Step 1 of 5: General
SEC Filings & Disclosure
EDGAR submission, iXBRL & evidence CoreA filing is approved and must be authorised for transmission to EDGAR.
Assess and independently approve whether an entity, submitter, and credential are authorized for an EDGAR submission.
Basis: EDGAR access and readiness
/sec/startSecurities Exchange Act of 1934; Regulations S-K, S-X, S-T; 17 CFR Parts 229, 232, 240, 249
5 steps, completed in order. Each step is validated against the schema before the next unlocks.
Step 1 of 5
ScreenSEC › SEC Workflows › EDGAR submission authorization readinessstep 1
Complete the General fields. Each value is validated against the schema before the next step unlocks.
Domain entity ID (required)
entityIdThe organisation or system this record is about — lowercase with dashes, e.g. acme-corp-hq. Pick one you have used before, or type a new id to create it.
Step 2 of 5
ScreenSEC › SEC Workflows › EDGAR submission authorization readinessstep 2
Complete the Identity fields. Each value is validated against the schema before the next step unlocks.
Registrant CIK (required)
cikEnter registrant cik. An example value is "0001234567".
This is an amendmentoptional
isAmendmentEnter this is an amendment.
Amends accession numberoptional
amendmentOfEnter amends accession number.
Step 3 of 5
ScreenSEC › SEC Workflows › EDGAR submission authorization readinessstep 3
Complete the Submission fields. Each value is validated against the schema before the next step unlocks.
Form type submitted (required)
formTypeEnter form type submitted.
Submitted atoptional
submittedAtEnter submitted at.
Step 4 of 5
ScreenSEC › SEC Workflows › EDGAR submission authorization readinessstep 4
Complete the Credential fields. Each value is validated against the schema before the next step unlocks.
Authentication mode (required)
authModeEnter authentication mode.
Credential kind (required)
tokenKindEnter credential kind.
Credential reference (required)
credentialIdEnter credential reference.
Submitting useroptional
submitterUserIdEnter submitting user.
Credential expires at (required)
credentialExpiresAtEnter credential expires at.
Step 5 of 5
ScreenSEC › SEC Workflows › EDGAR submission authorization readinessstep 5
No manual input is captured here: this step is completed from the preceding sections or by the platform.
No manual inputs in this step.
Continue with the next guide in this framework's table of contents.
Assess and independently approve EDGAR Next enrolment, administrators, tokens, and delegated filing-agent scope.
Read guide EDGAR submission, iXBRL & evidenceCapture, independently review, and immutably archive the evidence and rules behind an SEC decision.
Read guide EDGAR submission, iXBRL & evidenceIngest, review, lock, unlock, and supersede SEC evidence with immutable custody metadata.
Read guide