Set Up the Automobile LOB Module

Prepare for setup

After you install the Automobile LOB add-on module, you need to set it up before using it with the Connected Claims Base application. This guide walks you through the incorporation steps.

The following steps are the bare minimum incorporation steps you need to use the full capabilities of the Category Automobile. Implementers are free to customize the security, display names, and other aspects of the application to best suit their needs.

System prerequisites

Before setting up the Automobile LOB module, ensure your environment meets the following requirements:

• Appian platform running version 26.6 or greater.
• A supported web browser.
• Imported Connected Claims Management Base Application v2.0.
• Imported Survey Task Framework v1.2 application.

Trigger the post deployment process

After importing the Automobile LOB module, you must run the post deployment process to initialize default group assignments and configure the module for use.

1. Log in to the target environment and navigate to Appian Designer.
2. Navigate to CCM Add-on: Category Automobile application.
3. Search for and open the CCM_CAT_AUTO_PostDeployment_UpdateDefaultGroupAssignee process model.

4. Go to the file menu and select Start process for debugging.

   

Configure supplement type references

To enable the Automobile LOB module to work with Connected Claims, register the vehicle and treatment supplement types in the base application's configuration.

Update the CCM_CONF_supplementTypeReference expression rule

1. In Appian Designer, navigate to the Connected Claims Management Base application.
2. Search for and open the CCM_CONF_supplementTypeReference expression rule.
3. Find the AUTO-VEHICLE and AUTO-TREATMENT comments.

4. Add the following rules below their respective comments:

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   /*AUTO-VEHICLE*/  rule!CCM_CAT_AUTO_Vehicle_supplementTypeReference(),
   /*AUTO-TREATMENT*/
   rule!CCM_CAT_AUTO_Treatment_supplementTypeReference()
   

   

Update the CCM_CONF_SupplementType_ClaimTypeMap expression rule

1. Search for and open the CCM_CONF_SupplementType_ClaimTypeMap expression rule.
2. Find the AUTO-VEHICLE and AUTO-TREATMENT comment.

3. Add the following rules below their respective comment:

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   /*AUTO-VEHICLE*/  rule!CCM_CAT_AUTO_Vehicle_SupplementType_ClaimTypeMap(),
   /*AUTO-TREATMENT*/rule!CCM_CAT_AUTO_Treatment_SupplementType_ClaimTypeMap()
   

   

Configure the CCM_ClaimSupplement record

This step establishes the data relationships between claims and automobile-specific information, and creates the actions that allow users to add vehicles and treatments to claims.

Add relationships

1. Search for and open the CCM_ClaimSupplement record.
2. Add the vehicle relationship:
   • Click Add Relationship
   • Related Record Type: CCM_CAT_AUTO_Vehicle
   • Relationship Name: autoVehicles
   • Relation Type: One to Many
   • Column: claimSupplementId

   

3. Add the treatment relationship:
   • Click Add Relationship
   • Related Record Type: CCM_CAT_AUTO_Treatment
   • Relationship Name: autoTreatments
   • Relation Type: One to Many
   • Column: claimSupplementId

   

Configure related actions

1. Select the Actions tab.
2. Add the vehicle action:
   1. Under Related Action, select Configure New Action Manually
      1. Display Name: Use Expression and Pick Add Vehicle from the translation set
      2. Process Model: CCM_CAT_AUTO_ClaimSupplement_CreateVehicle
      3. Key: addVehicle (Should be automatically populated)
      4. Context: Add the following code:

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        a!localVariables(
          local!claimSupplement: rule!CCM_QR_getClaimSupplement(
            returnType: "SINGLE_OBJECT",
            ids: rv!identifier
          ),
          {
            /* CCM_ClaimSupplement */
            /*Initializing supplement with one default vehicle*/
            claimSupplement: a!update(
              local!claimSupplement,
              'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{fcf95825-d15d-4ba5-bb5f-72dc5d6af397}autoVehicles',
              rule!CCM_CAT_AUTO_Vehicle_Initialize(claimSupplement: local!claimSupplement)
            )
          }
        )
      

      1. Click DONE

         

3. Add the treatment action:
   • Under Related Action, click Configure New Action Manually
   • Display Name: Use Expression and Pick Add Treatment from the translation set
   • Process Model: CCM_CAT_AUTO_ClaimSupplement_CreateTreatment
   • Key: addAutoTreatment

   • In the Context, add the following code:

