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MariaDB Connected Claims Management 2.1 Install Guide

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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

This guide outlines the steps for downloading and installing Connected Claims with MariaDB.

Before starting the installation process, be sure to review the System Requirements to ensure all minimum requirements are met.

System requirements

This section details the minimum requirements your system must meet to run Connected Claims.

Before installing Connected Claims, ensure your environment meets the following requirements:

  • Appian version 26.9 or greater.
  • An Appian Cloud environment with the advanced or premium platform tiers.
  • A supported version of MariaDB as a business data source.
  • A supported web browser.

Verify the Appian version and database type

Follow the steps in this section to verify the Appian platform version and database.

  1. From the Navigation menu, click About Appian.
  2. Under System Information, verify the Appian Version is 26.9 or later.
  3. Under DATA SOURCES, verify that a supported version of MariaDB is a business data source.

Enable custom properties

Before installing Connected Claims, you need to enable two custom properties. The process differs depending on whether you have a self-managed or Appian Cloud environment.

Self-managed customers

Self-managed customers need to enable the custom properties in the custom properties file before restarting the app server.

To do this:

  1. Open the custom properties file located at <APPIAN_HOME>/conf/.

  2. Set the value of the appian.feature.solutions-api.enabled property to true.

    • For example: appian.feature.solutions-api.enabled=true.

  3. Set the value of the appian.feature.solutions-api.accstudio.enabled property to true.

    • For example: appian.feature.solutions-api.accstudio.enabled=true.

After you enable these properties, restart the app server. For instructions on restarting the app server, see Starting and Stopping Appian. While the server restarts, start the Connected Claims installation process.

Appian Cloud customers

Appian Cloud customers must request assistance from Appian Support to manage environment toggles. To enable a toggle:

  1. Log in to the Appian Community.
  2. Click the Support tab.
  3. Select Open a New Case and click + NEW CASE to create a new support ticket.
  4. Specify your environment details and clearly list the feature toggles you need enabled:
    • appian.feature.solutions-api.enabled=true
    • appian.feature.solutions-api.accstudio.enabled=true
  5. Click CREATE CASE.

Download the software package

This section covers obtaining the necessary installation files from the Appian Community site to prepare for the Connected Claims installation.

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

  • ConnectedClaimsManagementBasev2.1.0.sql: SQL script for creating the database objects needed for the Appian Connected Claims Base application.
  • ConnectedClaimsManagementBasev2.1.0.zip: Application package to import into Appian.
  • ConnectedClaimsManagementBasev2.1.0.properties: Import customization file needed for the Base application.

Alternatively, you can download the Connected Claims Management (Incorp No Lob) software package option with the following add-on modules pre-incorporated:

  • ConnectedClaimsManagementAddOnClaimChatAI
  • ConnectedClaimsManagementAddOnClaimUploadDocumentApi
  • ConnectedClaimsManagementAddOnOnCommentsSummaryAi
  • ConnectedClaimsManagementAddOnCreateClaimApi
  • ConnectedClaimsManagementAddOnDocumentsSummaryAi
  • ConnectedClaimsManagementAddOnSurveyTaskFramework

This software package contains the following files:

  • ConnectedClaimsManagementIncorpNoLobv2.1.0.zip: Application package to import into Appian.
  • ConnectedClaimsManagementIncorpNoLobv2.1.0.properties: Import customization file needed for the Base application.
  • SQL script files for creating the database objects needed for the Appian Connected Claims Base application:
    • 01.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
    • 02.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
    • 03.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
    • 04.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
    • 05.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
    • 06.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
    • 07.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
    • 08.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
    • 09.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
    • 10.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql

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 Connected Claims.
  4. Under Downloads, click Connected Claims Base Only v2.0 and agree to the License Agreement.
  5. Click Connected Claims Base Only v2.0 to download the ZIP file.
  6. Unzip ConnectedClaimsManagementBasev2.1.0.zip to access the installation files.

Deploy the plug-ins

The steps for deploying Connected Claims plug-ins differ depending on whether you have an Appian Cloud or a self-managed environment. Before importing the Connected Claims application files, you must deploy and configure the plug-ins required for your environment in the target system.

To download the necessary plug-ins and deploy them to your environments, follow the steps that match your environment setup.

Appian Cloud environments

To deploy the plug-ins for an Appian Cloud environment:

  1. In the target environment, log in as the deployment user.
  2. Navigate to the Admin Console.
  3. On the left side of the console, click Plug-ins.
  4. Click ADD PLUG-INS.
  5. Search for and click Appian Solutions.
  6. Click DEPLOY.

