Install the Claim Triage Agent Module - MariaDB

Prepare for installation

The Claim Triage Agent add-on module ships as a separate module supported on Connected Claims. After installation and setup, this module uses Appian's AI agents to perform an initial assessment of claims and automatically route them to the appropriate teams based on your organization's business rules and team structure.

This guide outlines the steps for downloading and installing the Claim Triage Agent 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

Your environment must meet the following requirements before you install the Claim Triage Agent module:

This section details the minimum requirements your system must meet to run the Claim Triage Agent add-on module.

• Appian version 26.9 or greater.
• An Appian Cloud environment with the advanced or premium platform tiers.
• AI agents enabled in your Appian Cloud environment. AI agents are available in select regions. For cloud customers, your site must be migrated to Stratus infrastructure to use AI agents.
• A supported version of MariaDB as a business data source.
• A supported web browser.
• Imported Connected Claims Management Base Application v2.1, which includes the following application containers:
  • Connected Claims Management Base (CCM)
  • CCM Studio Generated Objects
• Imported CCM Add-on: Category Automobile Application v1.2.
• A basic user account configured with the following details:
  • Username: ai.agent
  • Firstname: AI
  • Lastname: Agent
  • Type: Basic User
  • Email: service account email address
  • Member of the Service Account Group

Download the software package

This section obtains the Claim Triage Agent module installation files from the Appian Community site.

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

• ConnectedClaimsManagementAddOnClaimTriageAgentv1.2.0.sql
• ConnectedClaimsManagementAddOnClaimTriageAgentv1.2.0.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: Claim Triage Agent v1.0.0 to download the ZIP file.
6. Unzip the downloaded file to access the installation files.

Import the application

This step creates the necessary database objects and imports the Claim Triage Agent module into your Appian environment, enabling AI-powered claim triage capabilities.

Import the database script to create the structure for the database tables, views, and other objects that are a part of the Claim Triage Agent 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, sign in as the deployment user.
2. Go 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 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, sign in as the deployment user.
2. Go to Appian Designer.
3. Click IMPORT.
4. Click UPLOAD and choose the application ZIP file that you downloaded when you downloaded the software package.
5. Click INSPECT to check for problems before you import.
6. Click IMPORT.

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

7. Review the import results to verify the following CCM Add On: Claim Triage Agent (CCM_CTA) application container was imported.

Set up the Claim Triage Agent module after installation

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

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