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Data Relationships

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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 26.6 and may not reflect the interfaces or functionality of other Appian versions.

How do the data entities relate?

The central record types and database entities in Connected Claims are associated with claims, claim types, and claim categories. Understanding the relationships between these entities helps you understand how the data in Connected Claims works together.

The entity relationship diagrams (ERDs) on this page illustrate the main entities in Connected Claims and their relationships to each other. To read an ERD more easily, save each image as a PNG file and print it.

The following legend uses diagram symbols, notations, and colors to indicate the different relationship types and data types in the ERDs:

  • Primary key (PK): Labels the field that uniquely identifies a record in an entity.
  • Foreign key (FK): Labels the field that links an entity to another entity.
  • One: The relationship connects to exactly one record.
  • Many: The relationship connects to multiple records.
  • Zero or one: The relationship connects to no record or one record.
  • One or many: The relationship connects to at least one record.
  • Zero or many: The relationship connects to no record or to multiple records.
  • Transactional data (green): Entities that hold transactional data.
  • Reference data (blue): Entities that hold reference data, which is not editable in the Connected Claims interface.
  • Configuration reference data (purple): Entities that hold reference data, which is editable in the Connected Claims interface.
  • Metadata columns: All tables include the metadata columns IS_ACTIVE, CREATED_BY, CREATED_ON, MODIFIED_BY, and MODIFIED_ON.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeLegend for the Connected Claims ERDs: primary key and foreign key labels, the one, many, zero or one, one or many, and zero or many relationship symbols, and the colors for transactional, reference, and configuration reference data

The following ERD illustrates the main data relationships in the Connected Claims base application (Connected Claims Management Base).

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeEntity relationship diagram showing the main data relationships in the Connected Claims base application

Claims ERDs

The Claims ERDs are drill-down views of each major relationship group in Connected Claims. Each ERD shows the relationships between the Claim entity (the Claim parent) and its child complex data types (CDTs). The ERDs cover the following CDT groups:

  • Basic Claim Data, Claim Type Data, and Claim Supplemental Data
  • Customer, Policy, Products, Coverages, and Deductibles
  • Related Claims
  • Related Parties and Injuries
  • Comments and Documents
  • Reserve, Payment, and Settlement
    • Cost Estimate
    • Claim Liability

Each ERD also shows the tables that Connected Claims uses for the reference list of all claims.

Basic Claim Data ERD

This ERD illustrates the relationships between the Claim parent and the Basic Claim Data, Claim Type Data, and Claim Supplemental Data CDTs.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD showing relationships between Claim parent and Basic Claim Data, Claim Type Data, and Claim Supplemental Data

Customer, Policy, Products, Coverages, and Deductibles ERD

This ERD illustrates the relationships between the Claim parent and Customer, Policy, Products, Coverages, and Deductibles CDTs.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD showing relationships between Claim parent and Customer, Policy, Products, Coverages, and Deductibles

This ERD illustrates the relationships between the Related Claims CDTs.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD showing relationships between Related Claims

This ERD illustrates the relationships between the Claim parent and the child Related Parties and Injuries CDTs.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD showing relationships between Claim parent and Related Parties and Injuries

Comments and Documents ERD

This ERD illustrates the relationships between the Claim parent and the child Comments and Documents CDTs.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD showing relationships between Claim parent and Comments and Documents

Reserve, Payment, and Settlement ERD

This ERD illustrates the relationships between the Claim parent and the child Reserve, Payment, and Settlement CDTs.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD showing relationships between Claim parent and Reserve, Payment, and Settlement

Cost Estimate ERD

This ERD illustrates the relationships between the Claim parent and the child Cost Estimate CDTs.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD showing relationships between Claim parent and Cost Estimate

Claim Liability ERD

This ERD illustrates the relationships between the Claim parent and the child Claim Liability CDTs.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD showing relationships between Claim parent and Claim Liability

ERDs for the add-on modules

The ERDs in this section illustrate the relationships between the Claim parent and the child CDTs of each Connected Claims add-on module. Each ERD applies only if you installed that add-on module and integrated it with Connected Claims.

AI Claim Comment Summary ERD

This ERD illustrates the relationships between the Claim parent and the child AI Claim Comment Summary CDTs, which aggregate and summarize claim discussion comments. The ERD applies only if you installed the AI Claim Comment Summary add-on module.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD for the AI Claim Comment Summary add-on module

AI Claim Document Summary ERD

This ERD illustrates the relationships between the Claim parent and the child AI Claim Document Summary CDTs, which support AI-driven document summarization. The ERD applies only if you installed the AI Claim Document Summary add-on module.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD for the AI Claim Document Summary add-on module

Surveys and Questions ERD

This ERD illustrates the relationships between the Claim parent and the child Surveys and Questions CDTs, which create, assign, and process claim survey tasks. The ERD applies only if you installed the Surveys and Questions add-on module.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD for the Surveys and Questions add-on module

LOB supplement ERDs

The ERDs in this section illustrate the relationships between the Claim parent and the child line of business (LOB) supplement add-on modules. Each ERD applies only if you installed the matching LOB supplement module.

Automobile LOB supplement ERD

This ERD illustrates the relationships between the Claim parent and the child Automobile LOB supplement CDTs, which extend the data model for automobile insurance claims and vehicle details.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD showing relationships between Claim parent and LOB Automobile supplement

Life LOB supplement ERD

This ERD illustrates the relationships between the Claim parent and the child Life LOB supplement CDTs, which extend the data model for life insurance claim management.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD showing relationships between Claim parent and LOB Life supplement

Home Owners LOB supplement ERD

This ERD illustrates the relationships between the Claim parent and the child Home Owners LOB supplement CDTs, which extend the data model for homeowners policy claims and property details.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD showing relationships between Claim parent and Home Owners LOB supplement

Workers Compensation LOB supplement ERD

This ERD illustrates the relationships between the Claim parent and the child Workers Compensation LOB supplement CDTs, which extend the data model for workers' compensation claims and workplace injury data.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD showing relationships between Claim parent and Workers Compensation LOB supplement

Document Summary add-on ERD

This ERD illustrates the relationships between the Claim Document and the Claim Document Summary CDTs. The ERD applies only if you installed the AI Claim Document Summary add-on module.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD for the Document Summary add-on

AI Coverage Analyzer add-on ERD

This ERD illustrates the relationships between the Claim parent and the Claim Coverage Verification CDTs. The ERD applies only if you installed the AI Coverage Analyzer add-on module.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD for the AI Coverage Analyzer add-on

Claims Ticketing add-on ERD

This ERD illustrates the entity relationships for managing claim support tickets, tasks, and issue tracking. The ERD applies only if you installed the Claims Ticketing add-on module.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeERD for the Claims Ticketing add-on showing support ticket, task, and issue tracking relationships

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