Set Up AI Claim Comment Summary Module

Prepare for setup

After installing the AI Claim Comment Summary module, you need to set it up before using it with the Connected Claims Base application.

This guide walks you through the incorporation steps for the AI Claim Comment Summary module.

System Prerequisites

• 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 Claim Comment Summary module application containers, including:
  • CCM Add On: Comments Summary AI (CCM_CSAI)

Add the comment summary to the Create and Update Comment process

To set up the AI Claim Comment Summary module with Connected Claims you need to first update the process model that handles creating and updating claim comments. Updating this process model allows the claim comments summary to be generated when a comment is added or updated.

To update the process model:

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_Comment_CreateUpdate process model.

   1. After the Merge Flows Script Task node, add a new subprocess node called Update AI Comment Summary:

      

      1. Set up the subprocess node in the following way:

         

         1. For the claimId input variable, pass in pv!comments.claimId.

Add the delete comment summary to the Delete Comment process

To set up the AI Claim Comment Summary module for comment deletion, add a subprocess to the Comment Delete process model to handle updating the Comment Summary.

To update the process model:

1. Open the CCM_Comment_Delete process model.

   1. After the Merge Flows Script task, add a new subprocess node called Update AI Comment Summary, as shown:

      

      1. Set up the subprocess node as shown:

         

         1. For the claimId input variable, pass in pv!comments.claimId.
            • Note: Do not pass out any output variables.

Display the comment summary in the comment thread

To display the AI Claim Comment Summary module output, update the Comment Thread interface to display the Comment summary.

To update the interface:

1. Open the CCM_Comment_Sub_CommentThread interface.

2. In the contents of the a!sectionLayout and above the section of code that contains an a!forEach() iteration over local!comments.data (around line ~224), insert the following code:

   

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   rule!CCM_CSAI_ClaimCommentSummary_Display(
                       brandingMap: ri!brandingMap,
                       claimId: ri!claimId,
                       triggerRefresh: ri!triggerRefresh,
                       showWhen: index(
                         local!commentTabs,
                         local!selectedCommentsTab,
   

Use the module after setup

After you set up the AI Claim Comment Summary module, you can automatically generate AI-powered summaries of claim comments and view consolidated comment insights directly within the claim comment threads in Connected Claims.

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