Review the results of a disclosure review

AI suggestion badges

AI suggestion: Yes
— The tool found a disclosure in your financial statements that satisfies this requirement.
AI suggestion: Not Found
— The tool didn't find a matching disclosure for this requirement in your financial statements. This doesn't necessarily mean the disclosure is missing. It means the tool couldn't identify one.

AI rationale

Act on the suggestions

Read the rationale and citation.
Expand the AI rationale section and verify that the reasoning is correct and the cited content from your financial statements actually supports the suggestion.
Select your response.
Use the
Yes
,
No
, or
N/A
options in the Disclosure made column.
If the AI suggested
Yes
and you agree after reviewing the rationale, select
Yes
. If you disagree or the rationale doesn’t hold up, select the response you believe is correct.
Save your work.
Select
Save
in the checklist toolbar.

Work through the results

Select
Filter
to focus on specific responses you've made (
Yes
,
No
,
N/A
,
Blank
).
Select
Show Discrepancies
to surface requirements where your existing checklist response differs from the AI suggestion.
Select
Display options
in the checklist to switch
AI suggestions
on and off.