Set Up LOB Home Owners Module

Set up the Home Owners LOB module

After installing the Life LOB add-on module, you need to set it up before using it with the Connected Claims Base application. This guide walks you through the incorporation steps.

This guide provides the bare minimum incorporation steps required to utilize the full functionality of the Home Owners LOB add-on module.

These steps include:

• Configure the Summary page.
• Configure the Intake and Edit forms.

Implementers are free to customize the security, display names, and other aspects of the application to best suit their needs.

System prerequisites

Before setting up the Home Owners LOB module, ensure your environment meets the following requirements:

• Appian platform running version 25.4 or greater with the Record Chat feature enabled.
• A supported web browser.
• Imported Connected Claims Base Application version 1.2 or higher, which includes the following application containers:
  • Connected Claims Management Base (CCM)
  • CCM Studio Generated Objects
• Imported Home Owners LOB add-on module application containers, including:
  • CCM Add-On: LOB Home Owners
• Imported Survey Task Framework v1.2 application.

Step 1: Configure the Summary page

To enable the Home Owners LOB module to display properly in Connected Claims, you need to register the Home Owners category type in the claim summary form selector.

To incorporate the Home Owners LOB add-on module with Connected Claims, you need to configure the Summary page with the Home Owners category type.

To configure the Summary page:

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_WFL_ClaimSummary_FormSelector expression rule.

   1. Add the following code inside a!match:

      

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      equals: "07816f1d-1ca4-47ae-9d5d-59ec55882af7",
        then: rule!CCM_Category_Home_Owners_Type_Generic_Home_Owners_SummaryView(
          recordId: ri!recordId
        ),
      

5. Save the expression rule.

Step 2: Configure the Intake and Edit forms

This step enables the Home Owners-specific intake and edit forms to be used when creating and modifying Home Owners claims.

Next, you need to configure the Intake and Edit forms.

To configure the forms:

1. In the Connected Claims Management Base application, search for and open the CCM_WFL_CreateClaim_FormSelector interface.

   1. Add the following code inside a!match:

      

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      equals: "41f0f824-2058-45e3-8dcf-285c6ea03599",
        then: rule!CCM_Category_Home_Owners_Type_Generic_Home_Owners_IntakeForm(
          data: ri!data
        ),
        equals: "b44624d8-7196-41a0-bb42-abccbc7f9d12",
        then: rule!CCM_Category_Home_Owners_Type_Generic_Home_Owners_EditForm(
          data: ri!data
        ),
      

2. Save the interface.

Next steps

With the setup complete, the Home Owners LOB module is now integrated with your Connected Claims Base application. You can begin creating Home Owners claim types in Studio and processing home insurance claims.

Now that you have finished setting up the Home Owners LOB add-on module with your Connected Claims Base application, you can start using this functionality with your Connected Claims solution.

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