Platform
Section workflows
Design a workflow once, route each section of a filing to it, and let the people at each stage claim their part, without one late section holding up the rest.
Design it once
A template for the stages a section goes through
A workflow template lists the stages in order and who works each one, and every filing that routes a section to it uses it.
- Stages in order, from the first preparer to the approved section
- Routing set per filing type, with a template for each section
Route automatically
Each stage goes to the right people
A stage is assigned to one of three kinds of assignee.
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Person
The stage goes to one named person.
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Role pool
The stage waits for anyone who holds the role, and one of them claims it.
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Specialization
The stage waits for the people with a specialization, and one of them claims it.
Claim from the worklist
Pooled work waits until someone takes it
A pooled stage shows in the tagging worklist as available to claim. Eligible members of the pool claim it, and it stays theirs until they submit it or release it back.
Read about pools and claimingIndependent progress
Each section moves at its own pace
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One stage per section
Every section sits at its own stage of its own workflow.
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A late note stays contained
A section that waits on its numbers does not stop the others moving.
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Readiness at a glance
The filing shows which sections are approved and which are still in progress.
Controls
Separate who prepares from who approves
- Someone who prepared facts can be barred from reviewing or approving them.
Works with
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Excel table tagging
Tag the table, not the cell.
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Review and validation
Fact-level review, blocking errors and warnings, and one view of what is left.
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Engagement controls
Engagements, independence checks, ethical walls, and embargo and insider lists.
Read more
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Section-level workflows for SEC filings
Why each section of an SEC filing needs its own review workflow: how to design the stages, decide who reviews what, and contain one late note.
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Pools, specializations and claiming
Staffing XBRL peak season with role pools and specializations: route each section to a group, let eligible members claim it, and keep the worklist in view.
See one section, end to end.
We'll take one note from a filing like yours from spreadsheet to reviewed, tagged disclosure in 20 minutes.