Connect the Policy Modeling Project to Intelligent Advisor Hub

The next step is to connect the Policy Modeling project to Intelligent Advisor Hub, which provides access to the Sales and Service data model.

In other words, Intelligent Advisor receives data model information from the Intelligent Advisor Hub which in turn receives the data model information from Sales and Service. This enables Intelligent Advisor to load and save data to Sales and Service.

To connect your Policy Modeling project to Sales and Service via Intelligent Advisor Hub:

1. In Intelligent Advisor, connect the project to Intelligent Advisor Hub.
2. Choose the Sales and Service connection you created previously.