SOAP Assessments with Policy Modeling Projects

The Intelligent Advisor Determinations API exposes two SOAP web services for high performance automation of policy-based decisions:

  • Assess service - assesses the result of one or more goals in a deployed policy model. Data is described using the attribute, entity and relationship names defined in the policy model. For more information, see Get Started with the Assess Service.
  • Answer service - for projects that are being used both for interviews and as a decision service, the answer service allows data passed in to use the same data model as the web service connection attached to a project. Data is described using the data mapping defined for each policy model. The answer service is only available for policy models that have a connection to a web service data connector, although it does not use that connection to load or save data. For more information, see Get Started with the Answer Service.

To automate decisions with Determinations API, invoke one of the above services from within any other application. This approach uses the rules within a project as a "headless" decision-making service – that is without any user interface. In general:

  • Use the assess service if you want to interact with the policy model in terms of the named entities and attributes it contains. Also use the assess service if you need to retrieve decision reports that respects the silent and invisible settings defined in the policy model, or need to iteratively determine which data needs to be added to a request in order to reach a definite outcome.
  • Use the answer service for deployed policy models that have a web service connection, and when you need to make assessments using data that is described in the same fashion as the connected web service.

The Intelligent Advisor Determinations API also provides two other SOAP services:

  • Server service - provides information about the timezone, locale and version of the server, the list of deployed projects and the services available for each one.
  • Interview service - provided only for compatibility purposes with existing custom interview implementations, this web service only supports certain features of Intelligent Advisor interviews. For more information, see Create a Legacy Custom Interactive Interview Experience.