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Postgres Connected Claims Management 1.2 Install Guide

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This content applies solely to Connected Claims, which must be purchased separately from the Appian base platform. This content was written for Appian 25.4 and may not reflect the interfaces or functionality of other Appian versions.

Install Connected Claims with PostgreSQL

This page outlines the steps for downloading and installing the Connected Claims. The steps include:

  1. Download the software package.
  2. Deploy plug-ins.
  3. Create database objects.
  4. Import the application.
  5. Install Case Management Studio.
  6. Set up groups.
  7. Extend Connected Claims.

Before starting the installation process, be sure to review the System Requirements to ensure all minimum requirements are met.

System requirements

This section details the minimum requirements your system must meet to run Connected Claims.

  • Appian version 25.4 or greater.
  • An Appian Cloud environment with the advanced or premium platform tiers.
  • A supported version of Postgres as a business data source.
  • A supported web browser.

Note:  The Postgres Database name should be jdbc/CCM.

Verify the Appian version and database type

Follow the steps in this section to verify the Appian platform version and database, and the CU Life Workbench Base application version.

  1. From the Navigation menu, click About Appian.
  2. Under System Information, verify the Appian Version is 25.4.
  3. Under DATA SOURCES, verify that a supported version of Postgre is a business data source.

Enable custom properties

Before installing Connected Claims, self-managed customers need to enable two custom properties in the custom properties file before restarting the app server.

To do this:

  1. Open the custom properties file located at <APPIAN_HOME>/conf/.

  2. Set the value of the appian.feature.solutions-api.enabled property to true.

    • For example: appian.feature.solutions-api.enabled=true.

  3. Set the value of the appian.feature.solutions-api.accstudio.enabled property to true.

    • For example: appian.feature.solutions-api.accstudio.enabled=true.

Once you've enabled these properties, restart the app server. For instructions on restarting the app server, see Starting and Stopping Appian. While the server is restarting, go ahead and start your installation process.

Step 1: Download the software package

The first step in installing the Connected Claims Management is to download the software package that contains the following files, which you will use in the remaining set-up steps.

  • PostgresConnectedClaimsManagementBase1.2.0.sql
  • PostgresConnectedClaimsManagementBase1.2.0.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 Connected Claims.
  4. Under Downloads, click Postgres Connected Claims Base Only v1.2 and agree to the License Agreement.
  5. Click Postgres Connected Claims Base Only v1.2 to download the ZIP file.
  6. Unzip PostgresConnectedClaimsManagementBase1.2.0.zip to access the installation files.

Step 2: Deploy plug-ins

The steps for deploying plug-ins differ depending on whether you have an Appian Cloud or a self-managed environment. Before importing the Connected Claims application files, you must deploy and configure the plug-ins required for your environment in the target system.

To download the necessary plug-ins and deploy them to your environments, follow the steps that match your environment setup.

Appian Cloud environments

To deploy the plug-ins for an Appian Cloud environment:

  1. In the target environment, log in as the deployment user.
  2. Navigate to the Admin Console.
  3. On the left side of the console, click Plug-ins.
  4. Click ADD PLUG-INS.
  5. Search for and click Appian Solutions.
  6. Click DEPLOY.

  7. Repeat steps 4-6 for each of the following plug-ins:

    • Appian Solutions Component Plugins 1.3.0+
    • Appian Solutions Plugin 1.39.1+
    • Content Tools - 1.1.11+
    • Appian Regular Expression Functions
    • Date and Time Utilities

Self-managed environments

To deploy the plug-ins for a self-managed environment:

  1. Download the following plug-ins directly from the Appian AppMarket:

  2. Follow the Deploying Plug-ins instructions above to deploy the plug-in

Step 3: Create database objects

To create the structure for the database tables, views, and other objects that are a part of the Postgres Connected Claims Management 1.2 in your PostgreSQL business database, you need to run the PostgresConnectedClaimsManagementBase1.2.0.sql DDL script downloaded in Step 1.

The MSGraph Mail Poller can store mailbox email data in either MySQL or Oracle. All tables used by the MSGraph Mail Poller will be created in the MySQL cloud database, while the remaining tables will be created in the PostgreSQL database.

To create the structure for the database tables related to MSGraph Mail Poller, import the MysqlCCMAddOnClaimCreationViaEmailv1.0.0.sql DDL script downloaded in Step 1.

To import the database script:

  1. In the target environment, log in as the deployment user.
  2. Navigate to the Cloud Database.
  3. Select the Appian database schema or the same database schema which holds the tables related to the Connected Claims Management Base application.
  4. Click IMPORT.
  5. Click Choose File and upload the database script for the application.
  6. Click IMPORT.

To create the structure for the PostgreSQL database tables, views, and other objects that are part of the Postgres Claim Creation Via Email in your PostgreSQL business database, run the 01.CCMAddOnClaimCreationViaEmailv1.0.0.sql DDL script downloaded in Step 1.

Step 4: Import the application

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

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 PostgresConnectedClaimsManagementBase1.2.0.zip file that was downloaded in Step 1.
  5. Click INSPECT to ensure that there will be no complications on import.
  6. Click IMPORT.
  7. Review the import results to verify the following Connected Claims Management Base application container was modified.

Now, that you have completed the import application steps, you must follow these instructions to install Case Management Studio.

Step 5: Install Case Management Studio

Add-on modules allow you to extend the features and capabilities of your Connected Claims solution. Installing Case Management Studio is a requirement for some add-on modules to work with your base application.

Follow these instructions to install Case Management Studio.

Now, that you have installed Case Management, proceed to setting up groups.

Step 6: Set up groups

Security in Connected Claims is defined by three main role groups: Claims Adjusters, Claims Examiners, and Claims Supervisors. Functionally, these groups have the same access rights to the Connected Claims application, with the expectation that you may alter group security to meet the needs of specific use cases.

To allow users to access the Connected Claims Workspace, complete the following steps:

  1. In Appian Designer, find the CCM Claim Supervisors, CCM Claim Adjusters, or CCM Claim Examiners group.
    • Note: Users added to the CCM Claim Supervisors group will be granted access to both Connected Claims Workspace and Studio sites.
  2. Click Add Members.
  3. In the Search field, enter the usernames you want to select and add them to the Users to Add field.
  4. After locating all users, click Add.

Next, you need to set up business-level groups, which are used for assigning claims and tasks. While the application ships with all three role groups (Claims Adjusters, Claims Examiners, and Claims Supervisors) as business groups, the user can further create and define new business groups pursuant to their needs.

To create new business groups, complete the following steps:

  1. From Appian Designer, locate and click the CCM Business Groups group.
  2. Click New Group.
    • Enter a name for the new business group (For example, Finance).
    • Add group members.
    • Set group Visibility to Public.
  3. Click Create.
  4. Repeat these steps until you create all the necessary business groups.

After setting up your user groups, see extend your Connected Claims with modules to learn how to incorporate one or more modules to extend your solution’s capabilities.

Step 7: Extend Connected Claims

Now that you've successfully installed Connected Claims, you can extend its feature capabilities by installing the following modules:

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