a few bullet points without having to read the entire document top to bottom.

This guide outlines the steps for downloading and installing the AI Claim Document Summary add-on module for MariaDB before incorporating it with your Connected Claims Base application. The steps include:

1. Downloading the software package.
2. Importing the application.

Before starting the installation process, review the System Prerequisites to make sure all minimum requirements are met.

System prerequisites

Before installing the AI Claim Document Summary module, ensure your environment meets the following requirements:

This section details the minimum requirements your system must meet to run the AI Claim Document Summary add-on module.

• Appian version 25.1 or greater.
• An Appian Cloud environment with the advanced or premium platform tiers.
• A supported version of MariaDB as a business data source.
• A supported web browser.
• Imported Connected Claims Base application version 1.0 or higher, which includes the following application containers:
  • Connected Claims Management Base (CCM)
  • CCM Studio Generated Objects

Step 1: Downloading the software package

This step involves obtaining the necessary installation files from the Appian Community site to prepare for the module installation.

The first step in installing the AI Claim Document Summary add-on module is to download the software package that contains the following files, which you will use in the remaining set-up steps.

• 01.ConnectedClaimsManagementAddOnDocumentsSummaryAiv1.0.0.sql
• ConnectedClaimsManagementAddOnDocumentsSummaryAiv1.0.0.zip

To download the software package:

1. In My Appian, navigate to the Support tab.
2. Select DOWNLOADS > SOLUTIONS.
3. In the grid, find and click Appian Connected Claims.
4. Under Downloads, click Appian Connected Claims and agree to the License Agreement.
5. Click CCM Add On: Documents Summary AI v1.0.0 to download the ZIP file.
6. Unzip ConnectedClaimsManagementAddOnDocumentsSummaryAiv1.0.0.zip to access the installation files.

Step 2: Importing the application

This step creates the necessary database objects and imports the AI Document Summary module into your Appian environment, enabling AI-powered document analysis capabilities.

Next, you need to import the database script to create the structure for the database tables, views, and other objects that are a part of the AI Claim Document Summary add-on module in your MariaDB business database. Then import the application files into the target environment.

To import the database script:

1. In the target environment, log in as the deployment user
2. Navigate to the Cloud Database.
3. Click on the Appian database schema or, otherwise, the same database schema which holds the tables related to the Connected Claims Base application.
4. Click Import in the top menu.
5. Click Choose File and upload the 01.ConnectedClaimsManagementAddOnDocumentsSummaryAiv1.0.0.sql DDL script downloaded in Step 1.
6. Click the Import button at the bottom of the screen.

To import the application:

1. In the target environment, log in as the deployment user.
2. Navigate to the Appian Designer.
3. Click IMPORT.
4. Click UPLOAD and choose the application ConnectedClaimsManagementAddOnDocumentsSummaryAiv1.0.0.zip file that was downloaded in Step 1.
5. Click INSPECT to ensure that there will be no complications on import.
6. Click IMPORT.

   Note:  The import may time out due to file size, but it will continue in the background.

7. Review the import results to verify the following CCM Add On: Documents Summary AI (CCM_DSAI) application container was imported.

Next steps

Now that you have installed the AI Claim Document Summary add-on module, follow the steps in Setting Up AI Claim Document Summary to start using this functionality with Connected Claims.

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