Disclosure Data Validation – Annual Disclosure

 

If you have not completed all the required actions in the disclosure, you may be presented with a validation error which appears at the top of the page. The error details will appear at the bottom of the page.

Figure 400 COI Annual Disclosure > Example Validation error message

 

Click the save button to display the Data Validation panel.

Figure 401 COI Annual Disclosure > Data Validtion Sub-Panel

Click the Show button to expand the subpanel and display the items to be fixed.

Use the fix button to navigate directly to the item.

Figure 402 COI Annual Disclosure > Data Validation sub-panel > validation error details