Install the Policy Document AI Chat Module - MariaDB

Prepare for installation

The AI Policy Document Assistant module ships as a separate add-on module supported on Connected Claims. After installation and setup, this module allows you to engage with an AI-powered chatbot to gain additional insights on policy documents attached to a claim.

This guide outlines the steps for downloading and installing the AI Policy Document Assistant add-on module for MariaDB before incorporating it with your Connected Claims Base application.

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

System prerequisites

This section details the minimum requirements your system must meet to run the AI Policy Document Assistant add-on module.

• Appian version 26.6 or greater.
• An Appian Cloud environment with the advanced or premium platform tiers.
• A supported version of MariaDB as a business data source.
  • Note: The instructions in Import the application are for MariaDB databases. If you use a different database, you must modify the SQL script.
• A supported web browser.
• Imported Connected Claims Base application version 2.0 or 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 Policy Document Assistant add-on module, which contains the following files. You use these files when you install the module.

• 01.ConnectedClaimsManagementAddOnPolicyDocumentAssistantv1.0.0.sql
• ConnectedClaimsManagementAddOnPolicyDocumentAssistantv1.0.0.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 Appian Connected Claims.
4. Under Downloads, click Appian Connected Claims and agree to the License Agreement.
5. Click CCM Add On: Policy Documents Chat AI v1.0.0 to download the ZIP file.
6. Unzip ConnectedClaimsManagementAddOnPolicyDocumentAssistantv1.0.0.zip to access the installation files.

Import the application

Import the database script to create the structure for the database tables, views, and other objects that are a part of the AI Policy Document Assistant add-on module in your MariaDB business database. Then import the application files into the target environment.

To import the database script:

1. In the target environment, log in as the deployment user
2. Navigate to the Cloud Database.
3. Click on the Appian database schema or, otherwise, the same database schema which holds the tables related to the Connected Claims Base application.
4. Click Import in the top menu.
5. Click Choose File and upload the 01.ConnectedClaimsManagementAddOnPolicyDocumentAssistantv1.0.0.sql DDL script you downloaded when you downloaded the software package.
6. Click the Import button at the bottom of the screen.

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 ConnectedClaimsManagementAddOnPolicyDocumentAssistantv1.0.0.zip file that you downloaded when you downloaded the software package.
5. Click INSPECT to ensure that there are no complications on import.
6. Click IMPORT.

   Note:  The import may time out due to file size, but the import continues in the background.

7. Review the import results to verify the application container was imported.

Set up the module after installation

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

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