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Disclosure

Review the results of a disclosure review

Refer to the following to understand the results layout better. Each disclosure requirement shows 3 columns:
  1. Requirements Column: The disclosure requirement is text.
  2. Response Column:
    • Al Response
      :
      Yes
       if disclosure found,
      Not Found
       if not detected.
    • Al Reasoning
      : Explanation of why the Al believes a disclosure was made along with a citation to the relevant section in the financial statements.
    • Checklist Response
      : Your current response in the engagement (shows
      No answer provided
       for new engagements).
  3. Action Column: Shows the
    Accept
    ,
    Decline
    , or
    Edit
     options.

Validate AI responses

When the AI identifies a disclosure in the financial statements, do the following:
  1. Review the AI reasoning provided with the suggested response.
  2. Select the citations in the AI reasoning to view its specific location in the financial statements.
  3. The
    Citation Viewer
     will open with the relevant section highlighted. Verify that the highlighted section satisfies the disclosure requirement.
note
You can use the following
Citation Viewer
 features:
  • Zoom in/out
    : Adjust the document view.
  • Pagination
    : Go to between pages.
  • Close panel
    : Return to results view any

Tools on the screen

You can also use the following tools on the screen to help you review your results:
  • Expand All / Collapse All
    : Show or hide all requirement details.
  • Filter
    : View only “Disclosures Found” or "Disclosures Not Found”.
  • Download
    : Export the results to Excel.
  • Send to Engagement
    : Save the results back to your engagement as an Excel file.

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