SEC disclosure routing decision

ScreenSEC › SEC Workflows › SEC disclosure routing decision·step 1

Complete the Identity fields. Each value is validated against the schema before the next step unlocks.

• Reporting entity (required)

  entityId

  Select the entity responsible for the disclosure decision. Use its lowercase-with-dashes id, e.g. acme-corp-hq.

ScreenSEC › SEC Workflows › SEC disclosure routing decision·step 2

Complete the Source fields. Each value is validated against the schema before the next step unlocks.

• Source event kind (required)

  sourceEventKind

  Enter source event kind.

• Source event record ID (required)

  sourceEventRecordId

  Enter source event record id.

• Source evidence artifact ID (required)

  sourceEvidenceArtifactId

  Enter source evidence artifact id.

• Event discovered at (required)

  eventDiscoveredAt

  Enter event discovered at.

ScreenSEC › SEC Workflows › SEC disclosure routing decision·step 3

Complete the Applicability fields. Each value is validated against the schema before the next step unlocks.

• A materiality assessment is required (required)

  materialityAssessmentRequired

  Enter a materiality assessment is required.

• Approved materiality assessment record IDoptional

  materialityAssessmentRecordId

  Enter approved materiality assessment record id.

• A Regulation FD assessment is required (required)

  regFdAssessmentRequired

  Enter a regulation fd assessment is required.

• Regulation FD assessment record IDoptional

  regFdAssessmentRecordId

  Enter regulation fd assessment record id.

ScreenSEC › SEC Workflows › SEC disclosure routing decision·step 4

Complete the Route fields. Each value is validated against the schema before the next step unlocks.

• Approved SEC disclosure route (required)

  selectedRoute

  Enter approved sec disclosure route.

• Route decision rationale (required)

  routeRationale

  Enter route decision rationale.

ScreenSEC › SEC Workflows › SEC disclosure routing decision·step 5

Complete the Deadline fields. Each value is validated against the schema before the next step unlocks.

• The selected route has a calculated due date (required)

  deadlineApplicable

  Enter the selected route has a calculated due date.

• Rule-derived deadline calculation artifact IDoptional

  deadlineCalculationArtifactId

  Enter rule-derived deadline calculation artifact id.

• Calculated target due atoptional

  targetDueAt

  Enter calculated target due at.

ScreenSEC › SEC Workflows › SEC disclosure routing decision·step 6

Complete the Content fields. Each value is validated against the schema before the next step unlocks.

• A disclosure draft is required (required)

  disclosureDraftRequired

  Enter a disclosure draft is required.

• Disclosure draft artifact IDoptional

  disclosureDraftArtifactId

  Enter disclosure draft artifact id.

• Financial statements are required (required)

  financialStatementsRequired

  Enter financial statements are required.

• Financial statements artifact IDoptional

  financialStatementsArtifactId

  Enter financial statements artifact id.

• XBRL or Inline XBRL validation is required (required)

  xbrlRequired

  Enter xbrl or inline xbrl validation is required.

• XBRL validation artifact IDoptional

  xbrlValidationArtifactId

  Enter xbrl validation artifact id.

• Exhibits are required (required)

  exhibitsRequired

  Enter exhibits are required.

• Reviewed exhibit index artifact IDoptional

  exhibitIndexArtifactId

  Enter reviewed exhibit index artifact id.

• Confidential treatment or redaction is being considered (required)

  confidentialTreatmentConsidered

  Enter confidential treatment or redaction is being considered.

• Confidentiality and redaction analysis artifact IDoptional

  confidentialityAnalysisArtifactId

  Enter confidentiality and redaction analysis artifact id.

ScreenSEC › SEC Workflows › SEC disclosure routing decision·step 7

Complete the Governance fields. Each value is validated against the schema before the next step unlocks.

• Legal review artifact ID (required)

  legalReviewArtifactId

  Enter legal review artifact id.

• Accounting review is required (required)

  accountingReviewRequired

  Enter accounting review is required.

• Accounting review artifact IDoptional

  accountingReviewArtifactId

  Enter accounting review artifact id.

• Disclosure route decided at (required)

  decisionAt

  Enter disclosure route decided at.

• Accountable disclosure officer (required)

  accountableOfficerName

  Enter accountable disclosure officer.

• Disclosure decision approval artifact ID (required)

  governanceApprovalArtifactId

  Enter disclosure decision approval artifact id.

ScreenSEC › SEC Workflows › SEC disclosure routing decision·step 8

Complete the Routing fields. Each value is validated against the schema before the next step unlocks.

• Downstream SEC workflow status (required)

  downstreamWorkflowStatus

  Enter downstream sec workflow status.

• Launched downstream SEC workflow record IDoptional

  downstreamWorkflowRecordId

  Enter launched downstream sec workflow record id.