Identify Objectives and Deliverables of the Project

Before you get started modeling rules in Intelligent Advisor, you should be clear on what you are trying to build, which business requirements it will meet and who will be the ultimate audience for the tool. This process may include:

• creating a project vision
• identifying which business requirements Intelligent Advisor solution can help with, and
• discussing where your Intelligent Advisor solution will fit in your overall system architecture.

For more information, refer to the following document:

• Intelligent Advisor Project Set-Up Template