Connect data sources

This responsibility connects approved business services and keeps an agreed selection of their information available for accounting and business work. It considers the specific company, account, repository, or other agreed area of a service, the information needed from it, and how often it should be refreshed.

The agreed scope controls coverage. A request for selected accounts, folders, repositories, or time periods does not automatically include the service’s full history or other areas. If the intended coverage is unclear, it asks for clarification rather than guessing. The permission requested during sign-in may be broader than the information routinely collected, so the operator should review that permission separately.

An existing working connection is retained when it still fits the request; it is not replaced automatically. Changing the selected information or scope can require the revised import to start again.

A usable result confirms that the agreed information is available and identifies any unfinished coverage. Information already collected remains available after an interruption, but should not be treated as complete until collection finishes. A record absent from a later update is retained because absence alone does not prove it was deleted at the source.

Connected material for this company is test or demonstration data, not live financial evidence.