Disclosure Management

SAI360’s Disclosure Management module streamlines how organizations collect, track, and manage employee attestations and disclosures. Embedded within Ethics & Compliance training, it enables employees to disclose conflicts, gifts, or other required information—and attest to policies they’ve read and understood.

As part of the SAI360 GRC Platform, it provides real-time visibility, customizable workflows, and centralized tracking so compliance teams can review and act on submissions efficiently while reinforcing accountability.

COI & Disclosure Management
Business Continuity Plans

Embed Disclosures in Training

Make disclosure and attestation part of the learning process—not a separate workflow.

  • Prompt disclosures or policy attestations directly within Ethics & Compliance training courses
  • Improve completion rates and participation by reducing friction for employees
  • Reinforce expectations by tying learning content to real-time action and accountability

Track and Triage Disclosures

Manage submissions at scale with collaborative tools and built-in oversight.

  • Route disclosures for review using automated workflows and SLA tracking
  • Enable teams to leave comments, resolve cases together, and ensure consistency
  • Maintain detailed audit trails for all actions, reviews, and outcomes
Build Business Continuity Plans That Work
BCM Execute Crisis Plans

See What’s Being Reported

Use real-time dashboards to track activity, monitor risks, and strengthen your compliance program.

  • Visualize disclosure volume, response rates, and review status across teams and regions
  • Filter submissions by type, outcome, or escalation to focus on areas of concern
  • Use trend data to inform policy updates, training enhancements, and audit readiness
Still chasing down policy attestations manually?
Discover how SAI360 automates disclosures inside your training program—no extra tools or steps required.

Explore The Capabilities

Prompt employees to disclose or attest directly within their training experience.
This seamless approach improves accuracy, timing, and engagement with compliance requirements.

Tailor disclosure forms to align with your organization’s policies, risk areas, and regulatory needs.
Collect the right information every time with flexible templates designed for your unique requirements.

Route disclosures for review based on risk, role, or geography.
Set SLAs, trigger alerts, and ensure consistency through built-in approval and escalation logic.

Enable multiple reviewers to leave comments, assign tasks, and close the loop together.
Improve review speed and decision quality while maintaining a clear audit trail.

Track disclosures, response rates, and status in a centralized dashboard.
Filter and drill down to see trends, bottlenecks, and outstanding actions.

Use SAI360’s platform or connect with your existing LMS. You get full access to reporting and review tools—no matter where the learning happens.

Also on the SAI360 GRC Platform

Train employees with relevant, policy-aligned content that actually sticks.

  • Assign learning by role, location, or risk exposure
  • Embed disclosures within a training course
  • Deliver interactive content tied to your policies and values
  • Monitor training completion and identify gaps with real-time reporting
Ethics and Compliance Training

Empower employees to report concerns and resolve them with accountability.

  • Accept anonymous reports via hotline, web, or mobile to support preferred reporting mechanisms
  • Standardize investigations with best practice workflows and templates
  • Identify and address problems faster with one central repository for investigation data
  • Support compliance audits with links to incident resolution and preventative measures
Hotline & Case Management

Ensure alignment with acceptable gift and hospitality policy and promote transparency and ethical decision-making.

  • Capture gift disclosures directly within gift policy training to streamline employee processes
  • Automate reviews and approvals to ensure compliance with anti-bribery regulations
  • Gain real-time visibility into gift trends and potential risks with intuitive reporting
Gifts & Hospitality

Create, distribute, and manage policies at scale with full visibility and control.

  • Draft, approve, and publish policies in one place
  • Track attestations and manage version history
  • Give employees searchable access to current policies
  • Keep policies up to date with automated alerts triggered by changing regulations
Policy Management Screen

“Annual disclosure processes are so much easier now. We manage COI forms, approvals, and tracking from one dashboard.”

-Verified User in Healthcare, G2 Review

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