Automated disclosure campaigns that surface conflicts before they escalate
Manual disclosure distribution consumes weeks of your team's time. Role-based targeting misses key populations. High-risk disclosures get buried in routine approvals. Ethico's disclosure management platform automates campaign distribution through HRIS integration, routes submissions through branching logic that flags risk, and gives you year-over-year visibility across your entire organization.
Why manual disclosure processes create blind spots
Every disclosure season, compliance teams face the same challenges. Spreadsheet-based distribution lists that are outdated before you send them. No way to target campaigns by role, location, or risk profile.
Distribution lists are always wrong
By the time you build your distribution list, it's already outdated. New hires are missed. Terminated employees receive reminders. Role changes mean the wrong forms go to the wrong people.
One-size-fits-all forms miss critical information
Executives face different conflict risks than frontline staff. Procurement managers have vendor relationships that require deeper scrutiny. But static forms ask everyone the same questions.
High-risk disclosures hide in routine approvals
When every submission looks the same, your team can't prioritize. A routine outside activity disclosure gets the same treatment as a board member's potential conflict.
Year-over-year tracking requires manual reconstruction
Did that executive's disclosed interest exist last year? Has this conflict been previously approved? Searching through historical records to answer basic questions wastes hours.
Pre-clearance is a separate manual process
Gift pre-approvals, travel authorizations, and event attendance requests live outside your disclosure system. Your team manages separate workflows for related compliance activities.
Disclosure management software that automates what shouldn't be manual
Ethico's disclosure platform eliminates the manual work that slows your team down. HRIS integration ensures campaigns reach the right people automatically. Branching logic routes disclosures based on risk.
Automated campaign distribution with HRIS integration
Connect your HRIS and eliminate manual distribution lists. Campaigns automatically target employees by role, title, location, business unit, or any combination of attributes.
Role-based form targeting
Configure different disclosure forms for different populations. Executives complete enhanced COI questions. Procurement staff address vendor relationships. The right questions reach the right people.
Branching logic for risk-based triage
Define rules that surface high-risk disclosures automatically. Family relationships with vendors route to enhanced review. Conflicts above threshold amounts flag for committee review.
Year-over-year copy and comparison
Annual certification campaigns pull forward prior year disclosures for employee review and update. Your team sees year-over-year changes at a glance. New conflicts stand out clearly.
Pre-clearance workflow integration
Gift requests, travel authorizations, and entertainment pre-approvals flow through the same platform. Employees request approval before the expense. Everything connects.
Seamless case escalation to MyCM
When a disclosure surfaces a concern requiring investigation, escalate directly to Ethico's case management platform. Investigation teams receive full context. Audit trails remain complete.
Explore disclosure solutions
Conflicts of Interest Management
Automated COI campaigns that reach the right employees with the right forms. HRIS integration ensures accurate targeting by role and location. Branching logic surfaces high-risk relationships for enhanced review.
Gifts, Travel & Entertainment Compliance
Pre-clearance workflows that prevent policy violations before they occur. Automated limit enforcement across vendors and time periods. Aggregate tracking that reveals patterns manual review would miss.
How HRIS-integrated campaigns work
Connect Your HRIS
Secure API connection to Workday, ADP, UKG, or 150+ other HRIS platforms. Employee data syncs automatically—new hires, terminations, role changes, location updates.
Define Campaign Populations
| Targeting Rule | Example Population | Form Assigned |
|---|---|---|
| Job title contains "Manager" | All people managers | Management COI form |
| Department = Procurement | Procurement team | Vendor relationship disclosure |
| Level = Executive | C-suite and VPs | Enhanced executive COI |
| Location = [Country] | International employees | Country-specific requirements |
Configure Branching Logic
Define rules that surface high-risk disclosures:
- Family relationship with vendor → Route to enhanced review
- Conflict value > $10,000 → Flag for committee review
- Board member relationship → Route to legal
Launch and Monitor
Campaigns launch automatically on schedule. Real-time dashboards show completion rates. Automated reminders at intervals you define. Escalation to managers for non-responders.
Time savings: Manual vs. automated
| Activity | Manual Process | With Ethico | Savings |
|---|---|---|---|
| Build distribution list | 8-16 hours | Automatic | 100% |
| Send campaign emails | 2-4 hours | 5 minutes | 98% |
| Track completions | Ongoing (manual) | Real-time dashboard | 95% |
| Send reminders | 2-4 hours/week | Automatic | 100% |
| Generate completion report | 2-3 hours | 1 click | 99% |
| Year-over-year comparison | 4-8 hours | Built-in | 100% |
Typical annual disclosure time: 60-100 hours → 6-10 hours
"We cut disclosure campaign distribution from 3 weeks to 2 days. The HRIS integration means I never worry about outdated lists."
From kickoff to first campaign in 30-45 days
| Phase | Timeline | What Happens |
|---|---|---|
| Discovery | Week 1 | Form review, HRIS mapping, workflow design |
| HRIS Integration | Week 2-3 | Secure connection, data sync, validation |
| Form Configuration | Week 3-4 | Build forms, configure branching logic |
| Testing | Week 4-5 | Pilot campaign, workflow testing |
| Go-Live | Week 5-6 | Production launch, monitoring |
What's Included: HRIS integration, unlimited forms, branching logic configuration, training
What happens next
Schedule Demo
See campaign automation with scenarios relevant to your disclosure types.
Receive Proposal
Transparent pricing based on employee count and campaign frequency.
HRIS Integration Kickoff
Meet your implementation team. Begin HRIS connection planning.
Launch First Campaign
Configured, tested, and ready for your next disclosure cycle.
Frequently asked questions
Ready to automate your disclosure campaigns?
See how Ethico's disclosure management platform eliminates manual distribution, surfaces high-risk conflicts through branching logic, and gives you year-over-year visibility across your organization.
Schedule Your DemoNo commitment required. Our team will demonstrate campaign automation, HRIS integration, and branching logic using scenarios relevant to your organization.
About Ethico's Disclosure Management: Ethico has managed disclosure programs for 25 years, serving 1,500+ organizations across healthcare, financial services, manufacturing, government contractors, and higher education. Our disclosure platform features a mature campaign manager that competitors are still developing, with proven HRIS integration to Workday, ADP, UKG, SAP SuccessFactors, and 150+ other platforms.