Logo
Sign in
Product Logo
Conflict of Interest Disclosure Management SoftwareIdeagen ConvergePoint

ConvergePoint Conflict of Interest Disclosure Software simplifies COI reporting and management, automating disclosures and ensuring compliance on Microsoft 365 SharePoint.

Vendor

Vendor

Ideagen ConvergePoint

Company Website

Company Website

coi disclosure software.svg
Product details

ConvergePoint Conflict of Interest Disclosure Software provides a structured, automated system for organizations to manage conflict of interest (COI) reporting. Built on Microsoft 365 SharePoint, this solution streamlines the submission of gift, entertainment, financial interest, and outside engagement disclosures by employees. It replaces manual tracking and email-based approvals with a centralized platform for comprehensive conflict reviews, resolutions, action plans, and mitigation strategies. The software empowers compliance teams to assign scheduled disclosures, track submissions, and enforce policies effectively. Managers can efficiently review submissions and escalate potential conflicts when necessary. Its intelligent nested questionnaires ensure employees provide complete and accurate details, significantly reducing compliance gaps and inconsistencies. Compliance officers gain real-time oversight through advanced reporting and analytics, fostering full transparency, proactive risk identification, and robust audit readiness. This system strengthens COI disclosure processes, ensuring organizations can detect risks early, maintain compliance, and protect sensitive information through controlled access.

Features & Benefits

  • Customizable Forms & Data Capture
    • Captures key details with customizable forms, reducing manual data entry and carrying responses forward for efficient COI management.
  • Automated Workflows & Notifications
    • Provides recurring notifications to prompt employees for annual updates, sends task notifications for pending disclosures, and escalates high-priority conflicts to appropriate compliance team members. Disclosures are routed based on employee roles and responses for structured approvals.
  • Centralized Management & Storage
    • Offers a secure, single repository for all completed disclosure forms and questionnaires, making retrieval easy for compliance reviews, reporting, and audit readiness.
  • Role-Based Access & Data Security
    • Restricts document access to authorized personnel, protecting sensitive disclosures and maintaining confidentiality within COI management workflows, reducing data exposure risks.
  • Real-Time Oversight & Reporting
    • Features dashboards that track form completions, pending reviews, and resolutions, providing compliance teams with real-time insights and enabling instant access to disclosures for generating audit or risk assessment reports.
  • Compliance Risk Prevention
    • Helps organizations detect undisclosed conflicts early, preventing potential penalties and ensuring continuous compliance.
  • Seamless Integration
    • Simplifies setup with easy Active Directory integration, supporting smooth implementation of COI management best practices.
Find more products by segment
EnterpriseB2BView all
Find more products by industry
Information & CommunicationView all