Steps to map company specific compliance disclosures - V7.3.3

Steps to map company specific compliance disclosures - V7.3.3

Mapping company specific compliance disclosures

1) Login to ResearchWise Web Apps and expand the ‘Compliance’ Tab under Research Library section.
2) Click ‘Compliance Template Information’ under ‘Compliance’ tab. Select the desired compliance template (for e.g. ‘Disclosure_US1’) from the list of existing templates and the selected compliance template information is displayed as shown in the following figure.
3) Click on the Add button to add template information for a stock. The Compliance Information window appears as shown in the following figure.
4) Enter the stock name in the Stock field. The combo box gets populated with the search result.
5) Select the stock from the search result.
6) Select the Start date and End date from the Start date calendar.
7) Click on the Add button to add the compliance template information for the selected stock.
After adding the Company specific compliance disclosure, it would reflect the stocks chosen for respective Compliance Template along with their Start and End Dates, as shown below:

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