Set Up AI Claim Comment Summary Module

Set up the AI Claim Comment Summary module

After installing the AI Claim Comment Summary module, you need to set it up before using it with the Connected Claims Base application.

This guide walks you through the incorporation steps, which include:

• Adding the Comment Summary to the Create and Update Comment process.
• Adding the Delete Comment Summary to the Delete Comment process.
• Displaying the Comment Summary in the Comment thread.

System Prerequisites

• Appian platform running version 25.1 or greater with the Record Chat feature enabled.
• 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
• Imported AI Claim Comment Summary module application containers, including:
  • CCM Add On: Comments Summary AI (CCM_CSAI)

Step 1: Adding the Comment Summary to the Create and Update Comment process

To set up the AI Claim Comment Summary module with Connected Claims you need to first update the process model that handles creating and updating claim comments. This allows the claims comments summary can be generated when a comment is added or updated:

To update the process model:

1. In the target environment, log in as the deployment user.
2. Navigate to Appian Designer.
3. Navigate to Connected Claims Management Base application.
4. Search for and open the CCM_Comment_CreateUpdate process model.

   1. After the Merge Flows Script Task node, add a new subprocess node called Update AI Comment Summary:

      

      1. Set up the subprocess node in the following way:

         

         1. For the claimId input variable, pass in pv!comments.claimId.

Step 2: Adding the Delete Comment Summary to the Delete Comment process

Next, you need to add a subprocess to the Comment Delete process model to handle updating the Comment Summary.

To update the process model:

1. Open the CCM_Comment_Delete process model.

   1. After the Merge Flows Script task, add a new subprocess node called Update AI Comment Summary, as shown:

      

      1. Set up the subprocess node as shown:

         

         1. For the claimId input variable, pass in pv!comments.claimId.
            • Note: Do not pass out any output variables.

Step 3: Displaying the Comment Summary in the Comment thread

Finally, you need to update the Comment Thread interface to display the Comment summary

To update the interface:

1. Open the CCM_Comment_Sub_CommentThread interface.

2. In the contents of the a!sectionLayout and above the section of code that contains an a!forEach() iteration over local!comments.data (around line ~224), insert the following code:

   

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   rule!CCM_CSAI_ClaimCommentSummary_Display(
                       brandingMap: ri!brandingMap,
                       claimId: ri!claimId,
                       triggerRefresh: ri!triggerRefresh,
                       showWhen: index(
                         local!commentTabs,
                         local!selectedCommentsTab,
   

Next steps

Now that you have set up the AI Claim Comment Summary module, you can automatically generate AI-powered summaries of claim comments and view consolidated comment insights directly within the claim comment threads in Connected Claims.

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