Before submission
Choose the closest capability or offer, identify the objective, jurisdiction, stage, timing, constraints and relevant workstreams, and gather supporting evidence only where it materially helps qualification.
At submission
A connected intake can create a confidential hidden Submitted record and return its IOXN Record ID. The record exists for review; it is not approval, authorization, certification, membership, partnership, financing or contract formation.
During review
The operator can request missing information, qualify the record, define the next action, request a scope, prepare a proposal or decline the request. Those states should remain explicit.
Fallback expectation
If canonical persistence is unavailable, the interface should say so and preserve a usable fallback rather than claiming that IOXN Access stored the request.