Microsoft SharePoint - Conflict of Interest Disclosures Management Software

Our Conflict of Interest and Disclosure Management Software provides advanced functionality and security necessary to allow your organization to remain regulatory compliant using proactive CIO management processes. Since our solution is automated, detailed task assignments and notifications with escalation capability are sent at the right time. All questionnaires and form details captured rest in one central repository for managers to view. Plus, our role-based access features restrict document viewing privileges to the assigned individuals only.

Our Conflict of Interest Software helps employees input their existing relationships for managers to gleam.

How does Your Business Benefit With Conflict of Interest Software?
Without effective conflict of interest and disclosure software, your organization is left vulnerable in more ways than one. Impermissible gifts, investment interests, familial ties, and legal involvement are a few of the possible conflicts of interest that need to be disclosed appropriately to avoid non-compliance penalties.

Customizable forms allow employees to easily submit relevant information about their relationships or other interests with the organization. These questionnaires provide valuable insights for compliance managers to understand the current status and implications of all possible conflicts of interest. A complete audit trail is maintained during the entire disclosure process for internal and external purposes.

Distributing the COI questionnaire to all employees eliminates the need to individually track down individuals or lose paper surveys in the process. Once these questionnaires are submitted, our disclosure management software notifies the appropriate users of submission and collects the data from each survey. Our advanced real-time dashboards immediately detects any possible conflicts and promptly relate that information to compliance managers. Plus, our software creates an action voting task for managers to review and approve a following course of action.

Our team of conflict of interest experts at ConvergePoint is with you every step of the way to answer questions and provide industry best practices whenever needed. Our Conflict of Interest Software seamlessly migrates your entire Active Directory and gets up and running in a few short days or weeks.

Recurring Alerts
Receive annual email notifications requesting new or updates to past conflict of interest disclosure paperwork.

Custom Forms
Fill out key information in required fields, with responses carried from conflict of interest disclosure cycle to cycle.

Task Notifications
Be notified when you have an outstanding task, or get escalation alerts about high-priority items.

Review and Decide
Assign reviewers to manage conflicts of interest based on employees’ roles and responses.

Role-Based Access
Restrict viewing of documents to only people who need access to them.

Real-Time Dashboards
Track completion of forms, and follow decision-making process on potential COIs.

Search and Reports
Search based on key criteria, and get relevant, timely data by exporting ad hoc reports.

Document Storage
Securely store all documents, including previous records, in one location for convenience.