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     a!localVariables(
       local!claimSupplement: rule!CCM_QR_getClaimSupplement(
         returnType: "SINGLE_OBJECT",
         ids: rv!identifier
       ),
       {
         /* CCM_ClaimSupplement */
         /*Initializing supplement with one default treatment*/
         claimSupplement: a!update(
           local!claimSupplement,
           'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{140c2a17-b046-42bf-9de4-43cf75dbd7ba}autoTreatments',
           rule!CCM_CAT_AUTO_Treatment_Initialize(claimSupplement: local!claimSupplement)
         )
       }
     )
     

   • Click DONE

Configure the vehicle supplement relationships

Configure the vehicle supplement components to reference the relationships you created when you configured the CCM_ClaimSupplement record, enabling the vehicle forms and interfaces to work properly.

Update the supplementTypeReference expression rule

1. Go to the CCM Add-on: Category Automobile application.
2. Search for and open the CCM_CAT_AUTO_Vehicle_supplementTypeReference expression rule.

3. In line 5, add the claimSupplementRelationship:

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   claimSupplementRelationship: 'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{fcf95825-d15d-4ba5-bb5f-72dc5d6af397}autoVehicles',
   

   

   1. Update the CCM_ClaimSupplement.autoVehicles relationship to reference the value created in your target environment.

Update interface rules

1. Search for and open the CCM_CAT_AUTO_Vehicle_createClaimInterface interface rule.

2. In lines 4, 36, 38, 77, 79, and 88, map ri!claimSupplement.autoVehicles by replacing the commented references with:

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   ri!claimSupplement['recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{fcf95825-d15d-4ba5-bb5f-72dc5d6af397}autoVehicles']
   

   

   

3. Search for and open the CCM_CAT_AUTO_ClaimSupplement_RecordAction_CreateVehicles interface rule.

4. In lines 16, 37, 67, 69, 113, and 115, replace the commented references with the same code as above:

   

   

   

Configure the treatment supplement relationships

Configure the treatment supplement components of the Automobile LOB module to reference the appropriate relationships for treatment data capture and management.

Update the supplementTypeReference expression rule

1. Search for and open the CCM_CAT_AUTO_Treatment_supplementTypeReference expression rule.

2. In line 5, add the claimSupplementRelationship:

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   'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{140c2a17-b046-42bf-9de4-43cf75dbd7ba}autoTreatments',
   

   

   1. Update the CCM_ClaimSupplement.autoTreatments relationship to reference the value created in your target environment.

Update the treatment interface rules

1. Search for and open the CCM_CAT_AUTO_Treatment_createClaimInterface interface rule.

2. In lines 4, 36, 38, 73, 75, and 82, map ri!claimSupplement.autoTreatments:

   

   

3. Search for and open the CCM_CAT_AUTO_ClaimSupplement_RecordAction_CreateTreatments interface rule.

4. In lines 30, 60, 62, 97, and 99, map ri!claimSupplement.autoTreatments:

   

   

Configure the vehicle supplement related action

This section configures the vehicle summary interface to display the "Add Vehicle" action, allowing users to add additional vehicles to a claim from the vehicle summary view.

1. Search for and open the CCM_CAT_AUTO_Vehicle_summaryViewInterface interface rule.

2. In lines 28 and 68, configure the add vehicle action:

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   'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.actions.{3560bc71-fd04-4b62-a7ad-40933a8a3a8f}addVehicle'
   

   

   

   1. Update the CCM_ClaimSupplement.actions.addVehicle action to reference the value created in your target environment.

Configure the treatment supplement related action

This step configures the treatment summary interface to display the Add Treatment action, allowing users to add additional treatments to a claim from the treatment summary view.

1. Search for and open the CCM_CAT_AUTO_Treatment_summaryViewInterface interface rule.

2. In lines 30 and 70, configure the add treatment action:

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   'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.actions.{ebf87ca1-790d-4806-a469-0a73685e6684}addAutoTreatment'
   

   1. Update the CCM_ClaimSupplement.actions.addAutoTreatment action to reference the value created in your target environment.

Use the module after setup

With the setup complete, the Automobile LOB module is now fully integrated with your Connected Claims Base application. You can begin creating automobile claim types in the Control Panel and processing automobile insurance claims with vehicle and treatment data capture capabilities.

After you set up the Automobile LOB add-on module with your Connected Claims Base application, you can start using this functionality with your Connected Claims solution.

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