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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 theYes,No, orN/Aoptions in the Disclosure made column.
- If the AI suggestedYesand you agree after reviewing the rationale, selectYes. If you disagree or the rationale doesn’t hold up, select the response you believe is correct.
- Save your work.SelectSavein the checklist toolbar.
Work through the results
- SelectFilterto focus on specific responses you've made (Yes,No,N/A,Blank).
- SelectShow Discrepanciesto surface requirements where your existing checklist response differs from the AI suggestion.
- SelectDisplay optionsin the checklist to switchAI suggestionson and off.
This article applies to:
- Product: Guided Assurance
Related Content
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AI disclosure review
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