COI Disposition Status

The COI Disposition Status maintenance document is used to establish and maintain numeric codes and textual description values which are stored in database tables.  This status provides information about the project to financial entity relationship within a disclosure. The reporter is presented a limited set of values (No Conflict Exists, Potential Relationships and Relationships Identified) from the COI Disposition Status maintenance table to describe his/her project to financial entity relationship. When an administrator receives the disclosure he is allowed to override the reporter-selected disposition with all the values existing in the COI Disposition Maintenance table. Document Layout.

Note - The system uses the numeric code assigned to each COI Disposition Code to determine which disposition code has the highest value (higher values are considered “bad” statuses, or statuses that require additional review.). The disclosure header panel displays the COI Disposition Statuses with the highest number. For project disclosures with multiple financial entities and for annual and update master disclosures, the disclosure status with the highest value is chosen as the status of the disclosure.

 

 

Figure 1843 COI Disposition Status Maintenance Document -  Layout

Edit COI Disposition Status Section

The Edit COI Disposition Status section of the COI Disposition Status maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.

 

Table 801 COI Disposition Status Maintenance Document - Edit COI Disposition Status Section Field Descriptions

Field	Description
COI Disposition Code	Required.  An abbreviated form of the Description field (for example, a numeric value) used to uniquely identify the record in the system.
COI Disclosure Status Code	Required. This field links the COI disposition to the COI Disclosure status code and controls whether the based on the particular COI Disposition the COI Disclosure action of “Approve” or “Disapprove” will be available within the disclosure.
Description	Required.  The long form of the COI Disposition Code field (for example, a common textual name) that describes the purpose of the COI Disposition Code.

 

Examples

 

Figure 1844 COI Disposition Status Maintenance Document Example Values

Common Features

This maintenance document includes the following features that are common to most KC maintenance documents:

 

Table 802 Links to Common Maintenance Document Component Instructions

Common Maintenance E-Doc Component	Cross-Reference Links To Usage Instructions
Document Header	For more information, see “Header Area” in E-Doc Fundamentals.
Document Overview Section	For more information, see “Document Overview” in Common E-Doc Tabbed Sections.
Notes and Attachments Section	For more information, see “Notes and Attachments” on Common E-Doc Tabbed Sections.
Ad Hoc Recipients Section	For more information, see “Ad Hoc Recipients” in Common E-Doc Tabbed Sections.
Route Log Section	For more information, see “Route Log” in Common E-Doc Tabbed Sections.
Action Buttons	For more information, see  “Action Buttons” in Selection, Entry and Action Tools.

Process

For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations in the Overview section.