Glass currently supports five disclosure types within the application:
- Outside Business Activities
- Gifts and Entertainment
- Political Contributions
- Account Statements
Glass also supports a category titled 'Other Disclosures' which can be used to support any disclosure type not listed. If your firm is regularly using other disclosures as a category, reach out to the support desk to have the Glass team add another labeled category.
To view currently configured disclosures:
- Click settings on the left navigation pane
- Click disclosures
- The screen will display all currently configured disclosures, their reporting period, and due date
Each disclosure has a number of fields that can be marked as optional or required during a user submission. To learn more about configuring disclosures, click here.
Each configured disclosure is assigned to a reporting period, specified upon setup. This may be monthly, quarterly, or yearly. The frequency dictates how often users of Glass will be required to disclose information. When a disclosure is configured, the system will automatically generate user reminders and tasks for completion.