Do you ever find yourself including words or symbols in a conflict check that wastes time or causes confusion?
Your Firm might even have an informal list of terms to avoid, but users often forget and include them anyway.
Would
it be helpful for the system to automatically alert users if they
attempt to include those terms when running a check?
LMSV
Conflict of Interest now prompts a message when a user has entered an
unaccepted word or symbol.
The best part is that the Firm can customize the exclusions based on its specific needs!
