Step 1 of 6: General
SEC Filings & Disclosure
EDGAR submission, iXBRL & evidenceAssess and independently approve EDGAR Next enrolment, administrators, tokens, and delegated filing-agent scope.
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
6 steps, completed in order. Each step is validated against the schema before the next unlocks.
Step 1 of 6
ScreenSEC › SEC Workflows › EDGAR Next enrolment 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.
Filer kind (required)
filerKindEnter filer kind.
Step 2 of 6
ScreenSEC › SEC Workflows › EDGAR Next enrolment 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".
Step 3 of 6
ScreenSEC › SEC Workflows › EDGAR Next enrolment readinessstep 3
Complete the Enrolment fields. Each value is validated against the schema before the next step unlocks.
Enrolment confirmed with the SECoptional
enrolmentConfirmedEnter enrolment confirmed with the sec.
Enrolment last verified against EDGARoptional
enrolmentVerifiedAtEnter enrolment last verified against edgar.
Designated account administrators (required)
accountAdministratorCountEnter designated account administrators.
Step 4 of 6
ScreenSEC › SEC Workflows › EDGAR Next enrolment readinessstep 4
Complete the Credential fields. Each value is validated against the schema before the next step unlocks.
Credential kind (required)
tokenKindEnter credential kind.
Credential status (required)
tokenStatusEnter credential status.
Credential expires atoptional
credentialExpiresAtEnter credential expires at.
Step 5 of 6
ScreenSEC › SEC Workflows › EDGAR Next enrolment readinessstep 5
Complete the Delegation fields. Each value is validated against the schema before the next step unlocks.
Credential is delegated to a filing agentoptional
isDelegatedEnter credential is delegated to a filing agent.
Delegated scopesoptional
delegationScopesEnter delegated scopes.
Filing agentoptional
agentEntityNameEnter filing agent.
Step 6 of 6
ScreenSEC › SEC Workflows › EDGAR Next enrolment readinessstep 6
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 whether an entity, submitter, and credential are authorized for an EDGAR submission.
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