Financial Entity Status Review (Grouped by Projects)

The Financial Entity Status Review (Grouped by Projects) section of Administrator Actions, allows the Administrator to change or accept the values of (No Conflict Exists, Potential Relationships and Relationship Identified) set by the reporter.

    The default display of the project-fe relationships within this section is by projects. To switch to view the relationships by financial entity, the user can click on the Financial Entity button on the header of this section .

To check the project-fe relatedness set by the reporter, click on the show  button beside the project event.

Figure 1075 COI > Update Master Disclosure > Disclosure Actions > Administrator Actions  >Financial Entity Status Review (Grouped by Projects)

 

For each project all of the reporter’s financial entities with the reporter-entered status are listed. The Administrator can override the related/unrelated status set by the reporter through the Recommended Status column. Only the COI Administrator has the rights to override the reporter set status,

 

Figure 1076 COI > Update Master Disclosure > Disclosure Actions > Administrator Actions  >Financial Entity Status Review (Grouped by Projects) > project – financial entity – recommended status

 

    While the reporter has only two values they can use to indicate their project-fe relatedness, the Administrator has a larger selection of values. The values appearing within the Recommended Status can be maintained through the maintenance table – COI Disposition Status.

 

Subtopics:

Project Details: (for e.g. Proposal Number 3)

Financial Entities