Automating the Display of Disclosure Documents

Disclosure processing allows companies to comply with internal company policies and external regulations. These policies and regulations require they display disclosure statements or external documents to users, and then record whether or not they have read and understood them. Implementing the automatic display of disclosure documents involves the following steps:

• Set up a disclosure by associating it with a product and literature.

  For more information, see Setting Up Disclosures.

• Activate the appropriate workflows.

  For more information, see About Disclosure Workflows.

• Invoke the Disclosure UI Service business service.

  For more information, see Invoking the Disclosure UI Service Business Service.

• View a disclosure history.

For more information, see Viewing Disclosures Associated with Contacts (End User).