Understand How to Load and Save Application Data

The purpose of a web service connector is to allow data retrieval and storage during the process of completing an Intelligent Advisor interview. There are three steps in this process:

1. The Load action loads application data at the start of an interview.
2. The Execute Query action loads application data during an interview.
3. The Save action saves submitted application data at the end of an interview.

It is possible to pass context sensitive information into an interview to determine what is actually loaded or saved. There are two aspects to this:

1. Hiding a context sensitive interview within a logged-in-only page, and
2. Passing secure credentials

For further information, see Data Integration and Establish Identity Securely for an Intelligent Advisor Interview.