Disclosure Data Validation – Annual Disclosure

 

If you have not completed all the required actions in the disclosure, you may be presented with a validation error, which appears at the top and bottom of the page. Details about the error can be found within the Data Validation panel and in the specific panel where the error needs to be fixed.

 

Figure 542 COI Annual Disclosure > Example Validation error message

 

Click the save button to display the Data Validation panel.

 

Figure 543 COI Annual Disclosure > Data Validation Sub-Panel

Click the Show button to expand the subpanel and display the items to be fixed.

Use the fix button to navigate directly to the item.

 

Figure 544 COI Annual Disclosure > Data Validation sub-panel > validation error details