Install AI Claim Comment Summary Module - PostgreSQL

Prepare for installation

The AI Claim Comment Summary add-on module ships as a separate application supported with Connected Claims. After installation and setup, this module allows your case workers to analyze and process case comments then generate a single summary of all the comments for the case utilizing private AI.

This guide outlines the steps for downloading and installing the AI Claim Comment Summary add-on module before incorporating it with your Appian Connected Claims Base application.

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

System prerequisites

• Appian platform running version 26.6 or greater.
• An Appian Cloud environment with the advanced or premium platform tiers.
• A supported version of PostgreSQL as a business data source.
  • Note: The PostgreSQL database name must be jdbc/CCM
• A supported web browser.
• Imported Connected Claims Management Base Application application version 2.0 and higher, which includes the following application containers:
  • Connected Claims Management Base (CCM)
  • CCM Studio Generated Objects

Download the software package

Download the software package for the AI Claim Comment Summary add-on module, which contains the following files. You use these files when you install the module.

• PostgresConnectedClaimsManagementAddOnCommentsSummaryAiv1.1.0.sql
• PostgresConnectedClaimsManagementAddOnCommentsSummaryAiv1.1.0.zip

To download the software package:

1. In My Appian, navigate to the Support tab.
2. Select DOWNLOADS > SOLUTIONS.
3. Search for and open Appian Connected Claims.
4. Under Downloads, click Appian Connected Claims and agree to the License Agreement.
5. Click Postgres CCM Add On: Comments Summary AI v1.0.0 to download the ZIP file.
6. Unzip PostgresConnectedClaimsManagementAddOnCommentsSummaryAiv1.1.0.zip to access the installation files.

Import the application

Import the database script and application files for the AI Claim Comment Summary module into the target environment.

To import the database script:

1. Run the PostgresConnectedClaimsManagementAddOnCommentsSummaryAiv1.1.0.sql DDL script that you downloaded when you downloaded the software package in your PostgreSQL business database.

To import the application files:

1. In the target environment, log in as the deployment user.
2. Navigate to the Appian Designer.
3. Click IMPORT, then UPLOAD to choose the application zip file.
4. Click INSPECT to check for problems before you import.
5. Click IMPORT.

   Note:  The import can time out because of the file size. If the import times out, it continues in the background.

6. Review the import results and verify the CCM Add On: Comments Summary AI (CCM_CSAI) application container was imported.

Set up the module after installation

After you install the AI Claim Comment Summary add-on module, follow the steps in Setting Up AI Claim Comment Summary to start using this functionality with Connected Claims.

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