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Overview

Before you start to use the COI Disclosures, it is important to have an understanding of how the system has been locally configured. Please reference the section on system configuration.

The local system configuration and compliance policy, the relevant records, and interaction with the system determine the reporter’s disclosure reporting requirements in the COI Disclosure document.

This topic covers the following:  Overview, Reporting Process; Types of Disclosures; Administrative Process, and an Example Scenario.

It is followed by subtopics containing detailed documentation on each page, section, subsection and field for this e-doc.