  7. Repeat the ADD PLUG-INS, search, and DEPLOY steps for each of the following plug-ins:

    • Appian Solutions Component Plugins 1.3.0+
    • Appian Solutions Plugin 1.39.1+
    • Content Tools - 1.1.11+
    • Appian Regular Expression Functions
    • Date and Time Utilities

Self-managed environments

To deploy the plug-ins for a self-managed environment:

  1. Download the following plug-ins directly from the Appian AppMarket:

  2. Follow the Deploying Plug-ins instructions to deploy the plug-ins.

Create the database objects

To create the structure for the database tables, views, and other objects that are a part of Connected Claims, you must run the DDL scripts in your database that were included in the Connected Claims software package you downloaded. The DDL scripts are optimized for MariaDB. If you use a different database type, the DDL scripts may need to be modified. Select Option 1 if you downloaded Connected Claims (Base). Select Option 2 if you downloaded the Connected Claims Management (Incorp No Lob).

Option 1: Connected Claims (Base) software package

In your MariaDB business database, import and run the ConnectedClaimsManagementBasev2.1.0.sql script you downloaded when you downloaded the Connected Claims software package to create the database objects.

Option 2: ConnectedClaimsManagementIncorpNoLob software package

In your MariaDB business database, import and run the DDL script files you downloaded when you downloaded the Connected Claims software package in sequential order to create the database objects:

  • 01.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
  • 02.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
  • 03.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
  • 04.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
  • 05.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
  • 06.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
  • 07.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
  • 08.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
  • 09.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql
  • 10.ConnectedClaimsManagementIncorpNoLobv2.1.0.sql

Import the application

This section imports the Connected Claims application into your Appian environment, making the full claims management solution available for use.

To import the application into the target environment:

  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 ConnectedClaimsManagementBasev2.1.0 or ConnectedClaimsManagementIncorpNoLobv2.1.0 application file you downloaded when you downloaded the Connected Claims software package.
  5. Click the Include related import customization file checkbox and click UPLOAD. Select the ConnectedClaimsManagementBasev2.1.0.properties or ConnectedClaimsManagementIncorpNoLobv2.1.0.properties file you downloaded when you downloaded the Connected Claims software package.
  6. Click INSPECT to ensure that there will be no complications on import.
    • Note: The inspection could take several minutes to complete and may time out. If this occurs, the import continues in the background.
  7. Click IMPORT.

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

  8. Review the import results to confirm the following Connected Claims application containers were imported:
    • Connected Claims Management Base
    • CCM Studio Generated Objects

After you import the Connected Claims application, you must install Case Management Studio.

Install Case Management Studio for Connected Claims

Connected Claims add-on modules allow you to extend the features and capabilities of your Connected Claims solution. Installing Case Management Studio is a requirement for some add-on modules to work with your base application.

Follow these instructions to install Case Management Studio.

After you install Case Management Studio, proceed to set up the Connected Claims groups.

Set up the Connected Claims groups

Security in Connected Claims is defined by three main role groups: Claims Adjusters, Claims Examiners, and Claims Supervisors. Functionally, these groups have the same access rights to the Connected Claims application, with the expectation that you may alter group security to meet the needs of specific use cases.

Add users to the Connected Claims role groups

To allow users to access the Connected Claims Workspace, complete the following steps:

  1. In Appian Designer, find the CCM Claim Supervisors, CCM Claim Adjusters, or CCM Claim Examiners group.
    • Note: Users added to the CCM Claim Supervisors group are granted access to both Connected Claims Workspace and the Control Panel.
  2. Click Add Members.
  3. In the Search field, enter the usernames you want to select and add them to the Users to Add field.
  4. After locating all users, click Add.

Create Connected Claims business groups

Business-level groups are used for assigning claims and tasks. While the application ships with all three role groups (Claims Adjusters, Claims Examiners, and Claims Supervisors) as business groups, the user can further create and define new business groups pursuant to their needs.

To create new business groups, complete the following steps:

  1. From Appian Designer, locate and click the CCM Business Groups group.
  2. Click New Group.
    • Enter a name for the new business group (For example, Finance).
    • Add group members.
    • Set group Visibility to Public.
  3. Click Create.
  4. Repeat these steps until you create all the necessary business groups.

After setting up your user groups, you can extend your Connected Claims application with add-on modules to learn how to incorporate one or more modules to extend your solution’s capabilities.

Extend Connected Claims with add-on modules

After you install Connected Claims, you can extend its capabilities by installing the following add-on modules:

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