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Install Claims Ticketing Module - PostgreSQL

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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.

Prepare for installation

The Claims Ticketing add-on module ships as a separate module supported on Connected Claims. After installation and setup, this module enables integration with case management functionality, allowing claims to be linked with ticketing cases for enhanced workflow management.

This guide outlines the steps for downloading and installing the Claims Ticketing add-on module 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 Claims Ticketing add-on module.

  • 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 should be jdbc/CCM
  • A supported web browser.
  • Imported Connected Claims Management Base Application version 2.0 or higher, which includes the following application containers:
    • Connected Claims Management Base (CCM)
    • CCM Studio Generated Objects
  • Imported CMGT Case Management Base Application 2.0 or higher.
    • Note: You must import Connected Claims first and then import Case Management.

Download the software package

To install the Claims Ticketing add-on module, download the software package that contains the following files, which you use in the remaining set-up steps.

  • PostgresConnectedClaimsManagementAddOnClaimsTicketingv1.1.0.sql
  • PostgresConnectedClaimsManagementAddOnClaimsTicketingv1.1.0.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 Postgres CCM Add On: Claims Ticketing v1.0 to download the ZIP file.
  6. Unzip PostgresConnectedClaimsManagementAddOnClaimsTicketingv1.1.0.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 Claims Ticketing add-on module in your PostgreSQL business database. Then import the application files into the target environment.

To import the database script:

  1. Run the PostgresConnectedClaimsManagementAddOnClaimsTicketingv1.1.0.sql DDL script you downloaded when you downloaded the Claims Ticketing software package in your PostgreSQL business database.

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 PostgresConnectedClaimsManagementAddOnClaimsTicketingv1.1.0.zip file you downloaded when you downloaded the Claims Ticketing 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 it continues in the background.

  7. Review the import results to verify the following CCM Add On: Claims Ticketing (CCM_CT) application container was imported.

Set up the module after installation

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

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