Set Up AI Chat with Claims Module

Prepare for setup

After installing the AI Chat with Claims module, you need to set it up before using it with the Connected Claims Base application. This guide walks you through the incorporation steps.

System prerequisites

Before setting up the AI Chat with Claims module, ensure your environment meets the following requirements:

• Appian platform running version 26.6 or greater with the Record Chat feature enabled.
• 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
• Imported AI Chat with Claims module application containers, including:
  • CCM Add On: Claim Chat AI (CCM_CCAI)

Add Record Chat display to Claim Summary

This step integrates the AI chat interface directly into the claim summary view, allowing users to interact with the AI assistant while viewing claim details.

To incorporate the AI Chat with Claims module with your Connected Claims solution, you need to add the Record Chat display to the Claim Summary.

1. In the target environment, log in as the deployment user.
2. Navigate to Appian Designer.
3. Navigate to Connected Claims Management Base application.
4. Search for and open the CCM_Claim_RecordView_Summary interface.
   1. In the interface expression and above the call to rule!CCM_Claim_ClaimDetailsSummary (around line ~230) , add the following call to rule!CCM_CCAI_Claim_RecordChatDisplay, as shown:

   

Use the AI Chat with Claims module after setup

After you set up the AI Chat with Claims module, you can interact with an AI assistant directly within claim records to ask questions, get insights, and receive intelligent responses about claim details in Connected Claims.

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