Set Up LOB Life Module

Prepare for setup

After installing the Life 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.

This guide provides the bare minimum incorporation steps required to utilize the full functionality of the Life LOB add-on module.

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 Life LOB 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 Survey Task Framework v1.2 application.
• Imported Life LOB add-on module application containers, including:
  • CCM Add-On: LOB Life

Trigger the post deployment process

This step runs the post deployment process that assigns the default group for Life claims in the Life LOB module.

To trigger the post deployment process:

1. In the target environment, log in as the deployment user.
2. Navigate to the Appian Designer.
3. Navigate to the CCM Add-on: Category Life application.
4. Search for and open the CCM_CAT_LIFE_PostDeployment_UpdateDefaultGroupAssignee process model.

5. From the File menu, click Start Process for Debugging.

   

Configure the Supplement type references

To enable the Life LOB module to work with Connected Claims, you need to register the beneficiary supplement types in the base application's configuration.

In this step, you configure the supplement type references for the Life LOB by updating the associated expression rules.

Configure the CCM_CONF_supplementTypeReference expression rule

To configure the expression rule:

1. In the Connected Claims Management Base application, search for and open the CCM_CONF_supplementTypeReference expression rule.
   1. Find the LIFE-BENEFICIARY comment.

   2. Add the following rule below the comment:

      rule!CCM_CAT_LIFE_Beneficiary_supplementTypeReference()

      

2. Save the expression rule.

Configure the CCM_CONF_SupplementType_ClaimTypeMap expression rule

To configure the rule:

1. In Connected Claims Management Base application, search for and open the CCM_CONF_SupplementType_ClaimTypeMap expression rule.
   1. Find the LIFE-BENEFICIARY comment.
   2. Add the following rule below the comment:

   rule!CCM_CAT_LIFE_Beneficiary_SupplementType_ClaimTypeMap()

   

2. Save the expression rule.

Configure the CCM_ClaimSupplement record

This step configures the CCM_ClaimSupplement record to establish the data relationships between claims and Life insurance beneficiary information, and to create the actions that allow users to add beneficiaries to claims.

Follow the steps in this section to configure the CCM_ClaimSupplement record by updating the CCM_CAT_LIFE_Beneficiary relationship and record action to the record.

Update the CCM_CAT_LIFE_Beneficiary relationship

To update the relationship:

1. In to Connected Claims Management Base application, search and open for the CCM_ClaimSupplement record.
   1. Click Add Relationship and update the following:
      1. Related Record Type: CCM_CAT_LIFE_Beneficiary
      2. Relationship Name: lifeBeneficiaries
      3. Relation Type: One to Many

      4. Column: claimSupplementId

         

2. Save the record.

Configure the related actions

1. In the CCM_ClaimSupplement record, click the Actions tab.
   1. Under Related Action, click Configure New Action Manually and configure the action as shown.
      1. Display Name: Select Use Expression.
         1. In the expression editor, pick Add Beneficiary from the translation set
      2. Process Model: CCM_CAT_LIFE_ClaimSupplement_CreateBeneficiary
      3. Key: addBeneficiary
         • Note: Should be automatically populated
      4. In the context, add the code as shown:

      

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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 beneficiary*/
             claimSupplement: a!update(
               local!claimSupplement,
               'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{d93ad0b1-f087-4ef8-a4fb-5498c49f4914}lifeBeneficiaries',
               rule!CCM_CAT_LIFE_Beneficiary_Initialize(claimSupplement: local!claimSupplement)
             )
           }
         )
      

2. Save the record.

Configure the Supplement relationship

To set up the Life LOB module, configure the beneficiary supplement components to reference the relationships you created when you configured the CCM_ClaimSupplement record, enabling the beneficiary forms and interfaces to work properly.

Configure the Supplement relationship by updating the associated expression rule and interface rules.

Configure the CCM_CAT_LIFE_Beneficiary_supplementTypeReference expression rule

To configure the expression rule:

1. From Appian Designer, navigate to the CCM Add-on: Category Life application.
2. Search for and open the CCM_CAT_LIFE_Beneficiary_supplementTypeReference expression rule:

   1. In line 5, add the claimSupplementRelationship as shown:

      

      • Note: Alternatively, you can copy and paste the following code. However, the CCM_ClaimSupplement.lifeBeneficiaries relationship must be updated to reference the value created in the target environment.

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        claimSupplementRelationship: 'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{d93ad0b1-f087-4ef8-a4fb-5498c49f4914}lifeBeneficiaries',
        

3. Save the expression rule.

Configure the Create Beneficiaries interface rule

To configure the interface rule:

1. Navigate back to the CCM Add-on: Category Life application.
2. Search for and open the CCM_CAT_LIFE_ClaimSupplement_RecordAction_CreateBeneficiaries interface rule:

   1. In lines 22, 35, 55, 57, 105 and 107, map ri!claimSupplement.lifeBeneficiaries as shown:

      

      

      

      • Note: Each of the lines identified in this step has an existing commented reference to the supplement relationship that must be replaced with the content shown.

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         ri!claimSupplement['recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.relationships.{d93ad0b1-f087-4ef8-a4fb-5498c49f4914}lifeBeneficiaries']
      

      • Note: Alternatively, you can copy and paste the following code. However, the CCM_ClaimSupplement.lifeBeneficiaries relationship must be updated to reference the value created in the target environment.
3. Save the interface rule.

Configure the Beneficiary Supplement related action

This section configures the beneficiary summary interface of the Life LOB module to display the "Add Beneficiary" action, allowing users to add additional beneficiaries to a claim from the beneficiary summary view.

Configure the Supplement relationship by updating the associated interface rule.

To configure the interface rule:

1. From Appian Designer, navigate to the CCM Add-on: Category Life application.
2. Search for and open the CCM_CAT_LIFE_Beneficiary_summaryDisplayInterface interface rule.

   1. In lines 41 and 77, configure add beneficiary action as shown:

      

      

      • Note: Alternatively, you can copy and paste the following code. However, the CCM_ClaimSupplement.lifeBeneficiaries relationship must be updated to reference the value created in the target environment.

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      'recordType!{608e153b-099e-4161-b841-6c7dd7911374}CCM_ClaimSupplement.actions.{94ff8753-c5cd-40cf-97b7-67207ded4bc9}addBeneficiary'
      

3. Save the interface rule.

Use the module after setup

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

After you finish setting up the Life 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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